MET - Maintain Emails & Texts, Communication Template Maintenance
- Tim` Smith (Unlicensed)
- Ernie Veniegas
- Danielle Chamberlain
Introduction
Use MET to define, maintain, and manage the content of the system's outgoing email and SMS text messages. Outgoing messages can be triggered automatically by activity from the online shopping cart or manually by the winery staff.
PSSCM.MET consolidates two older menu options to centralize template maintenance. Centralization enables better management of all outgoing communications, promotes content consistency, and increases ease of use.
Table of Contents
Video Overview
Coming soon...
Where to find it
Feature Overview
The MET system provides automated email and SMS text support for order processing, wine club, and reservation activities. Miscellaneous CRM email provides a simple and efficient mechanism for generating communication to a segment of customers.
- Order templates are defined by tasting room and register. Outbound messages use templates that match the specific tasting room and register of the transaction. For example, Reg-$ for Club transactions, Reg- 1-9 or A-Z for tasting room transactions, back-office transactions or those completed by the shopping cart.
- Wine Club membership templates are defined by tasting room, wine club code, wine preference code(s), and club shipping code. Outbound messages use templates that match the specific properties of the membership record. Wine preference enables you to send welcome emails specific to the member's level of participation. Club shipping enables you to send welcome emails that speak to a member's participation in a WILL CALL/Pick-Up program. Club, Preference, and Club Shipping codes also enable you to craft messages specific to your programs instead of having to use data "TAGS" that often contain descriptions that are not meant to be customer-facing.
- Reservation templates are defined by tasting room and EVM event.
- Customer templates require only a customer number. CRM supports saving multiple Miscellaneous emails instead of only having one.
Add Template Wizard
MET guides users through the process of creating new template via its Add Template Wizard. The Wizard displays windows as appropriate to the type of template being created. Edits ensure required data is collected to assure proper template selection. Edits ensure that duplicate templates are not created. Navigation keys allow you to go back and forward to change specified parameters as required.
MET Screens & Examples
 | MET Main Interface | The central maintenance panel | |||||||||||||||||||||||||||||||||
 | MET Navigation | Use to control display and launch MET functions. | |||||||||||||||||||||||||||||||||
 | Template Grid Detail | Fields used to qualify a template's selection during output, as applicable | |||||||||||||||||||||||||||||||||
 | Add Template Wizard
| Use to specify the activity that will trigger output. For example, a Club Join or Order Confirmation. |  | ||||||||||||||||||||||||||||||||
 | Add Template Wizard
| Use to specify the tasting room and register. Orders and club communications use matching templates if specified. |  | ||||||||||||||||||||||||||||||||
| Add Template Wizard
| Use to specify the precise combination of wine club, wine preference or preferences, and optional club shipping code. The MET template that exactly matches how the membership is defined is selected for use. AND Preference, not OR NOTE: A list of selected Wine Preferences is evaluated as an AND condition, not OR. For example, Pref A AND Pref B AND Pref C.) If specifying multiple preferences, MET will only use the template for a membership having the exact combination of selected preferences. Sample membership properties and potentially required MET Templates.
We recommend that you define and use special "Catch-All" templates. This will ensure that a generic template exists for all combination of trigger data elements.
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| Email Addressing
| Use to specify who the email is FROM: and what email addresses to copy or blind copy. FROM: email supports "vanity" or Familiar names. |
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| Content Editor
| Used to craft the content of outgoing communications. Used to define "Preview Text." For more information on how this is used, click here. In-line insertion of template [TAGS]. |
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Output Triggers
A trigger is an activity that can be set up to generate an email or text output. Activities are performed explicitly by winery staff or automatically, following an activity in the Shopping Cart.
| Object | Trigger | Definition | From where triggered... | Supported by ... |
|---|---|---|---|---|
| Order | Send Receipt | Receipt-format confirmation of a transaction |
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| Order | Send Invoice | Invoice-format confirmation of a transaction |
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| Order | Approved Card | Notification of successful payment processing |
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| Order | Declined Card | Notification of unsuccessful payment processing |
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Order or Customer | Expired/Expiring Card | Notification of expired or expiring payment card |
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| Order | Order Confirmation | Notification of order processing |
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| Order | Shipment Confirmation | Notification of order shipment |
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| Order | Convert Will Call order to SHIP | Notification that an unclaimed WILL CALL/PICKUP order is being converted to Shipping |
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| Membership | Joined Club | Confirmation of wine club enrollment |
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| Membership | Gift Membership (Giver) | Confirmation to the giver of a Gifted Wine Club |
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| Membership | Gift Membership (Recipient) | Confirmation to the recipient of a Gifted Wine Club |
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| Membership | Canceled Club | Confirmation of Club Cancellation |
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| Membership | Miscellaneous Club Email | A collection of ad hoc email message templates defined by the end-user |
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| Customer | Miscellaneous CRM Email | A collection of ad hoc email message templates defined by the end-user |
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| Order | Miscellaneous ORM Email | A collection of ad hoc email message templates defined by the end-user |
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| Order | Reservation Confirmation | Confirmation of a reservation booked by the EVM Event Management System |
| SMS Text* |
| Customer | Password Request | Response to a consumer request for a password |
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| Customer | Account Changed | Notification that account information was updated online |
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| Customer | Join Email-Only List | Confirmation of subscription to an email list |
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| Customer | New Account | Confirmation of new account creation |
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SMS Text message support is only available for reservations made by the EVM Event Management System. |
Optionally, the content of miscellaneous emails can be saved as a contact attachment when customer contacts are created during the send-email process. Please refer to ZZZ Central Table setting SAVEATTMT. |
Templates grouped by Data Object Type
The table below groups available templates according to the type of data that triggers their output.
| Object Type | Templates / Triggers | From where triggered... |
|---|---|---|
| Customer |
| Shopping Cart CRM - Customer Management
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| Membership |
| Club Maintenance
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| Order |
| ORM - Order Management
Touchscreen
CRM - Customer Management
MCC - Maintain Customer Contacts
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| Reservation |
| Shopping Cart EVM - Event Management
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Required Data Elements by Trigger
The table below illustrates previous and new data elements that can be used to qualify defined templates.
Click on image to enlarge view.
List of [Tags] by Template
The table below contain a list of tags and their availability in each MET template.
As of August 2022
The tags highlighted in rose above are obsolete and should not be used. We incorporated the information they contain into the new HTML template itself. Using obsolete tags will result in email messages with repeating information: data from the obsolete tag repeats data automatically incorporated into the template. Templates and cells highlighted in yellow identify where data redundancy will occur.
Which order-related MET template uses which HTML Template (PsOrmOrder versus PsOrmDefault)
Use PsOrmOrder templates:
- Send Receipt (TCH)
- Send Invoice (TCH)
- Order Confirmation from Cart
- Approved Card (ORM)
Use PsOrmDefault template:
- Declined Card (ORM)
- Expired Card / Expiring Card (ORM & CRM)
- Convert Club Will Call to Ship Order (ORM)
- Order Confirmation (ORM)
- Shipment Confirmation (ORM)
- Miscellaneous ORM Email (ORM)
Sample of HTML Order Template as of July 2020
Sample of an order set up for regular shipping.
Sample of an order set up for WILL CALL pick up at the winery.
Sample of an order showing applied coupons.
