Highlights:

• Now within a Customer's profile, you can create an Order using their Club Selection as a starting point
• We've made it easier for you to view the emails that have been sent to your customers from within the Activity feed
• Improvements to the user interface on the Wordpress widgets that support Skip/Cancel
• Email notifications to customers confirming Skip / Cancel requests
• Email notifications to winery staff about Skip / Cancel requests
• When filtering club member / customers / orders screens, the URL updates so you can save it to a Bookmark
• On Safari: the "Invalid date" showing in customer side panel "Date of Birth" field now shows a valid date
• Outstanding Tasks notification improvement - now if you have outstanding Tasks, the notification label is red instead of green (these details matter!)

Create an Order using Club Selection as a starting point:

For those using Editable Winery Selection clubs, if a customer has made a selection... but you have an opportunity for an upsell, you have a new button:

Example:

• Customer makes a selection for their club membership
• The payment fails
• You contact them and they say "Actually, while I'm at it, can I also get A, B and C sent as well?"

Before, you would have to cancel the club run, start a new order from scratch and do some back and fourth to add the items they'd already selected.

Now, when you click Create Similar Order, it will open the Create Order modal with the wines they've selected as part of their club selection, already populated (i.e. you only need to add the additional items).

Pretty cool huh!

(Note: Because you might still want the original Club Run order to go through, we don't automatically cancel the Club Run.)

Cancel / Skip Improvements and Part II:

Last week we added the ability for customers to Skip / Cancel their own memberships. We have now released Part II of that capability:

Customers now receive confirmation emails that their Skip Request has been received and / or their membership has been Cancelled.

Both email templates can be edited via Settings > Email Templates.

We also added the ability for winery users / staff to be notified when a club order is Skipped or a membership Cancelled. If you'd like to switch this on, simply head into your Account Preferences:

And turn on the notification emails that you'd like to receive:

We slightly changed the User Interface after some early feedback that the "hamburger" menu wasn't obvious enough.

Now the Update button on the membership becomes an Options button:

Clicking on Options opens up a menu which is a little cleaner now (and nicer on mobile):

Better URLs:

We put a lot of thought into what the default filters should be on the Customers, Club Members and Orders screens... but sometimes they don't work for everyone.

The problem was that no matter what filter was applied, the URL was the same, which meant you couldn't Bookmark to a particular search - no matter what, the page would open on our default search results.

Example of the old URL:

https://stage.withwine.com/ClubMember/ClubMembers?brandId=101

Now, when you apply a filter / search, we save its details in the URL so you can Bookmark it and quickly jump back into that exact search:

Example of the new URL:

https://stage.withwine.com/ClubMember/ClubMembers?brandId=101#search=&clubId=6&historicalMonth=12&projectedMonth=6&LastClubRunHasSelection=null&hasPaymentMethod=true&status=Active

This means that if you want to want to have a pinned tab in your browser (or multiple pinned tabs) that always showed Orders from Today irrespective of whether they're paid or not paid, ready for shipping or not, tagged a certain way, etc... you can 😊

We hope you enjoy these enhancements to our product!