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.

 

Now: Club Processing Emails Are No Longer Sent To Cancelled and On Hold Members

You can now send emails from club processing without worrying about sending to members that are Cancelled or On Hold. 

Previously, if a member cancelled or was put on hold after being added to a club shipment, they would still receive emails sent from the club processing tool. With the potential of increased club changes, you can now effectively target club communications, sending only to active members in the shipment.

This change was a direct result of your feedback in the Ideas Forum with 42 votes! Keep the ideas coming!

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.

Fix: Login Redirect

Accessing WineDirect's Admin Panel is critical for your business. That's why when some of you were reporting a redirect issue when trying to access the Admin Panel, our team investigated immediately. We have now determined a cause requiring you to adjust some settings within Google Chrome.

If you are using the Chrome browser, it’s likely the ‘Block third-party cookies’ setting is turned on, resulting in a looping redirect back to the login page. To verify, click Chrome>Preferences>Privacy and Security>Site Settings>Cookies and site data>Block third party cookies. Toggle it to OFF.

You’ll then want to clear, enable, and manage cookies in Chrome - you can do that easily by following these steps.

Fix: Point of Sale Receipt

If your winery prints receipts after a transaction on the Point of Sale, you may have noticed extra blank spaces on customer receipts.

Our team investigated the cause of the blank spaces some of you were experiencing and have implemented a fix. No action is needed on your part and you can continue to print receipts from the POS as usual.

 

 

Fix: Improved Validation for Product Bundles

Last week, we improved validation for Product Bundles within the new Products section. Previously, the new section allowed users to set product quantities within a bundle to zero. With this improved validation, the minimum quantity is now 1 by default going forward.

If you have already set up a Product Bundle in the new Products section with a quantity of zero, you will need to go back in and change the quantity from zero to 1 to ensure optimal performance.

This is just one of a few updates to improve product bundles we have made in the past few weeks to ensure a smooth checkout experience for your customers.

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! 

 

Fix: eWay Club Processing Bug

If your winery is in Australia, your club processing functionality has been fully restored. We have now implemented a fix for the freezing that was occurring with the eWay payment gateway while processing club members with an expired credit card. You can now process your club as usual, without having to perform any extra steps.