Platform: Enolytics DTC
Summary:
What it shows: Your customers who just moved from "Potential Loyal" status to "Customers to Watch" today — catching valuable customers right as they start to drift away. This ready-made report identifies people who were on track to become loyal customers but haven't purchased in the past four months (or your custom RFM thresholds), with their contact details ready for immediate outreach.
Who should use it:
• Marketing teams running re-engagement campaigns
• Customer retention specialists and loyalty managers
• Winery owners focused on preventing customer churn
When to use it:
• Daily monitoring to catch at-risk customers before they're lost completely
• Building targeted email campaigns for customers who need a gentle nudge back
• Creating personalized outreach lists for phone calls or special offers
Questions this report answers:
• "Which of my promising customers just started showing signs of becoming inactive?"
• "Can I get a list of potential loyal customers who might be slipping away?"
• "How do I find customers to target for win-back campaigns before they completely disengage?"
• "Where can I see contact info for customers who were engaged but haven't bought recently?"
• "How do I identify people who were close to being loyal but are now at risk?"
Tip: Since this report shows customers who changed status today, check it regularly — these RFM transitions happen in real-time as customer behavior shifts, making immediate follow-up your best opportunity to re-engage them.
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: Potential Loyal → Customers To Watch
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
Identifies customers who moved from Potential Loyal to Customers to Watch status today, catching valuable customers drifting away.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Most Recent Rfm Status Change is one of: Potential Loyal Customers -> Customers to Watch
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:
673f1fd3-b4cb-481e-91f7-40e66feaf309