Fix: 3 Updates

Over the past few weeks, our team has cleaned up some minor bugs across the platform. These fixes are part of our ongoing commitment to improve our software and give you the best experience as you grow your DTC business.

1. Default Shipping Strategy Fix

We have now fixed a bug affecting default shipping strategies in the new Products section. Previously, if a product was set to use a default shipping strategy and then you updated the default, the product no longer continued to use the default.  Instead, the product populated the name of the prior shipping strategy default rather than what was currently set to default.

With this fix you can be assured that your default shipping strategy will dynamically update across all products, if they are set to use a default shipping strategy.

2. Alphabetical Product Listings

We have now implemented alphabetical Product listing filters. This should speed up your workflows and help you complete tasks quicker.

3. Contact Status Updates

We have updated the way that Contact Status is populated. Previously, with dated holds & cancellations the Contact Status wouldn't dynamically update after that future date passed. With this fix, we have retroactively fixed all incorrect Contact Status fields and it will be updated going forward as a sync will happen every night to ensure this field is up-to-date and accurate.

Stay tuned for more fixes and keep the ideas coming in the Ideas Forum!

Now: Club Signup Source

As you look for greater understanding of your club members, we now have visibility into your club member's signup origin. With lower tasting room visitation, it’s important to attract club members using other channels. You can now better track where your members are joining your club from, giving you better insights into your marketing efforts.

As new memberships join your wine club, they will be labeled with one of the following:

• Website
• POS
• AdminPanel
• AdminPanelImport
• Webservice
• RMS (for those of you using RMS)
• Other (if none of the above apply)

Please note: the Admin Panel Import field will only be labeled if it’s the first time that club membership is being created in WineDirect. To ensure clean data, imported membership changes (holds or cancellations for example) will not get this label.

With Club Reports, you can now easily see the source of the signup with a new report filter and column called ‘Club Signup Application’ in the following reports:

• Club Member
• Club Signup
• Club Member on X Date

These enhancements will allow you to better track which channels your club members are joining your club from, giving you better insights on where to promote your wine club. Thank you for voting for this in the Ideas forum and keep the great ideas coming!

Fix: POS PINs

If your winery uses PINs on the Point of Sale, you may have noticed some latency when trying to login last week. A small group of you were intermittently unable to login while using PINs.

Our team investigated the cause and have implemented a fix by upgrading our infrastructure. No action is needed on your part and you and your staff can continue to login using PINs as you normally do.

Now: Beer and Spirits Update

If your product offering includes beer or spirits, we've got some exciting updates for you. Not only do these updates save you time, they also significantly reduce setup steps while streamlining your product details.

1. Single Page Entry for Product Properties

There is now a combined properties page where you can manage and update all the properties of your product types, including wine, beer and spirits. You no longer need to setup bottle sizes in two different properties sections.

2. Defined Beer Properties

You now have a clearer process to define your Beer Categories, Types and Styles to make product details more uniform:

• Beer Categories is recommended to be used for high level segmentation such as Imported, Craft, Cider, etc.
• Beer Types is recommended to be used for the larger organization of beer such as ale, lager, stout, etc.
• Beer Styles is recommended to be used for a more granular categorization of beer such as Double IPA, Red, Dry-hopped, etc.

3. Retired Fields

We have retired Beer Style 2, Beer Style 3 and Beer Style 4 due to low usage. We recommend you update all your beer products to use the above 'Beer Properites' schema.

4. Country Selection

Beer and Spirit Country are now a pre-filled drop down with a standardized list of countries that you can choose from, rather than having to manually type out each country. If you update a previous selection that was non-standard, it will ask you to update your selection to a standardized one.

Fix: PayPal Visibility Improvements

We have recently completed work on how WineDirect transactions appear in PayPal, making it easier for you to find important order infoprmation.

You can easily see the WineDirect Order # and WineDirect Order ID within a transaction within PayPal's portal. Save time by searching by Order # and Order ID in Paypal and easily export that information with PayPal's transaction export.

Stay tuned for more updates as we work on other PayPal improvements in the coming months.

New: Parcel Send Report for Australia

If your winery is in Australia, you may have heard that Australia Post's Parcel Send is replacing eParcel starting in August. Good news - WineDirect has now completed work on a new Parcel Send Report within our Reporting tools, allowing you to continue shipping packages seamlessly. 

The CSV export from the Parcel Send Report is specifically formatted for Parcel Send (Australia Post) and automatically adds all addresses within an order. Navigate to Reports>Shipping>Parcel Send to view the new report.

Previously you would ‘export’ a report of orders from Settings>Import/Export>eParcel Orders and then upload to eParcel to print shipping labels. You should now switch to using the Parcel Send report as we will be deprecating the eParcel export soon.

We recommend you get your Parcel Send account setup, if you haven't already and begin using the new Parcel Send report. You can find updated step-by-step documentation here.

New: Text Editor

You can now take advantage of our new WYSIWIG (What You See Is What You Get) text editor within the new look and feel of our Products section. You'll notice a modern editor, making it easier and faster for you to update product information - complete with spellcheck.

This upgrade also allows us to easily add in new features and plugins in the future. While some buttons may be in another location or look slightly different, all current functionality remains the same. 

This is the latest example of our ongoing commitment to improving our tools - stay tuned for more exciting options within the editor soon!

Fix: Several Minor Updates

Over the past few weeks, our team has cleaned up some minor bugs across the platform. These fixes are part of our ongoing commitment to improve our software and give you the best experience as you grow your DTC business. Starting today you will notice that you can now:

• Sign on the signature screen on an iPhone with the POS app
• See a filled out //AdditionalContactBlob// for secondary emails only, instead of just the unfilled text: //AdditionalContactBlob// on all emails
• Ensure FlipToShipX no longer checks inventory
• Filter by customized orders and be able to see past page 1 without losing the filter view
• Search for products on your front-end website without timeouts

We have also made some improvements within our new Products section:

• Uploading images fix has been implemented
• Clubs drop down under product security shows up to active 20 clubs and is now searchable
• Product listing alphabetical sort is fully functional

Keep your ideas coming in the Ideas Forum!

New: Automated Club Decline and Hold Emails

You can now leverage two new automated club emails that inform your members of important hold and decline information at the exact moment they need it, while streamlining your club runs at the same time.

1. Credit Card Decline Emails

Quickly contact customers when their card declines during club processing with an automatic card update notification email.

• Easily turn this on for your clubs by going to Admin > Settings > Website Settings > Store > Orders and select "Send Initial Club Decline Email"
• Customize your "ClubDecline" system email by going to Contacts > Email Documents
• Automatically sends to the customer on the first decline only

> Read the full documentation here

2. Club Hold Emails

With the potential of increased club holds, communicating important information like your winery hold policy as well as hold start and end date with an automatic email.

• Under club hold date, you now have the option to check "Send Hold Confirmation Email"
• Customize your "ClubHold" system email by going to Contacts > Email Documents
• Choose from 3 new auto populating tags allowing for easy email customization

> Read the full documentation here

We think you're going to love the ease of these automatic emails. But don't take it from us, here's what two of our Beta testers have to say:

"Club credit card decline emails helped us out tremendously during our last club pickup quarter in May. We’ve never had more customers signing in and taking charge of their own account information. It really cut down on the amount of phone calls we had to make to encourage card updates." - Scott Knauer, Enchantment Vineyards

"We are loving the club hold confirmations. It’s really nice to have an additional confirmation record for both us and the members." - Hannah Miller, Lange Estate Winery and Vineyards

These new emails are a direct result of your feedback, thank you for suggesting and voting for them in the Ideas Forum! 

New: 4 Checkout Improvements

Starting tomorrow, you’ll see four new checkout improvements designed to significantly reduce the risk of cart abandonment in your online store. We are thrilled to roll out further improvements and build on last months' upgrades, giving your customers a better online shopping experience. 

1. Streamlined login process

Streamlined login functionality is designed to help you reduce cart abandonment by up to 20%. Customers have one less click as they now progress directly to the checkout page where their information will auto populate when they log in.

2. Shipping savings displayed clearly

Shipping discounts now clearly appear on the checkout page so customers can easily see their savings, further reducing the risk of cart abandonment.

3. Improved shipping promo alert

When a shopper enters a shipping promo code before entering their shipping address, they will now see a custom alert message prompting them to enter their shipping information first. This is much clearer than the previous generic error message saying that their order was not eligible for the discount.

4. Additional call to action buttons

We've added incremental ‘Checkout’ and ‘Place Order’ buttons to the cart and checkout pages to further encourage customers to complete their purchase and reduce cart abandonment.

Please note: You must be using our current checkout tools to take advantage of these upgrades. Learn how to update to the current Checkout and why you should upgrade.