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📄 Report Page: Build Beyond Limits | Advanced Reporting

Gifting Type is one of: Occasional Corporate, Regular Corporate, Occasional Personal, Regular Personal

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

📁 Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns

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