Platform: Enolytics DTC
Summary:
What it shows: A ready-made list of your most valuable customers who just slipped from "Top Customers to Watch" into the "Top Customers at Risk" category today. This captures customers who haven't purchased in nine months (or your custom RFM threshold) and crossed that critical line within the last 24 hours. The report shows their contact details so you can reach out immediately — no complex setup required.
Who should use it:
• Customer retention managers and marketing teams
• Winery owners and DTC managers focused on high-value customer recovery
When to use it:
• Daily check-ins to catch VIP customers before they're completely lost
• Setting up automated re-engagement campaigns for your best customers
• Creating personalized outreach lists for phone calls or special offers
Questions this report answers:
• "How do I find customers who just became at-risk today so I can contact them?"
• "Can I get a list of my top customers who recently stopped buying with their phone numbers?"
• "Where can I see which VIP customers need immediate attention before they churn?"
• "How do I pull a report showing my best customers who just hit the danger zone?"
• "Which high-value customers should I personally call this week?"
Tip: Since this report shows customers flagged "today," run it daily or set up automated exports to catch these valuable customers the moment they cross into at-risk territory — timing is everything for successful re-engagement.
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 To Watch → Top At Risk
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 valuable customers who moved from "Top to Watch" to "Top at Risk" after 9 months without purchasing.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Most Recent Rfm Status Change is one of: Top Customers to Watch -> Top Customers at Risk
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:
aafba31a-c226-4881-8a2e-59d53b8fdff6