Adding a new member or customer from the dashboard
For adding new members, go to Club > Members, and click the New Member button at the top of the page. (For adding regular customers (non members), go to CRM > Customers, and click the New Customer button at the top of the page.)
In the 'Account Details' section, you'll add the member's name, email, phone number, and birthday. On the left-hand side, you can add a subscription and view/edit reward points. All fields with an asterisk are required. If the member does not provide you with an email address, you can enter a fictitious email.
Please note! If you are creating a test account, utilize a different email address than your admin account email address, as all accounts require a unique email address.
For new members, select one club, multiple clubs, or none. You can also send the new member the previous club shipment, add private comments, and you can place the account on Hold.
When placing the account on Hold, there are a few options:
Skip Next Club Release: This will exclude the member from the club release, but they will still get their discount for other orders. Once the club release passes, this option will automatically uncheck for the next release.
Permanent Hold: Places the account on hold until an admin unchecks it. Discounts do not apply if membership is on hold.
Temporary Hold: Choose a date to hold the membership through. After the date has passed, the membership will be automatically reactivated. Discounts do not apply when the membership is on hold.
You can also set a member-specific discount in the 'Special Discount' section. This discount will automatically apply to all orders and override the default member discount level. Special Discounts are typically utilized for members in multiple clubs, Industry members, Military members, and for Friends & Family.
To filter for your members who are receiving a 'Special Discount', use the filter at the top of the members page.
You can also view the customer/member's lifetime value, adjust their fulfillment preferences, and adjust their shipping & billing address.
In the 'Signed up by' section, you can enter the name of the staff member who registered the member. This is primarily utilized for reporting, and if you offer incentives based on sign-ups for your staff.
If desired, add the member's credit card details.
Click Save to create the new record.
Please Note!
When manually creating a new customer account, the system will not send an email to the customer. When manually creating a new member account, you have the option to have the system 'Send member welcome email', if you check that checkbox located just above the club section.
To customize the member welcome email, go to Notifications/Terms > Notifications, and select the 'New Member Welcome (To Member)' email notification.
Here is an example of a 'Welcome Email', (the text in between the square brackets is the attribute that will be auto filled by the system when the email is sent)
Dear [[first_name]],
Thanks for joining our [[club_name]]!
We're thrilled to have you as part of our community! Your membership gives you access to exclusive wines, special offers, and flexible shipment options.
For your records, here is your login information:
Your username is: [[email]]
(Insert a button, see how to below)
Please e-mail us at [[our_club_email]] or call [[our_club_phone]] if we may be of assistance.
Cheers,
[[site_name]]
[[site_address]]
To create a button in your email template, hover over the email template and click the blue plus sign. Select 'One Column', 'Add new widget', and 'Button'. Link the button to your site's 'forgot password' page and save.
Please see the video below for further instructions.
Adding a member through the POS
This video shows the process of adding a member through the Vines POS.