Platform: Enolytics DTC
Summary:
What it shows: A ready-made list of current wine club members celebrating their club anniversary today. This report automatically identifies customers based on two specific criteria: (1) their club anniversary falls on today's date, and (2) they are current club members. The anniversary is calculated from their original club signup date, so even if they've switched between different club tiers, you'll see their true membership milestone.
Who should use it:
• Wine club managers and customer success teams
• Marketing coordinators running member appreciation campaigns
When to use it:
• Daily check to identify members deserving anniversary recognition or special offers
• Planning personalized outreach for milestone celebrations
Questions this report answers:
• "How do I find out which club members have anniversaries today?"
• "Can I get a list of members to call or email for their club anniversary?"
• "Where can I see who's celebrating a membership milestone today?"
• "How do I pull contact info for members having anniversaries right now?"
• "Is there a way to automatically identify members to recognize today?"
Tip: Since this report shows real-time anniversary data, run it daily as part of your member engagement routine. The contact phone and email columns make it perfect for immediate outreach to celebrate these loyal customers.
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 Club Anniversary today
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
Wine club member anniversary report shows current members celebrating their club anniversary today based on join date calculations.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Days Till Next Club Anniversary is one of: 0
Club Status is one of: Current Club Member
📋 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:
0b4409e3-a0af-43ea-b09c-942ba3bb2baa