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For any transactional email, it is important to update the text. Each of these emails is triggered by a specific website or admin action and is sent in a basic email with your brand logo. Make sure to update the Subject Lines with your winery name. This name will appear in the Subject line of the corresponding email. Also, add the text of your email to the "Message" fields. This text will appear in the body of the corresponding email.

Write a message that matches your brand's voice and presents the instructions you feel are important for customers to know. You can edit the existing text or replace it entirely. Make sure to repeat this process for all the emails. You can skip the Club or Allocation emails if you will not be selling via those channels.

The Web version of the default email is what new customers will receive after signing up via your website, so this is an important one to complete. The Tasting Room and Internal versions are optional and can be selected manually when completing admin actions. This allows for a different message you can select when you are adding a contact as an admin or in a tasting room. You can use the same text as the Web signup or mix it up. For example, a Tasting Room email could say "Thanks for visiting" instead of "Thanks for joining our mailing list."

Just as the subject suggests, this email is sent when a customer places an order on your website by default. You can also fill out the optional Hospitality Order receipt if you want to have a different message for Tasting Room orders.

This email is sent to customers when an order is canceled.

This receipt is sent to customers when an allocation wish is granted and they place the wish along with their order.

This applies to wineries that sell via allocation. In situations where you have a Waiting List of customers in an allocation group, and you don't know how much inventory will remain after your buying customers complete their purchases. You can set up the Waiting List group as only able to place wishes for products (they can't buy outright), creating a Wish Only request in the commerce platform. When the offering closes, you can review all those wish requests and determine the quantities you want to grant. When a customer places that wish-only request, this transactional email gets sent.

This applies to wineries that sell via allocation. This message is sent after a Wish Request is Granted by your team. Most wish-granting takes place after the allocation offering period is fully closed down, allowing your team to review all wish requests, compare them to remaining inventory levels, and grant accordingly, to spread out the remaining bottles across your customer base. It is beneficial not to over-allocate a small portion of your customer base while others get nothing.

For example:

Subject: Your WINERY NAME Wish Request has been granted

Message: We are happy to let you know that this portion of your WINERY NAME Wish Request has been granted and your credit card on file charged for these additional wines, along with applicable sales tax and shipping costs. Thank you again for making our allocation offering such a great success. We sincerely appreciate your support.

Your original order and these additional requested wines will all ship together as one order.

Feel free to email us at [email protected] with any questions. Enjoy the wines in good company!

Cheers.

This applies to brands offering wine clubs. This is the email that wine club members receive when they sign up for the club via the website website or by an admin.

You will also want to complete the Club Order Receipt (Sent after Club Order is processed) which is sent after an order is processed in the club batch.

This email is sent when someone fills out the Forgot Password form. Customers can click a link to reset the password themselves and you can also list a phone number or other instructions for them to reach out if they need additional assistance.

Make sure to save changes after completing each email so you don't lose any of your work.