POS Email Marketing Opt-In

Experience a faster opt-in process for customers that want to hear from you! During the point of sale checkout process, you are asked to enter a email address in order to send an email receipt to the customer. When entering a customer's email address, you will now notice an opt-in checkbox underneath, allowing a one-step opt-in for email marketing communications. 

This will help you add customers to your marketing communications list while staying compliant. Customers who verbally opt-in to receiving marketing emails in your tasting room will have their contact record updated to a 'Single Opt-In' email status in the WineDirect CRM. The customer will also receive a 'Double Opt-In' email, allowing them to confirm their email address, giving you easier compliance to anti-spam standards in different countries.

Read more in the Documentation here.

Title Case Instead of ALL CAPS on Credit Card Swipes

When you swipe a credit card at your point of sale in your tasting room, the customer name is now put into your CRM in title case (no more ALL CAPS!)

New Features Roundup Webinar Recap

Thanks to everyone that tuned in for the webinar today! You can watch the recorded webinar below:

 

As promised, here are some links to relevant signups, including new features, the early adopter program and a club survey:

1. POS PINs: PINs brings improved security and tracking to your POS, making it easy for you to assign unique login credentials to each staff member instead of relying on one shared username and password. The 4-digit PIN speeds up transactions in your tasting room.
2. POS Exchanges (Open Beta): When customers come into the tasting room to pick up their club or online orders, frequently they'd like to exchange items they've purchased for a different bottle.With POS Exchanges, there is one clean transaction.
3. Loyalty Points: Loyalty programs encourage repeat customers who spend more on their purchases and return to your winery more often. So we are thrilled to now offer a fully-integrated loyalty points program. 
4. Enhanced Ecommerce Tracking via Google Tag Manager: If you’re looking for more data to help you understand how your customers are interacting with your website - then these tools are for you. Google Tag Manager and Google Analytics offer a wealth of data, but it can be challenging to turn that into real insight for your business. We've done all the work for you!
5. Marketplaces: Build your customer base with WineDirect’s integrated marketplace distribution network —the only one of its kind—that enables you to seamlessly connect to third-party platforms including eBay, Vivino and many top travel and luxury loyalty programs in the United States. 
6. Early Adopter Program: The Early Adopter Program gives clients access to new products and features before they are available to everyone using the platform. Sign up to get started!
7. Wine Club Feedback Signup: We want you to help provide input on some prototypes for new club features and consumer experiences. Feedback on the prototypes helps guide what the features will look like when they are rolled into our platform. Sign up and give your input!

FedEx Shipment Export Report

We have now added the FedEx Shipments report to the enhanced reports interface within the admin panel.

You can now seamlessly run your FedEx Shipment export without having to toggle back to the old reports section.

New! Recipes With Products Report

The 'Recipes with Product' report provides you with a list of your recipes that include a Product as one of its ingredients. You can find 'Recipes With Products’ in the Product category in the Reports tab of your admin panel.

Read the documenation here for setup and explanations.

Sales Summary Report

We have now added the Sales Summary Report to the enhanced reports interface within the admin panel.

You can now seamlessly run your sales summary reports without having to toggle back to the old reports section.

 

Update to Whitelisted URLs

We’ve been working hard on POS stability improvements and we’re making changes to improve POS performance. These new changes will increase capacity 3x - offering you a more seamless POS experience.

If you currently whitelist domains on your network, you’ll need to update your whitelisted URLs to include these new URLs.

You can also sign up at the bottom of that page for updates, to be kept in the loop for any changes.

Thanks,

The WineDirect Team

Bug Fix: Partial Refunds

Starting today, custom taxes will refund the correct percentage to both GST and PST, for partial refunds.

The updated calculation performed while doing a partial refund will now match the tax percentages exactly, for a more accurate partial refund.

New: Loyalty Points

We're thrilled to announce our new Loyalty Points program, available today. Over the years, this has been one of our most-requested features, and with good reason. Loyalty programs encourage repeat customers who spend more on their purchases and return to your winery more often. With loyalty points, you can easily reward your biggest fans, and keep them coming back for more. 

Why You’ll Love Loyalty Points

• Create a seamless experience for customers to earn and redeem points
• Leverage points as an extra bonus or customer service perk
• Incentivize club members to join premium clubs and receive a more favorable earning rate
• Customize which product SKUs customers can redeem with loyalty points
• Ability to customize a redemption rate that makes sense for your winery

Details

Loyalty Points is a paid add-on feature that can be used by wineries of all sizes; the pricing simply fluctuates based on the number of contacts you have in your Admin Panel CRM at the time of billing.

Pricing

For Plus and Enterprise clients there is no additional cost to use Loyalty Points. Lite customers will be billed monthly a fee of $159/month.

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How To Get Started

• Sign up here to start using the new loyalty points features
• To learn more, please read the documentation
• Once you’ve signed up for loyalty points,you can easily manage and apply points on your Admin Panel and POS

Sign Me Up

 

Important note regarding new reports flowing into Quickbooks

When we updated our reports in August, we made some updates that affected your Quickbooks integrations. These changes require you to adjust your mapping settings in order to work correctly. Until you have made these changes, please continue to use our old reports. Old reports will continue to be available for six months, giving you ample time to make these updates.

Here is what changed specifically

	Old Reports	New Reports
Column AN	Displays Item Sale Price	Displays Item Retail Price
Column AO	Displays $0 always	Displays Item Discount

 

Action needed

Your winery may have some workarounds in place, specifically, mapping that was implemented (either by you or a consultant). Until you have adjusted your mapping for enhanced reports to flow correctly into Quickbooks, you should continue to use old reports and NOT use the new version of the Quickbooks v2 report until your Transaction Pro Importer has been updated.  To update your mapping, you'll want to complete this mapping yourself, or hire a consultant that is comfortable with Quickbooks via Transaction Pro Importer.

If you have any additional questions, please reach out to support@vin65.com.