By popular demand, we've updated our Carrot promotional tool so that you can now display targeted marketing messages based on Contact Type.
To configure, from the Store section of the Admin Panel click on Promos > Carrots. When you create a new Carrot or edit an existing one, you'll now see a section to send that message to your customers based on Contact Type.
Carrots are a great way to send targeted marketing messages - like shipping promotions or wine club perks - to your customers on your website, or communicate key information to your staff in the Point of Sale. If you aren't using them yet, learn more here.
It's only getting harder to convince consumers to complete their online purchases, and every extra click decreases the chances of winning the sale. That's why we created One Click Offers, a new promotional tool that allows you to automatically add specific items to the shopping cart via a custom URL.
Now, instead of driving traffic to a product page and hoping the customer will add it to their cart and complete checkout on their own, with One Click Offers they'll be directed straight to the Checkout page with their shopping cart pre-filled. Fewer clicks for them, more online sales for you.
Here's how it works:
NOTE: One Click Offers are only compatible with our New Checkout Tools.
Example use cases:
> For more details read the full Documentation.
How does this work with promotions or discount pricing?
One Click Offers does not change how promotions/discounts are applied. Unless you have a special Promo that applies to all customers, they will either need to log in (to receive Wine Club Member discounts, for example) or enter the applicable Promo code.
I haven't upgrade to New Checkout yet. Can I use One Click Offers?
One Click Offers is only compatible with New Checkout. One of the reasons we made the checkout changes was to enable development of new features like this one, as well as our new PayPal integration. If you aren't yet using the New Checkout tools, we encourage you to check them out!
Where can I use the One Click Offer custom URLs?
You can use the One Click Offer links anywhere you would use any other URL including email marketing, social media, your blog or anywhere else on your website.
Great news for sparkling, fortified and other non-vintage wine producers: you can now label your wine products "Non Vintage" in your WineDirect Ecommerce Store and POS!
To add or edit products one by one, simply select "Non Vintage" from the Vintage dropdown menu on the Product page:
To update existing products via Product Import, you can use the following designations in the Vintage column (not case sensitive):
By default, products labeled Non Vintage will display with this designation on your front-end website. You can customize the term your customers see via the Resource Bundle. For example, if you want the product page to say "NV", navigate to Settings > Resource Bundle and search for nonVintage, then edit as desired:
NOTE: The Non Vintage designation will NOT be passed through Web Services to partners such as ShipCompliant. If you label a product Non Vintage, the "Vintage" designation passed through Web Services will be blank.
Your suggestions and feedback are a crucial component in shaping the future of the WineDirect platform. So we are very excited to introduce WineDirect Ideas: a new and improved way to submit and vote on your ideas.
WineDirect Ideas replaces our old Feature Request process. Now, instead of filling out a form each time you have a new request or idea for our team, you’ll be able to add it to our new public idea board. You can also view and vote for other WineDirect users’ ideas.
As ideas are submitted and gather votes, our product team will continuously evaluate them for demand and feasibility. We’ll keep you posted on the status of your idea as it moves through consideration to planning and completion.
You can log in to WineDirect Ideas using your ecommerce account credentials:
The goal of the new forum is to increase transparency and improve collaboration, so that we can be sure we are focusing on the things you care about most. We encourage you to think outside the box: our ideas forum is a place to share broad suggestions, as well as smaller functionality requests.
Please Note: As you can imagine, we’ve received thousands of feature requests (3,476 to be exact) over the years. We’ve done our best to migrate the most popular ones into our new idea board to start, and will continue to add requests in the weeks to come. If you don’t see your historic request, please feel free to submit it as a new idea!
How do I submit a new idea?
Visit https://ideas.winedirect.com, log in using your WineDirect ecommerce credentials, and click “Create New Idea”. As you type, you’ll see ideas that may be similar to yours. If someone else has already submitted your idea, please vote for their entry instead of creating a new one.
How do I view existing ideas?
Head over to https://ideas.winedirect.com and log in with your WineDirect ecommerce credentials. You can search ideas by keyword or filter by Status or Category.
How does the voting work?
Each user gets 10 votes and you can vote up to 3 times on a single idea. To vote for an idea, click the “Vote” button next to it and choose how many votes to allocate. When an idea you voted on is Completed, your votes will replenish. You can also remove your vote from an idea if you change your mind. We encourage you to think carefully about what ideas you vote for. This will help our team truly prioritize the items that are most important to our community. You can also reallocate your votes at any time.
I’ve maxed out my votes, but I have a new idea. Can I still add it?
If you’ve used up all ten of your votes, you can still create new ideas, but they won’t have any votes assigned to them. You can always remove votes from other ideas and reassign them.
I submitted a feature request previously, but I don’t see it listed under “My Ideas”.
If you were the first person to request the idea, you will see it listed under “My Ideas.” If your request came in after someone else’s, we’ve counted your vote for it, but you won’t see it listed in your account. Unfortunately, we aren’t able to assign ownership to past votes, but we will be able to do that going forward.
In some cases, we may not have migrated your past idea over yet. We’ve done our best to migrate the most popular feature requests, but we still have a lot to do. If you don’t see your idea, please feel free to submit it again.
How do you decide what ideas to implement?
Our product team is constantly reviewing new ideas for demand and feasibility. Once an idea has been accepted by the team, it will be marked as “Planned”. Once it’s been built, it will be marked “Completed.” We’ll keep you posted on the status of your idea as it moves through consideration to planning and completion.
What do the different Statuses mean?
There are four key statuses that indicate where an idea falls in our planning process:
If an idea does not have a status, it means our team has not yet accepted it for implementation.
I have an idea for your fulfillment portal. Can I post that here?
Currently WineDirect Ideas is for ecommerce, wine club and POS ideas only. We are looking at adding fulfillment and Marketplace streams in the future.
You can now click on certain automated Flags in the POS to navigate directly to the relevant screen. When a Flag is clickable, you'll see the Link icon appear next to it. Simply click on the Flag to access the link:
You can now customize the default tip percentages that display during checkout on the POS app. To edit, navigate to Settings > POS Profiles in the Admin Panel and select the Profile you wish to edit. Make sure you check the box Tips / Gratuities under Additional Options. You'll then see an option to edit the Tip Amounts.
Note that you will need to enable tips and set these default amounts for each of your POS Profiles. Once you've updated each profile, refresh your POS app by clicking on the three horizontal lines in the top right hand corner of your device and select Reload POS. If you still do not see the updated tip percentages, please log out of the POS and then log back in.
Have additional questions? Read our full Tipping Documentation here.
Currently, the default Tip Amounts can only be set as a percent, not a fixed dollar amount. We hope to add that functionality in a future release!
Great news! If you use our automatic Credit Card Updater tool, you can now choose to turn off customer email alerts each time a credit card is updated. This is a feature request we have received from many of you, as your club members can find the email updates confusing. For those of you who wish to keep the notification emails, no action is needed.
If you want to turn them off, go to Settings > Website Settings > Store tab > Orders section > Payment Options > Check the box next to "Opt Out of Customer Card Updater Emails"
That's it. No further action is needed and your customers will no longer recieve update notification emails.
Note: In order to view and edit Website Settings, you need to be enabled as a Domain Admin with Developer access. Please contact Support if you have questions or need to be enabled.
Starting today, you can add PayPal Express Checkout as a payment option on your website. We’ve fully integrated PayPal into the existing checkout flow, making it easy for your customers to use - and simple for you to collect payment.
With more than 227 million users, PayPal provides convenience and security to you and your customers, allowing them to pay with their PayPal balance, bank account or credit card without sharing or entering sensitive payment information on your website.
How to Get Started:
Get started now with easy step-by-step instructions.
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.
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: