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Knowledge base
BUSINESS SCENARIOS
DTC Customer Analysis
8
How can I see a view of my DTC Wine customers across the US?
Targeting your DTC customers with a marketing campaign based on their location, purchasing history, demographics
Reward your top 50 or 100 wine buying customers using Customer Analysis
Find and act on your customers who have purchased less wine this year than last
Reach out to your local Wine Club members and customers who have not visited the Tasting Room recently
See all 8 articles
Peers
1
WinePulse DTC Peers Dashboards
Wine Club Analysis
6
How can I analyze my wine club cancelations and average tenure?
Identify your Wine Club members who purchase no additional wines
How many Wine Club orders did we successfully process last month for each of our clubs?
How does sales performance compare between the white and red wine clubs?
In which months do we lose most Wine club members and which month has most signups?
See all 6 articles
Tasting Room Analysis
3
How can I see number of tasters across my different tasting room locations?
Show an overview of your Tasting Room Staffs' sales by date range
Identify your newest wine customers using RFM Customer Analysis
Events and email campaigns
2
How can I get demographics/age information to help me plan and market DTC events for my customers?
Organize an out of town event in a location for your best wine buying customers
TRAINING
1 minute tips & FAQ's
21
How to setup/edit automatic email report subscriptions
Sorting WinePulse DTC Report Columns
DTC Daily Overview Report
Wine Orders Paid in Inventory but not picked up or shipped
How to enter your DTC Goals into WinePulse
See all 21 articles
Videos
8
Watch a Video to show how to quickly find the DTC Reports you need in WinePulse
Watch a Video to show reporting on Tasting Room Wine Sales and Quantities
Watch a video to demonstrate Actionable Maps and RFM Analysis to create effective DTC marketing campaigns
Watch a Video to show Tracking Promo Code Daily Wine Sales using WinePulse
Watch a Video to show how to analyze year over year DTC trends
See all 8 articles
DTC DEFINITIONS
Definitions of DTC Terms
10
DTC - Direct to Consumer
AOV Average Order Value
KPI - Key Performance Indicators
Conversion Rate - Wine Order Conversion Rate (CR)
Conversion Rate - Wine Club Signup Conversion
See all 10 articles
TECHNICAL
Known Technical Issues/Workarounds
5
Checkbox cannot be deselected in some WinePulse DTC features when using a Mac - use spacebar instead!
Customer Analysis Reports - data appears to not start downloading
Unable to login to WinePulse DTC Reports on older iPads
WinePulse Live Dashboard - Setting up Auto-Refresh
Bundles Reporting for Commerce7 users
DTC REPORTS
List of all Reports
1
List of All WinePulse DTC Reports and their purpose/uses
Report FAQ
5
How can I see my Tasting Room wine pours per day in a report
Why can't I see my DTC sales for today on any reports?
Counting Visitors in WinePulse Reports
Why do some WinePulse DTC reports automatically run and others don't?
How can I track the source of my free (2 for 1) tasting coupons in WinePulse?
ANNOUNCEMENTS
New!
3
WinePulse Customer Profiling available now in Commerce7
Announcing WinePulse Goals - it's time to budget for 2020!
WinePulse: Actionable Maps and RFM Analysis to create effective marketing campaigns
Product Info
2
Announcing VinDashboard Reporting Services (now known as WinePulse)
WineDirect and VinDashboard (now WinePulse) Announce Partnership to Offer an Automatic DTC Business Intelligence Solution for Wineries
GETTING STARTED & BEST PRACTICE
Onboarding
0
Best Practices
2
Pre WinePulse WineDirect setup best practices
Best Practices in Winedirect once you are using WinePulse DTC Reporting
Community forums
Showing recent updates
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CONTACT US
Training/Question/Demo?
3
Schedule a personalized hands-on training session!
Posted by
Remy Sabiani
,
about 1 year ago
Last Reply
by Remy Sabiani
about 1 year ago
Email /Telephone
Posted by
Remy Sabiani
,
about 1 year ago
Last Reply
by Remy Sabiani
about 1 year ago
Schedule a Demo
Posted by
Remy Sabiani
,
about 1 year ago
Last Reply
by Remy Sabiani
about 1 year ago
WINEPULSE
Announcements
3
It's time to start working on your DTC Goals for 2021 in WinePulse!
Posted by
Remy Sabiani
,
3 months ago
Last Reply
by Remy Sabiani
3 months ago
WinePulse Customer Profiling available now in Commerce7!
Posted by
Remy Sabiani
,
4 months ago
Last Reply
by Remy Sabiani
4 months ago
NEW! Actionable Maps and RFM Analysis to create effective marketing campaigns
Posted by
Remy Sabiani
,
over 1 year ago
Last Reply
by Remy Sabiani
over 1 year ago
We welcome your feedback
1
New Report to allow comparison New Report to Compare Date Periods
Posted by
Support VinDashboard
,
over 1 year ago
Last Reply
by Support VinDashboard
over 1 year ago
Help Desk Software
by Freshdesk