Platform: Enolytics DTC
Summary:
What it shows: This ready-made report captures customers at a critical moment — the exact day they transition from "Passive" to "Retired" in your RFM analysis. It displays contact information for customers who: (1) previously held a "Passives" RFM status, (2) crossed into "Retired" status today (typically after 24+ months without a purchase), and (3) had this status change occur within the last day. No setup required — just open and export.
Who should use it:
• Marketing managers running re-engagement campaigns
• Customer retention specialists tracking at-risk segments
When to use it:
• Daily monitoring to catch customers before they become completely dormant
• Setting up automated "last chance" email campaigns for retiring customers
Questions this report answers:
• "How do I find customers who just moved from passive to retired status?"
• "Can I get a daily list of customers crossing into the retired segment?"
• "Where can I see who became 'retired' today so I can send them a win-back offer?"
• "How do I pull contact info for customers who just hit the 24-month mark without purchasing?"
• "Is there a report showing customers transitioning out of our passive segment?"
Tip: Since this tracks same-day status changes, run this report daily or set up an automated export — tomorrow's data will show different customers who transition on that day.
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: Passives → Retired
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 report identifies customers who transitioned from Passive to Retired RFM status today with contact information for re-engagement.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Most Recent Rfm Status Change is one of: Passives -> Retired
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:
dc6ecb0c-2254-4b8a-9a15-4c3a16bb8ee7