📋 Summary:
The Commerce7 Customer Import bookmark provides a comprehensive export of customer contact information directly compatible with the Commerce7 customer relationship management (CRM) system, making it easy for wineries to synchronize and update their customer database. This report includes essential customer details like names, contact information, email addresses, and phone numbers, which can be valuable for wine club managers, marketing teams, and tasting room staff looking to consolidate customer data or prepare for targeted communication campaigns. The standardized export format allows for seamless importing into Commerce7, streamlining data management processes and ensuring that customer contact information remains current and accurate. Winery teams can use this bookmark as a flexible starting point, customizing the columns, adding specific filters, or modifying the data selection to suit their specific marketing, communication, or customer engagement needs.
This summary was generated by AI.
📁 Public Bookmarks Folder: ENO Preset Campaigns
📌 Quick Stats:
🔻 0 filter(s) applied
📊 14 dimension(s) displayed
📈 0 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
Report in Commerce7 Contact Import Format. You can export this list and import directly in to Commerce7 using the 'Import Customers' action in the CRM section.
🔻 Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
📊 Dimensions:
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.
Birth Date — Contact birth date
Contact City — Contact's city (residing/billing address)
Contact State — Contact's abbreviated state code (residing/billing address)
Contact Zip Code — Contact's zip code or postal code (residing/billing address)
Contact Country — Contact's abbreviated country code (residing/billing address)
Email Marketing Status — Contact's email marketing status as tracked by the CRM. This will likely be a set list of options like (but not limited to):\n- Subscribed\n- Unsubscribed\n- Hard Bounce\n- Soft Bounce\n- Double OptIn\nAs we just pass through the values we don't care about the differences between the CRMs.
Contact Email — Contact's primary email. If contact has multiple emails, this is will be the primary. This is NOT an array of emails.
Email 2
Email 3
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.
Phone 2
Phone 3
ℹ️ Additional Details
📁 Public Bookmarks Folder: ENO Preset Campaigns
🔑 Bookmark ID:
24dd61e7-b861-49db-9fdb-3231b085e270