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.

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Central Table References

Video Overview

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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

Trigger

Use to specify the activity that will trigger output. For example, a Club Join or Order Confirmation.

Add Template Wizard

Tasting Room
Register

Use to specify the tasting room and register. Orders and club communications use matching templates if specified.

Add Template Wizard

Wine Club
Wine Preference or Combination of Preferences
Club Shipping Code

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.

Wine Club	Wine Preference	Club Shipping	MET Template
WC	RW2-Red & White		A
WC	RO2-Red Only		B
WC	WO2-White Only		C
WC	WO2-White Only	WILL CALL	D
WC	RO2 *AND* WO2		E
WC	ALL	ALL	F
ALL	ALL	ALL	G

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.

Template F would be used for Club WC when no MET template represents the membership's specific wine preference or club shipping combination.
Template G would be used when no MET template matches any properties of the membership.

Email Addressing

From Familiar Name
CC: and BCC:

Use to specify who the email is FROM: and what email addresses to copy or blind copy.

FROM: email supports "vanity" or Familiar names.

Content Editor

Subject Line
Preview Text

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].

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	After Touchscreen transaction	Email
Order	Send Invoice	Invoice-format confirmation of a transaction	After Touchscreen transaction In ORM Work with Checked In CRM Customer Profile In MCC Customer Contacts	Email
Order	Approved Card	Notification of successful payment processing	In ORM Work with Checked after Credit Card processing	Email
Order	Declined Card	Notification of unsuccessful payment processing	In ORM Work with Checked after Credit Card processing	Email
Order or Customer	Expired/Expiring Card	Notification of expired or expiring payment card	In ORM Work with Checked In CRM Work with Checked, Send Expired Card Email	Email
Order	Order Confirmation	Notification of order processing	In ORM Work with Checked Shopping Cart, after successful payment processing	Email
Order	Shipment Confirmation	Notification of order shipment	In ORM Work with Checked	Email
Order	Convert Will Call order to SHIP	Notification that an unclaimed WILL CALL/PICKUP order is being converted to Shipping	In ORM Work with Checked	Email
Membership	Joined Club	Confirmation of wine club enrollment	In CRM Wine Club Maintenance Shopping Cart, after joining a wine club	Email
Membership	Gift Membership (Giver)	Confirmation to the giver of a Gifted Wine Club	In CRM Wine Club Maintenance	Email
Membership	Gift Membership (Recipient)	Confirmation to the recipient of a Gifted Wine Club	In CRM Wine Club Maintenance	Email
Membership	Canceled Club	Confirmation of Club Cancellation	In CRM Wine Club Maintenance	Email
Membership	Miscellaneous Club Email	A collection of ad hoc email message templates defined by the end-user	In CRM Wine Club Maintenance	Email
Customer	Miscellaneous CRM Email	A collection of ad hoc email message templates defined by the end-user	In CRM Work with Checked	Email
Order	Miscellaneous ORM Email	A collection of ad hoc email message templates defined by the end-user	In ORM Work with Checked	Email
Order	Reservation Confirmation	Confirmation of a reservation booked by the EVM Event Management System	In EVM after booking a reservation Shopping Cart, after booking a reservation	Email SMS Text*
Customer	Password Request	Response to a consumer request for a password	Shopping Cart	Email
Customer	Account Changed	Notification that account information was updated online	Shopping Cart	Email
Customer	Join Email-Only List	Confirmation of subscription to an email list	Shopping Cart	Email
Customer	New Account	Confirmation of new account creation	Shopping Cart	Email

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	Account Changed Expired/Expiring Card Join Email-Only Mailing List Miscellaneous CRM Email New Account Password Request	Shopping Cart CRM - Customer Management
Membership	Canceled Club Gift Club (giver) Gift Club (recipient) Join Wine Club Miscellaneous Club Email	Club Maintenance
Order	Convert Will Call → Ship Declined Card Order Confirmation Expired Card Send Invoice Send Receipt Shipment Confirmation Miscellaneous ORM Email	ORM - Order Management Touchscreen CRM - Customer Management MCC - Maintain Customer Contacts
Reservation	Reservation Confirmation	Shopping Cart EVM - Event Management

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.

Introduction

Table of Contents

Video Overview

Where to find it

Feature Overview

Add Template Wizard

MET Screens & Examples

Output Triggers

Templates grouped by Data Object Type

Required Data Elements by Trigger

List of [Tags] by Template

Which order-related MET template uses which HTML Template (PsOrmOrder versus PsOrmDefault)

Sample of HTML Order Template as of July 2020

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