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Manage General

The Manage General section of a contact is the overview of the contact. From this screen you can edit their information, add clubs, create an order and a lot more. See below for detailed information.

Flags: Flags will show important info for your team about the contact. Learn More >

General Information: The contact's billing information and a few extra nuggets of goodness. Learn More >

Statistics: A quick look at your contact's value to your winery (LTV, avg. sale value, etc.). Learn More >

Club Memberships: See what clubs they belong to, or add a club membership. Learn More >

Order History: View all past orders, or place a new order for a contact. Learn More >

Tasks: See what tasks are on this contact's record. Learn More >


Flags

There may or may not be some automatic flags showing when you look at a customer record (an example shown in the image below). You can create an manage flags under the Manage Notes section of the contacts account. Learn More >

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General Information

To speed the form fill process click into the Address feild and as you begin to enter the address information into the field the platform will dynamically look for relevant matches to the address information that you are entering using Google's vast address database. Select the address that matches what you are entering and have the relevant form fields auto complete the address as much as possible.

If you do not wish to use the address suggestion, click anywhere onscreen other than the address suggestion dropdown.

Customer # The unique customer record number assigned to the contact. This is the Vin65 customer number that can be used to lookup and reference the customer. 
Alt ContactID The unique customer number assigned to contacts that are transferred into Vin65 by webservices from alternate POS systems (Oztera, Vin65 RMS, etc.).
First Name The Customer's/Contact's first name [Billing first name].
Last Name The Customer's/Contact's last name [Billing last name].
Company The Customer's/Contact's company [Billing company].
Email The Customer's/Contact's email address [Billing email address]. This is no longer required to save a contact/customer in the Vin65 platform. 
Address

The Customer's/Contact's address information [Billing address]. Typically full address including street and house number.

When you begin to enter the address information into the address field the platform will dynamically look for relevant matches to the address information that you are entering using Google's vast address database. Select the address that matches what you are entering and have the relevant form fields auto complete the address as much as possible. If you do not wish to use the address suggestion, click anywhere onscreen other than the address suggestion dropdown.

Address 2 The Customer's/Contact's additional address information [Billing address 2]. Typically unit number, apartment number, or additional address details.
City The Customer's/Contact's city [Billing city].
State The Customer's/Contact's state or province [Billing state or province].
Zip The Customer's/Contact's zip code or postal code [Billing zip code or postal code].
Country The Customer's/Contact's country [Billing country].
Phone The Customer's/Contact's main phone number, either home or business [Billing phone number].
Birth Date The Customer's/Contact's birth date [Billing birth date].
Mobile The Customer's/Contact's mobile phone number. This will allow you to contact the customer using text messages. This field is only available when using the Text Message tools. Learn More >
Email Statuses

The type of email status that the contact currently holds:

  • Double Opt In: Contact has checked the "Opt In" checkbox either in their online Profile, during Checkout, on a Club Signup, or from a POS receipt and have clicked the double opt in link from the automatic opt in email they received.
  • Single Opt In: Contact has checked the "Opt In" checkbox either in their online Profile, during Checkout, on a Club Signup, or from a POS receipt. A single opt in has not yet clicked the double opt in link in the automatic system email that was sent to them after opting in.
  • Purchaser: Contact has placed an order with the winery or has signed up for a club membership. 
  • Cleaned: Contact's email address has been checked and verified as valid through the Clean List function.
  • Blank: Contact's email address has not been checked and verified as valid through the Clean List function.
  • 10 X Soft Bounce: The last 10+ emails sent to the contact have soft bounced.
  • 2 X Hard Bounce: The last 2 emails sent to the customer have hard bounced.
  • Unsubscribe: Contact has clicked the unsubscribe link in an email document to opt out of receiving emails. 
SMS Permission

The Customer's/Contact's text message opt in status: 

  • Not Set - Contact has not opted in or out of receiving text messages. This is the default SMS Permission. 
  • Opt In - Contact has opted into receiving text messages.
  • Opt Out - Contact has opted out of receiving text messages.
  • Stopped - Contact has opted out of receiving text messages at the cellular carrier level. This is done by texting STOP to your text message phone number. The only way that the contact will get back on at the carrier level is to text YES to your number.
  • Bad Number - The number is an invalid mobile number or is no longer in service.
Photo You are able to upload a photo of your customer. Ideally 100px X 100px. Must be a JPG.
Photo From

You can indicate where the photo came from:

  • Upload/Avatar
  • FBProfile (Facebook Profile Picture)
  • Twitter
Username The Customer's/Contact's/Club Member's username, which is used by the customer to access their online account and edit details.
Password The Customer's/Contact's/Club Member's password, which is used by the customer to access their online account and edit details.

Facebook

Allows you to enter the contact's Facebook account number to pull in their profile picture.

  • Example: 212950460079
  • By taking the URL for the contact's Facebook account you can use a website like findmyfacebookid.com to obtain the personal numeric id for their account to pull in their Facebook profile picture (If their URL already includes the number rather than a friendly URL like JohnSmith then use that number). If you do not use the ID number the image will appear as a broken image icon.
Twitter Allows you to enter the contact's Twitter account information to pull in their profile picture.
Source Code A free form field that allows you to store additional information or a code to track customers using Customer List Report.
Sales Associate Allows you to enter the Sales Associate that entered the contact record. For more information see the Sales Associate Documentation.
Do Not Call This is a check box that allows you to remove this contact from the telesales tools from WineDirect Outbound so that they are not added to a campaign.
Update Name/Email on 46Brix Membership This check box will update the contact's 46Brix membership. The email is tied to the membership, so if the email changes, and you do not update the membership, they will no longer be able to purchase with the 46Brix benefits.

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Statistics

The Statistics section is an overview of your customer and will show their status, 46Brix membership, LTV, average order, and more.

Contact Status

An automatic tracking flag that is attached to customers/contacts to let give you a better idea of what sort of customer the person is. Statuses include: 

  • Prospect - A contact that has not yet had an order. 
  • 1stTimeCustomer - A customer that has had a single order with you. 
  • RepeatCustomer - A customer that has had 2 or more orders with you.
  • ClubMember - A customer that is holding a club membership.

The status is set/refreshed once per day.

46Brix

A customer's 46Brix membership status or membership expiration date. Statuses include: 

  • Not a member. Attach a Membership - The customer does not yet have a 46Brix membership. If you are using hosting multiple websites that offer the plan you can attach the customer's membership from another site by clicking this text and entering their membership number [Member #].
  • Expires: - The customer is is currently holding a 46brix membership and it will list the expiry date of the current membership. To cancel the membership click on the expiry date and enter the date that you want the membership to expire on [default is on year from date of purchase] and you will want to check Do Not Auto Renew so that the cancelled membership does not reactivate and charge the customer. 
  • Not Participating in 46Brix - You are not currently a participating 46Brix winery. Learn More >
Member#  If a customer has a 46Brix membership the account number will be listed here. Use this number to add their 46Brix membership to other participating websites. 
Life Time Value (LTV) The total value of all orders that the customer has placed with you. [Updates dynamically when a new order is placed]
Avg Order The average value of a single order based off of all the orders that the customer has placed. 
Last Login The last time the customer/contact logged into your website. [Updates dynamically when a customer logs into your website]
Last Order The value and date of the last order placed for the customer. [Updates dynamically when a new order is placed]
# of Orders Total number of orders that the customer has placed with you. [Updates dynamically when a new order is placed]
Twitter, Facebook, Instagram

These fields will conditionally show when the contact has a publicly available social media account on one of the following channels:

  • Twitter
  • Facebook
  • Instagram

See the number of followers that the customer has for each account and jump directly to their social media page by clicking on their account name.

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Club Memberships

The Club Memberships section will show some clubs that the contact belongs to. From this section you can also click Add Club Membership to add a new club membership. To manage an existing club, you will want to click on the Manage Club Memberships section on the right hand menu. Learn More >

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Order History

This section will show recent orders that the contact has placed. From this section you can also click Create Order to create a add a new order. To see all of their orders, you will want to click on the Manage Store section on the right hand menu. Learn More >

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Tasks

This section will show some tasks that are assigned to this contact. From here you can complete the existing tasks, edit or remove the task. You can also click Add Task to create a new task for this contact record. Learn More >

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