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Marketing
Engage and communicate with your audience
78 articles
MarketingConnect to your audience through our marketing dashboard and utilise automation tools to make life easier
SEOPeopleVine provides you with the tools to improve your SEO across every component in our platform.
Triggered EmailsAutomate communication with members based on actions within Peoplevine
Send an Email or SMSSending an Email or SMS as soon as an action occurs.
Building Custom Newsletters on Peoplevine
Adding Permissions to Viewing a Directory Profile
Automated campaignsCampaigns allow you to automatically send a follow-up activity to your customer once they have completed a task.
Enable a Webhook to Automatically Tag a Person with an AttributeYou can trigger a webhook to automatically attach an attribute to the person's profile.
Send email after check in
Leverage our New Webhook Authentication Engine - Enabling You to Send Your Data to Any System Using OAUTHYou are no longer limited to the systems you can post webhooks to, you can now include any system that requires an OAUTH and refresh.
Setup a SSO Experience for Members from Your App to OursThis post will show you how to configure a single sign on (SSO) experience so your app or external site can auto-login the user.
Send a Notification, Trigger a Campaign, Webhook or Alert When Someone Updates their CRM Profile, Membership or SubscriptionYou can trigger automation when someone's profile is updated or specifically when they update themselves. As well when their subscription..
Kick Off a Campaign when After an Appointment/Reservation is Over
Webhook EngineWith PeopleVine Webhooks, you can sync every touchpoint with your existing systems to keep your legacy platforms updated in real-time...
Setting up an Attribute Tagged CampaignLearn how to use PeopleVine for Setting up an Attribute Tagged Campaign
Triggered emails
Update contact info on the Contact Us page
Setting Up a Default Notification Template for Emails
Use SAML based SSO Login for Your Website or AppYou can leverage our /login/sso to get started with signing into your member portal with one-click SSO.
Hide Your Default Account NavWe added a default account navigation that expands as people engage more, but we also give you the option to remove it to place your own.
Add personalization to a newsletterAdd personalization to a newsletter by adding customer info and other variables
Setup FAQsAdd in frequently asked questions to your website
How do I leverage a full-screen layout for my landing pages and ensure it works for out of the box pages?
Run Your Blog on Peoplevine
Add a content snippet to the My Account menu for businesses
How does the My Account section work?
Categorize blog posts
Control the navigation for the account menu
Create a Short URL and Track Visits
Update the website navigation
Mask default URLsCreate 'vanity' URLs to mask the auto-generated ones in Peoplevine
Setting up Business Attributes to Build a Robust Profile
Landing Pages and Web LayoutsNow that you've changed up the design and tested your new site, follow these steps to make it live.
Update Item Permissions w/ Permission PushPermission Push allows you to quickly update and override permissions for content, schedulers and more. Please use with extreme caution.
Allow Companies and Partners to Sign Up Directly for your Business Directory
Apply Your Branding to a Header & FooterApply Your Branding to a Header & Footer
Create your first page layoutWith our hosting abilities comes custom page layouts. These are useful for quickly creating content and keeping your website consistent.
Override Out of the Box Pages with Custom PagesYou can replace our out of the box pages with custom pages running HAPI.
How can I hide or show content, links, etc. when someone is a member, authenticated or a business owner?
Customize the Page Where Your Members Download their Membership CardLeverage this template to customize your /account/membership/# page with a custom template.
Revert back to a previous version of a pageUndo changes made to a content page
Leverage a Wordpress theme
Add a custom favicon
Add Permissions to Your Pages and ExperiencesLearn how to add a set of permissions to prevent the public from viewing specific pages.
Build a Landing Page in PeoplevineLearn how to setup a landing page in PeopleVine using the builder or your own HTML.
Add personalization to a content pageAdd personalization to a content page by adding customer info
Out of the Box - Search Page
Setup an "Terms & Conditions" Page
Setting Up Content Contributors to Allow Others to Manage Content on Your SiteThrough the portal, you can give people access to modify specific (permission controlled) items to make changes.
Adding a Google Verification HTML PageThere are several ways to verify your website with Google, one of which requires you to upload an html file to your server.
Use our Gallery Slider to Sift Through Blocks of Content
Submit to Search Engines
Make your site Google-friendly (SEO)
Make your site Bing-friendly (SEO)
Google AnalyticsHow to Add Google Analytics and other tracking tags to all your pages.
Social MediaDraft and schedule posts for Facebook and Twitter, and create social monitors from Connect>Social
Facebook capabilities
Add a content snippet to the My Account menu for customers