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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Text Messaging: Mastering the Basics
Discover how to implement WineDirect's text message feature. Create outbound marketing text messages, generate automatic system text messages, and learn to manage the text message queue.
Free
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Text Messaging: Mastering SMS Number Importing
Once WineDirect's text message feature has been set up, ensure your customers have an SMS number in their account. Follow these videos to teach customers how to opt into text message marketing and bulk import SMS numbers into WineDirect.
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