WineDirect Mastery Courses
Providing you with the tools you need to master WineDirect
Courses
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Promos: Mastering the Basics
Just learning about promos in WineDirect or refreshing your knowledge? This course was created to help you master the basics of the promo system in WineDirect. Promos can be complex, this course was designed to help make it a simpler process.
Free
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Promos: Mastering Tasting Room Promos
Want to master promos in your tasting room? Learn which promos you should be utilizing in your tasting room. Ensure you’re accounting for sample pours, damaged bottles, marketing samples, and other zero sale orders.
Free
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Promos: Mastering Club Member Promos
Discover best practices for building and managing club member promos within WineDirect. Walk through building tiered club member promos, temporary promos, and tips for organizing promos.
Free
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Clubs: Mastering the Club Build
Learn the best practices for building a wine club in WineDirect. Discover how to make your club build graphically drive and how to employ helpful tools, like the user choice club feature, to alleviate extra admin work.
Free
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Clubs: Mastering Pre-Processing
This course provides a step-by-step guide for what needs to be done prior to processing your club. We recommend downloading all the included materials and adjusting the best practices to your particular build.
Free
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Clubs: Mastering Post-Processing
In this course, we guide you through the best practices and follow-up steps that we recommend you take after a club processing. Learn how to exchange bottles, flip pick up orders to ship, and much more.
Free