Platform: Enolytics DTC
Summary:
What it shows: This report identifies customers who purchased gifts during a specific time period, showing you exactly who is using your winery for gift-giving occasions. The report filters for (1) orders marked as "likely" gifts based on shipping patterns and displays key customer contact details plus their spending during your selected timeframe.
Who should use it:
• Marketing managers building targeted gift campaigns
• Tasting room managers following up with gift buyers
When to use it:
• Before major gift-giving seasons (holidays, Valentine's Day, Mother's Day) to reach out to previous gifters
• After gift seasons to analyze who your gift buyers were and plan follow-up campaigns
Questions this report answers:
• "How do I find customers who bought gifts last quarter so I can reach out for the holidays?"
• "Can I get a list of people who use us for gift purchases with their contact info?"
• "Where can I see who's been giving our wine as gifts and how much they spent?"
• "How do I pull a report showing gift buyers so I can suggest our gift packages?"
• "Who are my gifting customers and can I get their shipping details too?"
Tip: The report shows both billing and shipping contact information — perfect for understanding whether customers are local gift-givers or sending wine long-distance. Remember to set your date picker to capture the specific gifting period you want to analyze.
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 Gifters In Period
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
Identifies customers who purchased wine gifts during a specific time period based on shipping patterns and order data analysis.
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
Bookmark ID:
c1521703-98d4-45a7-80df-4f9a0b5d0bf1