Common Customer Queries

This article focuses on common Customer Queries - and suggested marketing efforts based on the results

In this Article


Customer Query Basics

New to Customer Queries? Start here! 


Query #1: High Lifetime Value Customers who are Non-Club Members

What this Query shows

  • Customers who have spent over $1000 
  • AND Not current active Club Members

Why should you consider targeting this segment?

  • These Customers clearly enjoy your wine. It's time to encourage Club Membership!

What marketing could you consider?

  • As an enticement to join, you may want to temporarily grant them access to Club benefits like Discounts and complimentary tastings. Learn about Discounts here.

Here are the Conditions to choose:

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Query #2: Customer Birth Month or Day

What this Query shows

  • Customers with an October birthday (obviously you can choose any month)

Why should you consider targeting this segment?

  • This is a personal way to show your Customer that you're thinking about them - it makes them feel good and connected to your brand.

What marketing could you consider?

  • Try offering a 'HAPPYBIRTHDAY' Coupon Code for a special birthday Discount or complimentary tasting.
  • Add a Personalization to your website so that when they log in, they'll see a personalized birthday message. Learn about Personalizations here.

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Query #3: First Order in X Month

What this Query shows

  • Customers who placed their first Order in October (or any month of your choosing)

Why should you consider targeting this segment?

  • Encourage these first-time purchasers to purchase again

What marketing could you consider?

  • Why not send them a one-time use Coupon Code to encourage these Customers to re-order. 
  • Add a Cart Carrot to your website so that when they log in, they'll see a personalized  message and/or incentive to purchase. Learn about Cart Carrots here.
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Query #4: Subscribers without a purchase

What this Query shows

  • Customers who are already subscribed to your Mailing List
  • AND they've never made a purchase

Why should you consider targeting this segment?

  • These Subscribers may still be evaluating your offerings and feeling hesitant to make their first purchase

What marketing could you consider?

  • You should focus on addressing their concerns and providing reassurance. Share your brand's story with  to create connection. Offer up a Coupon Code with a time limit. This should prompt them to take action. 

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Query #5: Purchased on POS but never online

What this Query shows

  • Customers who have purchased in the Tasting Room
  • AND have never purchased online

Why should you consider targeting this segment?

  • The objective should be to encourage them to make online purchases.

What marketing could you consider?

  • One effective strategy is to provide them with a link to your Magic Link page, where they can easily create a login. Additionally, offering them Coupon Codes for Free Shipping can help alleviate any concerns they may have about ordering online. Learn about the Magic Link here and learn about Coupon Codes here.

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Query #6: Regular customers who have stopped ordering recently

What this Query shows

  • Customers who have spent over $1000 
  • AND have not purchase in the past year

Why should you consider targeting this segment?

  • These customers clearly enjoy your wine. This presents a great opportunity to offer them Club Membership. 

What marketing could you consider?

  • Encourage them back with Coupon Codes or shipping incentives
  • Create a Welcome Back email campaign that includes the Coupon Code you created.
    Learn about Coupons to Campaigns here

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Query #7: Customers who purchased specific SKUs

What this Query shows

  • Customers who have purchased a specific SKU. 

Why should you consider targeting this segment?

  • Knowing that your Customers like a particular SKU enables you to personalize (and therefore upsell) during their shopping experience.

What marketing could you consider?

  • Create a Personalization with a  Collection that includes their preferred varietal. That way, they will be enticed to purchase. Learn more about Personalizations here.
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Query #8: Members with Expired or Expiring Cards

What this Query shows

  • Active Club Members who have an expired card - or whose card is expiring this month. 

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