📁 Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns
📌 Quick Stats:
🔻 1 filter(s) applied
📊 17 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.
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Gifting Type is one of: Occasional Corporate, Regular Corporate, Occasional Personal, Regular Personal
📋 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.
RFM Category — Category associated with the RFM score
Contact Gifting Type — The type or category of gifting behavior exhibited by the contact.**Origin: Calculated**
Contact Total Gift Orders — The total number of orders identified as gift orders for this contact.**Origin: Calculated**
Corporate Gifting Purpose Segment — A classification of contacts by their typical gifting occasion (deal closing, employee recognition, holiday programs, etc.) to tailor marketing messages and product recommendations.
Gift Years List — Comma-separated list of all years with gifts
Last Gift Year — Most recent year with gifts
First Gift Year — First Year with gifts
Contact High Volume Gift Dates — Dates or date ranges when the contact has made high volumes of gift purchases.**Origin: Calculated**
Contact Gifting Recommended Action — A recommended next action or engagement strategy for this contact based on their behavior and patterns.**Origin: Calculated**
Contact Gift Order Percentage — The percentage of a contact's total orders that are identified as gift orders.**Origin: Calculated**
Contact Corporate Industry — The industry classification for a contact's corporate email domain, used to categorize business customers.**Origin: Derived**
Corporate Gift Score — A 0-100 rating predicting corporate gifting potential based on company email domain and industry, with financial/legal/consulting firms scoring highest.
ℹ️ Additional Details
📁 Public Bookmarks Folder: ENO Preset Campaigns/Routine Campaigns
🔑 Bookmark ID:
09990230-0f23-418d-8d07-68e92a02d043