ENO Preset Campaigns
24 articles
Campaign StartExport complete customer database with essential contact details including customer number, name, email and phone for campaigns.
Gifters who bought in the last 12 monthsReady-made list of customers who bought likely gifts in last 3, 6, 9, or 12 months with contact details and email data.
Commerce7 Customer ImportCommerce7 customer contact export with names, birth dates, emails, phones, and addresses formatted for seamless CRM import transfer.
First Time New CustomersReady-made report tracks prospects who just made their first purchase and became new customers automatically.
Loyal Customers At RiskReady-made report identifying loyal customers who shifted to "at risk" category based on RFM scores showing early churn warning signs.
Upgraded Potential Loyal CustomersIdentifies customers who recently made their first repeat purchase, moving from one-time buyers to potential loyal wine customers.
Top Customers At RiskHigh-value customers showing early warning signs of disengagement in RFM segmentation who moved from watch status to at-risk status.
Customers To WatchIdentifies customers showing early disengagement warning signs after moving into "Customers to Watch" RFM segment from active buyer status.
Lost Top CustomerIdentifies formerly top-tier customers who recently became passive, providing early warning system for customer attrition risks.
Regained CustomersShows customers who re-engaged after going dormant: prospects making first purchases, retired customers returning, and paused members.
Declining Velocity outside the ClubReport shows high-value non-club customers with declining spending, order frequency, and bottle purchases below 70% of previous performance.
Lost Loyal CustomerIdentifies customers who dropped from Loyal to Passive status using RFM analysis to catch early signs of customer attrition and churn.
Increasing Velocity Outside the ClubIdentifies high-value customers with velocity scores 1.25+ who are accelerating wine purchases through website and tasting room sales.
Top Customers To WatchIdentifies high-value customers showing early churn warning signs by tracking RFM status shifts from Top Customers to at-risk segments.
Upgraded to Loyal CustomersIdentifies customers who recently upgraded their buying behavior to reach Loyal Customers RFM segment from lower segments.
Upgraded to Top CustomerRFM segment report shows customers who upgraded to Top Customer status from seven paths including Legacy and Loyal Customer advances.
Loyal Customers to WatchShows loyal customers with declining engagement and early warning signs when purchase behavior starts shifting downward.
First Time Potential Loyal CustomersFirst time customers who immediately show loyalty potential based on RFM status changing from "Created" to "Potential Loyal.
Potential GiftersReady-made customer list showing established gifting patterns for occasional and regular corporate and personal gifters to identify sales.
Gifters In PeriodIdentifies customers who purchased wine gifts during a specific time period based on shipping patterns and order data analysis.
Club Members with an Anniversary in the next 30 daysShows wine club members with anniversaries in the next 30 days, filtering for active and on-hold status to plan celebrations.
Customers with Birthday in next 30 daysReady-made report showing customers with birthdays in the next 30 days who purchased within the last 2 years for targeted marketing.
Established GiftersFind customers who have purchased gifts through your winery with this ready-made report showing your complete gifter database history.