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Contacts: Who Are My Contacts?

Contacts dashboard displays all paying customers in one table showing customer behavior and spending patterns across sales channels.

Updated this week

Platform: Enolytics DTC

Summary:

What it shows: This Contacts dashboard page gives you a complete view of all your paying customers in one comprehensive table. It's your go-to resource for understanding who's actually spending money with your winery and how they behave across different sales channels.

Key visualizations: The main feature is a detailed customer table that you can filter and sort to find exactly the segments you're looking for. The filter panel lets you narrow down by buyer profiles, club status, channel preferences, and spending patterns to quickly identify specific customer groups.

When to use it:
• When you need to export a targeted list of customers for email campaigns or direct outreach
• When you're analyzing customer segments to understand buying patterns across club, tasting room, and online sales

Questions this page answers:
• How do I see all my customers who purchased in the last 3 months?
• Where can I find a list of former club members to target for re-engagement?
• Can I view which customers spend the most across different channels?
• How do I identify my highest-value tasting room visitors?
• Where can I export a filtered list of customers for my marketing campaign?

Tip: Use the filters strategically to build targeted customer lists—for example, filter for "6 Month Buyers" with high spending coefficients to identify valuable customers who might be ready for your next campaign.

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.

Page Info

  • Category: Contacts

  • Menu: Contacts - Who Are My Paying Contacts

  • Visual components: 2

  • Table: Paying Customer List

    • All Time Net Sales

    • Orders All Time (Excl $0)

    • Wine Spending Coefficient

    • Net Sales CP

    • Net Sales All Time

    • Contact Url

    • Customer Number

    • First Name

    • Last Name

    • Full Name

    • Contact Email

    • Contact Phone

    • Last 2 Years Value

    • Contact Months Since Last Order

    • Detailed Club Status

    • RFM Category

    • RFM Score

    • Contact Last Order Date

    • POS Last Order Date

    • Website Last Order Date

    • Club Last Order Date

    • Allocation Last Order Date

    • Contact Last Communication Date

    • Contact Last Communication Method

    • Contact Last Communication Source

    • Contact Preferred Communication Channel

    • Contact Marketing Responsiveness

    • Contact Email Marketing Consent Status

    • Contact Text Marketing Consent Status

    • Contact CRM Email Status

    • Is Guest Account

Visual Components

  • Filter Panel: Send to External System, Calendar

  • Table: Paying Customer List

    • All Time Net Sales

    • Orders All Time (Excl $0)

    • Wine Spending Coefficient

    • Net Sales CP

    • Net Sales All Time

    • Contact Url

    • Customer Number

    • First Name

    • Last Name

    • Full Name

    • Contact Email

    • Contact Phone

    • Last 2 Years Value

    • Contact Months Since Last Order

    • Detailed Club Status

    • RFM Category

    • RFM Score

    • Contact Last Order Date

    • POS Last Order Date

    • Website Last Order Date

    • Club Last Order Date

    • Allocation Last Order Date

    • Contact Last Communication Date

    • Contact Last Communication Method

    • Contact Last Communication Source

    • Contact Preferred Communication Channel

    • Contact Marketing Responsiveness

    • Contact Email Marketing Consent Status

    • Contact Text Marketing Consent Status

    • Contact CRM Email Status

    • Is Guest Account

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