📋 Summary:
This bookmark provides a foundational customer contact list without any specific filtering, offering a comprehensive overview of all customers in the winery's database. For marketing and sales teams, this serves as a baseline roster to quickly access core customer information like customer number, name, email, and phone – enabling everything from mass communication campaigns to targeted outreach efforts. Wine club managers, tasting room staff, and marketing professionals can use this as a versatile starting point for customer engagement, with the flexibility to further refine the view by adding specific dimensional or measure filters to segment the audience more precisely based on purchasing behavior, club status, or other relevant criteria.
This summary was generated by AI.
📁 Public Bookmarks Folder: ENO Preset Campaigns
📌 Quick Stats:
🔻 0 filter(s) applied
📊 5 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 remain intact and will not be overwritten.
📝 Original Description
Lists Customers Number, First Name, Last Name, Email and Phone
🔻 Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 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.
ℹ️ Additional Details
📁 Public Bookmarks Folder: ENO Preset Campaigns
🔑 Bookmark ID:
85fb5a12-c01b-407a-a131-8a6bde84dfcd