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Top Five OND Efficiency Wins

Corinna Wang
Nov 09, 2017   |   Corinna Wang Recommended for:   Marketing, Ecommerce
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WineDirect strives to be the winery's champion. This means we do everything we can to help you sell wine on your terms. From the features we build, to the free technical support you need when you get a little stuck.

OND is a hectic time of year for all of you - but with Thanksgiving, Black Friday and Cyber Monday coming up soon, you’re probably looking for a few quick wins that will help you work faster, smarter and offer a bit of a helping hand over the holidays.

Here are five tools you might not know about that can help you up efficiency, including some that we released this year.

1. PINs in Your Tasting Room

Looking for a way to reduce long lines and shorten the transaction time in your tasting room? With POS PINs, you can assign a unique PIN code to each tasting room staff member that they can use to quickly log in and process orders on your POS. PINs increase the speed of transactions because staff won’t need to type in a long username and password - only a 4-digit PIN.

PINs also 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. You can even keep track of sales by associate, commissions and tips as PINs now link to the appropriate staff member. In-app guided setup allows for easy PIN configuration so it takes seconds for staff to choose their PIN and get selling. Best of all - it’s free to use!

If you haven’t yet enabled PINs for your POS - you can opt-in here.

2. Utilize New Checkout Tools

Our new checkout tools give your customers the absolute best ecommerce experience, designed to make it easier than ever for your customers to buy wine online. These tools are designed to reduce abandoned carts and increase conversion rates, while providing your customers with a faster and easier checkout experience.

Guest checkout and Facebook login are speedy options for customers in a hurry. When customers are logged in, their known user data is pre-populated so that the checkout process is even faster. You can play around with the new checkout tools if you are a Domain Admin, easily updating your logo, colours and fonts (without the need to hire a designer) so that your checkout experience matches your brand. Only when you are ready to go live, you can Publish your changes and you’ll have a brand new checkout.


The new checkout tools are free to use and are visible for Domain Admins under Settings>Checkout Editor. Learn more about the new checkout tools here.

3. Turn On Action Emails

A full 70% of online shoppers abandon their shopping cart. The good news is that 3/4 of those people plan to return later. With WineDirect’s action emails, it’s easy to re-engage those distracted buyers and bring them back to complete their purchase. With our action email engine, you can configure a customized message to send out after a cart is abandoned with a reminder - and perhaps a special offer to incentivize them to come back.

With a little bit of set up ahead of time, you can have action emails sending out automatically in the background - allowing you some awesome marketing tools that you can set and forget. It saves you a ton of time while boosting sales!

A great starting place for using action emails throughout your winery are:

  • First time buyer - Thank you for your purchase
  • Tasting Room visitor - Thank you for your visit
  • New Club Member - Welcome to the wine club
  • Recent Purchaser - Rate our wine
  • SKU specific - You recently bought Merlot, maybe you’d like to try our Cabernet
  • Three or more purchases - Invite to our exclusive wine club
  • Haven’t purchased in 3-6 months - We miss you

You can configure action emails in your admin panel by navigating to Contacts>Action Email>Action Email Setup. Action emails are free to use and customizable, learn how to set up action emails here.

4. Schedule Reports

Let’s face it - a lot of us don’t look forward to month-end reporting. We like crunching the numbers and seeing our sales - but the monotonous task of setting filters and running the same reports takes up a lot of our time. With this feature you can save reports for faster exporting and WineDirect Plus clients can schedule reports. You can either schedule a report to be delivered once on a predetermined day, or set them up on a recurring daily, weekly, monthly or yearly basis. It ensures reports are delivered to your inbox with all of the numbers you need. Another time saver!

5. Freebie - Holiday Calendar


We're committed to providing you with high quality educational materials as well as technology. This holiday season, we've teamed up with our friends at Outshinery and are providing you with a beautiful quick reference holiday calendar. This includes important dates in November and December, shipping cut-off times and some great suggestions for timely marketing and promotions. Wishing you an efficient and successful race to the end of 2017. We want you to work smarter, not harder. Access this handy tool using the form on the top right of this page to get your free holiday calendar download.

Get your free, printable holiday calendar, courtesy of our partner Outshinery

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Get your free, printable holiday calendar, courtesy of our partner Outshinery

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