Platform: Enolytics DTC
Summary:
What it shows: Your golden discovery moment — first-time tasting room visitors from yesterday who bought wine during their inaugural visit. This ready-made report captures new customers at their most engaged, filtering for guests with (1) exactly one tasting room order, (2) their most recent purchase happened yesterday, (3) they made a paid wine purchase (no freebies), and (4) they actually bought wine products specifically.
Who should use it:
• Tasting room managers tracking conversion success
• Marketing teams building first-visit follow-up campaigns
• Sales teams identifying hot prospects for wine club outreach
When to use it:
• Daily check-ins to see yesterday's new customer wins
• Building follow-up campaigns for engaged first-time buyers
• Measuring tasting room team effectiveness at converting visitors
Questions this report answers:
• "How do I find customers who visited my tasting room for the first time yesterday and actually bought wine?"
• "Can I get a list of new tasting room visitors who made their first purchase yesterday?"
• "Where can I see yesterday's first-time visitors who converted to buyers?"
• "How do I pull contact info for new customers who bought wine on their first visit?"
• "Who are my newest wine buyers from yesterday's tasting room traffic?"
Tip: Check the POS Last Order Date column to confirm these are truly yesterday's purchases — this report updates daily, so run it regularly to catch these warm leads while they're still excited about their visit.
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 First-Time Visitors YDAY – Wine Purchase
Quick Stats:
4 filter(s) applied
9 dimension(s) displayed
6 measure(s) displayed
Report Page: Build Beyond Limits | Advanced Reporting
⚠️ Date Picker Required: This report uses time-sensitive measures that respond to the date picker. The bookmark does not save date picker settings. Please adjust the date picker to ensure the report shows the data for your desired time period.
Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Yesterday's first-time tasting room visitors who made wine purchases, showing new customers at peak engagement with filtering options.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Tr Total Orders is one of: 1
Days Since Last Pos Order is one of: 0
Is 0 Dollar Order is one of: False
Measure Filters:
Wine Orders TR (Excl $0) All Time is greater than 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.
POS Last Order Date — Last Date the contact ordered through the Tasting Room Channel Type
POS Total Orders — Tasting room: Total number of orders placed. **Origin: Calculated**
$0 Order — The net sales/subtotal of the order is $0 and will be excluded from most KPIs.
Channel — This is a mapped field, where we map the order type to an aggregated channel (eg. iPad and Mobile both can map to channel POS.)
Measures:
ℹ️ Additional Details
Bookmark ID:
6238d015-412a-483c-928e-820fdab412b4