In the upper right corner of every screen in your Figure account you can click “Settings” and this area helps you set up numerous functional portions of your website and commerce platform.

The segments include:

General: Many aspects presented on your website like Company name, logo, and contact details, email addresses linked to your transactional emails and new client sign up welcome messages, Google Analytics website tracking number, plus social media connections.

Configure: Parameters that you create to help with data analysis in tracking sales staff, order channels, customer referrals and sign up sources, setting predetermined shipping dates for allocation releases, tracking of wine club sign up sources and wine club cancellation reasons, plus tasting appointment reservation options.

Content: This page covers several aspects of your website messaging. For example, when a client logs in to view their allocation, the Content page is where you enter the copy you want them to see, “Welcome to the Spring offering! This release includes our signature single vineyard Syrahs plus a new Sauvignon Blanc from a recently planted hillside vineyard at the north corner of our estate. Your allocation will be secure for only two weeks so don’t delay!”

You can also enter your FAQs on this page, plus terms and conditions for shipping, returns, and the privacy policy.

Emails: Depending on what type of transaction a client goes through on your website, this page allows you to customize the messaging concurrent with that style of transaction. Whether it is a welcome message email after the client signs up, the email they receive after placing an order via the website, a wine club membership order...all kinds of options. The top of the page allows you to load a logo as well, adding additional custom branding to the message.

Marketing: If you are going to be using Campaign Monitor as your email marketing provider for wine releases, this page offers the ability to sync your Figure client list to Campaign Monitor. This sync really becomes a time saver when creating tiered Groups, allowing for timed releases to segments of your mailing list. As mentioned in the Beginner’s Checklist, this is where adding the / (forward-slash) to your website URL is key to making the two systems talk with each other.

Customers: When new people sign up for your mailing list, this page provides a selection to which Group they are automatically assigned.

Allocations: An important part of allocations is understanding Carts and How They Work. This page provides options for a quick checkout process and also restricts cart pile-ups. Refer to the article titled Allocations for a more in depth look. 

Shipping States & Taxes: Be prepared to spend a good portion of your time setting up and keeping your shipping logistics current. This page allows you the ability to turn states on or off for shipping. Most wine related businesses can’t ship to Utah, so that is one you would set as Prohibited. You can set individual sales tax rates, apply states to zones which populate pricing from your Shipping Rate tables, and provides tax rates on freight charges for states with excise taxes. This page interacts highly with the next page in Settings, Shipping Rates.

Shipping Rates: These are the custom built Shipping Methods you create for your operation. You can create shipping methods like Ground, 2-Day Air, Overnight, or more focused options like GSO-For CA Only, Winery Pickup, Transfer to 55 Degrees, Transfer to Vinfolio, etc. Each shipping method created provides the options for editing rate tables that combine number of bottles, zone/state the package is being shipped to, and the price for each. Each rate table has separate grids for different size bottles, 375ml, 750ml, 1.5L, 3L.

Payments: This is the page where you setup your banking so that money from orders placed by your clients will go somewhere. If you are reading this and haven’t started the process for setting up your banking in Figure, we would suggest you stop reading here and complete this article first - Beginner’s Checklist.

Tags: Within a Customer account or a specific Order you are able to create and apply custom tags. This page is your headquarters for all things Tags, allowing the ability to export and manage, as well as provide a prompt if some of your tags require a follow up action or were built as a reminder for your staff.

Users: This is the page where you designate all the employees in your company that have access to the Figure account as admin users.