Platform: Enolytics DTC
Summary:
What it shows: A complete contact list of everyone who made a purchase in your tasting room within the last year. This ready-made report pulls customers who had any point-of-sale order in the past 365 days, including (1) both paid orders and complimentary $0 orders, and (2) registered customers only (excludes one-time guest checkouts). You get their essential contact details plus when they last visited — no setup required.
Who should use it:
• Tasting room managers building visitor outreach campaigns
• Marketing teams creating targeted promotions for recent guests
• Customer service teams maintaining visitor relationships
When to use it:
• Planning follow-up campaigns after events, harvest season, or holiday periods
• Building email lists for tasting room promotions and exclusive offers
• Analyzing your recent visitor base to understand who's been coming through your doors
• Creating personalized outreach based on recency of visit
Questions this report answers:
• "How do I get a list of everyone who visited our tasting room this year?"
• "Can I pull contact info for customers who bought wine on-site recently?"
• "Where can I see when people last visited our tasting room?"
• "How do I find visitors from the past 12 months to invite to our member event?"
• "Can I get phone numbers for customers who visited but haven't joined our club yet?"
Tip: The report includes $0 orders by default (like comp tastings), which gives you a fuller picture of tasting room engagement. If you only want paying customers, use the "$0 order filter" and set it to false.
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 Who visited in the last year
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
Shows a complete contact list of everyone who made tasting room purchases in the last 365 days, including paid and complimentary orders.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Days Since Last Pos Order is between: 0, 365
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:
c27c892d-4b58-4890-b55b-7144e86d3338