Platform: Enolytics DTC
Summary:
What it shows: This ready-made report captures your highest-value customers the moment they slip into passive territory. It displays contact details for customers who (1) were previously classified as "Top Customers at Risk" in your RFM segmentation and (2) just moved to "Passives" status today because they haven't purchased in the past twelve months. No setup needed — just open and act.
Who should use it:
• Marketing managers running retention campaigns
• Customer service teams focused on VIP outreach
• General managers monitoring customer health
When to use it:
• Daily check-ins to catch valuable customers before they're completely lost
• Setting up automated re-engagement workflows for your best buyers
• Creating targeted "we miss you" campaigns for high-value segments
Questions this report answers:
• "How do I find customers who just became passive but used to be big spenders?"
• "Can I get a daily list of my top customers who are slipping away?"
• "Where can I see which valuable customers haven't bought anything in a year?"
• "How do I pull contact info for customers who just moved from at-risk to passive?"
• "Which of my best customers do I need to reach out to today?"
Tip: Since this report shows real-time RFM changes (filtered to today only), check it daily or set up automated exports to ensure you're catching these transitions immediately while re-engagement efforts are most effective.
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: Top 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
Captures high-value customers who moved from Top Customers at Risk to Passives status today with contact details 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: Top Customers at Risk -> Passives
Days Since Rfm 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:
55e41dca-d629-4d69-b8d1-7963cf7a488a