WineDirect Mastery Courses
Providing you with the tools you need to master WineDirect
Courses
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Reports: Best Practices for Building Reports
Continue polishing your WineDirect reporting skills. Learn how to build the best reports for club management, inventory management, and financial reconciliation.
Free
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Reports: Mastering Excel
If you're new to WineDirect reports or not familiar with Excel this is a great place to start. In this short course, we cover the basics of how to manipulate WineDirect reports, build a pivot table to organize data, and other basic functions.
Free
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Summer Training Series - Customer Data Aquisition
Learn how to utilize forms, kiosk pages, and hidden pages to acquire data efficiently and accurately from your customers. Discover how you can apply forms in the tasting room and through digital marketing.
Free
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Summer Training Series - Summer Time Club Shipments
Learn how to stay in touch with your club members during slower club seasons and effectively market, prepare and plan for upcoming club shipments. Through the coordination of many parts, your club can be efficient, organized and prepared for Fall.
Free
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Summer Training Series - Temperature Controlled Shipping
Learn the details within the temperature-controlled shipping programs that have been developed with carriers and partners to extend additional and concierge-like logistics to customers through every DTC channel.
Free
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SOND Training Course - Removing Barriers to Buying
Review what one-click offers are, demonstrate how to build them, and discuss uses to increase sales for SOND.
Free