PreferencePro On-Boarding

1
Primary Marketing Contact* This field is required.Please enter the name of the person who will be working with PreferencePro most often.
First Name
Last Name
Company Name
City
State
Email address
Phone number
No
Please Select
No
Yes
Do you want to add additional team members now?
2
Add Additional Team Members HereYour new PreferencePro account supports up to 4 additional team members at no extra charge. The team members listed below will receive an invitation to activate their accounts prior to launch
Name
Email address
Name
Email address
Name
Email address
Name
Email address
3
Technical Contact for DNS Management* This field is required.Our set-up process generates important validation codes that must be placed in your DNS record for maximum deliverability. You VinterActive Customer Advisor will work with your technical contact to complete this task.
Technical Contact Name
Technical Contact Email
Technical Contact Phone
4
What brand of commerce system will you be integrating with PreferencePro* This field is required.
Please select your commerce solution
Please select your commerce solution
Commerce7
SecureWineShop
WineDirect
Other
None
5
Commerce7 users can integrate with PreferencePro by EITHER adding VinterActive as a POS administrator with data access privileges OR sharing your Commerce7 admin credentials.* This field is required.
Adding VinterActive as a Commerce7 administrator with data access privileges
Sharing your Commerce7 admin credentials with VinterActive
6
Sharing Your Commerce System's Admin Credentials* This field is required.To share your commerce system's admin credentials, please answer these questions. This confidential information will only be used to link you commerce system with PreferencePro.
POS Admin Username
POS Admin Password
Tenant ID (Commerce7 users only)
POS integration notes (optional)
7
Which automated wine marketing campaigns do you wish to activate prior to launch?
Newsletter Subscriber "Thanks"
New Club Member Welcome Sequence
Birthday/Anniversary Greetings
Post-Purchase Sequence
Abandoned Cart Reminder
Automated Customer Re-Engagement
None
Other
8
Customized Email Masthead (Optional)Our default email format will use logo artwork from your current website. If you want your email messages to include a different logo/masthead treatment, please upload it here.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
PNG or JPG formats preferred
Cancelof
9
Custom Email Branding* This field is required.This is your chance to set who your messages will be sent from and who will be receiving customer replies. You can also edit these values after your system is active.
Name of your winery/wine store (required)
The email address you'll be sending from (required)
If you want email replies sent to a different address, enter it here (optional)
Additional email branding requests (optional)
10
Import Your Existing Email Marketing List (Optional)This is your chance to upload your existing email lists to PreferencePro. Include all data fields you wish to import.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
.XLS or .CSV file format preferred
Cancelof
11
After completing this form, we'll have your newly customized email marketing system ready for your review in 7 days or less. When would you'd like to schedule your Launch Meeting, including training on your new PreferencePro system?
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