📋 Summary:
This bookmark quickly identifies wine club members who are approaching their membership anniversary within the next 30 days, providing a targeted list of active and on-hold club members for potential personalized engagement. Wine club managers and marketing teams can use this report to proactively plan anniversary celebration communications, retention campaigns, or special renewal offers that recognize and reward loyal customers' ongoing commitment to the winery. The list includes critical contact details and membership tenure information, enabling precise and meaningful outreach to strengthen customer relationships. Users can easily customize this preset bookmark by adjusting filters, adding or removing columns, and saving a new version tailored to their specific communication and retention strategies.
This summary was generated by AI.
📁 Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns
📌 Quick Stats:
🔻 2 filter(s) applied
📊 10 dimension(s) displayed
📈 0 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
This lists all members and their next anniversary within the next 30 days.
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Days Till Next Club Anniversary is between: 0, 30
Club Membership Status is one of: Active, On Hold
📋 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.
Days Until Contact Next Club Anniversary — Number of days until the contact's next club membership anniversary date
Initial Signed Up Date — Timezone adjusted date for initial_signed_up_at
Active Club Membership In Months
Club Membership Status — The current membership status. This will likely be one of the following statuses: Active, On Hold, or Cancelled.
Club 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.
ℹ️ Additional Details
📁 Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns
🔑 Bookmark ID:
a733c6c8-a6ac-4bc1-b4f6-7efa8b2d4b51