📋 Summary:
This Potential Gifters bookmark identifies wine consumers with high potential for corporate or personal gifting behaviors, specifically segmenting customers based on their likelihood and history of purchasing wines as gifts across different contexts. Designed for targeted marketing and sales teams, the report provides a curated list of customers with detailed contact information, their RFM category, corporate industry context, and specialized gift-related scoring metrics that can help winery sales representatives develop personalized outreach strategies for gift-oriented wine promotions or corporate gifting programs. Marketing and wine club managers can use this view to quickly spot and engage customers who are most likely to purchase wines as gifts, potentially increasing revenue through strategic, tailored communication that speaks directly to their gifting motivations. Users can easily customize this bookmark by adjusting dimensions, adding specific measure filters, or incorporating additional columns to refine their analysis and create a more precise targeting approach unique to their winery's specific gifting sales strategy.
This summary was generated by AI.
📁 Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns
📌 Quick Stats:
🔻 1 filter(s) applied
📊 10 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:
Gifting Type is one of: Occasional Corporate, Regular Corporate, Occasional Personal, Regular Personal
📋 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 Corporate Industry — The industry classification for a contact's corporate email domain, used to categorize business customers.**Origin: Derived**
Corporate Gift Score — A 0-100 rating predicting corporate gifting potential based on company email domain and industry, with financial/legal/consulting firms scoring highest.
Gift Readiness Score — Score 0-100 for non-gifters indicating gift potential. Based on 40% industry score, 30% customer quality, 30% engagement
Lifetime Value — Used in temporary tables as a calculation of the net sales life time value of the customer. Used in RFM calculations
ℹ️ Additional Details
📁 Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns
🔑 Bookmark ID:
4cd3859c-ef43-4e16-8325-8c5fab478c0b