WineDirect Mastery Courses
Providing you with the tools you need to master WineDirect
Courses
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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
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Campaigns: Mastering the Campaign Build
WineDirect's campaign tool allows for the creation of an outbound phone marketing campaign from a specified list of contacts. Within campaigns, you can track sales, the average number of calls, and assign contacts to employees.
Free
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Campaigns: Mastering the Campaign Run
Learn tips and tricks to running a successful phone marketing campaign using WineDirect's campaign tool. Within the campaign tool, you'll be able to track the result of the call, input call notes, process an order, and much more.
Free
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List Builder: Advanced Topics
Advance your knowledge of list building within WineDirect. Learn how to avoid duplicate contacts within lists, validate customer email addresses for better email deliverability, and how to export a list into a CSV file.
Free
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List Builder: Mastering the Basics
One of WineDirect's most powerful tools is list builder, a tool that provides you huge customization in segmenting out your database. Looking to build a targeted campaign, send a text message, or want to assign contact types in bulk, list builder!
Free
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Loyalty Points: Mastering the Basics
Learn how to set up a loyalty points program in WineDirect. This short course covers the basics you need to be able to implement a loyalty points program on your site, from activation to implementation.
Free