Platform: Enolytics DTC
Summary:
What it shows: A ready-made list of customers celebrating their birthday today with verified birthdates. This report automatically filters for (1) customers whose birthday is today and (2) customers with valid birthdates (excluding suspicious dates like 01/01/1900 that appear unusually often in databases). No setup needed — just open and go.
Who should use it:
• Marketing teams running birthday campaigns
• Customer service teams for personalized outreach
• Wine club managers creating special birthday experiences
When to use it:
• Daily check for birthday outreach opportunities
• Setting up automated birthday email campaigns
• Creating personalized tasting room experiences for celebrating customers
• Planning special birthday offers or wine club perks
Questions this report answers:
• "How do I find customers with birthdays today for our birthday campaign?"
• "Can I get a list of today's birthday customers with their contact info?"
• "Where can I see which customers are celebrating birthdays so I can send personal notes?"
• "How do I pull a report showing today's birthday customers for our email blast?"
• "Can I find customers to surprise with birthday wine discounts today?"
Tip: The report includes phone numbers alongside email addresses, making it perfect for both digital campaigns and personal phone calls to your VIP customers celebrating their special day.
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 Birthday (valid) today
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 customer list showing today's birthdays with verified birthdates, automatically filtering out suspicious dates like 01/01/1900.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Days Until Birthday is one of: 0
Birth Date Check is one of: Valid
📋 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:
a2391adb-d09b-40e2-9bc8-3dcb204a4d38