WineDirect Team
March 7, 2018 | WineDirect Team

Credit Card Updater Notes Fix

Now, when you look through customer notes, only the most recent credit card updater note (one in total) will display on your contact's record. This one note will keep you in the know for credit card update statuses, but not block your access to other important customer notes.

Time Posted: Mar 7, 2018 at 3:45 PM
WineDirect Team
March 7, 2018 | WineDirect Team

Refunding or Cancelling a PayPal Order

Cancelling an order in WineDirect paid for using PayPal will trigger a refund to be performed on PayPal’s end automatically. You no longer need to log in to PayPal to perform that extra step - it is done automatically for you.

Time Posted: Mar 7, 2018 at 9:00 AM
Corinna Wang
February 27, 2018 | Corinna Wang

New: WineDirect Adds PayPal Express Checkout Integration

Starting today, you can add PayPal Express Checkout as a payment option on your website. We’ve fully integrated PayPal into the existing checkout flow, making it easy for your customers to use - and simple for you to collect payment.

With more than 227 million users, PayPal provides convenience and security to you and your customers, allowing them to pay with their PayPal balance, bank account or credit card without sharing or entering sensitive payment information on your website.

Get Started with PayPal

Key Benefits:

  • Added consumer flexibility and convenience  
  • Secure payment processing from a globally trusted company
  • Seamless integration with your existing checkout experience
  • No setup fees and easy onboarding

How to Get Started:

  • Enable WineDirect’s new checkout tools, if you haven’t already
  • Sign up for a business account with PayPal
  • Enter your PayPal credentials in your WineDirect Admin Panel
  • Start accepting PayPal payments immediately!

Get Started with PayPal

Get started now with step-by-step instructions on the documentation site.

WineDirect Team
February 22, 2018 | WineDirect Team

POS Improvements

Great news for WineDirect POS users! We’ve recently pushed an update to the POS system, resulting in performance improvements, including faster transactions. 

No action needed - you will encounter faster transactions and a smoother overall experience automatically.

Time Posted: Feb 22, 2018 at 11:15 AM
Corinna Wang
February 6, 2018 | Corinna Wang

POS Email Marketing Opt-In

Experience a faster opt-in process for customers that want to hear from you! During the point of sale checkout process, you are asked to enter a email address in order to send an email receipt to the customer. When entering a customer's email address, you will now notice an opt-in checkbox underneath, allowing a one-step opt-in for email marketing communications. 

This will help you add customers to your marketing communications list while staying compliant. Customers who verbally opt-in to receiving marketing emails in your tasting room will have their contact record updated to a 'Single Opt-In' email status in the WineDirect CRM. The customer will also receive a 'Double Opt-In' email, allowing them to confirm their email address, giving you easier compliance to anti-spam standards in different countries.

Read more in the Documentation here.

WineDirect Team
January 26, 2018 | WineDirect Team

Title Case Instead of ALL CAPS on Credit Card Swipes

When you swipe a credit card at your point of sale in your tasting room, the customer name is now put into your CRM in title case (no more ALL CAPS!)

Time Posted: Jan 26, 2018 at 12:15 PM
Corinna Wang
January 23, 2018 | Corinna Wang

New Features Roundup Webinar Recap

Thanks to everyone that tuned in for the webinar today! You can watch the recorded webinar below:


As promised, here are some links to relevant signups, including new features, the early adopter program and a club survey:

  1. POS PINs: PINs brings improved security and tracking to your POS, making it easy for you to assign unique login credentials to each staff member instead of relying on one shared username and password. The 4-digit PIN speeds up transactions in your tasting room.
  2. POS Exchanges (Open Beta): When customers come into the tasting room to pick up their club or online orders, frequently they'd like to exchange items they've purchased for a different bottle.With POS Exchanges, there is one clean transaction.
  3. Loyalty Points: Loyalty programs encourage repeat customers who spend more on their purchases and return to your winery more often. So we are thrilled to now offer a fully-integrated loyalty points program. 
  4. Enhanced Ecommerce Tracking via Google Tag Manager: If you’re looking for more data to help you understand how your customers are interacting with your website - then these tools are for you. Google Tag Manager and Google Analytics offer a wealth of data, but it can be challenging to turn that into real insight for your business. We've done all the work for you!
  5. Marketplaces: Build your customer base with WineDirect’s integrated marketplace distribution network —the only one of its kind—that enables you to seamlessly connect to third-party platforms including eBay, Vivino and many top travel and luxury loyalty programs in the United States. 
  6. Early Adopter Program: The Early Adopter Program gives clients access to new products and features before they are available to everyone using the platform. Sign up to get started!
  7. Wine Club Feedback Signup: We want you to help provide input on some prototypes for new club features and consumer experiences. Feedback on the prototypes helps guide what the features will look like when they are rolled into our platform. Sign up and give your input!
WineDirect Team
December 21, 2017 | WineDirect Team

FedEx Shipment Export Report

We have now added the FedEx Shipments report to the enhanced reports interface within the admin panel.

You can now seamlessly run your FedEx Shipment export without having to toggle back to the old reports section.

Time Posted: Dec 21, 2017 at 10:30 AM
WineDirect Team
December 11, 2017 | WineDirect Team

New! Recipes With Products Report

The 'Recipes with Product' report provides you with a list of your recipes that include a Product as one of its ingredients. You can find 'Recipes With Products’ in the Product category in the Reports tab of your admin panel.

Read the documenation here for setup and explanations.

Time Posted: Dec 11, 2017 at 11:00 AM
WineDirect Team
November 24, 2017 | WineDirect Team

Sales Summary Report

We have now added the Sales Summary Report to the enhanced reports interface within the admin panel.

You can now seamlessly run your sales summary reports without having to toggle back to the old reports section.


Time Posted: Nov 24, 2017 at 8:45 AM