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Potential Gifters

Updated over 2 months ago

πŸ“ Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns

πŸ“Œ Quick Stats:

  • πŸ”» 1 filter(s) applied

  • πŸ“Š 10 dimension(s) displayed

  • πŸ“ˆ 0 measure(s) displayed

  • πŸ“„ Report Page: Build Beyond Limits | Advanced Reporting

πŸ”„ Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.


πŸ”» Filters Applied

The following filters narrow down the data in this bookmark:

πŸ“Š Dimension Filters:

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


πŸ“‹ Columns Displayed

πŸ“Š Dimensions:

  • Customer Number β€” 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 β€” Contact first name as defined in the contacts table

  • Last Name β€” 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 β€” Contact's primary email. If contact has multiple emails, this is will be the primary. This is NOT an array of emails.

  • Contact Phone β€” 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 β€” Category associated with the RFM score

  • Contact Corporate Industry β€” The industry classification for a contact's corporate email domain, used to categorize business customers.**Origin: Derived**

  • Corporate Gift Score β€” 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 β€” Score 0-100 for non-gifters indicating gift potential. Based on 40% industry score, 30% customer quality, 30% engagement

  • Lifetime Value β€” Used in temporary tables as a calculation of the net sales life time value of the customer. Used in RFM calculations


ℹ️ Additional Details

  • πŸ“ Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns

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

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