📋 Summary:
This bookmark identifies customers who have purchased wine as gifts within the last 12 months, highlighting key contact details like email and phone number, along with their total lifetime sales. The report is particularly valuable for marketing teams looking to develop targeted gifting-focused campaigns or wine club recruitment strategies, as it reveals a segment of customers who are already comfortable purchasing wines as presents. Gifters often represent a high-potential customer group for wine clubs and future sales, so the wine club manager or sales team could use this list to create personalized outreach about gift memberships, seasonal gifting promotions, or special wine collections. Users can easily customize this bookmark by adjusting time frames, adding additional filters, or modifying displayed columns to suit their specific analysis needs.
This summary was generated by AI.
📁 Public Bookmarks Folder: ENO Preset Campaigns
📌 Quick Stats:
🔻 2 filter(s) applied
📊 6 dimension(s) displayed
📈 1 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
LIst of gifters including their email type (personal or corporate)
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Order As Gift is one of: likely
Buyer Profile is one of: 3 Month Buyer, 6 Month Buyer, 9 Month Buyer, 12 Month Buyer
📋 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.
Email Type — Identifies whether the email address is a personal or company email address, or a fake email address (noemail.com,missingemail.com)
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: ENO Preset Campaigns
🔑 Bookmark ID:
6241c1be-72f9-4c7d-ba6d-d95a2be48375