Welcome Packs & Free Sign-ups

Welcome Packs & Free Sign-ups

Adding a Sign Up Product

Idea
This feature is only available for Fixed-Case Wine Clubs using 'fixed date' rebilling only

When creating a new membership subscription for a 'fixed date' Wine Club, you must transact at the time of sign-up in order to vault a customer’s credit card. This is a Shopify requirement and is not something that is changeable. However, Winehub has some additional options to help manage this process effectively:

Option 1: Offer a Welcome Pack

A Welcome Pack is a product that new members receive immediately upon signup. This pack is automatically added to the cart during checkout and will be the first product shipped to the customer.

Option 2: Add a Free Sign Up Product

Alternatively, you can choose to add a 'free' product at checkout. This allows you to vault the customer’s credit card without charging them at sign-up. With this model, the first charge will occur on the club’s next scheduled billing date.

InfoIf you do not include a Welcome Pack or a Free Signup Product, the standard club product will be transacted upon signup.
AlertOnly fixed case clubs with a single product option are compatible with the welcome pack/free signup product.

How to Set Up a Sign-up Product in Winehub

  1. Create a Welcome Pack or Free Signup Product

    • Use the Product Loading process in Winehub to set up the product in Shopify.
    • For a 'Free' signup product - call it something like Club Signup with a price of zero and set to General winehub type.
    • Ensure the product is published to the Online Store sales channel.

  2. Add the Product to Your Club Setup

    • Navigate to your Wine Club settings.
    • Locate the Sign-up Product section (only visible for Fixed Case clubs using fixed date rebilling).
    • Select and assign your Welcome Pack or Free Signup Product.


  3. Configure the Cut-Off Period Settings

    • Use the Cut-Off Period settings to determine whether a new member’s next order is skipped or sent according to the regular schedule. If using the cut-off period, ensure you have selected "Next Order" in the shipment behaviour in Winehub's general settings.
This ensures that your Wine Club signup process is seamless, while properly managing customer transactions and expectations.

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