Platform: Enolytics DTC
Summary:
What it shows: A ready-made list of customers who just transitioned from "Customers to Watch" to "Passives" in your RFM segmentation today. This captures customers who crossed that critical threshold — they haven't purchased in nine months (or your custom RFM timeframe) and moved from the "at-risk but recoverable" category into the "passive" segment. The report includes their contact details so you can immediately reach out with re-engagement campaigns.
Who should use it:
• Marketing managers running retention campaigns
• Customer success teams focused on win-back initiatives
• Winery owners monitoring customer lifecycle transitions
When to use it:
• Daily monitoring to catch customers before they become completely disengaged
• Planning targeted re-engagement campaigns for newly passive customers
• Building automated workflows that trigger when customers hit this status
Questions this report answers:
• "How do I find customers who just became passive today?"
• "Can I get a list of people who crossed into the passive segment so I can email them?"
• "Where can I see which customers transitioned out of 'Customers to Watch' status?"
• "How do I pull contact info for customers who just hit the 9-month no-purchase mark?"
• "Which customers should I prioritize for win-back campaigns right now?"
Tip: This report is most powerful when checked daily — these fresh transitions represent your best opportunity to re-engage before customers become truly dormant. The contact details are ready for immediate outreach.
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: Customers To Watch → Passives
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
Ready-made list of customers who transitioned from "Customers to Watch" to "Passives" in RFM segmentation after 9 months without purchases.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Most Recent Rfm Status Change is one of: Customers to Watch -> Passives
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:
94010286-0a6c-4e2a-ba07-cc0de536d125