WinePulse

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

View all 8

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?

View all 6

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

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

View all 21

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

View all 8

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

View all 10

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

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?

Dashboards / Mobile Reports 1

• Live Dashboard for Commerce7 WinePulse Users

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

Onboarding 0

Best Practices 2

• Pre WinePulse WineDirect setup best practices
• Best Practices in Winedirect once you are using WinePulse DTC Reporting