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Member Record: Channel Tracking

Channel Tracking is a feature that allows wineries to track where members originated from.This feature provides tracking information for the following three channels:

  1. Member Origination
  2. Initial Club Membership
  3. Newsletter Subscription

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If a member’s first contact with the winery includes signing up for a club via the website, Channel Tracking will then automatically populate both the Member & Club Channels.

The member's channel tracking information displays on the general page of their member record.

CT_General-002.png

 

You can also manually modify channel tracking information from the “Channel Tracking” tab located in the member record.

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To customize the displayed names of the Channels, navigate to the to Site Editor > Channels menu & edit the Custom Label field.

Site_Editor_Channels-002.png

The following report fields have been added to the Member and Club Member base reports:

Member BASE Report:

  • Club Channel
  • Member Channel
  • Newsletter Channel
  • Sales Associate - Member
  • Sales Associate – Club
  • Sales Associate - Member
  • Sales Associate – Newsletter

Club Member BASE Report:

  • Club Channel
  • Sales Associate – Club

Notes:

  • If the winery is updating or creating members via DesktopPOS, Member Details in tPOS or an integration the sales associate will be “API-Webservice vinSUITE”.
  • The default channel for signing members up via the vinSUITE Admin panel will be “Phone”.
  • The newsletter field will automatically update if the member subscribes via the website. Otherwise, the channel tracking information will need to be manually set in vinSUITE.
  • Channel Tracking must be enabled in the wineries Master Settings. Contact our Support Desk at support@vinsuite.com to enable this feature.

 

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