Processing Mobile Orders and Customers

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 (

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:

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 Kat (!

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 Kat
  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

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.










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