Platform: Enolytics DTC
Summary:
What it shows: Your complete database of customers who have a history of purchasing gifts through your winery. This ready-made report identifies everyone who has made gift purchases, whether they're occasional personal gifters buying for friends and family, regular personal gifters who consistently give wine as gifts, or corporate accounts purchasing for business purposes. No setup needed — just open and explore.
Who should use it:
• Marketing managers building targeted gift campaigns
• Sales teams identifying corporate gifting opportunities
• Customer service representatives helping with gift orders
When to use it:
• Planning holiday and seasonal gift campaigns
• Identifying corporate accounts for business development
• Creating targeted email campaigns for repeat gifters
• Analyzing gifting patterns to optimize inventory
Questions this report answers:
• "How do I find all my customers who buy gifts so I can market to them?"
• "Can I get a list of my corporate gifting accounts with their contact info?"
• "Where can I see which customers are regular gifters versus occasional gifters?"
• "How do I pull a report showing customers' gifting history and recommended next actions?"
• "Who are my best corporate gifting prospects and what industries are they in?"
Tip: Use the Contact Gifting Recommended Action column to prioritize your outreach — it automatically suggests whether to nurture, re-engage, or actively pursue each gifting customer based on their purchase patterns.
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 Established Gifters
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.
📝 Original Description
Find customers who have purchased gifts through your winery with this ready-made report showing your complete gifter database history.
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
Bookmark ID:
09990230-0f23-418d-8d07-68e92a02d043