New: Multiple Emails Per Contact

We are excited to announce the arrival of your #1 requested feature: adding multiple email addresses to a single contact. This means you can now seamlessly send communications about orders and club shipments to a customer's spouse or friend, ensuring important transactional information won't be missed.

It's the latest tool we've built to help save you time and deliver top-notch customer service.

How It Works:

• To add an email address, navigate to the contact record on the Admin Panel or POS and click the new "+ Add email address" link. You can add up to 5 secondary email addresses per contact.
• Your customers can add their own secondary email addresses by logging in to their account and going to the Edit Profile page.
• Secondary emails will receive all transactional emails - such as order confirmations and wine club notifications - associated with the primary account holder. For privacy and anti-SPAM reasons, they will not receive marketing emails such as newsletters.

Ways to Use It:

• Allow your customers to add their spouse's email for extra visibility on important notifications regarding purchases, shipping and billing
• Ensure that friends sharing a club membership all receive necessary club communications
• Include both a work and home email address for added convenience and maximum visibility
• Send an email to your wine club members inviting them to add secondary emails through their online account (or add secondary email fields to your physical club sign up form for new members)

Please Note: When you add a secondary email address, an email alert will go out both to the primary account holder as well as the secondary email address. These System Email templates have been auto-created with default copy in your account and you can edit them as desired. They are called: "A New Email Has Been Added to Your Account" (sent to the primary email address) and "Your Email Has Been Added" (sent to the secondary email address).

> Click here to read the full documentation!

We’re so thrilled to release this functionality as it is your most requested feature ever with almost 450 votes from our Ideas forum. Keep the suggestions coming!

Bug Fix: Hold Order No Longer Removing Additional Order Info When Resumed

You can now add additional order details to an Order while it's On Hold, and know that it will be saved once you Resume this order.

Previously, when you added additional order details while the Order was On Hold, the fields were not saved when the order was changed to resume. We've now fixed this Bug so that Resuming an Order has the flow you expect.

Bug Fix: Exporting Reports in Australia

If your winery is in Australia, your reporting functionality has been fully restored to allow exports to Excel. Simply click the Export button in the upper right corner of the Reports screen after setting your report parameters to generate a .csv file. 

We apologize for the recent disruption to reporting tools (which affected Australia, only), and hope that our reports are providing your winery with added value as you run your DTC business.

> Learn how to get the most out of WineDirect Reports here.

New: Submitted Date Will Not Change After Quarantine

We've made an update to our integration with ShipCompliant. Starting today, the Submitted Date on an order will never change - regardless of whether that order is quarantined by ShipCompliant - making your month-end reconciliation process easier.

We made this change based on your feedback that the Submitted Date should always reflect the date the order was originally placed (the same day that the order was originally paid for). Previously when an order was quarantined in ShipCompliant, we would update the Submitted Date when it was released. As a result, the Submitted Date and Payment Date were not the same, which was problematic for your month-end reporting.

This is the latest example of our ongoing commitment to improving our tools, making it easy for you to get the information that you need. Keep the suggestions coming in the Ideas Forum!

Bug Fix: Shipping Rate Improvement

Enabling your winery to achieve DTC success is our top priority at WineDirect. That's why we're dedicated to continually improving our workflows, offering you the best experience possible as you leverage our tools.

Starting today, shipping will only be allowed if your customer's state is marked as compliant and if a shipping rate is set up for their state. Validation was added across the system in the Admin Panel, POS, and online, so that when a customer is checking out, if their state is not included in the shipping strategy in use (it was not added to a zone or a rate is not set up) then the user will receive an error and will be prevented from continuing with shipping the order.

> Learn more about setting up your shipping rates by creating your shipping strategy, types, zones and rates.

Bug Fix: Gateway Timeout for Email Blasts

We know how important email marketing is for your Ecommerce business - and your DTC efforts as a whole. Over the past few days, some of you have reported intermittent timeouts while large email blasts were being executed. 

 

This issue has now been fixed by extending the timeout period to ensure that all of your planned emails can be sent to your clients, without interruptions. 

 

 

Bug Fix: Google + Social Button Removed

As of April 2, 2019, Google depreciated Google+ for consumers. Since Google is no longer supporting the API for the social sharing widget, we have removed it from both your product pages and blog pages.

No action is needed, but you may notice that the Google+ widget no longer displays with your other social sharing widgets. 

New: Filter By User Choice Club Customization

Summer is in full swing - but fall club season is right around the corner. So we're excited to introduce this new - and highly requested - feature that will save you time and make your club runs easier!

After you process your club, you can easily filter your default club orders from customized ones. This will speed up your order picking by giving you the ability to print packing slips and shipping labels. We hope this update will save your team time when boxing up your club shipments next time around.

> Learn more

Bug Fix: Social Dashboard

As we continue to strive to increase your customer insights across the platform, we understand that the current social dashboard is not providing the majority of you with enough quality information.

You may have noticed that there were intermittent issues recently and upon deeper investigation we determined that we need to disable this tool. This allows us to focus our efforts on providing you with other more powerful customer solutions, which are coming in the near future.

Stay tuned!

Year One of Our Tock Integration

On this day last year, we proudly announced our partnership with Tock, a premier reservation and guest management platform tailored to the wine and restaurant industries.

Since then, more than 100 wineries have signed on with WineDirect to leverage Tock's reservation, table management and CRM system offering guests convenient ways to book tours, tastings, and special events.

Together, WineDirect and Tock provide deep customer insights, reduce no-shows, improve your team's efficiency and increase sales. Here are a few ways you can take advantage of our integration to offer the world-class hospitality your customers expect:

• Real-Time Sync between Tock and WineDirect ensures that bookings and club memberships will update across platforms instantaneously.
• Smart Groups pull from WineDirect contact types to allow you to automatically apply special access and pricing to your club members and VIPs, making it easier to run club member events and comp or discount tastings.
• Social integrations with Facebook, Instagram and Google Maps encourage discovery, with prominent "Book Now" buttons giving your winery a leg up in attracting guests. They'll love the option to book their visit in one simple click.
• Event management tools include everything you need to run a successful event, from a guest directory with notes and tags to waitlists to ticket add-ons. 
• Collect guest data and feedback through pre- and post-visit surveys:

  “Tock is like having a receptionist 24 hours a day. We’re now able to book guests around the clock, and in the process, collect important guest details (first-time visitors, celebrations, member referrals, etc). This wasn’t possible when we were manually taking reservations over the phone.”

  - Nicole Roberts, Epoch Estate Wines

We'll continue to collaborate on new and innovative features with Tock to enhance our integrated offering as we strive to create the ultimate reservations management and CRM tool for wineries.

Stay tuned for future updates!

> Learn more about our integration with Tock and request a demo.