📋 Summary:
This Enolytics bookmark identifies wine customers who have birthdays coming up within the next 30 days and who have made a purchase in the last two years, providing a targeted list for personalized marketing and engagement opportunities. Marketing teams and wine club managers can use this report to create birthday-specific promotions, sending personalized offers or complimentary tastings that recognize and celebrate customer milestones while potentially driving additional sales. The report includes comprehensive customer details like contact information, club status, and purchasing history, allowing for nuanced and meaningful outreach that can strengthen customer relationships and potentially boost loyalty and repeat purchases. Users can easily customize this preset bookmark by adjusting the birthday or purchase date ranges, adding or removing columns, and saving a new version tailored to their specific marketing strategy or customer engagement goals.
This summary was generated by AI.
📁 Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns
📌 Quick Stats:
🔻 2 filter(s) applied
📊 13 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
This shows the list of customers with a birthdate in the next 30 days. You can change the range by updating the filter. This is filtered to customers who bought in the last 2 years (730 days).
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Days Until Birthday is between: 0, 30
Days Since Last Order is between: 1, 730
📋 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.
Birth Date — Contact birth date
Detailed Club Status — Details regarding the contact's current membership. This will be one of the following statuses: Current, Past or Never.
RFM Category — Category associated with the RFM score
Contact Last Order Date — Last valid order date for the contact (where the payment status ='Paid' or transaction is completed)
POS Last Order Date — Last Date the contact ordered through the Tasting Room Channel Type
Website Last Order Date — Date of most recent web order. **Origin: Calculated**
Club Last Order Date — Last Date the contact ordered through the Club Channel Type
Allocation Last Order Date — Date of the contact's last allocation order (order with channel type 'Allocation')
📈 Measures:
ℹ️ Additional Details
📁 Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns
🔑 Bookmark ID:
f7b5146d-20ac-4ba5-905a-554a7df671a2