Platform: Enolytics DTC
Summary:
What it shows: Your customers who just moved from "New Customer" to "Customers to Watch" status today — essentially, people who made their first purchase but haven't bought anything in the past four months (or whatever RFM thresholds you've set). This ready-made report automatically identifies (1) customers whose RFM status changed specifically from "New Customer" to "Customers to Watch" and (2) this status change happened within the last day, so you're seeing fresh alerts.
Who should use it:
• Marketing managers running re-engagement campaigns
• Customer success teams focused on retention
• Wine club managers looking to convert one-time buyers
When to use it:
• Daily or weekly check-ins to catch customers before they fully lapse
• Setting up automated email campaigns for recent purchasers who've gone quiet
• Prioritizing outreach efforts on winnable customers vs. long-lost ones
Questions this report answers:
• "How do I find customers who bought once but haven't been back in months?"
• "Can I get a list of new customers who are starting to drift away?"
• "Where can I see which first-time buyers need immediate attention?"
• "How do I pull a report showing customers who just moved into 'at-risk' status?"
• "Which new customers should I be worried about losing right now?"
Tip: Since this report shows real-time status changes, check it regularly — these customers are in that crucial window where a personal touch or targeted offer could bring them back before they forget about you entirely.
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: Automation Samples (Dynamic)
Click Re-engage: New → Customers to Watch
Quick Stats:
2 filter(s) applied
5 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
Customers who moved from New Customer to Customers to Watch status today after making first purchase but no recent orders in 4 months.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Most Recent Rfm Status Change is one of: New Customer -> Customers to Watch
Days Since Most Recent Rfm Status Change is one of: 0
📋 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.
ℹ️ Additional Details
Bookmark ID:
3bbca167-f055-4c22-8f2e-5082e703d720