Setting Up Your Wine Club¶
Once you've completed the installation steps, this guide walks you through creating and configuring your wine club.
1. Create a Wine Club¶
Open the Tectalic Wine Club app in your Shopify admin and click Create Club.
Name and Type¶
- Enter a club name (e.g., "Build Your Own Case" or "Premium Reds Club")
- Select the club type — Choose Your Own or Curated
Not sure which club type to choose?
See Club Types for a detailed comparison of Choose Your Own and Curated clubs, including differences in customer experience, fulfillment, and pricing.
Frequencies and Case Sizes¶
All subscriptions use anniversary-date billing — the customer's first order is placed immediately at signup, and subsequent orders are billed according to their chosen frequency from that date. For example, a customer who signs up for a quarterly club on March 15th will be billed next on June 15th, then September 15th, and so on.
Seasonal clubs not supported
Season-based billing (e.g., shipping to all members at the same time each season) is not supported. All billing is based on each member's individual signup date.
Select the frequencies (e.g., quarterly, six-monthly) and case sizes (e.g., 6-pack, 12-pack) you'd like to offer. You can select multiple of each.
The app generates a combination for every frequency and case size pair. For example, selecting 2 frequencies and 2 case sizes creates 4 combinations:
| Quarterly | Six-Monthly | |
|---|---|---|
| 6-pack | 6-pack Quarterly | 6-pack Six-Monthly |
| 12-pack | 12-pack Quarterly | 12-pack Six-Monthly |
Enable the Combinations You Want to Offer¶
You don't have to offer every combination. Each combination has a checkbox — enable the ones you want to offer and leave the rest disabled. Disabled combinations are not shown to customers.
For example, you might enable "6-pack Quarterly" and "12-pack Six-Monthly" but leave the other two disabled, and offer different discount percentages and/or products for each.
Configure Each Combination¶
Expand each enabled combination to configure it individually. Every combination can have its own settings, displayed on your wine club signup page:
- Title — a display name shown to customers (defaults to the frequency and case size, e.g., "6-pack - Quarterly")
- Description — explain the offering, highlight benefits, or describe the selection
- Discount (%) — the member discount applied to this combination's price
- Image — an optional image shown in the signup widget
Add Products¶
Each enabled combination needs products — these should be individual bottle products, not whole cases. See Preparing Your Products for guidance on setting up your products for subscriptions.
How you add them depends on the club type:
Click Select Products to choose the wines that customers can pick from when building their case. You don't need to set quantities — customers decide how many of each wine to include.
You can also add products directly from Shopify's product page using the Purchase Options extension.
Click Select Products to choose the specific wines for this combination, then set the quantity for each wine. The quantities must add up to the case size.
For example, a 6-bottle curated combination might be: 2x Cabernet Sauvignon + 2x Pinot Noir + 2x Merlot.
A bottle counter shows your progress (e.g., "4/6 bottles configured") and confirms when the case is complete.
The app calculates and displays the retail price (sum of all products) and the club price (with the discount applied).
Different products per combination
Each combination can have a completely different product selection. For example, a "6-pack Quarterly" could feature everyday wines while a "12-pack Six-Monthly" showcases premium selections.
Once your club is live, see Managing Clubs for what you can and cannot change.
2. Publish Your Club¶
When you're happy with your club configuration, click Publish to make it available for signups. Clubs remain in Draft status until you publish them, and draft clubs do not appear in the signup widget.
Customers need the signup widget to join
Publishing a club makes it available, but customers can only sign up through the signup widget on your storefront. The next step in the getting started guide — Setting Up Your Landing Page — covers adding the widget to a page.
You can continue to edit most settings after publishing. See Managing Clubs for details on what can and cannot be changed.
3. Configure Delivery Methods¶
The app automatically offers the same delivery methods you already have configured for your store. These are managed in your Shopify admin under Settings > Shipping and delivery and can include:
| Method | Description |
|---|---|
| Shipping | Standard carrier shipping to the customer's address |
| Local Delivery | Delivery within a local area (you define the radius/zone) |
| Winery Pickup | Customer picks up from your location |
Customers choose their delivery method during signup. They can change it later through the customer portal or you can change it on their behalf from the subscription detail view.
Free Shipping for Members¶
You can offer free shipping to wine club members using Shopify's built-in discount features.
- In your Shopify admin, go to Discounts
- Create a new Automatic discount
- Set the discount type to Free shipping
- Under Purchase type, select Subscription
- Configure any additional conditions (e.g., minimum order amount)
- Save and activate the discount
This discount applies automatically at checkout and on recurring billing for wine club orders.
4. Set Up Member Discounts on One-Off Orders¶
You can offer wine club members an automatic discount on their regular (non-subscription) purchases. This is separate from the member discount that is already applied automatically to subscription orders.
- In your Shopify admin, go to Discounts
- Create a new automatic discount with the type Amount off order
- Set the discount value (e.g., Percentage, 20%)
- Set the purchase type to One-time purchase
- Under Eligibility, select Specific customer segments and choose your wine club segment (e.g., "Wine Club Subscribers")
The discount applies automatically at checkout for eligible members — no discount code required.
Subscription discounts are automatic
The member discount on subscription orders is configured when you create your club and applied automatically at checkout and on each billing cycle. The discount described here is for separate, one-off purchases only.
5. Review Policies¶
Before launching, review how you want to handle:
- Pausing: Will you allow members to pause their subscription?
- Cancellation: What is your cancellation policy?
- Skipping: Can members skip individual orders?
These actions are available through both the customer portal and your admin dashboard. See Customer Portal and Managing Subscriptions for details on each action.
6. Configure Email Settings¶
The app sends transactional emails to your customers on your behalf — including welcome messages, billing reminders, payment failures, and subscription changes. Configure the sender identity for these emails:
- In the Tectalic Wine Club app, go to Settings > Emails
- Configure the From name (e.g., your winery name)
- Configure the Reply-to email address
- Optionally upload your logo for email branding
See Settings > Email for all email configuration options, and Customer Emails for the full list of emails the app sends.