The Content page is where you can manage messages and title content for customer accounts, the website, as well as the commerce pages. This tab is located on the Settings > Content page.

The Top Banner message shows on the top of the designated page and can be used for a promotion, announcement, or other call to action.

Banner Message

This is where you add the text of your message. You can use the formatting tools to customize the look of your message.

Link

Enter the subdirectory for the page where you want the banner to appear. If you want the message to appear on your sign-up page where the URL is www.offsetwine.com/signup/, type the subdirectory info along with the forward slashes on either side of the text into this field.

Example: /signup/

Display this banner message on your website (Toggle)

By selecting this toggle, as the title suggests, the Banner Message display can be turned on and off on your website.

Example of a Top Banner Message

The Popup messaging is a modal popup that appears on the designated page and can be used for a new product, event, or other call to action.

Title

The title appears at the top of the pop-up modal.

Message

The message appears below the title and can be left blank.

CTA

The CTA or "Call To Action" controls the button text.

Link

Enter the subdirectory for the page where you want the button to direct your customer after it is clicked. If you want to send the customer the Gift Card page where the URL is www.offsetwine.com/giftcard/, type the subdirectory info along with the forward slashes on either side of the text into this field.

Example: /giftcard/

Display this popup message on your homepage (Toggle)

By selecting the toggle, as the title suggests, the Popup Message display can be turned on and off on your website.

Example of the Popup Messaging modal

The following fields allow you to configure the names for various spots in the navigation and page titles. If any of the fields are blank, then defaults are displayed. Anything entered in the fields will override the default titles. Locations of the titles, navigations, and buttons may vary on your website.

Navigation Title

This setting configures the names of the Menu navigation. The default name is Menu.

Offering Title

This setting configures the names of the Offering navigation. The default name is Offering. Some common examples of how this could be renamed are Allocation or Customize Your Club if you offer custom clubs.

Example of the Offering Title name changed to Customize Your Club

Navigation Title

The Navigation Title for signup appears on the signup and login pages. On the login page, the name appears at the bottom to the right of the Are you new to YOUR WINERY NAME? message. It also appears in the top navigation of the signup page. The default name is Sign Up.

Navigation Title on the login page

Page Title

The Page Title for signup appears on your signup page above the signup form and message. The default name is Sign Up.

Button Title

The Button Title for signup appears on your signup page below the form under Consent. The default name is Sign Up.

Examples of the Signup Titles on the signup page

Navigation Title

The Navigation Title for login appears in navigation, which is typically at the top of your page in the upper right. The default name is Log In.

Example Navigation Title

Page Title

The Page Title for login appears on the sign in page and modal. The modal pops up with you select Log In on the top of your page in the upper right. It also appears on the login page above the email entry. The default name is Sign In.

Example Sign In Page Title on a modal

Example Sign In Page Title on the login Page.

Button Title

The Button Title for login appears on the log in page at the bottom of the page to the right of the Are you an existing customer of YOUR WINERY NAME? message. The default name is Sign In.

Example of the button title on the signup page

This message appears below the Page Title on the signup page. Use your brand voice to write an invitational message or call to action. You can also entice people to join by promoting upcoming releases, events, or perks.

Example of the Sign Up Page Message

These toggles allow you to enable or disable the various elements in your signup form.

Turning on this setting enables the Title dropdown selection where customers can choose from the various salutation options. This customer input appears as the Salutation or Title in customer accounts and .csv exports.

Turning on this setting enables the password field which new customers will need to fill out upon signup. This setting is highly recommended for the security of your customer's personal information.

Turning on this setting enables the Whom may we thank for the introduction? radial select. This customer input appears as the Referral and Referral Note in customer accounts and .csv exports. The Referral Note will only appear data will only appear if the customer chooses Other and types in a response.

Turning on this setting disables the requirement for the “Whom may we thank” with Referral Note which allows cusotmers to sign up without making a selection.

Turning on this setting removes the Mobile Phone and Text Message opt-in on the signup form.

Example of the Mobile Phone field

Turning on this setting enables the option for customers to enter their mailing address upon signup. Customers must check the box confirming Yes, I’d like to receive postal mail from YOUR WINERY NAME before entering their mailing address. This customer input appears as the Mailing Address in customer accounts and .csv exports

To update the Yes, I’d like to receive Postal Mail from YOUR WINERY NAME message, enter a new message in the field below the Require Mailing Address toggle.

Turning on this setting enables the requirement for the Mailing Address which customers will need to complete before they sign up. The Mailing Address fields will automatically be visible on the form without having to select the opt-in checkbox.

Enable Comments

This setting enables the comments field upon signup where cusotmers can enter a comment upon signup. The info they enter will populate the Sign Up Comments in a customer record which you can view within their profile or export in a customer CSV.

Comments Title

Entering a message in this field changes the title from the Comments default, to a title of your choosing. For example, you could change it to, "Please leave a comment" or ask for a more detailed question like, "What kinds of wine do you prefer?"

Make Comments Box Large

As the title suggests, this setting increases the size of the comments box to encourage a longer comment.

As the setting name suggests, turn on this toggle to disable the Sign Up Confirmation (Web) email so it doesn't send upon signup.

When this setting is turned on, a notification will be sent to your Admin Email with the details of the new customer at the time of signup. The subject will be YOUR WINERY NAME sign-up notification. The email message includes the website URL where the customer signed up along with the name and email of the customer. We recommend enabling this setting so you can have a confirmation of signups. You may want to set up an email handling rule to place these notifications in a specific email folder so they don't overwhelm your inbox.

Example of the Welcome Email Notification to Admins

Enable Text Message Alerts (SlickText)

This enables the text opt-in checkbox and message under the Mobile Phone field on the signup form that says, Yes, I’d like to receive texts from YOUR WINERY NAME. By checking the box, they are opting into text messages which is a setting stored in the customer account settings. Customers who opt-in can receive text messages.

Example of the Enable Text Message Alerts (SlickText) opt in on the Sign Up form

This setting also enables the text message opt-in within the existing customer account pages. When an existing customer logs in, they will see an option to Enroll in Text Messaging by selecting the Opt in for Texts button.

Example of the Enroll in Text Messaging option on the customer account page

The welcome page appears after someone signs up for the first time on the welcome page. The message displays above the Access buttons. This message is a great opportunity to offer a warm welcome to new customers. You can write in very general terms or can be more specific showing upcoming releases and events. If you list, specific dates, make sure to keep them up to date.

The welcome page message appears below the Access buttons when someone signs up for the first time on the welcome page.

Example of the Welcome Page Messages

This message appears on the pop-up modal below your Page Title when you select the Log In link to access your account. You can have a general welcome copy or plug events, and wines currently available, or save-the-date notices on upcoming releases, just as little reminders for your customers.

Example of the Sign In Page Message

When logged into your customer account during an active offer, this message displays under the Offering Title on the main account page. This message only appears when an offer is Active and the customer logs in within the Timeline set on the Group page. All group members see the same message, so keep the message brief and general.

Example of the Active Offering Message

When logged into your customer, this message displays under the Offering Title on the main account page when there are no active offers. This is a good place to market upcoming offers or let customers know when the releases are scheduled. Some clients use more general messages, for example, "Our wines are released in the Spring and the Fall." If you have the dates locked in, you can list specific dates.

When a customer profile is deactivated this message will display when they log in to their Account page. Reasons for deactivating a customer account may vary by organization, so this message should explain why an account is deactivated or provide contact information so customers can reach out with any questions. For example, if you deactivate customer accounts because they haven't purchased in two years, then your message could say, "Your account has been deactivated due to inactivity. Please contact concierge@yourwinery.com to reactivate your account."

Example of an Inactive Account Message in a customer account.

This message appears in the footer of your website pages. The placement and formatting of the message may vary based on your site design. This is a good place to put an important announcement you want customers to see, but you don't necessarily want to be front and center on your site. For example, if you are not open to the public and you want customers to have a reminder, you can say "Your Winery Name is not open to the public."

Example of the Footer Extended text.

Enable Ad in Shop

Toggle this switch so the Ad Insert will display on your website.

Title

This title appears at the top of the Ad Insert. If you were promoting your wine club, you could put a message like "Join our wine club!"

Description

The description appears below the title of your Ad Insert. This is where you can type your ad messaging. For example, "Our Syrah and Pinot clubs are some of the most exclusive in Napa Valley. Join today to gain access to exclusive wines only available directly from Offset."
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Link URL
​Enter the subdirectory for the page where you want the button at the bottom of the Ad Insert to direct your customers after they click. If you want to send the customer the Clubs page where the URL is www.offsetwine.com/clubs/, type the subdirectory info along with the forward slashes on either side of the text into this field.

Example: /clubs/

Link Text
​This is the text that appears in the Add Insert button as a call to action.

These messages appear on the checkout page after the customer places the order. The message will vary depending on where the order is placed. So if an order is placed on the Shop Page, it can have different messaging from the Offering Page. Entering a message in the text will override the default messaging and replace it with your customized text. An example of the default message text is shown below each field.

Example of the Order Confirmation Message

This message appears on the order confirmation page after the customer completes an Open Cart order. Open Cart orders are placed on the public-facing Store or Shop page.

This message appears on the order confirmation page after the customer completes an Offering order. Offering orders are placed on the private Allocation as assigned by the customer's designated segment. This same message appears for all groups.

This message appears on the order confirmation page after the customer completes an Offering "Wish Only" order. "Wish Only" orders have the same checkout process as Offering orders except there are only wishes in the cart, no outright purchases. This same message appears for all groups.

This message appears on the confirmation page after checkout.

Notices

This message appears at the bottom of the checkout page. By default, this field contains the Prop65 warning as required by California law.

Example of the Notices that appear on the checkout page.

This message appears below the Membership page title when a customer is logged into their customer account. This is a good place to encourage customers to update their account information or keep them informed about upcoming processing dates.

Example of the Wine Club Account Shipping & Billing Messaging

This message appears on the Account page when a customer is logged into their account. The customer logged in can not be a member of any clubs to see this promotional message. This message is an opportunity to market to existing customers who are not yet members, so you can grab their attention by highlighting exclusive benefits.

Example of the Promote Joining Club Message (Account Page) message

This message appears on the Account page when an existing Club member is logged into their profile. You can market upcoming events and shipments or encourage members to keep their accounts up to date.

Customize Your Club Message Active

Customize Your Club Message Inactive

Shipping

This is where you can enter information about your company's shipping policy and set expectations for your customers. Customers can view these details by selecting the Shipping & Billing link in the footer of your website which opens a modal. Sometimes, your site may link to the /shipping/ page instead of a pop-up modal.

You are welcome to use the verbiage already in place and tweak it to suit your specific needs or replace it entirely. You may want to run this by your fulfillment partners or legal team before publishing any changes.

Example of a Shipping & Returns modal

Summer Shipping

When you populate this field, the message will display on your Shipping & Returns modal or page under the Seasonal Shipping title. While it is called "Summer Shipping" you can use this message to add any seasonal shipping policies as needed.

Summer Shipping message on the Shipping & Returns page

Returns

This is where you can enter information about your company's return policy and set expectations for your customers. Common scenarios you could address in your policy are how you handle corked bottles, damages or bottles opened six months or more after the customer receives the wines. Provide instructions for what customers should do with bottles they intend to return. There is some messaging already in place that you can build upon to suit your specific needs or replace entirely. You may want to run your message by your fulfillment partners or legal team before publishing any changes.

Customers can view these details by selecting the Shipping & Billing link in the footer of your website which opens a modal where you can view the returns towards the lower half of the modal. You can also view, your site may link to the /returns/ page instead of a pop-up modal.

The Terms & Privacy Policy links are located in the footer of your website. When you select the links, you can view the content in a pop-up modal. You can also view or share the individual pages by going to www.yourwineryname/terms/ or /privacy/.

Terms & Privacy Policy links in the footer of the site

This is where you can enter information about your company's General Terms & Conditions. We highly recommend that you have your legal team review the Privacy Policy before your site goes live. Make sure to consider GDPR.

This is where you can enter information about your company's Privacy Policy. You are welcome to use the verbiage already in place and tweak it to suit your specific needs or replace it entirely. You may want to run this by your legal team before publishing any changes.