Before you go live with Corksy, you will need to configure your Corksy account by adding essential business information.
On this page
Connecting Payments
Setting up your Store Information
From your Corksy admin portal, go to Settings → Store Information
Enter your Store Details:
Store Name: Enter the name your customers recognize, such as "Corksy Winery" instead of the full legal name "CORKSY WINERY LLC."
Store Contact Email: Corksy will reach out to this email for account-related communications and to receive the latest Corksy news and updates.
Store Sender Email: This email will send all automated notifications to your customers and members, such as: "Thank you for your purchase!" and "Thank you for joining our wine club!"
Enter your Store Address:
Input the primary address for your company. Include the following details:
Legal name of your company
Phone number
Primary address: Enter the complete address (Street, City, State/Province, Zip Code, and Country/Region).
Enter your Standards and Formats:
Time Zone: Choose the time zone your company operates in for legal, commercial, and social purposes.
Unit System: Select the measurement system your store uses (this impacts shipping rates):
Metric System or Imperial System
Default Weight Unit: Specify the unit of weight measurement:
Kilograms (kg) or Grams (g).
Additional locations can be managed under the Inventory Locations tab in Corksy settings.
Setting up Shipping & Tax Compliance
Connect Manual Compliance
From your Corksy admin portal, go to Settings → Shipping & Tax Compliance
Select Manual from the dropdown menu → Check "Enable CRV Tax" to apply CRV tax for customers in California
Select Connect
By connecting to manual compliance, you understand that you must follow all local, state and federal laws.
Connect Avalara account
From your Corksy admin portal, go to Settings → Shipping & Tax Compliance
Select Avalara from the dropdown menu → fill out the required information:
Account / Username
Key / Password
Company
Check "Enable CRV Tax" to apply CRV tax for customers in California
Select Save
Connect SOVOS Ship Compliant account
Log in to your Sovos account through the link provided: https://portal.shipcompliant.com/
Navigate to Settings → Users
Select Add User → Enter required information:
First Name
Last Name
Email Address
Password
Set Role Type to "Web Service User".
From your Corksy admin portal, go to Settings → Shipping & Tax Compliance
Select SOVOS from the dropdown menu
Enter the Login Name (Email) and Password of the created Web Service User.
Check "Enable CRV Tax" to apply CRV tax for customers in California
Select Save
Setting up Checkout & Marketing Consent
From your Corksy admin portal, go to Settings → Checkout & Marketing Consent
From this page, you can configure your Checkout settings:
Email Marketing
If you would like to show an option to subscribe to your email newsletter at checkout, check the "show an option to subscribe at checkout" box
If you would like to add this as a preselected option, check the "preselect the option" box
If you do not want to show an option to subscribe to your email newsletter at checkout, make sure the "show an option to subscribe at checkout" box is unmarked
SMS Marketing
If you would like to show an option to subscribe to your SMS newsletter at checkout, check the "show an option to subscribe at checkout" box
If you do not want to show an option to subscribe to your SMS newsletter at checkout, make sure the "show an option to subscribe at checkout" box in unmarked.
Order Delivery
If you offer the options for order pick ups at the winery, select the box "show an option to pickup"
Setting up Shipping & Delivery
Connect UPS account
We will need you to log in to or create your UPS Developer Account and retrieve this information. I've provided the instructions on how to retrieve these items here:
1. Click the link provided. Once on the page, click Create an Application. https://developer.ups.com/?loc=en_US
2. Login to your existing UPS account or create a UPS account.
3. Click Add Apps >
4. Describe the following & click Next:
I need API credentials because: I want to integrate UPS technology into my business.
Choose an account to associate with these credentials: Select which account you would like to connect Corksy to.
5. Fill in your Primary Contact information & click Continue.
6. Add your App Details
App Name: Corksy
Callback URL: copy & paste your website URL (Should include https:// )
7. Add Products. Add all products listed below and click Save.
Authorization (0Auth)
Address Validation
Locator
Rating
Time In Transit
Tracking
Shipping
8. Accept UPS terms & conditions to receive information necessary for the Corksy integration.
9. Now that UPS has provided your Client id & Client secret we will need to add this to your Corksy account.
10. Login to your Corksy account > Settings > Shipping & Delivery > Connect account (UPS) > Integration type: New
11. Enter your UPS Account Number, Client id, Client secret, & Callback URL. Click Save.
Connect FedEx account
To connect your FedEx account to Corksy we will need your FedEx Developer account number, API Key, and Client Secret.
Log in to or create your FedEx Developer Account through the link provided: https://developer.fedex.com/api/en-us/project.html#/myprojects
Once you are in your FedEx Developer account, click on the My Projects tab.
From the My Projects tab, click + CREATE A PROJECT.
When prompted: "Tell us about your API needs" select: Ships with FedEx and is using a third-party software solution that has requested API keys
Fill out the fields for "Provide information about the third-party solution you are using" :
Third-party company: Corksy
Third-party product: eCommerce
Third-party product website: corksy.io
Select API(s) for your project
Ship, Rate, & other APIs
Select the following APIs to enable:
Address Validation API
FedEx Locations Search API
Open Ship API
Rates and Transit Time API
Service Availability API
Ship API
Service Availability API
API Key & Client Secret will generate. Copy and Paste Production Key into Corksy along with your account number.
From your Corksy admin portal, go to Settings → Shipping & Delivery
Select Connect on FedEx
Copy and Paste the API Key, Client Secret, and your Account Number.
Click save.
Create Shipping Zones
Manual shipping rates allow you to enter the price your customer is charged at checkout. This option is recommended to ensure the lowest number of abandoned carts due to high shipping rates. Read more about shipping best practices here.
View the step-by-step guide to setting up manual shipping rates here.
From your Corksy admin portal, go to Settings → Shipping & Delivery
Select Manage Rates → Create Shipping Zone
Give the Shipping Zone a name
(we recommend adding state abbreviations in parentheses, e.g., Northeast (NY, NJ, CT), to make it easy to identify)
Choose the states you want to include in this shipping zone
Select Save
If you're connecting UPS or FedEx for live rates, you only need to create a single shipping zone that includes all the states you can ship to
Create Manual Shipping Rates
From your Corksy admin portal, go to Settings → Shipping & Delivery
Navigate to the Shipping section and select Manage Rates
Click Add Rate within the desired Shipping Zone
Note: You’ll need to create a shipping zone first. Learn how to add one here.
Select Set up your own rates and select the Shipping Speed
Express (1 to 2 business days)
Custom Rate (set your own)
Economy (5 to 8 business days)
Standard (3 to 4 business days)
(Optional) Click Add Conditions to set parameters:
By Weight: Define weight ranges for the rate (e.g., 10-15 lbs = $30 for Express Shipping)
By Order Price: Define order value ranges for the rate (e.g., $100-$150 = $30 for Express Shipping)
Select Save
📦 Setting Up Conditional Weight-Based Shipping Rates
To ensure accurate and customer-friendly shipping rates, set your conditional weight tiers based on your bottle weight. Below is an example using 3 lbs per bottle:
0-3 lbs: 1 bottle
3.1-6 lbs: 2 bottles
6.1-9 lbs: 3 bottles
9.1-12 lbs: 4 bottles
12.1-15 lbs: 5 bottles
15.1-18 lbs: 6 bottles
18.1-21 lbs: 7 bottles
21.1-24 lbs: 8 bottles
24.1-27 lbs: 9 bottles
27.1-30 lbs: 10 bottles
30.1-33 lbs: 11 bottles
33.1-36 lbs: 12 bottles (Full Case)
Recommendation: Set free shipping at the 12-bottle (36 lbs) tier to encourage full case orders.
Pro Tip: Always base these weight tiers on your actual bottle weight to ensure shipping rates are precise and aligned with your packaging.
💰 Conditional Price-Based Shipping Rates
Set up shipping tiers based on order value to encourage higher purchase amounts. Below is an example:
$0 - $49.99: Standard shipping rate
$50 - $99.99: Discounted shipping rate
$100 - $149.99: Reduced shipping rate (or flat rate)
$150 - $199.99: Free shipping on orders over $150 (recommended to drive higher cart values)
Recommendation: Offering free shipping at $150 or higher incentivizes larger purchases and increases average order value.
Create Carrier Shipping Rates
From your Corksy admin portal, go to Settings → Shipping & Delivery
Navigate to the Shipping section and select Manage Rates
Click Add Rate within the desired Shipping Zone
Note: You’ll need to create a shipping zone first. Learn how to add one here.
Select Use carrier or app to calculate rates and select the Carrier
FedEx
UPS
Choose the Shipping Services you want to display at checkout
Note: Only the selected services will appear for customers at checkout, but you can still purchase labels and fulfill orders using any shipping service.
(Optional) Add a Handling Fee
Click Save
We recommend a 10–15% handling fee to account for the additional weight from the shipping package when purchasing the label.
Create Shipping Packages
From your Corksy admin portal, go to Settings → Shipping & Delivery
Navigate to the Shipping Package section and select + Shipping Package
Enter your Shipping Package details:
Package Name (e.g., "2-Bottle Box")
Length
Width
Height
Weight
Important: This is the empty box weight, including inserts, without bottles
Setting up your Inventory Locations
Create Inventory Locations
From your Corksy admin portal, go to Settings → Inventory Locations
To create additional locations, select + Add Location
Enter required information
Name
Address
Phone number
Click Save
Note: By default, the address entered in Store Information will be the only visible location
Set Fulfillment Rules
From your Corksy admin portal, go to Settings → Inventory Locations
Navigate to the Fulfillment Rules section and assign Pickup and Shipping Locations rules by Sales Channel:
eCommerce
Wine Club
POS
Manual Orders
Click Save
Note: Use this section to assign Locations in which Available Inventory will be drawn from across our four sales channels.
Set Inventory Alerts
From your Corksy admin portal, go to Settings → Inventory Locations
Navigate to the Inventory Settings section and assign Wine Club and Other Product Minimum Quantities
Note: An alert email will be sent to your Store contact email if the inventory quantity goes below the minimum quantity for wine club or other products.
Connecting your Domain
Publish your Website
Step 1: Publish your site to make it accessible online.
From your Corksy admin portal, go to Online Store → Customize
From the Web Builder, you will need to click Publish in the top right corner prior to connecting your domain
Note: If you see Republish in the top right corner of the web builder, your site is already published. You can proceed to Step 2.
Connect your Domain
Step 2: Connect your domain after publishing.
From your Corksy admin portal, go to Settings → Domain Connection
Select Connect existing domain and enter your domain (yourdomain.com)
Note: Do not include "www.", "https://", or any other prefixes
Once you click Save, your CNAME and A Records will be displayed.
Note: Keep this tab open as you will need to copy and paste these records.
On your domain provider’s website, log in to your account.
Find the DNS settings or domain management area.
Change the following record:
Point the CNAME record with the name www to yourdomain.corksy.io
A Records
First A Record:
Host/Alias: @
Target/Destination: 35.172.94.1
Second A Record:
Host/Alias: @
Target/Destination: 100.24.208.97
Save your changes.
Note: Changes to your domain typically take less than a few hours to go live. However, it may take up to 48 hours.
Need Help?
Contact us at support@corksy.io for help connecting your domain.
Verify your Sender Email
Step 3: Verify your email for sender authentication.
From your Corksy admin portal, go to Settings → Domain Connection
Once your domain is connected, Sender Authentication records will appear in Corksy.
Note: Keep this tab open as you will need to copy and paste these records.
On your domain provider’s website, log in to your account.
Find the DNS settings or domain management area.
Add the following three CNAME records to your DNS settings
Save your changes.
From the Corksy admin portal, to go Settings → Domain Connection
Select Verify
Note: Once completed, your Sender Email will be connected. This ensures your store’s email address appears as the sender for all automated notifications sent to customers and members, such as: “Thank you for your order,” “Thank you for your club sign-up,” and “Your order is on the way.”
Need Help?
Contact us at support@corksy.io for help connecting your sender authentication records.
EXAMPLE DOMAIN CONNECTIONS
GoDaddy
The following is an example from GoDaddy, in which they use two A records (one for each IP):
Google Domains
The following is an example from Google Domains, in which they use one A record with two IP addresses:
Note: Changes to your domain typically take less than a few hours to go live. However, it may take up to 48 hours.
Need Help?
Contact us at support@corksy.io for help connecting your domain.
Adding Policies
From your Corksy admin portal, go to Settings → Policies
Add Policies
You will see fields for the following policies:
Refund Policy: Outline your refund terms and conditions.
Shipping Policy: Specify shipping details, timelines, and costs.
Privacy Policy: Explain how customer data is collected, used, and protected.
Terms of Service: State the rules and guidelines for using your services.
Input the content for each policy in the respective fields.
Click Save.
Where Policies Will Be Displayed
Footer: Your policies will automatically appear in the footer of your website, ensuring visibility on every page.
Sign-In and Sign-Up Pages: These policies will also be displayed to customers when they sign in or create an account, ensuring compliance and transparency.
Connecting Email Marketing (Klaviyo and Mailchimp)
To connect Email Marketing accounts, click on Settings in your Corksy navigation menu & click on the Email Marketing tab.
Connect Klaviyo account
Make the most out of your data and unlock powerful growth marketing possibilities by integrating Klaviyo. In order to connect Klaviyo to your Corksy account, you will need an existing Klaviyo account.
Steps:
Click on Settings in your Corksy navigation menu & select the Email Marketing Accounts tab.
Click Connect account in the Klaviyo row.
Enter your Klaviyo API Key.
To find your Klaviyo API key
Go to your Klaviyo account
Click on your username and choose Account
Click on Settings and choose API Keys from the drop-down menu
Click to Create API Key to generate a new Private API Key
Copy & Paste your Klaviyo API Key into your Corksy admin account.
Click save.
Connect MailChimp account
Make the most out of your data and unlock powerful growth marketing possibilities by integrating MailChimp. In order to connect MailChimp to your Corksy account, you will need an existing MailChimp account.
Steps:
Click on Settings in your Corksy navigation menu & select the Email Marketing Accounts tab.
Click Connect account in the MailChimp row.
Enter your MailChimp Client ID & Client Secret.
Follow the provided instructions to properly configure your MailChimp Client ID and Client Secret.
Go to https://admin.mailchimp.com/account/oauth2/client/ link and login with your credentials.
Enter "Corksy" in App name field.
Enter any description in "App description" field.
Enter your "Company/organization" in the Company / organization field.
Enter your App Website: https://www.yoursite.com
Enter your Redirect URI. To find your Redirect URI login to your Corksy account.
Settings > Email Marketing > Connect account > Copy provided URL
Screenshot provided below
Paste URL into the Redirect URI field. Click Create.
Copy & Paste the generated "Client ID" and "Client secret" into your Corksy admin account.
Click Save.
At this time, you will be prompted to login to your Mailchimp account to approve the integration.
Once approved, the integration will be complete.
Click save.
Customizing Email Notifications
Enabling or Disabling notifications
You can easily enable or disable any of the available notifications in your Corksy admin portal.
From your Corksy admin portal, go to Settings → Notifications
Use the toggles to enable or disable specific notifications based on your needs.
Customizing Individual Notifications
From your Corksy admin portal, go to Settings → Notifications
Select the notification you want to edit by clicking on its name.
You’ll then see the following customization options:
Store Logo: Your store logo is automatically pulled into the email template for consistent branding.
Banners: Add unique banners for different notifications to highlight specific messaging or promotions.
Subject Line: Edit the subject line to reflect your preferred tone or branding.
Body Content: Customize the email body text.
Important note: Be mindful of any bracketed fields (e.g., {{Order_Number}}, {{Customer_Name}}, {{wine_club_name}}). These fields are placeholders that communicate important dynamic information to your customers and should not be altered or removed.
Example: “Thank you for your order, {{CustomerName}}!”
Footer: You can also add custom content to the footer of your email notifications, such as Contact information, Store hours, Special promotions or links.
Click Save
Understanding Notification Triggers
As a part of Corksy's services, we send a handful of email notifications to you and your customers, depending on different actions taken on the site. These email notification are automatic and do not require additional setup on your end.
See the list below for all emails sent to your customers and your winery (admin). To learn how to customize customer-facing notifications, click here.
Admin Wine club notifications
Admin eCommerce order notifications
Admin Event and Tasting reservation notifications
Other notifications
Wine club
Ecommerce orders
Event and wine tasting reservations
Other notifications
Understanding Admin notification triggers
Admin Wine Club notifications
New wine club signup
Wineries get this notification after online signups and manual signups
Canceled wine club notification
Send after the winery cancels a wine club member
Switched wine club notification
Send after a customer or winery changes a wine club type for a customer
Order processed - Shipping Orders - Winemakers Choice and Customers Choice
Send after the winery closes and fulfills the order AKA card is charged. Do not send if the credit card fails. Do not send if shipcompliant fails. Send to the winery only from customers who choose shipping for orders.
Order processed - Pickup Orders - Winemakers Choice and Customers Choice
Send after the winery closes and fulfills the order AKA card is charged. Do not send if the credit card fails. Do not send if shipcompliant fails. Send to the winery only from customers who choose pickup for orders.
Order fulfilled - Pickup Orders - Winemakers Choice and Customers Choice
Send after the winery changes the fulfillment type from unfulfilled to fulfilled AKA the package was picked up in store. Send to the winery from customers who only choose pickup for orders.
Order fulfilled - Shipping Orders - Winemakers Choice and Customers Choice
Send after the winery changes the fulfillment type from unfulfilled to fulfilled AKA the tracking details have been entered into Corksy. Send to the winery from customers who only choose shipping for orders.
Admin eCommerce notifications
New account creation
Send after the customer creates an account for the first time
Order processed - Shipping Orders
Send after the winery closes and fulfills the order AKA card is charged. Do not send if the credit card fails. Do not send if shipcompliant fails. Send to the winery only from customers who choose shipping for orders.
Order processed - Pickup Orders
Send after the winery closes and fulfills the order AKA card is charged. Do not send if the credit card fails. Do not send if shipcompliant fails. Send to the winery only from customers who choose pickup for orders.
Order fulfilled - Pickup Orders
Send after the winery changes the fulfillment type from unfulfilled to fulfilled AKA the package was picked up in store. Send to the winery from customers who only choose pickup for orders.
Order fulfilled - Shipping Orders
Send after the winery changes the fulfillment type from unfulfilled to fulfilled AKA the tracking details have been entered into Corksy. Send to the winery from customers who only choose shipping for orders.
Order canceled - Pickup orders
Send to winery after customer or winery cancels their ecommerce pickup orders
Order canceled - Shipping orders
Send to the winery after customer or winery cancels their ecommerce pickup orders
Admin Event and Tasting Reservation notifications
Online reservation confirmation
Send to the winery after the winery or customer books a reservation and the card is successfully charged
Reservation canceled
Send after the winery or customer cancels a reservation
Other Notifications
Forgot password
Password reset confirmation
Inventory alert
Understanding Customer notification triggers
Customer Wine Club notifications
New wine club signup
Customer gets this notification after online wine club signups and manual signups
Switched wine club
Send after a customer or winery changes a wine club type for a customer
Canceled wine club notification
Send after the winery cancels a wine club member
Winemakers Choice Package is open
Send to the customer after the winery hits the OPEN wine club button. Send to customers who choose pickup or shipping for orders.
Customer Choice Package is open
Send to the customer after the winery hits the OPEN wine club button. Send to customers who choose pickup or shipping for orders.
Customer Choice Package - Reminder to customize wines
Sends 1 week after the winery clicks OPEN package. Send only if the customer still needs to customize their wine selection. Sends to the customer from those who choose pickup or shipping for orders.
Winemakers Choice and Customer Choice Package - Order processed - Shipping orders
Send after the winery closes and fulfills the order AKA card is charged. Do not send if the credit card fails. Do not send if shipcompliant fails. Send to customers who choose only shipping for orders.
Winemakers Choice and Customer Choice Package - Order processed - Pickup orders
Send after the winery closes and fulfills the order AKA card is charged. Do not send if the credit card fails. Do not send if shipcompliant fails. Send to customers who choose only pickup for orders.
Winemakers Choice and Customer Choice Package - Order fulfilled - Pickup orders
Send after the winery changes the Fulfillment status from unfulfilled to fulfilled. Send to customers who choose only pickup for orders.
Winemakers Choice and Customer Choice Package - Order fulfilled - Shipping orders
Send after the winery adds the tracking details to the order AKA when the Fulfillment status is changed from unfulfilled to fulfilled. Send to customers who choose only shipping for orders.
Customer eCommerce notifications
New account creation
Send after the customer tries to login and doesn't have an account
Order processed - Pickup orders
Customers who purchase an online order and select pickup. Send this email after the credit card is successfully charged and order passes shipcompliant
Order processed - Shipping orders
Customers who purchase an online order and select shipping. Send this email after the credit card is successfully charged and order passes shipcompliant.
Order fulfilled - Pickup orders
Send after the winery changes the status of a pickup order from unfulfilled to fulfilled
Order fulfilled - Shipping orders
Send after the winery changes the status of a shipping order from unfulfilled to fulfilled OR when the tracking details are purchased through Corksy
Order canceled - Pickup orders
Customers who cancel their ecommerce pickup orders
Order canceled - Shipping orders
Customers who cancel their ecommerce shipping orders
Customer Event and Tasting Reservation notifications
Online reservation confirmation
Send when the customer successfully books a reservation online and the card is charged
Reservation canceled
Send when the customer or winery cancels the reservation
Reservation reminder
Thank you for coming!
Other Notifications
Forgot password
Password reset confirmation
Creating Admin Users and Roles
From your Corksy admin portal, go to Settings → Admin Users
Create Roles:
Go to the Roles tab and click + Create Role.
Enter a name for the role (e.g., "Server").
Enable the permissions you want to assign to this role.
Click Save.
Create Admin Users:
Navigate to the Users tab and click Create User.
Fill in the required fields:
First Name
Last Name
Email
Password
Phone Number
Role
Click Save.
Configuring your Point of Sale
Creating POS Users and Roles
From your Corksy admin portal, go to Point of Sale → Manage POS Users
Create Roles:
Go to the Roles tab and click + Create Role.
Enter a name for the role (e.g., "Server").
Enable the permissions you want to assign to this role.
Click Save.
Create Users:
Navigate to the Users tab and click + Create User.
Fill in the required fields:
First Name
Last Name
Username
Password
Phone Number
Role
Location(s) they can access
Enable or disable a PIN as needed
Click Save.
Managing PINs:
Once the user is created, you can view the auto-generated PIN.
Edit the PIN if necessary and click Save.
Creating Quick POS Discounts
From your Corksy admin portal, go to Point of Sale → Quick POS Discounts
Under the Settings section, enable and set Admin approval thresholds:
Enable admin approval for discounts exceeding a specific dollar amount or percentage.
In the POS Discount section, select + Create Custom Discounts
Enter the required information:
Discount Name: Name the discount.
Type: Specify whether it is percent-based or a fixed amount.
Enable Discount: Toggle the discount on.
Enable or disable admin approval for applying the discount.
Click Save.
POS Settings Guide
This article explains the Point-of-Sale (POS) settings available in Corksy that you can enable or disable to customize your checkout experience.
Wine Club Subscription
Setting: Show wine club subscription upsell popup window at POS checkout.
Description: When enabled, a popup window will appear during checkout to upsell wine club memberships to customers.
Use Case: Increase wine club membership by promoting it during the checkout process.
Tip
Setting: Show tip collection popup window at POS checkout.
Description: When enabled, a popup window prompts customers to leave a tip during checkout.
Use Case: Encourage customers to tip, commonly used in tasting rooms or service-based operations.
Charge Card on File
Setting: Allow to use the saved cards that were stored by customers on the e-commerce site and by admin for POS checkouts. Also, allow creating new cards from POS.
Description:
Enable: Customers can use their stored card for payment at the POS.
Allow New Cards: Admins can add new cards directly from the POS.
Use Case: Streamline checkout for returning customers and offer flexibility for card management.
Disable Mandatory Fields
Setting: Disable mandatory fields at the POS checkout (first name, last name).
Description: When enabled, fields like First Name and Last Name are not required during the checkout process.
Use Case: Speed up checkout for customers who prefer anonymity or for quick transactions.
Receipt Printing Before Checkout
Setting: Allow receipt printing before checkout is complete.
Description: When enabled, receipts can be printed before the transaction is finalized.
Use Case: Useful for customers who need a review of their order or receipt before payment.
Show Tip Line
Setting: Display a tip line on printed receipts.
Description: When enabled, a line for tipping is included on printed receipts.
Use Case: Provide customers with the option to tip after completing the transaction.
Show Signature Line
Setting: Display a signature line on printed receipts.
Description: When enabled, a signature line is included on printed receipts for customer acknowledgment.
Use Case: Useful for transactions requiring customer signature for compliance or confirmation.