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!

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!

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

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.

New: Updates to New Checkout Tools

We've been working hard on upgrading our New Checkout options to entice you to switch over from our legacy checkout. Starting today, you can further customize your checkout experience because:

All Google Fonts Now Supported

When we first launched our new checkout, we offered a limited amount of Google fonts, however we are now offering the ability to choose from over 900 Google fonts. This allows you to seamlessly match your branding thorughout your entire website.

>Learn More

Ability to Customize Headers in New Checkout

A designer can now add custom HTML and CSS to style your online store's header when using our new checkout tools, offering you more control of your website's look and feel.

>Learn More

 

New: Updated Design for Send Mass Email

Today, under the contacts tab you will see that there is no longer a “Send Mass Email” section and now everything you need to manage and send your email documents lives under “Email Documents”. Besides the button placement (now on the top right of the screen), and an updated design, there are a lot of time-saving benefits that come along with this change that will make your email marketing more streamlined, including:

1. Crafting your email and then sending right from that document, without navigating away from the email.

2. When you send from the current email document, you only need to select your contact list. This reduces sifting through multiple categories and email documents to find your email, a significant reduction in the steps required to send an email.

 

3. Send an email to multiple people in the contacts section without having to leave the contact list.

Read more about these changes on our documentation site.

 

New: Shipping Address Error Notifications

If you're a ShipCompliant user, you now have access to shipping address error notifications on the point of sale.

This feature gives you the opportunity to identify and correct shipping address related errors before a customer leaves the tasting room, helping ensure more orders pass compliance and are not quarantined. This workflow change will significantly improve the customer purchasing experience.

With this feature, the compliance check is executed before the payment is completed, displaying any error codes for your tasting room staff to handle. This allows them to double-check the customer's shipping address, in order to resolve the error before the customer leaves. 

> Learn more by reading the documentation. If you have questions, please don't hesitate to get in touch! 

New: VinDashboard Partnership

Through our partnership with VinDashboard, WineDirect clients now have a new way to access and analyze your data.

VinDashboard is a reporting service gives you a snapshot view of key business metrics and allows you to drill deeper into your WineDirect data to uncover actionable insights.

Providing access to 50+ industry standard reports and KPIs, VinDashboard enables wineries to easily track and interpret your DTC data through a highly visual and flexible interface. It pulls your WineDirect data automatically and refreshes every day. 

Dashboards and Reports include:

• DTC Sales and Trends by Channel
• Sales Associate Performance
• Wine Club Monthly Overview and Analytics
• Tasting Room Daily, Monthly, and Yearly Key Performance Indicators
• Sales and Quantity by SKU

An ideal reporting tool for DTC Managers, Wine Club Managers and Finance Executives, VinDashboard saves you time by compiling the most important data into one easy-to-use, customizable tool. Reports can be set up to be emailed automatically and are easily exported to Excel, PowerPoint, and more.

Services start at $179/month with a one-time setup fee. Pricing is based on annual DTC sales and a 10% discount is offered for annual subscriptions.

> Visit our FAQ page to learn more about VinDashboard and request a demo.

New: WGits for QuickBooks Integration

Now WineDirect clients can transfer transactions directly to your QuickBooks desktop application -- automatically!

Our partner, WineGlass Integration Technology Solutions (WGits), has developed an automated solution that eliminates the need to manually download reports or use Transaction Pro Importer (TPI) each time you want to upload transactions.

Benefits of WGits for QuickBooks include:

• Scheduled automatic transfers: Upload new orders every night, week or month.
• Detailed error reporting: Research and make corrections when you have time instead of needing to fix orders on the spot.
• SKU Assist: Automatically checks that SKUs are matching in both systems.
• Handles split tenders and refunds: No longer requires users to manually adjust orders that have been refunded or paid for with multiple tender types.
• Field synchronization: Tax, inventory and class fields mapped from WineDirect.
• Easy setup and ongoing support: The WGits team configures everything for you and can be reached over the phone, email and chat for help.

WGits for QuickBooks offers WineDirect clients an easier way to reconcile your transactional data with your accounting needs, eliminating tedious administrative work and headaches for your team. 

> To learn more about WGits for QuickBooks, please contact WGits for a demo.

Now: Admin Notifications Show Changes to Customer Profiles

You can now view exactly which details have changed within a customer's record when they make edits to their account. Our improved admin email notifications are designed to instantly alert you of updates to a customers' shipping address, credit card, club information and more. This takes extra guesswork off your plate, saving you valuable time and helping you stay organized.

Another helpful aspect of these enhancements is that the notification will now specify important details of members' club information when they make edits to their accounts: 

• The Club Memberships line item lists all active and on-hold memberships for a customer.
• The Memberships Updated line item lists each of the active and on-hold memberships associated with a customer's edits to their account.

Here are some examples of what the email notifications look like. Any new information will be clearly highlighted in green, while old information appears behind a strikethrough line.

Example 1 | Edits to Club Information:

Example 2 | Edits to Saved Credit Card:

Please Note: If you'd like to update the list of team members who receive these notifications at your winery, you can reach out to our support team at support@winedirect.com or ask a user who has developer access to your winery's website settings.

> Read the full documentation on admin notifications here.