Search results for magic link

61 articles found

• Magic Links

  Launched to eCellar on February 10, 2020 Now, with eCellar Campaign Manager, your customers can reach the point of action in one click! Magic Links create a one-click environment that allows your

• Sell Products Online / Adding Products to Your Web Site

  There are two eCELLAR menu tabs that need attention to accomplish adding product to your web site: Products and Content. While there are other fields in the Product Detail that may need completion,

• Deep Links

  Launched to eCellar Production February 10, 2020 Now, with eCellar Campaign Manager, your customers can reach the point of action in one click within an email campaign! Deep Links are links to

• eCELLAR Updates - 2020

  Welcome to our eCellar Current Updates page! The following updates were delivered 2020: eCommerce Abandoned Shopping Cart ADA Compliance Express (1-click) checkout for those customers with billing,

• Club Orders Management - Declined Credit Cards

  Club Order Management Use the Order Management Workflow training guide for procedures on compliance checks and release to fulfillment. Managing Declined Orders You also have tools easily access

• Abandoned Carts

  Abandoned Carts Search and Use A few important things to know about Abandoned Carts: They represent product placed in a customer's cart on your web site, and are not orders. Because they are not

• eCELLAR Updates - 2019

  Welcome to our eCellar Updates page! The following Updates were done in 2019. For current updates being delivered this year, click here Designer Widgets Phase 1 COMPLETE as of December 10, 2019

• Standard Wine Club Workflow

  This is the basic workflow for processing a Standard Wine Club Shipment, also know as and Wine Club Event. Remix and Custom Club information can be found elsewhere in the Help Center. Prior to each

• POS - Push Pay

  Push Pay functionality that allows clients to “push” unpaid orders to customers for payment at the client’s web site. With Push Pay the only thing your customers need to touch when they pay in-person

• Allocation Overview and Terminology

  An Allocation Event allows you to manage the release and sale of scarce product within a limited time.  Customers assigned to an Allocation Tier will have access to view their personal offer and purch

• Tips on Tips

  Tips can be used in the POS on both mobile (iPad) and stationary terminals, registered and virtual terminals. Tips are managed separately for each registered terminal, and as one setting for all

• Create a Standard Club Shipment

  PLEASE NOTE: There are three ways to offer a wine club: Standard, ReMix and Custom. Be Careful: A successful wine club shipment processing requires your undivided attention. Try not to be in a rush,

• eCELLAR Updates - 2023

  The following are eCELLAR enhancements added in 2023: December 26, 2023 CRV Fee Collection: NEW California Redemption Value support allows consumer fee collection across all eCELLAR transaction

• eCELLAR Updates - 2021

  Welcome to our eCellar 2021 Updates page! The following Major Updates were delivered in 2021. For current updates being delivered this year, click here Ship State Limiter (March 24) allowing you to

• User Permissions and Terminology

  User Permissions and Terminology The user manager section is considered high-level access and is permission / IP restriction based. It allows a user to Create, Edit, Enable and Disable user

• Create Wine Club Shipment Invoices / Orders

  You are ready to create each batch of club orders If: You have confirmed the Shipment Event date The Shipment is marked Active (Green Check on the left) You have double checked the Shipment Event

• Search Results Toolbar and Actions

  The new Search forms in eCellar provide a powerful tool to create targeted customer lists and result sets based on filtering data related to customers, orders, memberships and payments. The result

• User Login History

  The View History link in the User menu will show you your login history.  Attempt Date/time shows the login date and timestamp.  Remote IP shows the IP from which you logged in. Click the IP address t

• eCellar App for iOS

  Missing Link has an iOS app for the iPad that allows you to use an encrypted card reader from Openedge. The Card reader plugs into the Lightning connector and leverages the Openedge/eCellar app integr

• Tock Experience Mapping

  The Tock Experience Mapping tool can be found within the Reservations Manager Menu. To access, the user must have the requisite permission (see

• Testing and Best Practice for Campaigns

  Campaign Best Practice from the eCellar experts! We've helped clients send thousands of email campaigns for marketing, wine club, allocation, reservations and so much more.  Following these techniques

• Create Allocation Event Order

  An order can be created in the POS, and assigned into an allocation event.  Use this option if a customer is purchasing additional products that are not available in the allocation event, or if you ne

• Create an Inventory SKU

  The inventory SKU represents a single product unit, and tracks the depletion of SKU units as products are sold to prevent the overselling.  Each Inventory SKU is linked to a product.  Before sales of

• Reservation Manager Calendar Setup

  This article covers how to create and manage initial settings for your Reservations Manager calendar: How to create reservation types and hosts; information is provided on creation of stations but

• Reservations Manager v.3 Floor Plans

  With the newest upgrades to the Reservations Manager, we have implemented Floor Plans as way to offer you additional flexibility in booking reservations. With Floor Plans you will be able to create a

• Ship State Limiter

  Individual products can be now be limited to ship to only specifically selected states online via the new Ship State Limiter. Once a product is limited, it can only be shipped to the state(s) in the

• My Account order updater (For Declined Club Orders)

  Club members have the ability to log into My Account on the website, and update declined payments on club (channel) orders with an existing card on file, or by adding a new credit card token. Payment

• Club Tiers

  A Club Tier is the level of membership to which a customer is subscribed. Each club tier will correspond to a shipment event, used to create a batch of orders. A customer may have more than one club

• Product Variants

  Within eCellar Product Detail, you can add products with different attributes to be included with a "parent" product in the web store. This can be used for various bottle formats and merchandise

• Staging (Receiving new Inventory)

  Before stocking inventory items into a location, they first must be  staged.  Staging allows for bulk additions into a location from an off-site storage facility.  Permission Required:  To access the

• Create a New Reservation

  With the introduction of Res Mgr v3, best practice is to utilize the New Booking function instead of the New Reservation function. You can learn more about the New Booking function here. To open a

• Allocation Tiers

  A unique group of customers is assigned into an Allocation Tier. Each tier is linked to an allocation event, and controls the levels of products and quantities offered. A customer can only belong to

• Reservation Campaigns

  Campaigns are now categorized by three different Campaign Types; Customers, Memberships and Reservations. If your winery uses the eCellar Reservations Module, then you have access to send email

• eCELLAR Updates - This Year

  Welcome to our eCELLAR Current Updates page! What's we're up to as of April 10th, 2024: Public (consumer) Online Enhancements! Streamline checkout flow for new and existing customers My Account

• Allocation Event Checklist

  This is a pre-release checklist! Prior to each allocation release, review and confirm EACH item below to ensure a smooth and worry-free allocation event. Note: When preparing for an allocation event a

• Membership Campaigns

  Campaigns are now categorized by three different  Campaign Types; Customers, Memberships and Reservations.  If your winery uses the eCellar Club Module, then you  have access to send email campaigns l

• Inventory Overview and Terminology

  Inventory is a premium (additional) module that can be added to further enhance the standard bundle of modules within the Admin Control Panel.  The Inventory module manages inventory SKUs in real-time

• Booking Agents - Reservation Orders

  As of August 2023 Booking Agents can include products and the subsequent creation of orders when a reservation is placed on your web site. This new feature resulted in a new Order Channel/Category:

• Create a Campaign

  Create a new email campaign using the steps below. From the Admin Control Panel, go to Campaigns > Create New or from the Campaign List, select Create a New Campaign link at the top right corner of

• Search Types and Overview

  Search is used to locate customer and order information, and filter a result list based on common data points of information within the database. Search is also used to create lists for targeted

• Product vs. Inventory SKU

  Product SKU: A product SKU is referred to as the 'Display' SKU, which is created on the general tab within the product set-up. The display SKU name should be the same as your inventory SKU. Products a

• Product Kits

  Module Required:  To create product kits requires the Inventory Module.  Products kits are created by linking multiple inventory SKUs to the kit product. As products are sold, inventory units deplete

• Product Overview

  Products are managed for your POS, Wine Club, and online store (both general and allocation) all from a central location within the Admin Control Panel.  To review existing products, navigate to the P

• Navigating the Admin Control Panel

  The Admin Control Panel (ACP) is the central location for all modules and tools in eCellar, accessible from any computer with internet access.  Manage all software components and data for customers, p

• Manage User Accounts

  Manage User Accounts The Manage Users screen is accessed from the User menu and has five columns: Active, Username, Email, Functions. Permission Required: To access the User Manager settings, your

• Allocation Bulk Modify Tiers

  A unique group of customers is assigned into an Allocation Tier. Each tier is linked to an allocation event, and controls the levels of products and quantities offered. A customer can only belong to

• Create a Customer in ResMgr

  A new customer record can be created while viewing or creating a new reservation in the calendar.  Linking reservations to a customer account increases reporting on conversion and metrics, and enables

• Preview Club Shipment

  The preview function allows you to review all customers assigned to the Shipment Event. The Order Column will have a green checkmark if the customer's order for this shipment have already been

• Customer Types

  Customer Types are the primary categorization for customer records and are also used to assign discount levels.  Creating saved searches, target recipient groups for campaigns and sales reports based

• Customer Sources

  The customer source identifies how the customer came into the database. Create and manage customer sources in the Admin Control Panel.  Permission Required:  To access the customer tools, your user ac