📋 Summary:
This bookmark identifies customers who visited the winery's tasting room between 13 and 24 months ago but haven't returned since, highlighting a potential group of guests who might need re-engagement. The report provides detailed contact information for these customers, allowing the marketing or tasting room team to design targeted outreach campaigns, such as personalized email invitations, special event promotions, or wine club recruitment efforts. Tasting room managers and marketing specialists can use this data to understand customer retention patterns and proactively reconnect with guests who may have fallen out of touch with the winery. Users can easily customize this bookmark by adjusting time frames, adding additional filters, or including more detailed metrics to suit their specific re-engagement strategy.
This summary was generated by AI.
📁 Public Bookmarks Folder: Business Reports/Tasting Room
📌 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.
🔻 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
📁 Public Bookmarks Folder: Business Reports/Tasting Room
🔑 Bookmark ID:
553a28b8-c930-4bea-bd15-a8fa2810388a