My Portal

Free up valuable ‘Staff Time’ and empower customers with an online secure ‘Self-Service’ portal

Deliver an amazing 24x7 customer experience with an intuitive‘User Portal’

Each customer automatically receives a powerful, though intuitive, self-service portal when they create a login to your website. From here they access full transaction history, update their personal information, modify wine club selections, and add or update credit cards for future purchases.

In addition, you can now present to them a wine purchasing carousel with discounted pricing, and special or latest release offers.

My Portal- Customer Self Service

Empower your customers to do the heavy lifting

  • Manage personal details, billing/shipping addresses
  • Store credit card details to pay future invoices
  • Update communication preferences for email/phone
  • Access a full transaction & payments history

My Portal- Winery Efficiency

Enable customers to manage Wine Clubs and selections

  • Change Wine Club orders or product selections
  • Update shipping address & delivery notes
  • Skip, suspend & cancel Wine Club orders
  • Modify & store credit card payment information

“Our customers (and particularly our Club Members) are loving the user friendly Members’ Portal, and we’re seeing more members actively customising each delivery.”

Brooke BauerDigital & Direct Sales Manager, Thorne Clarke

My Portal- Promotional Opportunities

Present news, products and special offers to your users

  • Create ‘calls to action’ to drive user actions
  • Present a recommended product carousel
  • Show user discounts with role based discounts
  • Present current wine club configuration data

My Portal- Unified Data Hub

Maintain accurate data and reduce staff errors

  • Real-time data sync with the Unified ‘CRM’ Data Hub
  • Customer data updates available company wide
  • Credit Card data available in website, POS & CRM
  • Wine Club and product data available for 'DI' Charts

Save time, allow customers to self manage their accounts

My Portal- Additional Features

  • Create branded sales & marketing ‘calls-to-action’
  • Link products presented directly to purchasing paths
  • View, pay or print invoices ‘pending’ payment
  • View, resend or print ‘paid’ invoices
  • Automatically update product pricing for each user
  • Update or remove saved credit cards
  • Capture birthdates for regulatory compliance
  • Store multiple billing & shipping addresses
  • Access historic wine club registration order data