📋 Summary:
What it shows: Identifies customers with high wine club conversion potential who have never been members. Specifically, it finds customers with: (1) no prior wine club membership, (2) a wine purchase within the last 9 months, (3) at least 3 lifetime paid wine orders, and (4) spending at least 3 times the winery's average order value. The report excludes gift purchases and only includes customers with established buying accounts.
Who should use it:
• Wine Club Manager
• Direct-to-Consumer Sales Team
• Marketing Managers focused on membership growth
When to use it:
• Planning targeted wine club recruitment campaigns
• Identifying high-potential customers for personalized outreach
• Preparing for seasonal wine club membership drives
Tip: Focus on the "Wine Spending Coefficient" column, which indicates customers who are already spending significantly more than the average buyer - a strong predictor of potential wine club interest.
This summary was generated by AI.
📁 Public Bookmarks Folder: ENO Preset Campaigns/Club Processess
📌 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
📁 Public Bookmarks Folder: ENO Preset Campaigns/Club Processess
🔑 Bookmark ID:
330353c2-da59-4248-8f61-239ef892dfe4