Platform: Enolytics DTC
Summary:
What it shows: This report gives you a ready-made list of customers celebrating their birthday tomorrow — no setup needed. The data is automatically filtered to show only customers whose (1) birthday falls exactly one day from today, and (2) birth date has been verified as valid (excluding suspicious dates like 01/01/1900 that often appear in databases due to data entry errors).
Who should use it:
• Marketing managers running birthday campaigns
• Customer service teams preparing personalized outreach
• Tasting room staff expecting birthday visitors
When to use it:
• Setting up automated birthday email campaigns or SMS messages
• Planning daily customer appreciation calls or special offers
• Preparing personalized experiences for tasting room visits
Questions this report answers:
• "How do I find customers with birthdays coming up tomorrow?"
• "Can I get a clean list of tomorrow's birthday customers for my email campaign?"
• "Where can I see verified birthday data without all the fake dates?"
• "How do I pull a report showing who to call with birthday wishes tomorrow?"
• "Can I export customer contact info for people celebrating birthdays?"
Tip: The Birth Date Check filter automatically removes questionable dates that appear suspiciously often in customer databases — this gives you confidence you're reaching real customers, not data entry mistakes.
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 Birthday tomorrow
Quick Stats:
2 filter(s) applied
6 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 showing customers with birthdays tomorrow, automatically filtered for verified birth dates to help plan targeted marketing campaigns.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Days Until Birthday is one of: 1
Birth Date Check is one of: Valid
📋 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.
Birthday — Contact birth date without the year, formatted as MM-DD (e.g., 03-15 for March 15th). Useful for birthday marketing campaigns where the year is not relevant.**Origin: Calculated**
ℹ️ Additional Details
Bookmark ID:
b42b9ef8-7e7c-42bf-b900-0433a347bb6b