It is now easier for you to add and access your customers mobile phone data. These improvements save you time during call campaigns or bulk imports while using both List Builder and the Customer Importer.
Since the Contacts section within the Admin Panel allows for two contact numbers, we have added the new 'SMS Number' column to both the sample file for Cusomer Importer, plus the exported .csv from List Builder.
1. Import with Customer Importer
Navigate to Settings > Import/Export > Customer Importer > Click 'Download Sample File' and you will now see a column for 'SMS Number' where you can bulk import customers mobile numbers.
2. Export with List Builder
You can now export customer lists for telemarketing campaigns with complete telephone information. Previously, only the 'Main Phone' field was exported, but most customers sign up using their mobile number. With these changes you can export bulk mobile phone numbers rather then having to access each contact individually.
Navigate to Contacts > List Builder > add a list ‘All Contacts’ > have no filters selected > generate list (this will have all your contacts) and you will see a column for "SMS Number'.
Many of you wanted a way to export a customers primary phone number and then re-import it also as their mobile number. Since most primary phone numbers today are also mobile numbers, this will give you greater reach when sending out a SMS blast to your customer base. Thank you for suggesting and voting for these improvements in the Ideas Forum!
Starting today you’ll see three checkout improvements, making it easier and faster for customers to checkout on your website. The new features are a direct result of your feedback, thank you for suggesting and voting for them in the Ideas Forum!
Your customers can now complete forms faster than ever before while checking out on a mobile device. We have improved the ability to fill out necessary checkout information, specifically:
Address and payment fields will now autocomplete when your customer has saved their information in their browser. This update also ensures that username & password fields are auto-filling on all devices.
New button labels give your customers a clear understanding of the next steps across checkout, sign-up, User Choice Club and forgot password functionalities. Specifically, we have implemented best practices across the following buttons:
Stay tuned for some more exciting checkout improvements in the coming weeks.
We have now fixed an intermittent lag that was affecting tracking numbers being sent back to WineDirect Ecommerce. Due to an increase in shipping volume, we've changed the way tracking numbers are synced, ensuring optimal performance going forward.
Previously, wineries syncing their tracking information from either WineDirect Fulfillment or ShipCompliant may have experienced intermittent delays with tracking numbers being updated back into WineDirect Ecommerce. This may have caused customers to receive delayed package tracking emails.
This fix will make the post-purchase experience seamless for your customers once again!
When using our updated User Choice Club tools, you can now exclude certain products from the percentage discount. This additional functionality gives you the option to set products within your Club season at the full retail price. This can be done in a couple of ways:
Select a product and navigate to 'SKUs and Pricing', from here you can select 'Promos' under Exemptions to exclude the discount within your club season.
If you're using the older interface, select a product and check off “No Promos Applicable on Products”. This can be found in the Manage SKUs section of the product, within the Advanced section.
Within the promotion being used, adding SKUs to the Excluded Products section will prevent them from having the discount applied.
Once you add those excluded products, the season will not show an applied discount both when setting up the season and, of course, to the end consumer.
Remember that promotions should only be used for a couple of reasons within User Choice Club seasons. Unlike in your winery ecommerce stores, promotions should only be used to identify the % discount to apply to all the SKUs within the season, and to exclude products as per today’s new functionality. Please reference the User Choice Documentation for additional insight on using the feature.
Note: You need to be using our current checkout tools to take advantage of excluding certain products from a percentage discount. > Learn How to Update to the New Checkout and why you should upgrade here.
Your new and improved support experience is now here! Starting today, you can access the new tools by clicking the Support tab in your WineDirect Admin Panel, featuring:
Of course, you can still connect with us as usual by emailing support@winedirect.com or calling 800-819-0325 in North America or 1800 312 884 in Australia.
This is part of our ongoing commitment to provide you with best-in-class tools and service. Our team has been hard at work for the past year building out this improved experience and we are thrilled to be able to share it with you.
We anticipate a seamless transition, and encourage you to check out our new documentation so you can familiarize yourself with the new tools. We look forward to continue to support you and your DTC business.
With wine club season upon us, we're thrilled to announce that User Choice Clubs just got better. Based on your feedback, we've improved the club member experience and simplified the backend club setup, making it easier than ever for you to deliver a high quality experience to your most loyal customers.
Updates include:
We think you're going to love the new experience. But don't take it from us, here's what one of our Beta testers has to say:
"WineDirect's new User Choice features offer a significant step forward in user experience. With the new Club Choice interface, our members can visually select their favorite bottles and see their member discounts automatically. On the backend, new tools helped us save hours worth of setup and practically eliminated user error. We're stoked!" - Ed Feuchuk, Farm Collective
You can start using this new functionality now by navigating to Settings > Website Settings>Store > General and clicking Has User Choice with SKUs. Please note you must be a Domain Admin to enable this setting. For full details, please check out our documentation.
We are actively looking for feedback on these improvements, and we'd love to hear from you! Please email consumerteam@winedirect.com with your comments.
Starting today, you can easily ship packages to club members who would have normally picked up in your tasting room. Using our Member Importer Tool, it's simple to bulk change members orders from pickup to shipping, saving you time during club runs.
Previously, when using the Club Member Importer tool, it required you to enter credit card information for each member but we have now removed that requirement when updating existing club members. These changes enable you to update information for existing club members and easily bulk change members from pickup to shipping without having to edit each individual membership.
We recommend you read these instructions in their entirety before beginning the update process.
Use this list to reach out to customers so they can confirm their shipping address (see step 3 below).
>Club Member Importer Documentation
The following steps will update your club members to “shipping” on their membership as well as update their shipping address.
Once you upload the file, the members preference will be updated to shipping and their shipping address will be as follows:
We highly recommend that you reach out to customers to confirm their updated shipping address is correct before processing the club.
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SAMPLE TEXT
Hello //FirstName//,
We are emailing to let you know that due to COVID-19 we are currently not able to accommodate pickup orders at the tasting room right now. Good News! We are still able to ship your upcoming order from //ClubName//.
We have automatically filled your shipping address but we need you to confirm this is the best address to ship your club order to.
Please review the following:
//ClubBlob//
If the above address is correct, no action is needed. If the shipping address is not correct, please login to your account or call us to update.
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Send this to the list you generated in the first section of these instructions. This will ensure that you are only contacting members to confirm who were previously set to pickup.
You can also check the “Email Detailed Report” to see which members have not yet opened the email and reach out to them personally to confirm, if needed.
You can now send emails from club processing without worrying about sending to members that are Cancelled or On Hold.
Previously, if a member cancelled or was put on hold after being added to a club shipment, they would still receive emails sent from the club processing tool. With the potential of increased club changes, you can now effectively target club communications, sending only to active members in the shipment.
This change was a direct result of your feedback in the Ideas Forum with 42 votes! Keep the ideas coming!
It’s now easier to segment your email lists with the ability to drill into Contact Status (Prospect, 1stTimeCustomer, RepeatCustomer and ClubMember) directly from List Builder. Lists are automatically kept up-to-date so it's easier and more accurate to get in touch with different types of customers.
This small addition boosts List Builder’s already powerful segmentation ability. It’s a fantastic way to tailor your message for the audience when asking for the sale. For example, it gives you the ability to easily convert repeat customers to club members with a targeted message or reach out with a recommended 3 pack for 1st time customers and drive online sales for your winery.
Accessing WineDirect's Admin Panel is critical for your business. That's why when some of you were reporting a redirect issue when trying to access the Admin Panel, our team investigated immediately. We have now determined a cause requiring you to adjust some settings within Google Chrome.
If you are using the Chrome browser, it’s likely the ‘Block third-party cookies’ setting is turned on, resulting in a looping redirect back to the login page. To verify, click Chrome>Preferences>Privacy and Security>Site Settings>Cookies and site data>Block third party cookies. Toggle it to OFF.
You’ll then want to clear, enable, and manage cookies in Chrome - you can do that easily by following these steps.