The company settings impact the currency that is shown to your internal users throughout the platform; the default timezone and the icon that is shown in a digital membership card once it is downloaded to a digital wallet.
Your onboarding team will configure these when you first join Peoplevine but you may wish to change them at any time post-onboarding.
Your company profile
Your company profile
To update your company profile follow these steps:
Click on your company name in the top left corner.
Navigate to Settings & Tools and click Company Profile.
3. Fill out Company Information
Company Name: This will be displayed on your passes so type it in how you would like to see it displayed.
Company Address: This should be the address of your main location for location-based coupons
Additional Line: this text will display on the footer of every invoice that will be generated by the platform.
About Your Company: Enter a description of your company that will be displayed on the back of every digital pass.
Choose your default timezone.
Choose your default language, currency and telephone code.
Additional options:
Option to Track Anonymous Web Activity: If you check this box, Peoplevine will log anonymous website activity by tracking both IP addresses and unique session IDs. Please note, that even if this box is unchecked but a person is logged into your website or otherwise identified through a conversation, Peoplevine will still track this activity.
Enable two-factor authentication: if selected, this will send internal users of the platform an email or an SMS where a mobile number was entered in their user set up, a numeric digit, which can be used as part of 2FA.
The email address that is used under the 'contact & social information' section, will become the default email address used to send newsletters and passes to your guests and members.
Setup SMS
Setup SMS
To send SMS to your guests and members, you will first need an account with Twilio. When clicking on SMS Provider, we will prompt you for your Twilio API Keys.
To get started:
you will need to sign up for a new Twilio account at https://twilio.com.
Once you've signed up, add a credit card and activate to a regular account. This will allow you to send to people other than yourself.
You will need the API keys to activate with PV. To get your API Keys, login to the Twilio Console and go to your Account Dashboard.
Here you'll see your ACCOUNT SID with an arrow pointing down.
Click on that arrow to reveal both your SID and Token.
You will need to click the copy button and copy each of these keys into the Peoplevine system.
Start by going to the Integrated Platforms section. Find SMS Providera nd click to add the credentials.
Then select the provider (in this case Twilio).
Enter the SID in the Account ID field and the Secret in the Auth Token space.
Click on Add SMS Gateway and now when setting up a phone number, sending out messages and receiving messages, we will use your Twilio account.
How to Set Up a Long Code Outgoing Number
Once the above has been completed, click on your company name in the top left corner.
2. Click on SMS Setup.
3. Navigate to Sending Method and choose Long Code
4. Search the area code you would like your outgoing number to start with.
5. Choose your preferred phone number.
6. If you would like to forward any incoming calls to a different number, check the box next to "Yes, forward incoming calls to me." Add the number you would like calls forwarded to in the box below.
If you would like to display the caller's number as the caller ID for forwarded calls, check the box.
7. Once you are satisfied, click Use This Number.
Getting started with payment processors
Getting started with payment processors
Peoplevine is designed to seamlessly accept payments once you've set up your preferred payment processor. Our platform integrates with popular payment processors to ensure a straightforward setup process.
In the Peoplevine platform, you may need to process payments in various areas, including:
eCommerce
Recurring Billing & Transactions
Events & Ticketing
Appointments & Reservations
Connect a payment processor
Stripe
GoCardless
When connecting both accounts, please make sure that you use the email address and password used to register with either Stripe or GoCardless.
Customize platform settings
Customize platform settings
Platform settings allow you to tailor Peoplevine to fit your company's needs. Here, you can customize various aspects of the software, including:
Transactions (authorization and tax amounts)
Directory
Subscriptions
Memberships (ability for members to edit their name and profile photo)
Explore all the available settings to fully optimize your Peoplevine experience.
Click on your Company Name in the top left corner.
2. Navigate to Settings & Tools and click Platform Settings.
3. Scroll through all the settings to customize settings for your company.
4. Once you are satisfied, click Save.
Integrated Platforms
Integrated Platforms
Peoplevine integrates with a variety of platforms to ensure a seamless experience. Follow the steps below to set up these integrations:
Click on your company name in the top left corner.
Navigate to Settings & Tools and click Integrated Platforms.
Choose the software you would like to integrate.
Each software has different requirements for successful integration. If you need assistance, please contact our support team or your Onboarding Manager.