Automation Samples (Dynamic)
16 articles
Re-engage: New → Customers to WatchCustomers who moved from New Customer to Customers to Watch status today after making first purchase but no recent orders in 4 months.
First-Time Website Buyers YDAY – Spent at least $100 on WineReady-made report showing yesterday's first-time website wine buyers who spent $100+ to track high-value customer acquisition.
Re-engage: Loyal To Watch → Loyal At RiskReport shows valuable customers moving from Loyal To Watch to Loyal At Risk status today, helping identify retention opportunities.
Birthday tomorrowReport showing customers with birthdays tomorrow, automatically filtered for verified birth dates to help plan targeted marketing campaigns.
Re-engage: Customers To Watch → PassivesReady-made list of customers who transitioned from "Customers to Watch" to "Passives" in RFM segmentation after 9 months without purchases.
Club Anniversary todayWine club member anniversary report shows current members celebrating their club anniversary today based on join date calculations.
First-Time Visitors YDAY – No Wine PurchaseYesterday's first-time tasting room visitors who made purchases but didn't buy wine, helping identify missed wine sales opportunities.
Re-engage: Passives → RetiredReady-made report identifies customers who transitioned from Passive to Retired RFM status today with contact information for re-engagement.
Re-engage: Loyal At Risk → PassivesShows customers who dropped from Loyal At Risk to Passives status today - valuable customers who haven't purchased in 12 months.
Re-engage: Top At Risk → PassivesCaptures high-value customers who moved from Top Customers at Risk to Passives status today with contact details for re-engagement.
Re-engage: Top To Watch → Top At RiskReady-made list of valuable customers who moved from "Top to Watch" to "Top at Risk" after 9 months without purchasing.
Re-engage: Potential Loyal → Customers To WatchIdentifies customers who moved from Potential Loyal to Customers to Watch status today, catching valuable customers drifting away.
First-Time Visitors YDAY – Wine PurchaseYesterday's first-time tasting room visitors who made wine purchases, showing new customers at peak engagement with filtering options.
Birthday (valid) todayReady-made customer list showing today's birthdays with verified birthdates, automatically filtering out suspicious dates like 01/01/1900.
Re-engage: Loyal → Loyal To WatchIdentifies loyal customers who haven't purchased in 4+ months and moved from "Loyal Customers" to "Loyal Customers to Watch" status today.
Re-engage: Top → Top Customers to WatchYour most valuable customers who dropped from Top Customer to Top Customer to Watch status today based on RFM score changes.