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Corinna Wang
 
June 17, 2020 | New Features | Corinna Wang

New: Automated Club Decline and Hold Emails

You can now leverage two new automated club emails that inform your members of important hold and decline information at the exact moment they need it, while streamlining your club runs at the same time.

1. Credit Card Decline Emails

Quickly contact customers when their card declines during club processing with an automatic card update notification email.

  • Easily turn this on for your clubs by going to Admin > Settings > Website Settings > Store > Orders and select "Send Initial Club Decline Email"
  • Customize your "ClubDecline" system email by going to Contacts > Email Documents
  • Automatically sends to the customer on the first decline only

> Read the full documentation here

2. Club Hold Emails

With the potential of increased club holds, communicating important information like your winery hold policy as well as hold start and end date with an automatic email.

  • Under club hold date, you now have the option to check "Send Hold Confirmation Email"
  • Customize your "ClubHold" system email by going to Contacts > Email Documents
  • Choose from 3 new auto populating tags allowing for easy email customization

> Read the full documentation here

We think you're going to love the ease of these automatic emails. But don't take it from us, here's what two of our Beta testers have to say:

"Club credit card decline emails helped us out tremendously during our last club pickup quarter in May. We’ve never had more customers signing in and taking charge of their own account information. It really cut down on the amount of phone calls we had to make to encourage card updates." - Scott Knauer, Enchantment Vineyards

"We are loving the club hold confirmations. It’s really nice to have an additional confirmation record for both us and the members." - Hannah Miller, Lange Estate Winery and Vineyards

These new emails are a direct result of your feedback, thank you for suggesting and voting for them in the Ideas Forum

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