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.
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.
How to Get Started:
Get started now with step-by-step instructions on the documentation site.
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.
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.
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!)
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:
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.