Corinna Wang
October 14, 2020 | Corinna Wang

New: California's Automatic Purchase Renewal Law

You now have access to new tools that will ensure your winery’s compliance with California's Automatic Purchase Renewal Law. This is a new requirement that our team has studied closely, and we have worked to make sure your winery is fully compliant. This updated club functionality ensures new club members with a California billing address acknowledge specific terms and conditions, as required by law for California wine club memberships.    

Key Benefits:

1. Fully customizable terms & conditions language within the General Information section for each of your clubs.

2. New club members with a California address now see a checkbox when they sign up, clearly stating that they accept terms prior to becoming a club member.

3. The California Auto Renewal Terms section clearly shows acceptance date, device IP address used, and the accepted language at the time of signup for each membership, giving your winery transparency. You can also leverage a new club signup email tag //AcceptedClubTerms// that displays the member’s accepted terms, giving you further traceability.   

4. Filterable club reports help you manage which members have or have not accepted terms, including a new added column that displays the acceptance date.

To activate this feature, navigate to Settings>Website Settings>Store>General and click on the setting called California Auto Renew Terms.

IMPORTANT: In order for your soon-to-be members to view and acknowledge the terms and conditions, you must enter text into the new fields provided within each club. You must also be using the current checkout tools. >Learn how to upgrade from legacy checkout here.

For full documentation, including setup steps, click here.

Time Posted: Oct 14, 2020 at 9:00 AM
Corinna Wang
September 22, 2020 | Corinna Wang

New: ATS Report for Canadian Wineries

If your winery is in Canada, you can now access a brand new ATS Healthcare report within your reporting tools. This report will save you significant time by seamlessly batch updating your shipping orders to be shipped via ATS Healthcare.

Previously, uploading data for ATS Healthcare required manipulation of the WSN report. This new report requires zero data extraction from the WSN report and also allows you to filter by club and send over one club at a time.

The CSV export from the ATS Healthcare report is specifically formatted for ATS Healthcare to batch update orders for shipping. Navigate to Reports > Shipping > ATS Healthcare to view it. You can read through the full documentation here.

We are thrilled to roll out further improvements to reporting as we continue to refine and improve tools you need. We look forward to continue to support you and your DTC business.

Time Posted: Sep 22, 2020 at 8:08 AM
Adrienne Stillman
September 3, 2020 | Adrienne Stillman

Now: Updated POS App 4.0.8

You can now download the latest version of our Point of Sale (POS) app for iPad and iPhone. This release includes important updates for MagTek iDynamo and cDynamo credit card readers (swipers) that improve both payment security and hardware reliability.

Users are already reporting improved success with the first credit card swipe as well as better connectivity between the swiper and their POS device.

This update is part of our ongoing commitment to evolve our POS offering. In fact, we have an entire team of engineers focused solely on this area of our platform. Over the past year alone, we have increased the speed of the POS by 30% even as transaction volumes have continued to climb. We know that, especially right now, every sale counts, and we are committed to delivering fast, accurate and reliable tasting room solutions that enable you to provide a superior customer experience to every guest.

Very soon, our POS offering in the United States will take another important step forward. We are currently Beta testing an EMV device that supports contactless payments with 100 customers, showing very positive results so far. We will send out more information soon, so be on the lookout.

The updated POS app is available for download in the Apple App Store by searching for WineDirect POS. We recommend you uninstall the app from your device and then install the new version 4.0.8. To confirm you have downloaded the latest version, look in the top left of the POS menu panel next to “App Version." Before downloading, please verify that your device meets our minimum system requirements.

As always, thank you for being a WineDirect client. It is our privilege to be your DTC partner. If you have any questions, would like to enable POS or need help updating your devices, please contact 

Time Posted: Sep 3, 2020 at 2:13 PM
Corinna Wang
August 20, 2020 | Corinna Wang

Now: Club Signup Source

As you look for greater understanding of your club members, we now have visibility into your club member's signup origin. With lower tasting room visitation, it’s important to attract club members using other channels. You can now better track where your members are joining your club from, giving you better insights into your marketing efforts.

As new memberships join your wine club, they will be labeled with one of the following:

  • Website
  • POS
  • AdminPanel
  • AdminPanelImport
  • Webservice
  • RMS (for those of you using RMS)
  • Other (if none of the above apply)

Please note: the Admin Panel Import field will only be labeled if it’s the first time that club membership is being created in WineDirect. To ensure clean data, imported membership changes (holds or cancellations for example) will not get this label.

With Club Reports, you can now easily see the source of the signup with a new report filter and column called ‘Club Signup Application’ in the following reports:

  • Club Member
  • Club Signup
  • Club Member on X Date

These enhancements will allow you to better track which channels your club members are joining your club from, giving you better insights on where to promote your wine club. Thank you for voting for this in the Ideas forum and keep the great ideas coming!

Time Posted: Aug 20, 2020 at 9:00 AM
Corinna Wang
July 28, 2020 | Corinna Wang

Now: Beer and Spirits Update

If your product offering includes beer or spirits, we've got some exciting updates for you. Not only do these updates save you time, they also significantly reduce setup steps while streamlining your product details.

1. Single Page Entry for Product Properties

There is now a combined properties page where you can manage and update all the properties of your product types, including wine, beer and spirits. You no longer need to setup bottle sizes in two different properties sections.

2. Defined Beer Properties

You now have a clearer process to define your Beer Categories, Types and Styles to make product details more uniform:

  • Beer Categories is recommended to be used for high level segmentation such as Imported, Craft, Cider, etc.
  • Beer Types is recommended to be used for the larger organization of beer such as ale, lager, stout, etc.
  • Beer Styles is recommended to be used for a more granular categorization of beer such as Double IPA, Red, Dry-hopped, etc.

3. Retired Fields

We have retired Beer Style 2, Beer Style 3 and Beer Style 4 due to low usage. We recommend you update all your beer products to use the above 'Beer Properites' schema.

4. Country Selection

Beer and Spirit Country are now a pre-filled drop down with a standardized list of countries that you can choose from, rather than having to manually type out each country. If you update a previous selection that was non-standard, it will ask you to update your selection to a standardized one.

Time Posted: Jul 28, 2020 at 9:00 AM
Corinna Wang
July 15, 2020 | Corinna Wang

New: Parcel Send Report for Australia

If your winery is in Australia, you may have heard that Australia Post's Parcel Send is replacing eParcel starting in August. Good news - WineDirect has now completed work on a new Parcel Send Report within our Reporting tools, allowing you to continue shipping packages seamlessly. 

The CSV export from the Parcel Send Report is specifically formatted for Parcel Send (Australia Post) and automatically adds all addresses within an order. Navigate to Reports>Shipping>Parcel Send to view the new report.

Previously you would ‘export’ a report of orders from Settings>Import/Export>eParcel Orders and then upload to eParcel to print shipping labels. You should now switch to using the Parcel Send report as we will be deprecating the eParcel export soon.

We recommend you get your Parcel Send account setup, if you haven't already and begin using the new Parcel Send report. You can find updated step-by-step documentation here.

Time Posted: Jul 15, 2020 at 9:00 AM
Corinna Wang
June 24, 2020 | Corinna Wang

New: Text Editor

You can now take advantage of our new WYSIWIG (What You See Is What You Get) text editor within the new look and feel of our Products section. You'll notice a modern editor, making it easier and faster for you to update product information - complete with spellcheck.

This upgrade also allows us to easily add in new features and plugins in the future. While some buttons may be in another location or look slightly different, all current functionality remains the same. 

This is the latest example of our ongoing commitment to improving our tools - stay tuned for more exciting options within the editor soon!

Time Posted: Jun 24, 2020 at 4:00 PM
Corinna Wang
June 17, 2020 | 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

Time Posted: Jun 17, 2020 at 8:00 AM
Corinna Wang
June 16, 2020 | Corinna Wang

New: 4 Checkout Improvements

Starting tomorrow, you’ll see four new checkout improvements designed to significantly reduce the risk of cart abandonment in your online store. We are thrilled to roll out further improvements and build on last months' upgrades, giving your customers a better online shopping experience. 

1. Streamlined login process

Streamlined login functionality is designed to help you reduce cart abandonment by up to 20%. Customers have one less click as they now progress directly to the checkout page where their information will auto populate when they log in.

2. Shipping savings displayed clearly

Shipping discounts now clearly appear on the checkout page so customers can easily see their savings, further reducing the risk of cart abandonment.

3. Improved shipping promo alert

When a shopper enters a shipping promo code before entering their shipping address, they will now see a custom alert message prompting them to enter their shipping information first. This is much clearer than the previous generic error message saying that their order was not eligible for the discount.

4. Additional call to action buttons

We've added incremental ‘Checkout’ and ‘Place Order’ buttons to the cart and checkout pages to further encourage customers to complete their purchase and reduce cart abandonment.

Please note: You must be using our current checkout tools to take advantage of these upgrades. Learn how to update to the current Checkout and why you should upgrade.

Time Posted: Jun 16, 2020 at 8:00 AM
Corinna Wang
May 28, 2020 | Corinna Wang

New: Easier Access to Customers Mobile Number Data

It is now easier for you to add and access your customers mobile phone data. These improvements save you time during call campaigns or bulk imports while using both List Builder and the Customer Importer.

Since the Contacts section within the Admin Panel allows for two contact numbers, we have added the new 'SMS Number' column to both the sample file for Cusomer Importer, plus the exported .csv from List Builder.

1. Import with Customer Importer

Navigate to Settings > Import/Export > Customer Importer > Click 'Download Sample File' and you will now see a column for 'SMS Number' where you can bulk import customers mobile numbers.

2. Export with List Builder

You can now export customer lists for telemarketing campaigns with complete telephone information. Previously, only the 'Main Phone' field was exported, but most customers sign up using their mobile number. With these changes you can export bulk mobile phone numbers rather then having to access each contact individually.

Navigate to Contacts > List Builder > add a list ‘All Contacts’ > have no filters selected > generate list (this will have all your contacts) and you will see a column for "SMS Number'.

Many of you wanted a way to export a customers primary phone number and then re-import it also as their mobile number. Since most primary phone numbers today are also mobile numbers, this will give you greater reach when sending out a SMS blast to your customer base. Thank you for suggesting and voting for these improvements in the Ideas Forum!


Time Posted: May 28, 2020 at 9:00 AM