📋 Summary:
This Enolytics bookmark identifies and profiles corporate and personal gifters across different segments, highlighting customers who have demonstrated consistent gift-ordering behavior throughout their relationship with the winery. Marketing teams can leverage this detailed view to develop targeted gifting-focused campaigns, understand the characteristics of high-volume gift buyers, and potentially create specialized corporate gifting programs or personalized outreach strategies. The report provides rich insights into customer gifting patterns, including total gift orders, gift years, frequency, and recommended actions, which can help sales and marketing professionals develop more nuanced engagement approaches for these valuable customer segments. Users can easily customize this preset bookmark by adjusting filters, adding or removing columns, and saving a personalized version that meets their specific analytical needs.
This summary was generated by AI.
📁 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