Club Members on X Date
- 29 Mar 2023
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Club Members on X Date
- Updated on 29 Mar 2023
- 3 Minutes to read
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The Club Members on X Date report, or the qualification report, will allow you to view your club members who qualify for your next club processing shipment(s). You can generate this report based on your wine club(s) and the qualification date.
We have two parameters you can use to get the most out of your Club Members on the X Date report:
| Club | Select the Club you want to search by, or select All Clubs. |
|---|---|
| Qualification Date | The date of who will qualify for the next club processing shipment(s). Club members must have a valid membership (not Cancelled or On Hold) before this date to be eligible for the load (s). |
Here are the definitions of what will populate in your Club Members on X Date report:
| Website Name | The name of the website the club member belongs to. |
|---|---|
| Club | Club name that the customer belongs to. |
| Cust # | Customer number of the club member. |
| Birth Date | Birthdate of the club member. (MM/DD/YY) |
| First Name | First name of the club member. |
| Last Name | Last name of the club member. |
| Company | Company name of the club member. |
| Address | Address of the club member. |
| Address 2 | The secondary address information of the club member. |
| City | A city that the club member lives in. |
| State | State/Province that the club member lives in. (XX) Ex: California - CA |
| Zip Code | Zip code/Postal of the club member. |
| Country | A country that the club member lives in. |
| Phone | Phone number of the club member. |
| Email address of the club member. | |
| ShipTo | Option selected for the shipping of the order. (Billing Address, Pickup, other address) |
| Ship Birth Date | Birthdate of the customer to whom the order is being shipped. (MM/DD/YY) |
| Ship First Name | First name of the customer that the order is being shipped to. |
| Ship Last Name | Last name of the customer that the order is being shipped to. |
| Ship Company | Company name of the customer to whom the order is being shipped. |
| Ship Address | Address of the customer that the order is being shipped. |
| Ship Address 2 | Secondary address information of the customer to whom the order is being shipped. |
| Ship City | A city that the customer lives in that the order is being shipped to. |
| Ship State | State that the customer lives where the order is being shipped to. (XX) Ex: California - CA |
| Ship Zip Code | Zip code/Postal of the customer that the order is being shipped to. |
| Ship Country | Country of the customer that club orders are being shipped to. |
| Ship Phone | Phone number of the customer to whom the order is being shipped. |
| Ship Email | Email address of the customer that the order is being shipped. |
| Shipping Strategy | Shipping Strategy was chosen for club membership. |
| Shipping Type | Shipping Type is chosen for club membership. |
| Credit Card Type | The type of card used for the transaction. (Visa/MasterCard/AmericanExpress/Discovery) |
| Credit Card | The number of the card used for the transaction. (XXXX XXXX XXXX 5454) This is encrypted; only the last four digits will be visible. |
| Expiry Mo | The month that the card expires. (MM) |
| Expiry Yr | The year that the card expires. (YYYY) |
| Name On Card | Name of the cardholder. |
| Last Processed | Date their credit card was last processed. |
| PrePay | Is the membership a Prepay membership? |
| Shipments | How many Shipments have they received, and whether the membership is ongoing or prepaid? (Ie. 2 / 3 = Two out of three prepay shipments have been sent, 1 / Ongoing = One shipment has been sent on an ongoing membership) |
| Sign Up Date | Date for signing up for the Club. |
| On Hold Start | Start date of a hold if there is a hold on the membership. |
| On Hold End | End date of a hold if there is a hold on the membership. |
| Retain Privileges | Yes/No - Indicates if the club member still receives club discounts and promotions but does not qualify for club shipments. |
| Cancel Date | Date of membership cancellation. |
| Product Discount | Discount on products chosen for Club Processing. (This does not apply to average website orders) |
| Shipping Discount | Discount on shipping chosen for Club Processing. (This does not apply to average website orders) |
| Pickup | Yes/No |
| Pickup Location | The location is chosen for the club member to pick up. |
| Pickup Location Code | Location code of the pickup location. |
| Sales Associate | Name of the associate that sold the membership. |
| Source Code | Free-form text to track club members. |
| Gift | Yes/No - Indicates if membership is a gift membership. |
| Gift Message | A gift message sent to the gifted recipient (appears on the packing slip) |
| LTV (Lifetime Value) | The total net profit of the club member over their entire relationship with your company. |
| Notes | Any additional notes added to this club membership. |
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