Mastering Promotion Sets

January 20, 2022

For wineries, the tasting room isn’t just a space to pour wine—it’s where customer relationships begin. Collecting email addresses is a vital first step in converting casual visitors into loyal club members and repeat buyers. Yet, many wineries treat this step as an afterthought, leaving significant revenue on the table.

The numbers don’t lie: wineries with high email capture rates consistently see higher online sales and club memberships. By making email collection a strategic priority, you can unlock untapped potential for your winery. In this blog, we’ll explore why email capture matters and provide actionable strategies—complete with scripts—to ensure your tasting room becomes a hub for customer engagement.

The Case for Collecting Emails: The Numbers Don’t Lie

Remarketing is essential to growing your sales, and collecting email addresses is where it all begins. Here’s why this simple step matters:

  • Path to Club Membership: On average, a customer makes 4.5 orders before committing to a club membership. Without their email, you can’t guide them through that journey.
  • Boosted Online Sales: High email capture rates drive online sales:
    • Wineries with a 70% email capture rate generate 78 cents online for every $1 sold in the tasting room.
    • Meanwhile, those with a 5% capture rate sell just 18 cents online for every $1.
  • 24% of emails captured in the tasting room will make an online purchase and 14% will become club members.

Despite these compelling benefits, the average email capture rate in tasting rooms is 30%, meaning 70% of orders are processed as "Guest Customers," leaving revenue potential untapped.

Enticing Customers: Make Email Collection Irresistible

Customers are more likely to share their email if there’s an immediate benefit. By offering enticing incentives, you can make email collection a natural part of their tasting room experience.

1. Offer Discounts

Providing discounts for first-time customers is a simple yet effective strategy:

  • 10% Discount on order: Offer 10% off their purchase when they provide their email.
  • $5 off each tasting: For guests doing a tasting, you can offer a $5 discount for each tasting. If it's a group tasting, try to collect an email from every guest to qualify for the $5 off.

2. Promote Email Receipts

Many customers prefer email receipts over paper ones—it’s eco-friendly and convenient. Commerce7 POS has an email receipt option in the last step of the checkout process.

3. Introduce Loyalty Points

Loyalty programs are a fantastic way to encourage repeat purchases and account creation. Customers can earn points for every dollar spent, redeemable for future rewards. Commerce7's Loyalty feature has the option to award points on account creation - make sure to enable this and let your guest know about the offer.

  • Highlight the benefits: “With every purchase, you’ll earn points that add up quickly. It’s free to join and we will give you 500 points right off the bat!”

4. Create Fun Contests

Raffle prizes are a fun way to engage customers and capture emails. Offer a high-value prize, like a six-bottle case of wine or an experience for two at the winery.

  • Fill up a large glass jar with wine corks and set up a contest to guess how many corks are in the jar. Print paper forms asking for name, email address, and their guess. Guests will fill these out and drop their guess in a box for a chance to win a prize.

Train Your Team: Equip Staff for Success

Your tasting room staff are the key to collecting email addresses. Proper training and knowing what to say can help them seamlessly integrate this step into every interaction.

It’s essential to explain to your team why email collection is a priority. Help them understand it’s not just about hitting targets—it’s about building long-term relationships with customers and growing the winery’s success.

Give your staff specific scripts to use in common situations. Commerce7 POS allows you to start a cart by adding items or adding a customer. Build a habit of adding the customer first. Always start the interaction by asking "Do you have an account with us?" If not, here are some ideas on how to proceed:

At Checkout:

  • “Can I get your email address? If you create an account, you’ll receive 10% off today’s order.”
  • “By signing up with your email, you’ll start earning loyalty points on all purchases. It’s free, and rewards add up quickly! You will earn 740 points on this purchase plus we give you 500 bonus points for creating an account”
  • “Would you like your receipt emailed to you? It’s better for the environment and keeps you updated on exclusive offers.”

During Tastings:
Tastings often involve groups, which presents a unique opportunity to collect multiple emails:

  • “We’re offering $5 off today’s tasting for each person who signs up for our mailing list. Just provide your email, and we’ll apply the discount to your tasting.”
  • “We’d love to keep in touch about upcoming events and special offers. Can we get your email address? Signing up also enters you into our raffle for a six-bottle case!”

Measure Progress and Set Goals

To ensure success, it’s important to track your progress and set measurable targets:

1. Analyze POS Data

Use your POS system to calculate the percentage of orders processed with email addresses versus those as Guest Customers. Share this data with your team and use it as a motivator to improve.

2. Run Customer Queries

In Commerce7, create a Customer Query using the “Created At” date condition to track how many new contacts you’ve added over time. Compare these numbers to previous years and set realistic growth targets.

3. Incentivize Staff

Motivating your team is essential to making email collection a consistent practice. Offer rewards to keep them engaged:

  • Bonuses for tasting room manager when email capture targets are met.
  • Team-wide celebrations, such as a party or free wine bottles, for achieving group goals.
  • Recognition during team meetings to celebrate wins and encourage continuous improvement.

Why Email Collection Is More Than a Task

Collecting email addresses isn’t just about increasing numbers—it’s about creating opportunities to build relationships and drive future engagement. With the right strategy, training, and incentives, your tasting room can become the starting point for long-term customer loyalty.

By enticing customers with meaningful rewards, equipping your team with scripts, and tracking your progress, you can transform email collection from an afterthought into a cornerstone of your winery’s success. Start today, and watch your customer base—and your sales—grow. Cheers to building connections, one email at a time!

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