Upload
wine-glass-marketing
View
112
Download
0
Embed Size (px)
Citation preview
Susan DeMatei WineGlass Marke-ng
707-‐225-‐7178
@sdematei n facebook.com/wineglassmarkeAng [email protected]
Why Care About Data?!
3
• Data is the power behind the platform. It’s existence, and what you do with it, create the only value to your business.
• Without it, you have a website or POS…like a fiberglass shell of a car without an engine.
Pull as much data as possible in Vin65!
6
• Customers from all sources • POS, excel sheet, business cards,
mailing list sign ups, web orders • Historical orders
• Patterns in responses, LTV, AOV…all help you plan and project moving forward
• Plus, better customer service and makes customers more comfortable
Import/Export Files!
Typically Use 1 x • Club Importer • Product Importer • Order History Importer • State Profile Importer
May Use Often • Customer Importer • DeDupe Contacts • Product Exporter • Inventory Importer • Order Importer • Corp. Order Importer • Order Tracking Importer • Shipping Rate Importer • Shipping Rate Exporter
8
How to Use Importer!• Some give
option to add to, or rewrite over data
• All have template – download it and use it exactly
9
Uploading Best Practices!
• Do not deviate/change excel file at ALL • Save as .xlsx • Follow instructions
on documentation site by searching document name
• Test an order first • Batch into smaller
chunks • Monitor upload
10
Pay Special Attention to:!
12
• Formats; Dates, phone numbers, credit cards • Allowable options in some fields
• “PayPal” is not an accepted payment type • To be shipped, partially shipped, etc.
• Field limitations; E.g. Username and password characters
• Mandatory fields; Email address is unique identifier
• Headers; Don’t change the excel template
• 0/1 vs No/Yes vs N/Y • Spacing; Master Card ≠ MasterCard
• Collect at point of sale
• Resist urge to allow the swipe and dash
• Do not every just pour your wine without either opportunity to sell, or collect (or both)
• Enter in source codes
14
Make it a priority!
xxxxxxxxx
xxxxxxxxx
xxxxxxxxx
16
De-Duping!• If fields are
duplicated, one will overwrite the other
• If fields are not (e.g. one has an order and one does not) it will be combined
• If you have duplicate fields (e.g. two email addresses) create a new address under one record
Stay Fresh!• Deactivate things you aren’t using, you can
always run reports or views to see it • Think through the process – do items need
to be set up in Ship Compliant? Do bounces from Vertical Response need to be updated in Vin65?
19
5 Steps to Best Use your Data in Vin65!
1. Be a collector 2. Keep it clean 3. Stay fresh 4. Choose the right tool for the job
20
Contact Type vs List Builder!
Contact Type • Contact type needs to be
manually applied and unapplied – so it is best a “forever” denotation (e.g. trade, media)
21
Contact Type vs List Builder!
List Builder • List builder provides up
to the minute lists of fluctuating criteria – like if they are an active club member or how much they purchased. This is MUCH better for notations that can change over time (e.g. VIP, Club Members)
22
5 Steps to Best Use your Data in Vin65!
1. Be a collector 2. Keep it clean 3. Stay fresh 4. Choose the right tool
for the job 5. Realize what you have
23
Summary!1. Be a collector • Pull as much as possible into Vin65 • Make collection and categorization a priority with the staff and
management
2. Keep it clean • Use the de-dupe tool regularly • Be consistent with how you name and categorize and store data
3. Stay fresh • Deactivate things you aren’t using, you can always run reports or
views to see it • Think through the process – do items need to be set up in Ship
Compliant? Do bounces from Vertical Response need to be updated in Vin65?
4. Choose the right tool for the job • Contact Type versus List Builder
5. Realize what you have • This is a CRM system – use it as such
25
THANK YOU
Susan DeMatei WineGlass Marke-ng
707-‐225-‐7178
@sdematei n facebook.com/wineglassmarkeAng [email protected]