New: Mobile Number in List Builder and Customer Importer

You can now bulk import and export your customers mobile number. This additional functionality allows you to easily bulk export and import mobile numbers for your customers, saving you time.

Since the Contacts section within the Admin Panel allows for two contact numbers, we have added the new 'SMS Number' column in the sample file for Cusomer Importer and 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!

 

New: 3 Checkout Improvements

Starting today you’ll see three checkout improvements, making it easier and faster for customers to checkout on your website. The new features are a direct result of your feedback, thank you for suggesting and voting for them in the Ideas Forum! 

1. Smart Keyboards

Your customers can now complete forms faster than ever before while checking out on a mobile device. We have improved the ability to fill out necessary checkout information, specifically:

• Email keyboard for email field
• Numeric keyboard for phone number

2. Autocomplete Fields

Address and payment fields will now autocomplete when your customer has saved their information in their browser. This update also ensures that username & password fields are auto-filling on all devices.

3. Improved Button Prompts

New button labels give your customers a clear understanding of the next steps across checkout, sign-up, User Choice Club and forgot password functionalities. Specifically, we have implemented best practices across the following buttons:

• Checkout ‘Continue’ buttons
• Account Signup
• User Choice Club Signup 
• Forgot Password

Stay tuned for some more exciting checkout improvements in the coming weeks.

Now: Exclude Products From Discounts in User Choice Clubs

When using our updated User Choice Club tools, you can now exclude certain products from the percentage discount. This additional functionality allows wineries who want to keep some products within their Club season at the retail price. This can be done in a couple of ways:

1. Within Product SKUs

Going into the product and checking off “No Promos Applicable on Products”.  This can be found in the Manage SKUs section of the product, within the Advanced section. 

2. Within the Promotion

Within the promotion being used, adding SKUs to the Excluded Products section. 

Once you add those excluded products, the season will not show an applied discount both when setting up the season and, of course, to the end consumer. 

Remember that promotions should only be used for a couple of reasons within User Choice Club seasons. Unlike in your winery ecommerce stores, promotions should only be used to identify the % discount to apply to all the SKUs within the season, and to exclude products as per today’s new functionality. Please reference the User Choice Documentation for additional insight on using the feature. 

Now: Exclude Products From Discounts in User Choice Clubs

When using our updated User Choice Club tools, you can now exclude certain products from the percentage discount. This additional functionality allows wineries who want to keep some products within their Club season at the retail price. This can be done in a couple of ways:

1. Within Product SKUs

Going into the product and checking off “No Promos Applicable on Products”.  This can be found in the Manage SKUs section of the product, within the Advanced section. 

2. Within the Promotion

Within the promotion being used, adding SKUs to the Excluded Products section. 

Once you add those excluded products, the season will not show an applied discount both when setting up the season and, of course, to the end consumer. 

Remember that promotions should only be used for a couple of reasons within User Choice Club seasons. Unlike in your winery ecommerce stores, promotions should only be used to identify the % discount to apply to all the SKUs within the season, and to exclude products as per today’s new functionality. Please reference the User Choice Documentation for additional insight on using the feature. 

New: Upgraded Support Tools

Your new and improved support experience is now here! Starting today, you can access the new tools by clicking the Support tab in your WineDirect Admin Panel, featuring:

• Streamlined user experience 
• Easy-to-use ticket and case management tools
• Centralized hub for all support interactions

Of course, you can still connect with us as usual by emailing support@winedirect.com or calling 800-819-0325 in North America or 1800 312 884 in Australia.

This is part of our ongoing commitment to provide you with best-in-class tools and service. Our team has been hard at work for the past year building out this improved experience and we are thrilled to be able to share it with you.

We anticipate a seamless transition, and encourage you to check out our new documentation so you can familiarize yourself with the new tools. We look forward to continue to support you and your DTC business.

New: User Choice Club Improvements

With wine club season upon us, we're thrilled to announce that User Choice Clubs just got better. Based on your feedback, we've improved the club member experience and simplified the backend club setup, making it easier than ever for you to deliver a high quality experience to your most loyal customers.

Updates include:

• More visually appealing & intuitive club member experience
• Member savings displayed clearly up front
• Club products now linked to an underlying SKU
• Ability to set a default discount across all wines in the shipment
• New “sold out” check box 

 

We think you're going to love the new experience. But don't take it from us, here's what one of our Beta testers has to say:

"WineDirect's new User Choice features offer a significant step forward in user experience. With the new Club Choice interface, our members can visually select their favorite bottles and see their member discounts automatically. On the backend, new tools helped us save hours worth of setup and practically eliminated user error. We're stoked!" - Ed Feuchuk, Farm Collective

You can start using this new functionality now by navigating to Settings > Website Settings>Store > General and clicking Has User Choice with SKUs. Please note you must be a Domain Admin to enable this setting. For full details, please check out our documentation.

We are actively looking for feedback on these improvements, and we'd love to hear from you! Please email consumerteam@winedirect.com with your comments.

New: Updating your Club Members to Ship with Member Importer Tool

Starting today, you can easily ship packages to club members who would have normally picked up in your tasting room. Using our Member Importer Tool, it's simple to bulk change members orders from pickup to shipping, saving you time during club runs.

Previously, when using the Club Member Importer tool, it required you to enter credit card information for each member but we have now removed that requirement when updating existing club members. These changes enable you to update information for existing club members and easily bulk change members from pickup to shipping without having to edit each individual membership.

We recommend you read these instructions in their entirety before beginning the update process.

1. Create a List of your Current Pickup Members

>List Builder Documentation

• Go to List Builder and create a new list
• Under Club Options, select the Club(s) where you would like to update members preferences to shipping from pickup
• In the Pickup drop down menu select “Pickup Only”
• Generate the list

Use this list to reach out to customers so they can confirm their shipping address (see step 3 below).

2. Update Pickup Club Members to Ship

>Club Member Importer Documentation

The following steps will update your club members to “shipping” on their membership as well as update their shipping address.

• Go to Settings > Imports/Exports > Club Member Exporter and download your member information as a CSV file
• Before working on your export file, save a dated copy in a safe place so that you have a record of pickup members. You may use this file to easily switch members back to pickup later, if necessary
• Locate your pickup members, they will be denoted by a “1” under the ‘IsPickupAtWinery’ column
• Under the ‘IsPickupAtWinery’ column, change the “1” to “0” or “No” 
• Save the file and go to Settings > Imports/Exports > Club Member Importer and upload the file

Once you upload the file, the members preference will be updated to shipping and their shipping address will be as follows:

• Use their shipping address if they have a single shipping address on their contact
• Use their billing address if they have multiple shipping addresses on their contact
• Use their billing address if they do not have a shipping address on their contact

3. Confirm New Shipping Address with Club Members

We highly recommend that you reach out to customers to confirm their updated shipping address is correct before processing the club. 

• Create an email for your previously marked pickup members asking them to either update or confirm their shipping address

------

SAMPLE TEXT

Hello //FirstName//,

We are emailing to let you know that due to COVID-19 we are currently not able to accommodate pickup orders at the tasting room right now. Good News!  We are still able to ship your upcoming order from //ClubName//.

We have automatically filled your shipping address but we need you to confirm this is the best address to ship your club order to.  

Please review the following:

//ClubBlob//

If the above address is correct, no action is needed.  If the shipping address is not correct, please login to your account or call us to update.

------

Send this to the list you generated in the first section of these instructions.  This will ensure that you are only contacting members to confirm who were previously set to pickup.

You can also check the “Email Detailed Report” to see which members have not yet opened the email and reach out to them personally to confirm, if needed.

 

New: Utilize Contact Status Directly in List Builder

It’s now easier to segment your email lists with the ability to drill into Contact Status (Prospect, 1stTimeCustomer, RepeatCustomer and ClubMember) directly from List Builder. Lists are automatically kept up-to-date so it's easier and more accurate to get in touch with different types of customers.

This small addition boosts List Builder’s already powerful segmentation ability. It’s a fantastic way to tailor your message for the audience when asking for the sale. For example, it gives you the ability to easily convert repeat customers to club members with a targeted message or reach out with a recommended 3 pack for 1st time customers and drive online sales for your winery.

Now: Scheduled Reports Available to All

Starting today, scheduled reports are now available to all wineries, making it easier and faster for you to manage your reporting and get the right information to the right people, automatically.

Save time by scheduling your daily, weekly, monthly or yearly reports and get them delivered to your inbox. Based on popular demand, this functionality is now open to all wineries (previously it was a Plus-Only feature). In addition, your winery can now enjoy scheduling up to 25 reports (an increase from the previous threshold of 10).

> Read the full documentation here.

This is the latest example of our ongoing commitment to improving our tools to make it easy for you and your team to get the information that you need.

New: Combined Tip & Signature Screen

To offer your customers faster service in the tasting room, you can now combine the tip and signature screen on your point of sale. The option to tip and sign on the same screen not only reduces checkout steps, it shows your customers clearly what they are paying for.

Key benefits:

• Faster tasting room transactions
• Increased transparency for the total bill
• Restaurant-style checkout experience

You can easily activate the combined tip and signature screen by navigating to: POS Profile > Additional Options > Check Require Credit Card Signature > Check Collect Tips > Select Combine Tip & Signature Screen. Read the full documentation here.

This new workflow is a direct result of your feedback, thank you for suggesting and voting for these features in the Ideas Forum!