Platform: Enolytics DTC
Summary:
What it shows: A ready-made report that identifies your most valuable customers who are showing early warning signs of declining engagement. This captures customers whose RFM status has shifted from "Loyal Customers" to "Loyal Customers to Watch" — meaning they're still loyal but their recent purchasing behavior suggests they might be at risk of churning.
Who should use it:
• Customer retention managers and marketing teams
• Winery owners focused on protecting their best customers
When to use it:
• During monthly retention reviews to catch valuable customers before they slip away
• When planning targeted re-engagement campaigns for high-value customers showing decline
• As part of regular customer health monitoring to prevent churn
Questions this report answers:
• "Which of my best customers are showing signs they might be pulling back?"
• "How do I find loyal customers who are at risk so I can reach out to them?"
• "Can I get a list of high-value customers whose engagement is declining?"
• "Where can I see customers who used to be solid buyers but might be slipping away?"
• "How do I identify loyal customers I should proactively contact before they churn?"
Tip: This report is most valuable when reviewed monthly — these customers moved from your strongest segment to a warning status, so acting quickly gives you the best chance to re-engage them before they decline further.
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/Customer Loyalty/Attrition
Click Loyal Customers to Watch
Quick Stats:
1 filter(s) applied
0 dimension(s) displayed
0 measure(s) displayed
Report Page: Which Customers Are We About to Lose? | Contacts
Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Shows loyal customers with declining engagement and early warning signs when purchase behavior starts shifting downward.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Rfm Status Change is one of: Loyal Customers -> Loyal Customers to Watch
📋 Columns Displayed
No columns defined (this may be a chart-only bookmark).
ℹ️ Additional Details
Bookmark ID:
08ba1bcb-707f-4106-ac72-0ca75bf94bed
