Platform: Enolytics DTC
Summary:
What it shows: This report gives you a ready-made list of customers who visited your tasting room between 13-24 months ago but haven't made a tasting room purchase since then. The report includes their contact information and last visit date, making it perfect for targeted re-engagement campaigns. It automatically filters to show: (1) customers whose last tasting room order was between 366-730 days ago, and (2) excludes guest accounts to focus on your actual customer database.
Who should use it:
• Tasting room managers planning reactivation campaigns
• Marketing teams focused on customer retention and win-back strategies
When to use it:
• When planning seasonal outreach to lapsed tasting room visitors
• Before launching "we miss you" email campaigns or special comeback offers
• When analyzing customer retention patterns and identifying reactivation opportunities
Questions this report answers:
• How do I find customers who used to visit our tasting room but haven't been back in over a year?
• Can I get a list of people to target for a "we miss you" tasting room campaign?
• Where can I see contact info for customers who visited 1-2 years ago but haven't returned?
• How do I pull a report showing lapsed tasting room visitors with their last visit dates?
• Which customers should I invite back to the tasting room with a special offer?
Tip: Use the POS Last Order Date column to personalize your outreach — mentioning their last visit date can create a more meaningful connection when reaching out.
Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.
📂 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: Business Reports/Tasting Room
Click Visited 13-24 Months Ago, Not Since
Quick Stats:
2 filter(s) applied
7 dimension(s) displayed
0 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
Identify customers who visited your tasting room 13-24 months ago but haven't returned since, with contact info for re-engagement campaigns.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Days Since Last Pos Order is between: 366, 730
Is Guest Account is one of: False
📋 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.
POS Last Order Date — Last Date the contact ordered through the Tasting Room Channel Type
Days Since Contact Last POS Order — Number of days since last POS order. **Origin: Calculated**
ℹ️ Additional Details
Bookmark ID:
553a28b8-c930-4bea-bd15-a8fa2810388a
