Platform: Enolytics DTC
Summary:
What it shows: A ready-made report of customers celebrating birthdays in the next 30 days who have purchased from you recently. This filtered list includes: (1) customers with birthdays coming up in the next month, and (2) customers who have made a purchase within the last 2 years. No setup needed — just open and use.
Who should use it:
• Marketing managers running birthday campaigns
• Customer service teams planning personalized outreach
• Tasting room staff preparing for VIP visits
When to use it:
• Monthly planning for birthday promotions and special offers
• Creating personalized email campaigns or direct mail pieces
• Preparing staff for upcoming customer celebrations
Questions this report answers:
• "How do I find customers with birthdays coming up this month?"
• "Can I get a list of recent customers celebrating birthdays soon?"
• "Where can I see upcoming birthdays for my email campaign?"
• "How do I pull customers born in the next 30 days who are still active?"
• "Can I export a birthday list that excludes old inactive customers?"
Tip: Use the Days Until Birthday column to prioritize your outreach — customers with 0-7 days get immediate attention, while those at 20-30 days are perfect for advance planning. You can adjust the 30-day window by modifying the birthday filter.
Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.
📂 How to Access This Report
This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.
To open it:
Click the Bookmarks icon in the left sidebar
Look under Public Bookmarks
Open the folder: ENO Preset Campaigns/Routine Campaigns
Click Customers with Birthday in next 30 days
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
Ready-made report showing customers with birthdays in the next 30 days who purchased within the last 2 years for targeted marketing.
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
Bookmark ID:
f7b5146d-20ac-4ba5-905a-554a7df671a2