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.


  • 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.

  1. Within the member tier screen, click the ADD PREFERENCE box in the preferences section at the top. 
  2. Preference name = Wine Type
  3. 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
  4. Click DONE when finished, and SAVE in the top right corner. *Note: If done correctly, you'll see a list of groups below.
  5. 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.