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Club Members with an Anniversary in the next 30 days

Updated over 2 months ago

πŸ“ Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns

πŸ“Œ Quick Stats:

  • πŸ”» 2 filter(s) applied

  • πŸ“Š 10 dimension(s) displayed

  • πŸ“ˆ 0 measure(s) displayed

  • πŸ“„ Report Page: Build Beyond Limits | Advanced Reporting

πŸ”„ Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.


πŸ“ Original Description

This lists all members and their next anniversary within the next 30 days.


πŸ”» Filters Applied

The following filters narrow down the data in this bookmark:

πŸ“Š Dimension Filters:


πŸ“‹ Columns Displayed

πŸ“Š Dimensions:

  • Customer Number β€” 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 β€” Contact first name as defined in the contacts table

  • Last Name β€” 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 β€” Contact's primary email. If contact has multiple emails, this is will be the primary. This is NOT an array of emails.

  • Contact Phone β€” 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 β€” Number of days until the contact's next club membership anniversary date

  • Initial Signed Up Date β€” Timezone adjusted date for initial_signed_up_at

  • Active Club Membership In Months

  • Club Membership Status β€” The current membership status. This will likely be one of the following statuses: Active, On Hold, or Cancelled.

  • Club Name β€” 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

  • πŸ“ Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns

  • πŸ”‘ Bookmark ID: a733c6c8-a6ac-4bc1-b4f6-7efa8b2d4b51

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