Delivery Windows

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Adding detailed delivery parameters to your app, allows you to clearly set customer expectations for on-demand and scheduled deliveries. There are a few ways these can be configured to best reflect how you serve your customers. You may offer on-demand delivery, scheduled delivery, or a combination of both. Here's more detail about each option and how they are configured.

On-Demand Delivery

The idea around on-demand deliveries is that they are processed and delivered as soon as the store receives them.  

For this offering, you set the general delivery ETA (eg. 60 minutes, 90 minutes, etc) and the hours during which you will offer on-demand delivery. Customers can begin placing orders for on-demand delivery as soon as your store delivery hours "open." The last on-demand delivery can placed up to the end of the delivery hour time period, minus your estimated delivery time.

For example, if your store'd delivery hours are set to 10am-6pm and your estimated delivery turnaround is 60 minutes, the latest your app will accept an on-demand delivery order is 5pm. 

So, when considering delivery hours, you might want to think about the latest time you would like your drivers to leave the store and then add the estimated delivery time to it. 

Scheduled Deliveries

Scheduled deliveries offer users a set of fixed windows from which they can choose to have their order delivered. We suggest offering 1-2 hour window chunks. Once a customer enters the timeframe of a given window, they will be given the option to choose the next available window (s).

This means, if a customer places an order at 1:15, they will not be able to  choose a 1pm-2pm delivery window, the earliest they could have it delivered would be 2pm-3pm. That said, you could see how this wouldn't work so well if you were to set up a 9am-4pm delivery window. Smaller windows are a better user experience.

Delivery windows can be displayed a couple of ways.

1) Rolling Windows - This essentially shows the next available windows within the next 24 hours. This works well, if you have the same delivery windows set up each day. It allows customers to order for same day, or next day delivery, but they can not schedule delivery several days out.

2) Unique Daily Windows - This option has a different set of windows for each day that you offer delivery. This works well, if your delivery hours are different during the week than on the weekend, or if you only delivery on certain days during the week. By setting up unique delivery windows for each day of the week, customers can scroll through all of your delivery options for the full week. 

Hybrid

If you'd like to offer both on-demand and scheduled delivery, you can do that too! During your delivery hours, both options will be presented to the customer and they can choose which one they prefer. Once your delivery hours have ended for the day, customers will be given the option to choose a delivery window in the future.

This is the preferred choice when offering on-demand, as it allows you to capture orders after hours for delivery another day.

If you have any questions or feedback about Delivery Windows, just click the blue chat button in your portal and let us know what they are! 

 

Delivery Exclusions

We are excited to announce the ability to manage when you can turn off Delivery for a specified time period with a few simple steps:

  1. Log into your account at www.drync.com/portal

  2. Click under the Store tab

  3. Select Delivery Exclusions

  4. Select Add Exclusion

  5. Choose the Start Date when you would like to turn off Delivery Service

  6. Click on the blue clock to select the Start Time that you would like to turn off Delivery Service

    • Remember to check for AM and PM!

  7. Repeat the same steps for the End Date / Time that you would like to turn Delivery Service back on

  8. Click Save and you are all set!

 

How to Process Orders

 

How to Adjust an order

You can adjust orders in several different ways. This video walks you through them. Learn how to adjust the quality of an item, delete and add items, change shipping costs, and adding discounts. Payment is authenticated when the customer places and order and customers are charged when the order is set to "Ready."  

Delivery Orders

All new delivery orders are found under the "New" tab in Order management. As you process the order, you simply update the status to "Accepted," "Ready" and "Delivered." Customers receive notifications on their order status along the way via email and push notification.

Pickup Orders

New pickup orders are also found under the "New" tab in Order management. As you process the order, you simply update the status to "Accepted," "Ready" and "Picked-up."  
Customers receive notifications on their order status along the way via email and push notification.

A Mobile Order Just Came In...Now What?

  1. Designated staff member(s) receive an email
  2. Designated staff member receives a text message (limited to one and can be changed anytime in Drync Portal)
  3. Review order details
  4. Accept order in Drync Portal
  5. Print invoice (2 copies) and gather product
  6. Change status to “Ready” in portal
  7. Set Aside or Deliver
    1. For “in-store pickup” - put product in Mobile Pick-Up area with invoice attached
    2. For “delivery” - assign to employee for immediate delivery; calling customer before leaving is optional
  8. Change order status to “Delivered” or “Picked up” in Drync Portal when order has been completed

 

A Mobile Customer Came In For Pick-Up…. Now what?

  1. Thank them for placing a mobile order
  2. Direct them to the Mobile Order Pick-Up area, or bring them over yourself
  3. Ask that they pull up the order confirmation email
  4. Find their order by matching the order number and/or name with printed invoice
  5. Check customer’s ID
  6. Review order with customer
  7. Have customer sign a copy of the invoice (optional) and file it; give the customer the second copy
  8. Change order status to “Delivered” or “Picked up” in Drync Portal when order has been complete
  9. Export list of orders at the end of the day and ring out to “XXX” in POS

Making Collections in Your Drync Portal

How Do I Create a Featured Collection In My Drync App?

The first stop in your product feature-making journey is the “Marketing” section of the Drync Retailer Portal (www.drync.com/portal).

There are two tabs here: “Campaigns” and “Data Exports.” To create product features for your storefront, you want to select the “Campaigns” tab.

Campaigns Explained

In Campaigns, you will find a list of all your past and current features. A few things to note in the lists of your collections are:

  • the enabled/disabled status

  • the campaign duration

  • the order of the list

An enabled list means that the list is live, and currently visible in your app. A disabled list is not live, but can be saved for future use.

The campaign duration sets the parameters of how long you want the collection to run. If you set it to end on a certain date, it will automatically stop showing in the app.

The order of your enabled lists is how they will appear in the app. To rearrange the lists you can simply drag and drop the lists to how you would like them ordered.

Additionally, there are two options to add a new item or a new list, "Add Item" and "Add List."

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Adding an item is used to feature one product. Examples include wine of the month, beer of the month, or another special product that is currently being featured.

Adding a list is for creating a collection around a central theme that is showcasing multiple products in that collection. For example, holiday red wines, New Years Eve Bubblies, or American screw cap wines.

Tips for Creating a Featured List

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Create lists around a unified theme.

Make sure to include a “blurb.” A blurb describes the collection and what makes it unique. The blurb word maximum is 220 characters.

Upload an image that is 640x300 pixels. We have several images that are already sized to the right dimensions. Images can be accessed in your Dropbox folder and at this link: https://www.dropbox.com/home/Images%20Sized%20for%20Retailer%20Promo

Next, set your campaign duration. You can automatically set it to end on a specific day. Set it and forget it!

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Make sure to check off the store you want the list to apply to. This is more applicable to retailers with several stores. You can attribute the list to just one store, or across all platforms.

Next, assign an author to the collection. The author’s name & photo will show up next to the collection. If you don’t see the correct author listed, contact accounts@drync.com!

The last step before enabling your collection is deciding whether it is a rich or basic collection. A rich collection is more prominent in the app, and should be used for the collection that you want to draw the most attention to. If you have multiple collections, we encourage a mix of rich and basic.

The last step before adding products is enabling the feature, and updating the featured list.  An enabled feature means the collection is live, available for viewing in the app.

Click on update featured list, and your changes will be saved. Next step- adding products!

Adding Products to a Featured List

We recommend adding a maximum of 10 products to a list, otherwise they might get lost in the shuffle.

To add items, click on the add item button, and then search for the products by name. You can search for products by grape, or a specific bottle of wine.

For example a search for Chardonnay, brings up any product in your inventory that has Chardonnay in the name.

To add your product, click on Add To List, and you are prompted to write a blurb about that specific product. The blurb is meant to describe the tasting notes of the product, or information about the producer. The blurb has a text limit of 220.

Continue adding your products until your list is built. Update the list, and voila you have created a collection.

Tips for Adding One Item

Adding an item is used when you want to highlight one specific product. The process is basically the same as creating a list, but with less steps. When you click on "Add Item" you will be brought to a search page.

Using Chardonnay again as an example. I searched for Chateau Montelena Chardonnay.

 

Next click on Feature It, and the portal will walk you through a similar process as the featured list, to edit the details for your product.

  • Name the item

  • Comment

  • Campaign Duration

  • Stores

  • Campaign Status

  • Create Featured Item

Troubleshooting Tips

  1. If you cannot find a product - try typing variations of the name

  2. If a product does not have an image associated with it - Ping accounts@drync.com

  3. A featured list can still be enabled, but not active if the date has expired

Using Promotional Offers

Promotional offers, or PromoCodes, are a great way to help market your app, your store, and the bottles you have for sale. Here is a guide on how you can use them, as well as how to customize the promotion in the best way for your discount.

Introduction to PromoCodes

The Code

All promotions have a code that the app user can type in to get their discount on their wines. They should be relatively short, ideally less than ten characters, and should be relevant to the promotion offered.

Examples include: Gold10, mix6, BUBBLES20, SpanishRed, ShipFREE

Store Selection

If you only have one location then it is simple; this discount will be applied at that store. However, if you are a chain and have stores in multiple locations, promo codes allow you to choose whether or not to limit a promotion to one, several, or all of your organization’s locations.

Types of Discounts

There are two different discounts you can use:

  • Percentage Discount -- This allows a customer to take a fractional amount off of the overall order.
  • Dollar Discount --  This takes a fixed amount of money off of the order after all the bottles are added to the cart.

You can choose if you want this discount to be applied to the Net Amount, the Gross Amount, or to the Shipping Cost.

Making a Promo 

Time Duration

You can choose any period of time you would like this promotion to run for by providing a Start Time and an End Time.

Price Range  (Optional)

Both a Minimum and Maximum price can be provided. For example, certain promotions may only be applied on purchases of $200 or greater.

Bottle Count  (Optional)

Like Price Range, a Minimum and Maximum number of bottles may be given (This may also be an exact number of bottles). For example the Promo works only for up to 6 bottles, or a minimum of 3 bottles need to be purchased.

Customizing Your Promotion

Product Filters

There are several ways that we can concentrate a promotion to make it more specific:

  1. Type of Alcohol
    • The first focus is limiting a promotion to a specific style type of alcohol, such as a discount on only Beers, Wines, or Spirits.
  2. Region
    • You can mix up promotions by selecting specific countries, states, regions or appellations to discount.
  3. Alchohol Style
    • From discounting Sparkling or Rosés, select Tequilas, or American IPA’s, it is easy to select a specific style of alcohol for a promotion.
  4. Price Range
    • You can also select a range of prices for the bottles you want for a discount. You can list a maximum bottle price, minimum bottle price, or both to further limit what is available for this promotion.

 

Push Notifications

 

Push notifications are sent through the site https://www.localytics.com.

Click the login on the top right and **create or use the provided login info**

You will be taken to a dashboard that looks like the one below.

To make a push notification, click on the “Messaging” tab under “Marketing” on the left dashboard.

Next, you'll see something like the screen below. This will show you active campaigns, the number of pushes sent out in the past week, and the number of those opened. If you scroll down you can see previously sent pushes and a quick snapshot of their stats. If you click on the push name, a page will open with even more detailed data.

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Click on the green plus in the top right of the page then “Push” under campaign

 

 

 

 

Then, you will see the following page. Here you can give the campaign a name and type it into the top (the app user does not see this). Choose which ever category best represents the goal of your push campaign by selecting that box.

The "How to Measure the Goal" tells Localytics what to data to focus on measuring. For example, "App Launch" will measure and provide you data no how many people clicked through to open your app. This measuring tool can be switched to reflect what you want to focus on.

Hit "Continue" on the bottom right of the page.

That will bring you to this page on the right which is where you select your audience.

Note, your campaign name will be on the top left.

The enable a control group box is checked when you reach this page. If you do not have a lot of individuals with push enabled, then having a control group is a useless stat due to too small of a sample size.

We suggest keeping this box unchecked until you have a larger audience. Then click "Continue."

This next screen is "Creatives," or what the user sees. The most important fields are “Title” and “Message.” 

The "Title" is what will show up bold and grab people's attention. The short message in the "Message "box should be kept to around 2 lines worth of text, because this is what will be shown on the user's screen.

Further down, you can insert a deep link url that Drync will provide you. This will take the user to the specific bottle or collection that the push notification is referencing. You open the tab with the click tab to the right of “Deep Linking.”

 

 

 

On the left you can add a creative, this adds a “B” then you can click it and fill out a different title and message to be sent out at the time of the push notification.

 

 

 

 

Clicking “A/B Test Setup” takes you to this page

Here you can set up the percentages of people receiving the different messages.





 

 

 

 

 

Clicking continue takes you to the Scheduling screen. This is when you want the notification to be sent.

You can schedule it for:

  • 1 time immediately

  • 1 time scheduled at a specific time

  • Or automated to send it on a set schedule for a period of time

The above screenshot shows for the first two bullet points, choose which you want, fill out the information and hit continue.  

If you want automated, click the corresponding tab to reach this screen.

Select how often you want to run the notification.

Fill out how many times you want a device to receive the notification, when it will begin and end, then his continue.

Now you come to the final page for a confirmation. Review all the information.

You can set a test under the test on device button.

If you test this push, this popup screen appears, click “Enable Test Mode”

 

 

 

 

 

 

 

 

 

Type in your cellphone number and hit send, then follow your phone's instructions.

UPON LEAVING THIS PAGE MAKE SURE TO HIT THE “DISABLE TEST MODE” BUTTON

 

 

 

 

 

 

 

 

When you’re ready hit the green activate button, there will be a second confirmation to activate then the push will be live!

About

 
 

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How to Manage Your Inventory in the Drync Portal

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Do you want to check if that new product has been uploaded to your app? Need to quickly remove a product that has sold out? Forget to update your sale pricing? NO PROBLEM! You can now search, view, and manage your product inventory directly from the Drync portal!

To access your inventory, log into to the Drync portal and go to the Products Tab. In this section you can search products for availability and edit items instantly.

SEARCH

Looks up products by name, sku, or UPC in the search field at the top of the page. Each item will indicate whether it is currently for sale or not in the “For Sale” column.

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REMOVE FROM SALE

Search for the desired product in the search bar at the top of the page, then click on the product you would like to edit. From the next screen you can easily remove the product from the app by clicking Remove from Sale.

 

EDIT INVENTORY OR PRICE

To adjust inventory level or product price, click the Change Price button. From there you will have to input the New Price, the Comparison Price (if you want to show a strike-through price / discount), and a Quantity. This will override the pricing and inventory from your POS in your app through the designated time frame (ie. 7, 30, or 90 days).

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NOTE:  By making adjustments to your inventory through the portal you will manually override automatic imports for that product. To revert back to automatic uploads from your POS for any product that you’ve edited, before the designated time frame ends you will need to following these steps:

  1. In Product section, search for the item using the search bar or select Show only manual overrides.

  2. Click into the product name and click the red Delete button and refresh the page.