📁 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