This article explains the process and related actions for adding new members.
Adding a member on the Console
Go to Wine Clubs or Clubs
Select Members
Select New Member from the top
Send member invitation email
This will send them the Welcome to our Club email. (Note - If a member signs up on their own through the website, the system will automatically trigger the Welcome email to be sent).
[Note: If you are sending out a separate, custom welcome email (from Mailchimp or Vines) for each different type of club sign-up that you receive, there is an option to disable the generic Welcome email from being sent out (to disable the Welcome email, go to Settings > General Settings, then scroll down to the Club section and toggle the following):]
Choose the club: If you have more than one. Members can belong to more than one club.
Special discount:
You can set a member-specific discount percentage here that will automatically apply and override the default member discount level.
Example use case scenarios: If the member is in 2 clubs, and this override discount is set in their record, the member will receive this discount instead of any lesser discounts specified at the club level. For example, if you set a member's discount to 25%, but one of their club memberships normally provides a 10% discount, and the other club provides a 20% discount, when the member's order is processed, the member will receive the 25% special member override discount. This can also be used for friends and family discounts, legacy clubs that had a higher level of discount, or for industry discounts. The special discount % will apply to the members club orders when you batch process, as well as any online or POS orders.
In the POS, a member's Special Discount will be displayed with their name, as follows:
And in the Vines OS console, under Clubs > Members listing, you can see all members that have a Special Discount set, as follows:
Send last club shipment: If you have processed a club already on Vines OS, this will create an order for the new member, based on what club they joined, and what was sent in the last release. After this, go to Orders to process it. This only creates the order.
Import Key value: Leave blank unless we have instructed you to use this.
Skip order but keep discounts applicable: This will exclude the member from the club releases you create, but they will still get their discounts when ordering. If you don't want them to get a discount on orders, use "Hold membership", see below.
Hold membership: Choose a date to hold the membership through. After date passes, membership will be reactivated. Discounts do not apply if membership is on hold.
Gift membership: See: Gift membership
Account Details: Enter in the member's information, anything with an asterisk "*" denotes a required field to add the member. The email address is the unique identifier for members and must be included. If member does not have one or does not want to give one, you can make up one such as "Member1@yourwineryname.com"
Signed up by: This shows on backend Dashboard only, not on customer form when they sign up. Use if you track club signups and offer incentives to your staff and just let them know to login with that, but they will not receive order notifications.
Click on the Save button when finished
Note: When adding a "test member"for testing functionality, please make sure to use an email address that is different than your admin email.
Adding a member on the POS
This video shows the process of adding a member on the Vines POS.