Customers & Contracts
Merging Customer Records
Overview Managing duplicate customer records is crucial for maintaining accurate sales and engagement data. Shopify allows for the merging of customer records, but with limitations that Winehub users should be aware of - especially when dealing with ...
Updating Customer Contact Details
Shopify serves as the master record for most customer details and these details are synced directly into Winehub. This means that most updates to customer contact details should be made within Shopify, with the exception of Subscription Addresses. ...
Charging a Saved Card
Card on File Transactions If a customer account has a saved credit card in Shopify, you have the ability to charge this card for a one-off purchase via Winehub. Different laws apply in different parts of the world about processing a payment against a ...
Customer Contracts
Contracts are where you will find all wine club subscriptions. Use the filters on this page to report on contracts by name, club, frequency, status or created date. View Contract When you view a subscription contract you can view the following ...
Customer Portal
The customer portal app enhances the standard Shopify online account by adding features that allow customers to manage their club subscriptions, loyalty tiers, allocations, and exclusive products. To enable the customer portal app, you must configure ...
Customer Segments
Customer segments in Winehub let you group your customers based on behaviour, preferences, and purchase history - enabling you to deliver highly targeted marketing that resonates. Whether you're promoting a Merlot special or launching an exclusive ...
Customer Profile
The Customer Profile in Winehub provides a comprehensive, tabbed view of each customer, including contact details, subscription activity, loyalty status, order history, benefits, payment methods, notes, and automated communications. Some information ...