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DTC Customer Analysis
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
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WinePulse DTC Peers Dashboards
Wine Club Analysis
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?
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Tasting Room Analysis
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
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
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
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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
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Definitions of DTC Terms
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
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Known Technical Issues/Workarounds
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
List of All WinePulse DTC Reports and their purpose/uses
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
Live Dashboard for Commerce7 WinePulse Users
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
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
Pre WinePulse WineDirect setup best practices
Best Practices in Winedirect once you are using WinePulse DTC Reporting
Help Desk Software