One of the first sections of PeopleVine you will want to set up is your general company settings because many of these settings affect other features in PeopleVine.

Company Profile

How to change company details

SMS Setup

How to Setup a Long Code Outgoing Number

How to Setup a Custom SMS Gateway

Payment Processors

Setting Up a Default Payment Processor

Setting Up a Secondary Payment Processor

Platform Settings

Integrated Platforms

Company Profile

Your company profile will allow PeopleVine to build custom passes for your people. The information you provide here will also help your people contact you or learn more about your company.

To update your company profile follow these steps:

  1. Click on your company name in the top left corner.

  2. 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

  • About Your Company: Enter a description of your company that will be displayed on the back of every pass.

  • 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.

4. Fill out Contact & Social Information.

5. Fill out Company Identification to personalize the look of your passes.

6. Once you are satisfied, click Update Profile.

SMS Setup

If you would like to contact your people via text message, you will need to set up your SMS Outgoing Number.

You will need to set up a Long Code Outgoing Number. This will be a standard 10-digit phone number with an area code of your choice. There is no additional charge and you can start sending messages the day you set it up.

How to Set Up a Long Code Outgoing Number

  1. 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.

Please note, you will be charged for one TouchPoint per minute of calls that are forwarded.

7. Once you are satisfied, click Use This Number.

Payment Processors

PeopleVine is ready to start accepting payments as soon as you set up your payment processor. We are integrated with your favorite payment processors to make setup easy.

There are several places in the PeopleVine platform where you may need to accept payments from your customers. These include:

  • eCommerce

  • Recurring Billing & Transactions

  • Events & Ticketing

  • Appointments & Reservations

  • Donations

Setting Up a Default Payment Processor

  1. Click on your company name in the top left corner.

  2. Navigate to Settings & Tools and click Payment Processor.

  3. Click Register Payment Processor.

4. Select Default Payment Provider under Activate Payment Processor.

5. Next, select the Payment Processor you want to use.

6. Depending on the Payment Processor you choose, you will need different keys or codes to connect PeopleVine to the processor. To learn where to find these keys, check out the article for your payment processor below:

United States

CardConnect (Debit/Credit & ACH)

Authorize.net (Debit/Credit & ACH)

Stripe (Debit/Credit Card Only)

Europe/Middle East/Asia

GoCardless (ACH/Direct Debit Only)

Stripe (Debit/Credit Card Only)

For POS System Transactions Only

Square (Debit/Credit Card Only)

Toast POS (Debit/Credit Card Only)*

*Contact Support to Connect to Toast POS

**Any POS system not listed here will use the third-party

payment processor first but if this is not set up, it will go to the default.

Once you have the keys or codes, enter them into the proper fields.

8. If applicable, choose which card types you will accept.

9. Enter the company name you would like to appear on your member's billing statements.

10. Choose the payment types you would like to accept.

11. Once you are satisfied with the settings, click Create Processor.

Platform Settings

Platform settings allow you to customize PeopleVine for your company. Here, you can customize transactions (with authorization and tax amounts), the directory, subscriptions, memberships as well as other parts of the software. Be sure to check out all the settings that are available.

  1. 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 PeopleVine for your company.

4. Once you are satisfied, click Save.

Integrated Platforms

PeopleVine has integrations with a variety of different platforms to provide you a seamless experience. Follow the steps below to set these up.

  1. Click on your company name in the top left corner.

2. Navigate to Settings & Tools and click Integrated Platforms.

3. Choose the software you would like to integrate.

4. Each software had different requirements to successfully connect it to PeopleVine. Please contact your customer service manager if you need help setting any of these integrations up.

POS & Hospitality

  • SevenRooms

  • Omnivore

  • NCR Silver Pro

  • Toast

  • Square

Property Management Systems (PMS)

  • MEWS - coming soon

  • Oracle Opera - coming soon

CRM

  • Act! CRM

  • Salesforce

  • Salesforce Marketing Cloud*

  • RAMCO AMS

Commerce

  • Amazon

  • eBay

Shipping & Delivery

  • UPS

  • FedEx

  • USPS

  • PostMates

  • ShipStation

  • XPS Shipping

Social

  • Facebook

  • Twitter

Accounting

  • QuickBooks Online

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