📋 Summary:
This Enolytics bookmark identifies loyal and top-tier wine customers who have significantly reduced their purchasing activity outside of the wine club channel, showing a velocity score less than 70% compared to their previous year's buying patterns. The report helps winery teams proactively target and re-engage valuable customers who might be at risk of disengagement, focusing on high-potential buyers with strong historical purchasing behaviors but current declining purchase activity. Wine club managers and marketing teams can use this data to design personalized outreach campaigns, create targeted promotions, or develop retention strategies to re-spark these customers' interest and purchasing momentum. Users can easily customize this preset bookmark by adjusting filters, adding or removing columns, and saving a new version tailored to their specific analysis needs.
This summary was generated by AI.
📁 Public Bookmarks Folder: ENO Preset Campaigns/Customer Loyalty/Velocity
📌 Quick Stats:
🔻 6 filter(s) applied
📊 8 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
customers who's spend/orders/bottles in the past 365 days is less than 75% of the spend inthe 365 days before that.
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Rfm Category is one of: Loyal Customers, Top Customers, Loyal Customers to Watch, Top Customers to Watch
Product Type is one of: Wine
channel is not one of: Club
📈 Measure Filters:
Orders (Excl $0) Velocity Score is less than 0.7
Net Sales Velocity Score is less than .7
750ml Bottles (Excl $0) Velocity Score is less than 0.7
📋 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
Days Since Contact Last POS Order — Number of days since last POS order. **Origin: Calculated**
Small Metro Area — The small metro area the contact is living in (based on the zip code lookup of the census data)
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: ENO Preset Campaigns/Customer Loyalty/Velocity
🔑 Bookmark ID:
ce3d3435-43cb-4e31-946d-2386468af18e