📋 Summary:
This bookmark identifies past wine club members who have remained active customers by purchasing wine in the last 9 months, despite having cancelled their membership over 10 months ago. The report targets high-value customers with a strong spending history (3x average wine spending) who might be prime candidates for wine club reengagement, making it an ideal tool for the wine club manager or marketing team to design targeted win-back campaigns. By highlighting these customers' purchase history, contact information, and last cancellation details, the winery can craft personalized outreach that speaks directly to why they originally left the club and what new benefits might entice them to rejoin. Users can easily customize this preset bookmark by adjusting filters, adding or removing columns, and saving a new version tailored to their specific reactivation strategy.
This summary was generated by AI.
📁 Public Bookmarks Folder: ENO Preset Campaigns/Club Processess
📌 Quick Stats:
🔻 8 filter(s) applied
📊 13 dimension(s) displayed
📈 3 measure(s) displayed
📄 Report Page: Build Beyond Limits | Advanced Reporting
🔄 Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Past Members who bought in last 9 months but cancelled more than 10 months ago.
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Detailed Club Status is one of: Past
Buyer Profile is one of: 3 Month Buyer, 6 Month Buyer, 9 Month Buyer
Product Type is one of: Wine
Order As Gift is one of: unlikely
channel_type is not one of: Club
Days Since Last Cancelled is between: 300, 5544
📈 Measure Filters:
📋 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.
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 Last Order Date — Last valid order date for the contact (where the payment status ='Paid' or transaction is completed)
Club Last Order Date — Last Date the contact ordered through the Club Channel Type
POS Last Order Date — Last Date the contact ordered through the Tasting Room Channel Type
Website Last Order Date — Date of most recent web order. **Origin: Calculated**
Last Cancelled Date — If the contact is no longer a club member, what is the last cancelled date for any membership
Last Cancellation Reason
Contact Last Cancelled Club Name — Name of the club that was most recently cancelled. **Origin: Calculated**
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: ENO Preset Campaigns/Club Processess
🔑 Bookmark ID:
94bd4db1-86da-480a-b612-b62bf7640a81