Platform: Enolytics DTC
Summary:
What it shows: Your most loyal customers who just crossed into "watch" territory — specifically customers whose RFM status changed today from "Loyal Customers" to "Loyal Customers to Watch." This happens when your best customers haven't purchased in four months (or whatever threshold you've set). It's a ready-made early warning system that requires no setup.
Who should use it:
• Marketing managers running retention campaigns
• Customer success teams managing VIP relationships
• Winery owners monitoring their best customers
When to use it:
• Daily check-ins to catch loyal customers before they drift away
• Building targeted re-engagement campaigns for high-value customers
• Monitoring the health of your most important customer relationships
Questions this report answers:
• "Which of my best customers just started showing warning signs?"
• "How do I find loyal customers who might be slipping away?"
• "Can I get a list of customers who moved from loyal to at-risk today?"
• "Where can I see contact info for customers I need to reach out to immediately?"
• "How do I identify my VIPs before they become a retention problem?"
Tip: Check this report daily — the "Days Since Most Recent RFM Status Change = 0" filter means you're catching these customers exactly when the shift happens, giving you the best chance to re-engage them while the relationship is still strong.
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: Loyal → Loyal 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 loyal customers who haven't purchased in 4+ months and moved from "Loyal Customers" to "Loyal Customers to Watch" status today.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Most Recent Rfm Status Change is one of: Loyal Customers -> Loyal Customers to Watch
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:
6ad8c886-9728-457d-af76-aa7ab1cddece