Corinna Wang
December 1, 2021 | Corinna Wang

Now: Action Needed for Orders Destined for Alabama

You may have heard that as of August 1st, the state of Alabama permits direct-to-consumer wine shipments. If your winery uses ShipCompliant for compliance, you may notice orders destined for Alabama are no longer quarantined.

With these updates, you may need to update your State Profile and Shipping Strategy within your Admin Panel in WineDirect so that Alabama is a valid location. You can contact support for additional assistance, if needed, by emailing

Time Posted: Dec 1, 2021 at 4:25 PM Permalink to Now: Action Needed for Orders Destined for Alabama Permalink
Corinna Wang
December 1, 2021 | Corinna Wang

WineDirect Point-of-Sale App Now Compatible With iOS 15 and iPadOS 15

We're thrilled to announce that after rigorous testing, WineDirect's Point of Sale App is fully compatible with iOS 15 and iPadOS 15. Feel free to go ahead and update your tasting room devices once you've read through the specifications below.

To ensure a smooth transition, please double check your specific device compatibility by reviewing Apple's compatibility pages iOS 15 for iPhones and iPadOS 15 for iPads to confirm your specific devices are compatible with iOS 15 before you install. Some older models can be incompatible with the latest OS.

Source: Apple

As always, double check printers and any other network devices after you complete the update to be sure they are functioning correctly. >Read iOS 15 compatibility notes on the Documentation Site

If you aren't ready to update to iOS 15, you are welcome to continue using your current iOS or iPadOS.

Interested in learning more about what iOS 15 and iPadOS 15 means for you? Read our blog post here

Time Posted: Dec 1, 2021 at 11:22 AM Permalink to WineDirect Point-of-Sale App Now Compatible With iOS 15 and iPadOS 15 Permalink
Corinna Wang
October 26, 2021 | Corinna Wang

Fix: Text Messages, Automated Emails and Checkout Options

Over the past couple of weeks, some unexpected workflows were occurring with text messages, automated emails, and checkout design. These were intermittent and caused some text message campaigns to send to consumers multiple times, a few automated emails failing to fire and the inability for a handful of clients to update their header and footer within the current checkout tools.

Our team investigated and updated credentials with our authentication and authorization platform, Auth0. You can now continue to run text message campaigns, queue up action emails and know your transactional emails will hit your consumer as expected. You can also update your checkout design using the latest checkout tools.

Thanks for reporting these instances so our team could quickly identify and implement a fix. We look forward to supporting you in connecting with your consumers during OND and beyond.

Time Posted: Oct 26, 2021 at 11:43 AM Permalink to Fix: Text Messages, Automated Emails and Checkout Options Permalink
Corinna Wang
October 25, 2021 | Corinna Wang

Now: Invalid Certificate Message

Last week, we received a few reports from wineries that their consumers got a 'not secure' message while shopping on their winery's website. WineDirect did a thorough investigation with our primary certification provider - ‘Let’s Encrypt’ to identify the reason behind the invalid SSL certificate.

The investigation determined that the websites reported were, in fact, secure. We are now aware that consumers using older computers with outdated browsers are sometimes served this message because the older browsers do not support the latest security standards allowing verification of a secure website.

This message is not being mandated by WineDirect, but by our SSL certificate issuer - which you can learn more about here. The requirement for minimum OS versions are part of better serving the internet community with higher security standards. If a consumer tells you they are getting this message, simply ask them to update their browser using these steps.

WineDirect remains laser-focused on security and providing the most secure online shopping experience for you and your consumers - especially during the busy holiday shopping season.

Time Posted: Oct 25, 2021 at 10:24 AM Permalink to Now: Invalid Certificate Message Permalink
WineDirect Team
September 30, 2021 | WineDirect Team

Failed Payment Transactions: More Information

On September 29th, beginning at approximately 1pm, users reported transactions declining intermittently with associated payment decline messages of "Connection Error" and "Server Temporarily unavailable."  Our engineers identified the issue as a brief outage by USAePay, followed by periods of intermittent unavailability. If your winery was impacted by this, we hope that the information below will help with reconciliation by identifying failed orders.

To quickly identify any orders that may have been affected by the "Connection Error" decline, navigate to the Reports section. Under the Financial tab, select the Payment Gateway report. Upon reaching the report builder page, assign the date range 9/28 - today's date, 2021. Manage filters to ensure all Order Statuses are selected, and Manage Report Columns to ensure the Order Number, Payment Date and Payment Gateway Transaction ID columns are included. The Payment Gateway Transaction ID column will indicate any orders that had the "Connection Error" decline, making these easy to identify.

For any orders that a) were not successful in a secondary attempt, or b) had a refund that declined or c) that you wish to capture payment now, we strongly encourage you to compare against your iAccess portal to confirm a first attempt was not successful. If you have any point of sale orders that include a tip and were only authorized but not captured due to this error, please reach out to our payments team to assist you by capturing these amounts through the payments portal directly. If no tips were included, you may attempt to capture the payment through the payment tab on the order directly, after you've confirmed the payment has not already been captured (via iAccess). 

Time Posted: Sep 30, 2021 at 1:38 PM Permalink to Failed Payment Transactions: More Information Permalink
Corinna Wang
September 22, 2021 | Corinna Wang

New: The Most Secure Checkout in The Industry

To further protect your winery from fraudulent bot attacks, we've automatically added a new, invisible layer of security known as reCAPTCHA to your V2 website checkout. WineDirect is deeply committed to the highest standards of security while ensuring your conversion rates stay high and this enhanced fraud protection does just that.

Key Benefits: Google’s reCAPTCHA 

This invisible and frictionless version works to detect bots in the background and returns a risk score that tells the WineDirect system if the interaction is suspicious and could indicate a bot user. It scores traffic with its Adaptive Risk Analysis Engine and does not force your consumers to click anything extra. Your checkout experience will look exactly the same to your consumer, and you will be protected from bot attacks. Win-win. >>Read full documentation here.

Implementation details:

The reCAPTCHA feature from Google is automatically deployed on your checkout if you're using the current V2 checkout tools and no action is required by you. If you are currently using legacy checkout tools, learn why you should upgrade and how to implement the current checkout tools.

If you have any questions, please read through the documentation and then reach out to with any questions. We hope you enjoy the most secure checkout in the industry as we move into this busy holiday shopping season!


Time Posted: Sep 22, 2021 at 8:00 AM Permalink to New: The Most Secure Checkout in The Industry Permalink
Corinna Wang
September 9, 2021 | Corinna Wang

Now: Corporate Order Importer Expanded

Good news! You can now take advantage of the expanded Corporate Order Importer extension to 36 SKUs. As some corporate customers expressed interest in having the gift extended to pick between a library of wines that pass the 12 SKUs total previously allowed.

The Corporate Order Importer allows you to create multiple orders, with multiple shipping addresses for one single billing customer. The billing customer who is paying for all the orders will only see one charge for the total amount. This update allows you to add more columns as needed to get the required number of SKUs in the importer (up to 36 SKUs). Simply download the latest sample file for compatibility in 3 easy steps:

  1. Navigate to Settings > Import/Export > Corp. Order Importer
  2. Click Import Corporate Orders from the left navigation
  3. Click Download Sample File to download the spreadsheet needed

>>Read the full documentation here.

This update was a direct result of an idea in the Idea Forum. Thank you for submitting and voting to get current features functionality improved!

Time Posted: Sep 9, 2021 at 4:00 PM Permalink to Now: Corporate Order Importer Expanded Permalink
Corinna Wang
September 9, 2021 | Corinna Wang

Fix: Scheduled Reports

If your winery uses the schedule reports feature in new reports, you may have noticed that contacts were not receiving emails as expected. Our team has now fixed this bug and you can continue scheduling reports as you did previously, knowing your stakeholders will receive the reports once generated.

Thank you for your patience as our team investigated. Reports are a critical piece of your business operations, and we are thrilled to have them functioning optimally again.

Time Posted: Sep 9, 2021 at 2:40 PM Permalink to Fix: Scheduled Reports Permalink
Corinna Wang
September 9, 2021 | Corinna Wang

Completed: Proactive Database Upgrade

In preparation for the busy sales season during OND, we proactively scheduled database maintenance to ensure the latest OS and security upgrades during August and early September. To minimize impact, these upgrades were made between 8:00pm and 1:00am PST every Wednesday evening.

This work has been completed successfully. As we head into the busy sales season, you can be confident in having the latest security patches, updates and upgrades supporting you as you grow your ecommerce sales. Wishing you a successful fall and holiday season!

Time Posted: Sep 9, 2021 at 10:49 AM Permalink to Completed: Proactive Database Upgrade Permalink
Jim Agger
September 7, 2021 | Jim Agger

All-New WineDirect: FAQs

As we start off September, we want to take a moment to update you on the latest developments with our All-New WineDirect platform.

We are well into the discovery stage of this important project – doing the deep research necessary to fully scope the work to ensure that the All-New WineDirect platform will be everything our customers want it to be, and more.

In addition to research, we are upgrading and scaling up the team so we are properly resourced to meet the challenge of building an All-New WineDirect.

For example, we’ve hired a new VP of Engineering, Dan Mills, who has 15+ years’ experience building teams and has successfully been through several SaaS replatforming projects. We are continuing to add other senior Engineering and Product team members to our existing team who will be fully focused on building the All-New WineDirect. We have also restructured our team to allow the majority to focus 100% on replatforming, while another group takes care of our existing platform.

We’ll provide another update later this year, but in the meantime, here are some FAQs and answers that will provide more information.

1. What is WineDirect building? 

We are building the All-New WineDirect Ecommerce Platform an all-in-one platform with support for Ecommerce, Wine Club, Retail (POS), and omni-channel sales with beautiful store experiences, fast check out, powerful analytics, marketing automation and customization through flexible APIs and third-party apps.

2. What features will be included in the new platform? 

The major core functionality of the WineDirect platform will be included in the All-New Platform.  Rebuilding the platform also provides the opportunity to evaluate what is most impactful for our clients and what is no longer necessary. One thing is guaranteed, while the All-New platform will be familiar, it will be a tremendous upgrade across the board.   

3. Why should I be excited about this change?

There are so many reasons to be excited about the All New WineDirect, including:

  • Flexible, website design tools that support exciting features including 1:1 personalization of content, product customer benefits such as pricing.
  • A content management system (CMS)  you update and A/B test changes on your own; with no programming knowledge required.
  • Intuitive and flexible, WineClub, User Choice Clubs and Subscriptions.
  • Fast, customer-focused and reliable POS.
  • Dashboards and reporting that provides intelligence into trends, status and health of your DTC business.
  • One of a kind omni-channel sales opportunities to help you find and attract new clients.
  • Improved and expanded capabilities for Webservices to connect with external systems and third-party applications.

4. What new APIs will be available on the All-New WineDirect and what will happen to existing APIs?

New APIs will support a backwards compatibility with SOAP for existing APIs (so existing APIs will still function) and more robust REST services and GraphQL will also be supported.

5. I want to integrate current WD APIs with third party tools. Should I wait for new APIs or should I spend money to integrate current systems?

This really depends on the specifics of your situation. If you are looking at something that will help to grow your business right now, you may want to pursue it. Because the All-New WineDirect won’t be generally available for at least a year, you may want to act now for time-sensitive integrations that will increase your ROI in the short-term. 

6. Should I wait to redesign my website, or can I do it now? Can I still use WineDirect templates?

If you are in need of a new website immediately, WordPress is a great option as it has a lot of flexibility and will integrate seamlessly with the All-New WineDirect. You can also continue to use the current WineDirect templates and we will transition accordingly when the time comes.

7. How will we transition to the All-New WineDirect Platform?

As of now, we are planning to roll out in 3 phases, built around the major sales channels: 

Phase 1: Ecommerce Only 
Phase 2: Ecommerce + Wine Club 
Phase 3: Ecommerce + Wine Club + POS

When the time comes, WineDirect will ensure that your transition to the new platform is seamless, with all your data and key configuration remaining intact.

There won’t be incremental costs to migrate to the new platform. Winery clients may choose to build a new site using the many tools available, which may require use of an WineDirect certified designer, which will be a separate engagement.

8. What is the timing for Canada and Australia?

The rollout of the All-New WineDirect will be based on what services a winery client is using, not where they are located, so wineries in Canada and Australia will most likely be on the same timeline as their counterparts in the U.S.

9. What should I do to prepare for the transition? 

Nothing! A member of our team will reach out when we are ready to get you started and answer any specific questions you may have.

10. What is expected as an Early Adopter for the All-New WineDirect? 

The Early Adopter Program gives you access to new products and features before they're released. Joining the program is a commitment - we need you to test feature functionality and provide feedback to our team. You’ll play an important role in ensuring the features we roll out will help you and other wineries like you. Signing up to be an Early Adopter does not guarantee access to the Early Adopters group, but we will do our best to involve all interested clients. 

As an All-New WineDirect Early Adopter, you’ll be called on to help test specific sections based on tools you’re already actively using. This project is complex, with a lot of turning wheels, so please be patient while we create a detailed project plan for upcoming features that will be ready to test. We will reach out when your winery meets the criteria – at that time you can choose to participate or not.

11. When is the timeline for me to be an Early Adopter?

Because of the different phases and the complexity of the project, there will be several chances to test and give feedback on the new tools over the next year. We will let you know when your opportunity to test comes closer.

Your timeline for being an Early Adopter participant completely depends on your current feature set. If you are a full-stack WineDirect customer using ecommerce, wine club and POS, your environment is complex. It will take us time to ensure that the All-New WineDirect can match the complexity of your DTC tools. We are creating new business logic and workflows from scratch, and we want to ensure it flows beautifully.

12. Have you stopped development on the current WineDirect platform?

Absolutely not. Although most of our team is laser-focused on planning for the All-New WineDirect and enhanced wine club tools, we also have a dedicated team working exclusively on the current platform. In addition to updating features, we are keeping performance, availability and security top-of-mind. We have proactively upgraded all of our databases to improve performance, became PCI DSS Level 1 compliant,  and increased fraud protection by adding reCAPTCHA Enterprise security heading into the busy holiday shopping season.

13. Still want more information?

Watch this video discussing the latest developments in the All-New WineDirect.

Time Posted: Sep 7, 2021 at 2:00 PM Permalink to All-New WineDirect: FAQs Permalink