Platform: Enolytics DTC
Summary:
What it shows: This report captures a critical customer retention moment — it shows your most valuable customers who just slipped from "Loyal Customers at Risk" to "Passives" status today. These are customers who were recently engaged but haven't purchased in the past twelve months (based on your RFM thresholds), representing immediate re-engagement opportunities. The report includes their contact details so you can reach out right away — no setup needed, just run and act.
Who should use it:
• Marketing managers running retention campaigns
• Customer success teams focused on win-back efforts
• Winery owners monitoring high-value customer health
When to use it:
• Daily monitoring to catch loyal customers as they become inactive
• Building targeted re-engagement email campaigns or phone outreach
• Creating personalized offers for customers who were previously your best buyers
Questions this report answers:
• "How do I find customers who just became inactive today so I can reach out immediately?"
• "Can I get contact info for loyal customers who recently stopped buying?"
• "Where can I see which of my best customers are slipping away right now?"
• "How do I pull a list of high-value customers who need immediate attention?"
• "Who should I call today to prevent losing my most loyal buyers?"
Tip: This report is most powerful when checked daily — these customers just crossed the threshold from loyal-at-risk to passive, making today the perfect time for a personal phone call or targeted email campaign.
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 At Risk → 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
Shows customers who dropped from Loyal At Risk to Passives status today - valuable customers who haven't purchased in 12 months.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Most Recent Rfm Status Change is one of: Loyal Customers at Risk -> Passives
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:
35be7353-8999-497c-8034-bce1d53a8550