1. Click on Settings
2. Click on Emails
3. Add your Winery Name in the "Subject Line" field
This name will appear in the Subject line of the corresponding email
4. Add the text of your email to the "Message" field
This text will appear in the body of the corresponding email. Write a message that matches your brand's voice and presents the instructions you feel are important for customers to know. Repeat this process for all the emails.
5. Example text for "Customer Wish Only Request Receipt (sent to customer after wish only request)"
This applies to a situation where, for wineries that sell via allocation, say you have a Waiting List of customers in an allocation group, and you don't know how much inventory will remain after your buying customers complete their purchases. You can set up the Waiting List group as only able to place wishes for products (they can't buy outright), creating a Wish Only request in the commerce platform. When the offering closes, you can review all those wish requests and determine the quantities you want to grant. When a customer places that wish-only request, this transactional email gets sent.
Subject: Your WINERY NAME Wish Request has been received
6. Additional Example text for "Customer Wish Only Request Receipt (sent to customer after wish only request)"
Message: Thank you for your Wish Request. Your credit card has not been charged for these bottles at this time. If we are able to accommodate your request, based on our remaining inventory levels after the offering has closed, we will process an order for some or all of your requests. At that time your credit card will be charged and you will then receive an email confirmation of your order. For reference, Wish Requests do not appear in your customer account under the order history. Thank you for your patience while the offering is in motion. Feel free to email us at info@wineryname.com with any questions. Cheers!
7. Example text for "(NEW) Customer Wish Grant Receipt (sent to customer after wish granting)"
This applies to wineries that sell via allocation. This message is sent after a Wish Request is Granted by your team. Most wish-granting takes place after the allocation offering period is fully closed down, allowing your team to review all wish requests, compare them to remaining inventory levels, and grant accordingly, to spread out the remaining bottles across your customer base. It is beneficial not to over-allocate a small portion of your customer base while others get nothing. Subject: Your WINERY NAME Wish Request has been granted
8. Additional example text for "(NEW) Customer Wish Grant Receipt (sent to customer after wish granting)"
Message: We are happy to let you know that this portion of your WINERY NAME Wish Request has been granted and your credit card on file charged for these additional wines, along with applicable sales tax and shipping costs. Thank you again for making our allocation offering such a great success. We sincerely appreciate your support.
Your original order and these additional requested wines will all ship together as one order.
Feel free to email us at info@wineryname.com with any questions. Enjoy the wines in good company!
Cheers.
9. Click on Save Changes
