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Potential Gifters

Ready-made customer list showing established gifting patterns for occasional and regular corporate and personal gifters to identify sales.

Updated over 2 weeks ago

Platform: Enolytics DTC

Summary:

What it shows: A ready-made list of customers who have demonstrated gifting behavior, filtered to show only those with established gifting patterns: (1) occasional corporate gifters, (2) regular corporate gifters, (3) occasional personal gifters, and (4) regular personal gifters. This report pulls together contact details, RFM scoring, and specialized gifting metrics to identify your most promising gift customers — no setup required.

Who should use it:
• Marketing managers planning gift campaigns and promotions
• Sales teams targeting corporate accounts for holiday and event gifting

When to use it:
• Before major gifting seasons (holidays, Valentine's Day, Mother's Day)
• When launching corporate gifting initiatives or B2B outreach
• To identify high-value customers for personalized gifting offers

Questions this report answers:
• "How do I find customers who regularly buy gifts so I can target them for holiday campaigns?"
• "Can I get a list of corporate gifters with their contact info for our B2B sales team?"
• "Where can I see which customers have the highest gift readiness scores?"
• "How do I pull a report showing personal vs corporate gifters with their lifetime value?"
• "Who are my best gifting customers and what industries do the corporate ones work in?"

Tip: Pay attention to the Gift Readiness Score column — customers with higher scores are primed for gifting campaigns and likely to respond well to targeted outreach during peak gifting seasons.

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: ENO Preset Campaigns/Routine Campaigns

  • Click Potential Gifters

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.


📝 Original Description

Ready-made customer list showing established gifting patterns for occasional and regular corporate and personal gifters to identify sales.


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

  • Bookmark ID: 4cd3859c-ef43-4e16-8325-8c5fab478c0b

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