The following options ensure consumers will engage in a modern and frictionless experience on your site. Before running tests and setting your site live, make sure you have completed the Initial Setup; particularly adding products and inventory as well as setting up shipping/pickup options.

There are a series of settings that apply specifically to different types of products, such as wine, spirits, merchandise, etc.

For Wine, from the sidebar menu, select Dashboard > Settings, Wine.

Age Verification – Make sure Age verification is set. This will require the date of birth to be over this age.

From the sidebar menu, select Dashboard > Settings, Wine.

While members are in your shop, their prices will be noted and automatically applied based on the discount settings you apply.

From the sidebar menu, select Dashboard > Settings, Wine. Scroll past all of the member discount settings to the Non-member discount section as seen below.

You can edit the custom text area at the top of your pages by:

Clicking the [edit] button on the front end of your site if logged in as admin.

OR from the Dashboard go to Web Site > Web pages >

At the top of the page, you will see a field titled 'Article Type' with a dropdown. In the dropdown, select Snippet. From there you will see a list of the various article names of your website pages. Click on the one you want to edit.
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To add a new snippet, go to:
Web Site > Web pages > press New article at top. From the dropdown that appears, choose 'New snippet'
In the title field, enter the page title you were given by a team member.
Add the text you want to appear in the body area.
SAVE.
Check the page for the new content.

Examples:

You can add custom text to the top of the Orders page. When logged in, start the checkout process, and on the cart page, at the top, you will see an 'edit' link. Click to add text to the top of the checkout page with custom messaging, such as coupon offers, shipping delays, or minimum order requirements.

If this does not exist on your installed template, just follow the directions above and add a new snippet called ' __checkout_notice' like this:

Once you have created this, use the chat icon to ask us to install it on your checkout page. There is no charge for this, but some templates do not include it by default.

Follow the steps above to create a new snippet called ‘__wineListTop’ and it will be displayed as a custom message on the top of your Shop page.

Follow the steps above to create a new snippet with the title '__checkout_discount'. This will create a new snippet to replace this default information that displays on the checkout page, which is a summary of what is set in your club and case discounts section in Product Settings.

Product tags provide an effective means to help you categorize, market, and sell featured wines to your customers. Once established, product tags will display prominently on your Shop page to help your customers conveniently view special groupings of products. You can create custom tags for each product category type (e.g., wines, merchandise, etc.), and the same tags can be used across multiple product categories.
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In this article, we will describe how to create tags, assign selected products to the tag, and grab links to the tag's featured results page, for your marketing needs. Below is an example of how the Tags would look and behave on the front end of your website.
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To create a new product tag:

1. Select a product category from the backend. For example, to create a Tag for the Wine Product Category, go to Dashboard -> Ecommerce -> Settings -> Wine
2. Scroll to the bottom of the Wine Settings page to the Add Tag section

3. Click the Add Tag button
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3. On the next page, input the new tag name (e.g., Thanksgiving Wines, Pairs with Wine, etc.)
4. Click the Save button
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Product tags can be used across multiple product categories. For example, if you were to create a tag called 'Perfect for Gifting' in both the Wine and Merchandise product categories, all of the products that you would assign from those categories to the tag would display together in the front-end filtered results. The only caveat here - and this is important - is that the tag has to be created exactly the same (i.e., capitalization of words, spacing, etc.) in each of those separate product categories, otherwise, this won't work.

If you want to grab a link to a particular tag in your website (for example for email marketing purposes), do the following:

1. Click the view icon (eye symbol) located next to the product tag

2. This will open up the page that the public will see for the corresponding filtered results for your tagged products.
3. You can copy the URL link for this filtered tag results page from the address bar, then paste the link in, for example, your marketing copy.
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Note: Tags will only show on the front end of your website when at least one product is assigned to the tag. Fortunately, you can assign (and remove) multiple products to/from a tag as a bulk operation.
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To assign your products to a tag category, go to your Wines page. From the sidebar menu, go to Product > Wines and filter at the top for the wines you want to assign a tag.
Next:
1. Place a checkmark in front of each wine to which you want to associate the tag.

2. Scroll to the bottom of the page, and select the tag from the 'Add Tag' dropdown list

3. Click the Add Tag button to finish.
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You can also disassociate one or more products from a tag. To do this, follow these steps (and see screenshots below):
1) Filter for the tag to remove by selecting one or more tags from the list in the Tags filter section at the top of the page. Then click the Apply Filters button. This will filter out all of your products that currently have the tag that you selected.
2) At the bottom of the page, select the tag to remove from the Select Tag dropdown list
3) Click the red Remove Tag button
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You can alternatively assign and manage each product category for existing tags, from the product edit page:

1. Go into an individual product in the Dashboard

2. Scroll to the bottom of that product's page

3. You will see the tags that have been created for this product category. Select 'Yes' or 'No' for each of the tags that are listed

3. Click Save
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Create a one-time popup promo for anyone who comes to your VinesOS-hosted site.
(If we host your entire site, it will display on the first page a visitor comes to on your site. If we 'bolt-on' it will display on the first page that we host. )
You can see an example on our demo site.
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To Enable:

From the sidebar menu, click on Settings > General Settings
Scroll to the bottom of the page to the section Pop Up Promo

Enter the popup text, using the formatting bar to apply styles, or make links.

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Examples:

We'll bring you the wine you love!

Same-Day Local Delivery (bold format)

Now you can get wines delivered anywhere within the city limit, same day if ordered before 12 p.m., for just a $5 flat rate. Order a minimum of $200, and we will include delivery! Order now.

Curbside Pickup

Need to restock but you don't want to leave home? Take advantage of our Curbside Pickup option on checkout when you place an order. We'll bring your wine right to your car.

Case special!

Use Coupon 'RESTOCK' for an extra 20% discount on a case of our Summit Edge Pinot Noir.

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Test it!

Make sure you have the correct links and promo codes. The visitor will only see it once. To check it: Open an Incognito Window, if using Chrome, here's how.

This will open a new window, you can check the pop-up and then close the window. Make any changes, and repeat.

To make it display again, just make any change to the text and it will display for visitors who already saw the first message.

Coupons can be created for use by customers or club members during the checkout process. Coupons can be utilized for many usage scenarios, including being highly customized for targeting: free shipping, store credits, member discounts, and special offers. You can also combine separate product and shipping discounts within one coupon.

To create a Coupon, from the sidebar, go to Dashboard > Coupons

Then, click the 'New Coupon' button in the upper right of the page.

When you add a new coupon, a system-generated code will fill in the code field. You can use that code or input a unique alpha-numeric code (e.g., Give Thanks). The coupon can be for free shipping (i.e., only for Ground Shipping, not for 2-day or Overnight Shipping) or flat rate shipping, and/or you can set a dollar amount or percentage discount off the purchase price of a product. A minimum order value and a minimum number of items can be set along with a start and expiration date. Set whom the coupon is valid for – members only, or all buyers. Specify which products the coupon discount applies to, if applicable. By default. other discounts are overridden when using a coupon, but if you want to change these you certainly can.

Coupons can combine both product discounts and free shipping based on entirely different qualifying criteria. For example, you could create a promotional couple that offers a 15% product discount based on a two-bottle minimum, and in the same coupon offer free shipping when ordering at least three bottles.

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Once the coupon expires, it will no longer appear in the coupon dropdown on the POS and won't be applicable in your web store.
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You can create a coupon for a set amount that essentially acts like a store credit for one-time use by a specific customer. Note - this would not be once per email, but for single use only for one customer. Here is a video that describes the setup for this type of coupon.

If you're using Revel, the coupon will be reported as a discount. On the Revel order, you'll see a note discount line: 'Coupon discount: COUPON_CODE'

Coupons are not synced to Revel, so must be set up separately on Revel. VinesOS Coupons are only for online sales.

Code - This is what you give to the customer to use at checkout.

Description - For your internal reference on what the coupon should be doing

Free shipping - Applies zero shipping charge on the order.
NOTE - If you want to offer free shipping for an individual product without having customers use a coupon, you can do this. At the individual product level, there is the 'override shipping option', where you can set the required purchase threshold for the product to $0. Check that option to proceed.
This will effectively nullify the shipping cost for the item. Learn more

Flat rate shipping - Set a Flat rate for shipping, and optionally select what state it applies to if you want to limit it to local only.

NOTE: Flat rate shipping WILL override the member discounted shipping if you have set that up in Ecommerce Settings, where members of specific clubs get discounted shipping costs.

Minimum Order Value - If you want the coupon only to apply to orders of a minimum value, enter it here.

Minimum Order Items - If you want the coupon to apply to orders of a minimum quantity, enter it here. i.e 6 ( for 6-bottles of wine)

Start date: Enter the date the coupon will start to be valid. This will start at 00.00.01 AM (at midnight + .01 second) based on the buyer's time zone.
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End date: Enter the date the coupon expires. If it is the same day, enter the same date as the start date. It will expire at 11:59:59 PM. NOTE: Be sure that your time zone has been set accordingly in VinesOS. This should have been set up during your installation, if you are not sure, ask :-)

Coupon is valid only for: If applicable choose:
​All - coupon is valid for everyone
​Only guests - coupon not valid for members
​Members - only members can use coupons, OR choose a particular club only

Only apply coupon to the following:
Select the product and click 'add' if you want the coupon to only apply to certain products, or you may choose 'Only Wines' or 'Only Events'. To remove the item, select it in the 'Applied to products' list and hit 'remove'

Single use only - Be Careful! This is for a one-time use only, ever. It is like a gift certificate, it can only be used ONCE, not once per person. For example, this would be used as a Welcome new member, or Happy Birthday coupon, or a Member anniversary coupon. After the first time it's used, the coupon no longer works.

One time per email address - It can be used only one time per email address. If the customer has more than one Email address, she would be able to use it more than one time.

Override member discount - If on, the coupon will be INSTEAD of the regular member discount. Be sure to mention that in your promo

Override non-member discount - If on, the coupon will be INSTEAD of the case/volume (non-member) discount. Be sure to mention that in your promo. If off, guest buyers will still get the volume discount on top of the coupon promotion. Example 10% off when you buy a case.

Override sale discounted price - If on, the coupon will be INSTEAD of the sale price on a bottle. If you have a product on sale (you have entered a member and nonmember sale price on the product page), a coupon with this set on, will apply the coupon INSTEAD of the sale price.

If on, the coupon discount will only be applied to the case (i.e., the number that you have set in the Minimum Order Items field) for the product specified. All other products added to the cart will accrue discounts according to their respective regular volume discounts set in the system.

Save - Always be sure to click Save.

PLEASE PLEASE PLEASE: Always test your coupon and make sure it does what you want before you give out the coupon code. TEST it for a member and guest and on a sale item. As always, when testing, be sure you are logged in as a member, not as an Admin.
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There are two ways to see how many customers used the coupon

1. Click on statistics in the top right menu on the coupon page.

2 In Orders, filter by coupon.

How the email is triggered

Once enabled, the system will send the abandoned cart email reminder one time to those website visitors (or logged-in customers) who added items to their cart and entered an email address at Checkout but then left the website before completing their order.

To enable the abandoned cart email reminder go to General Settings > Settings, and scroll down to Cart section. Then:
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1. Set the 'Abandoned Cart Reminder term in days' option to the number of days before the reminder email is sent out to the customer. Typically, this is set to 1, meaning that the reminder will be emailed to customers overnight, twenty-four hours after abandoning the cart, which means they would receive it two days later. Customers will be sent this reminder one time only.

NOTE: If you do not set a term, the reminder email will not be sent to customers, and the feature will be disabled.
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Send yourself a test

The 'Send Reminder now' option can be toggled on to test the email reminder. Once this option is saved, the email reminder is immediately sent out to the test email address that you have entered.
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​First, place an item in the cart and go to the checkout page, enter your email address, and then close the window without checking out.
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​Next, go to the email test settings page at General Settings > Settings, scroll down to the Cart section, and enter the email address that you used at checkout into the field 'Only send to this test email field'. Toggle on the 'Send Reminder now' option. Then save the page. The test email will be sent to the email address that you entered.
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NOTE: This option is not sticky. This means that this option is only used for test purposes, and once toggle on and saved, the reminder is sent out, but then the option automatically returns to off status.

For abandoned carts, customers will receive an automated email reminder with the following elements:
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1. Subject line: Did you forget something at (business name from General > Company Name)?
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2. Email body that includes a message at the top, a list of items abandoned, and an invitation to return to the cart through a 'Buy Now' link to complete their order.

You can view the cart abandonment activity for each product type (e.g., Wine, Merchandise, Events, etc.) on the Statistics page. From the VinesOS sidebar, go to Dashboard > Statistics. Filter at the top, and then in the results below, look for the abandoned section within each product type. For example, under Wine, you will see a dedicated section called 'Wine Revenue (Shopping Cart Abandonment)'. Then, if you click on the link, the next page will display a full list of each of the abandoned carts with details.

Go to Notifications in the sidebar menu. If this link is not present, please let us know.
From the drop-down menu, choose each notification template and review it, and make changes to any part of it that you can edit. Note: There are parts that cannot be edited because they are based on dynamic content.

Note that there are different notifications for Orders, depending on whether they are ship-to orders or pickup orders. This way you can put in custom information that will appear only on orders that are for pickup. The following Order Processed notifications listed are applied for each order type use case below.
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If ecommerce order for pick up = pickup order processed notification

If ecommerce order for ship-to= order processed notification

If ecommerce order for local delivery = order processed notification

If ecommerce order for curbside pickup = pickup order processed notification
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If club order for ship-to = club order processed notification

If club order for pick up = club pickup order processed notification
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If gift club order for ship-to = gift club processed email for user

If gift club order for pick up = gift club pickup processed email for user

This one is used if you are only authorizing and not fully capturing & processing the order when placed, and intend to review each order before processing. The email sent to the winery will also have a specific button to Open Order Details to take a closer look and review in depth.
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In Settings, if you have the option 'Authorize only' toggled on, it will not capture in real time, and you will need to review and process the orders manually. This email will only be sent when the order is placed by the customer.

You will know what your setup is if you go to Settings > General Settings, and check if 'Authorize only' is toggled on.

If it is, then you will be manually processing to fully capture the order, and in this case, the first email the customer will receive is the Order Placed notifications.

Pickup vs Ship to Order notifications: Note that there are different emails for orders that are PICKUP vs SHIP TO. In the title, 'PICKUP' is mentioned for any notice that will go to a PICKUP order. For example 'Order Processed' is a Ship to order, and 'Pickup Order Processed' is a pickup order.
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​Welcome Email
By default, VinesOS includes a general welcome email that is automatically sent out to new club members who sign up on their own and when manually added by admin. However, if you desire to send out a separate, custom welcome email (from Mailchimp or VinesOS) 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, then Save:
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To set the various email addresses for communications with customers, go to your main Settings page (from the sidebar go to Settings > General Settings). These are: main, ecommerce, club, and event. Make sure that you have input an address for each of these.
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All email notifications related to club signup confirmations or password reset are sent from the Club email address. All order emails are sent from the E-commerce email address, except where an order placed is exclusively for ticket reservations; that email is then sent from the Event email address.

Next: Training for eCommerce