📋 Summary:
What it shows: A ready-made report of your best prospects for wine club membership who have never been club members before. These customers meet specific high-value criteria: (1) purchased wine within the last 9 months, (2) made at least 3 purchases in their lifetime, (3) spend 3x more than your average non-club order value, and (4) typically buy for themselves (not as gifts). No setup needed — just open and use.
Who should use it:
• Wine club managers and membership coordinators
• Marketing teams running club acquisition campaigns
When to use it:
• Planning targeted wine club recruitment campaigns
• Identifying high-value customers ready for membership outreach
• Building VIP prospect lists for club promotions
Questions this report answers:
• "How do I find customers who would be good wine club candidates?"
• "Can I get a list of high-spending customers who aren't club members yet?"
• "Where can I see customers who buy frequently but have never joined the club?"
• "How do I pull a report showing my best prospects for club membership?"
• "Which non-members spend the most and buy wine regularly?"
Tip: Focus on customers with recent purchase dates in the "Contact Last Order Date" column for your most responsive prospects, and use the Wine Spending Coefficient to prioritize your highest-value targets first.
This summary was generated by AI.
📂 How to Access This Report
This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.
To open it:
Click the Bookmarks icon in the left sidebar
Look under Public Bookmarks
Open the folder: ENO Preset Campaigns/Club Processess
Click Great Club Candidates - Never Been Member Before
📌 Quick Stats:
🔻 7 filter(s) applied
📊 10 dimension(s) displayed
📈 3 measure(s) displayed
📄 Report Page: Build Beyond Limits | Advanced Reporting
🔄 Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Never Members who bought in the last 9 months and have bought wine, for themselves, at least 3 times in their life time and have spent at least 3 times the average (outside of club) AOV.
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Detailed Club Status is one of: Never
Buyer Profile is one of: 3 Month Buyer, 6 Month Buyer, 9 Month Buyer
Product Type is one of: Wine
Order As Gift is one of: unlikely
Is Guest Account is one of: False
📈 Measure Filters:
📋 Columns Displayed
📊 Dimensions:
Customer Number — The outbound facing unique identifier. This can be different depending on the CRM. WD and VST use a customer_number (that is what prompted the naming), Commerce7's unique identifier is the email address.
First Name — Contact first name as defined in the contacts table
Last Name — The name of the actual club as specified in the respective CRM. (eg. 3 Bottle Pinot Noir Club). A customer can belong to multiple clubs at once but the club itself can only exist once within the winery data.
Contact Email — Contact's primary email. If contact has multiple emails, this is will be the primary. This is NOT an array of emails.
Contact Phone — Contact's primary phone number. If contact has multiple phone numbers, this is will be the primary. This is NOT an array of phone numbers.
RFM Category — Category associated with the RFM score
Contact Last Order Date — Last valid order date for the contact (where the payment status ='Paid' or transaction is completed)
Club Last Order Date — Last Date the contact ordered through the Club Channel Type
POS Last Order Date — Last Date the contact ordered through the Tasting Room Channel Type
Website Last Order Date — Date of most recent web order. **Origin: Calculated**
📈 Measures:
ℹ️ Additional Details
🔑 Bookmark ID:
330353c2-da59-4248-8f61-239ef892dfe4