Platform: Enolytics DTC
Summary:
What it shows: This report identifies customers who have recently made their first move from one-time buyers to repeat purchasers — your newest potential loyal customers. It captures the exciting moment when someone decides your wine is worth coming back for, filtering specifically for customers whose RFM status has changed from "Created" (brand new) to "New Customer" (first repeat purchase). This is a ready-made report that tracks this crucial customer journey milestone without any setup required.
Who should use it:
• Marketing managers planning retention campaigns for promising new customers
• Customer success teams nurturing early-stage relationships
When to use it:
• After marketing campaigns to see which new customers are converting to repeat buyers
• When building targeted follow-up campaigns for customers showing early loyalty signals
• During monthly customer journey analysis to track acquisition-to-retention success
Questions this report answers:
• "How do I find customers who just made their second purchase with us?"
• "Can I get a list of people who recently upgraded from one-time buyers to repeat customers?"
• "Where can I see which new customers are showing early signs of loyalty?"
• "How do I pull a report showing customers who just crossed the repeat purchase threshold?"
• "Who are my newest potential wine club prospects based on purchase behavior?"
Tip: This report captures customers at a pivotal moment — they've just proven they'll come back. Use this timing to your advantage with targeted wine club invitations or personalized follow-up campaigns while their positive experience is fresh.
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/Customer Loyalty/Acquisition
Click Upgraded Potential Loyal Customers
Quick Stats:
1 filter(s) applied
0 dimension(s) displayed
0 measure(s) displayed
Report Page: Which Customers Are We About to Lose? | Contacts
Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Identifies customers who recently made their first repeat purchase, moving from one-time buyers to potential loyal wine customers.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Rfm Status Change is one of: Created -> New Customer
📋 Columns Displayed
No columns defined (this may be a chart-only bookmark).
ℹ️ Additional Details
Bookmark ID:
b5140433-8b77-4821-a391-e15c4e0f15ca
