Common scenarios
Allow customers to self-select product preferences, like the type of wine they would like to receive in their shipments.
Updated 1 week ago
Scenario: Our wine portfolio includes red, white, and sparkling wines. We want to provide our customer base with the option to select to receive one or all of these wine types.
Benefits:
Customers feel heard & in control of their membership
Allows the winery to be proactive with inventory
Lessen the amount of customer support emails & calls
Set Up Preference Groups in Tier:
*set up preference groups after member tier is created. view how to set up member tier here.
Within the member tier screen, click the ADD PREFERENCE box in the preferences section at the top.
Preference name = Wine Type
Preference Values = list of wine types you'd like to offer your customers Ex: Red Wines Only, White Wines Only, Sparkling Wines Only, All types
Click DONE when finished, and SAVE in the top right corner. *Note: If done correctly, you'll see a list of groups below.
Turn on the preferences display for the website. This will signal preferences to appear when the customer is joining the club.
After they join, you'll see they were put into the correct group. Please note, you are able to offer as many preferences as you would like.
Learn more about membership tiers.