Guest Intelligence

What it is

Guest Intelligence is a feature that lets participating wineries tap into aggregated, anonymized customer data from across the Commerce7 network. When a customer provides their email, Commerce7 cross-references it across the network to surface key behavioral insights.

Why we built it

Guest Intelligence gives tasting room staff the context they need to have smarter conversations, make more relevant recommendations, and deliver the kind of personalized hospitality that turns first-time visitors into loyal club members.

Feature can be enabled in Settings > General > Guest Intelligence.
When the tenant opts-in, they agree to share their data in order to receive data from the Commerce7 network of opted-in wineries.
All data is anonymized and aggregated. No specific club names, reservation data, or spend information is shared. The data points shared can be viewed below

Staff can personalize the experience from the very first interaction, not after multiple visits, which means stronger hospitality and more opportunities to convert.

How it Works

Users will see a Guest Intelligence card at the top of the Insights panel across Admin, POS, & Reservations
When a customer’s email matches data from opted-in wineries across the Commerce7 network, the user will see a set of aggregated data points that provide additional insight into that customer.
- On the POS, an alert will also display in the Cart, letting them know to check the Insights panel.
- If there is not a data match, the user will see be a message letting them know.

What Data comes in?

Data Parameters	What Displays
Club Status - If customer has an active club membership at other wineries, the following will display	Club member at another winery
Location - If the customer's Zip or Postal Code is within 50 miles of your winery's address in General Settings, the following will display	Local
Visits - If the customer has Checked In or Closed Out Reservations at other wineries, the following will display	Less than 5 visits last year 5+ visits last year Less than 5 visits this year 5+ visits this year
Orders - If a customer has orders at at other wineries, an aggregated order count will display	Less than 5 order last year 5+ orders last year Less than 5 order this year 5+ orders this year
Spend - If a customer has orders at at other wineries, an aggregated spend will display	Spent $1k+ last year Spent $2k+ last year Spent $5k+ last year Spent $1k+ this year Spent $2k+ this year Spent $5k+ this year

Notes

Start carts with the Customer's email address: We recommend starting the order with a customer's email address wherever possible. Email address is required to find data for the customer.
Data displayed only includes data from other wineries. It does not include the winery's own data.