📋 Summary:
The "Gifters In Period" bookmark reveals customers who have purchased wine as gifts during a specific timeframe, highlighting individuals who are likely to be thoughtful gift-givers and potentially valuable marketing targets. This report provides the wine club and marketing teams with detailed contact information and net sales data for customers who have shipped wines to different recipients, enabling targeted outreach and personalized gifting promotions that could convert these occasional gift buyers into more regular wine club members or direct purchasers. By identifying customers who demonstrate a propensity for gift-giving, the winery can develop tailored marketing strategies that encourage repeat gift purchases or even introduce these customers to wine club membership, and users can easily customize this bookmark by adjusting filters or columns to suit their specific analysis needs.
This summary was generated by AI.
📁 Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns
📌 Quick Stats:
🔻 1 filter(s) applied
📊 7 dimension(s) displayed
📈 1 measure(s) displayed
📄 Report Page: Build Beyond Limits | Advanced Reporting
⚠️ Date Picker Required: This report uses time-sensitive measures that respond to the date picker. The bookmark does not save date picker settings. Please adjust the date picker to ensure the report shows the data for your desired time period.
🔄 Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Run this report to find out who is using the winery to buy gifts during a specific period (this could be for birthdays, anniversaries or special occassions). Reach out to them proactively to suggest gifting again.)
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Order As Gift is one of: likely
📋 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.
Full Name — The contatenation of the first name and the last name as defined in the contacts table.
Contact Zip Code — Contact's zip code or postal code (residing/billing address)
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.
Ship To Full Name — Full Name of the contact to ship to.
Ship To Zip Code — Zip code of person shipment is being sent to
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns
🔑 Bookmark ID:
c1521703-98d4-45a7-80df-4f9a0b5d0bf1