Platform: Enolytics DTC
Summary:
What it shows: A ready-made list of all wine club members who have an anniversary coming up in the next 30 days. This report filters your member base to show only (1) members whose next club anniversary is 0-30 days away and (2) members with Active or On Hold membership status — so you're seeing current members who need anniversary outreach, whether they're actively receiving shipments or temporarily paused.
Who should use it:
• Wine club managers planning member retention campaigns
• Marketing teams coordinating anniversary promotions and communications
When to use it:
• Monthly planning sessions to identify upcoming anniversary celebrations
• Creating targeted campaigns for member appreciation and retention
Questions this report answers:
• "How do I find all club members with anniversaries coming up this month?"
• "Can I get a list of members I should be reaching out to for their club anniversary?"
• "Where can I see which members are hitting their 1-year, 2-year, or other anniversary milestones soon?"
• "How do I pull a report showing members who need anniversary gifts or special recognition?"
• "Which active and paused members have anniversaries I should be celebrating?"
Tip: Check the "Active Club Membership In Months" column to see exactly which anniversary milestone each member is reaching — perfect for tailoring your outreach message to their specific journey with your club.
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 Club Members with an Anniversary in the next 30 days
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
Shows wine club members with anniversaries in the next 30 days, filtering for active and on-hold status to plan celebrations.
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
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
Bookmark ID:
a733c6c8-a6ac-4bc1-b4f6-7efa8b2d4b51