Three New Ways Wineries Can Capture Richer Customer Data

Every interaction with a customer is an opportunity to learn something. Who they are, what they love, how to reach them. The wineries that capture that data consistently are the ones that can act on it in the tasting room, in their marketing, and across every customer touchpoint.

Here are three new tools to help you capture richer customer data at every stage of the journey.

Guest Intelligence: Know More About Each Guest Right From The Start

When someone walks into your tasting room for the first time, you're starting with limited information. You don't know if they're a seasoned wine club member, a casual visitor, or someone who spends thousands of dollars at wineries every year.

Guest Intelligence changes that.

The moment a new guest books a reservation or checks in, your team can see key context about them, pulled from a network of opted-in wineries using nothing more than an email address.

Here's what you'll see for a first-time guest:

• Whether they're an active club member at another winery
• Whether they're local or visiting from out of town
• Their order count range from the current or previous year
• Their spend range for the current or previous year
• The number of other wineries they've visited

A guest who has visited five wineries this year and spent between $5,000 and $10,000 is a very different conversation than a first-time wine explorer. Your staff can walk in prepared, every time.

It's a network built on mutual benefit: participating wineries contribute data and get richer insights in return.

Guest Intelligence surfaces in Reservations, the POS, customer records, and everywhere the Insights panel appears.

SMS Opt-In: Build Your Subscriber List Where Your Customers Already Are

SMS is one of the highest-engagement channels available to wineries. But an effective SMS program starts with capturing consent at the right moments and doing it consistently.

SMS subscription status is captured and stored at every key moment in the customer journey. Guests see an opt-in checkbox during checkout, club signup, and reservation booking. Your list grows without any extra effort from your team.

Customers can manage their own SMS preferences from their account online. Once your list is built, you can segment by SMS subscription status in the query builder, through dynamic customer tags, in WinePulse, and in customer exports.

SMS Opt-In integrates directly with RedChirp.

Likes & Dislikes: Capture What Your Customers Actually Love

Purchase data tells you what someone bought. It doesn't tell you if they liked it.

With Likes & Dislikes, customers can rate their past purchases with a thumbs up or thumbs down directly from their account on your website. Those ratings are stored on their profile and surface in the Insights panel across Admin, Reservations, and the POS, so your staff always has real preference data when making a recommendation.

Every rating also feeds directly into the Personalization Engine, which powers product recommendations on your website and custom subscription shipments. The engine has always learned from purchase history. Now it learns from stated preferences too, and the recommendations get sharper as a result.

The more customers engage, the smarter the platform becomes. Staff make recommendations with confidence. Marketing gets more relevant. And the entire experience feels more personal, because it actually is.

Guest Intelligence, SMS Opt-In, and Likes & Dislikes each add a new layer of customer data. Together, they give your team more to work with at every stage of the customer journey.

Ready to capture richer data across every customer interaction? Book a time to chat with our team.