Platform: Enolytics DTC
Summary:
What it shows: This report captures your most valuable customers at a critical moment — the exact day they slip from "Loyal To Watch" into "Loyal At Risk" territory. It displays customers who (1) were previously categorized as "Loyal Customers To Watch" in your RFM segmentation and (2) just today moved to "Loyal Customers At Risk" status due to extended purchase inactivity. You get their essential contact details ready for immediate outreach — no setup needed.
Who should use it:
• Customer retention managers and marketing teams
• Winery owners focused on protecting high-value relationships
When to use it:
• Daily monitoring to catch loyal customers before they churn completely
• Creating targeted win-back campaigns for your most valuable segment
• Setting up automated alerts when top customers need immediate attention
Questions this report answers:
• "How do I find loyal customers who just became at-risk today?"
• "Can I get a daily list of high-value customers I'm about to lose?"
• "Where can I see which of my best customers just stopped buying?"
• "How do I pull contact info for loyal customers who need immediate outreach?"
• "Which previously loyal customers just crossed into the danger zone?"
Tip: Since this report shows real-time RFM status changes, check it daily or set up automated exports — these customers represent your highest-value retention opportunities and need immediate attention while the relationship is still recoverable.
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: Loyal To Watch → Loyal At Risk
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
Report shows valuable customers moving from Loyal To Watch to Loyal At Risk status today, helping identify retention opportunities.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Most Recent Rfm Status Change is one of: Loyal Customers to Watch -> Loyal Customers at Risk
Days Since Most Recent Rfm Status Change is between: 0, 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:
30af8cef-f2a3-4c48-aef7-c19e1c2b65d4