Marketing

Engage and communicate with your audience

Jordan Gilman avatar Frank Calabrese avatar Iswarya Sekar avatar +1
80 articles in this collection
Written by Jordan Gilman, Frank Calabrese, Iswarya Sekar and 1 other
Automation

Automated campaigns

Campaigns allow you to automatically send a follow-up activity to your customer once they have completed a task.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Enable a Webhook to Automatically Tag a Person with an Attribute

You can trigger a webhook to automatically attach an attribute to the person's profile.
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Written by Jordan Gilman
Updated over a week ago

Send email after check in

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Written by Jordan Gilman
Updated over a week ago

Leverage our New Webhook Authentication Engine - Enabling You to Send Your Data to Any System Using OAUTH

You are no longer limited to the systems you can post webhooks to, you can now include any system that requires an OAUTH and refresh.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Setup a SSO Experience for Members from Your App to Ours

This post will show you how to configure a single sign on (SSO) experience so your app or external site can auto-login the user.
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Written by Frank Calabrese
Updated over a week ago

Send a Notification, Trigger a Campaign, Webhook or Alert When Someone Updates their CRM Profile, Membership or Subscription

You can trigger automation when someone's profile is updated or specifically when they update themselves. As well when their subscription..
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Kick Off a Campaign when After an Appointment/Reservation is Over

Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Webhook Engine

With PeopleVine Webhooks, you can sync every touchpoint with your existing systems to keep your legacy platforms updated in real-time...
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Written by Jordan Gilman
Updated over a week ago
Content Management

Update contact info on the Contact Us page

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Written by Jordan Gilman
Updated over a week ago

Setting Up a Default Notification Template for Emails

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Written by Jordan Gilman
Updated over a week ago

Use SAML based SSO Login for Your Website or App

You can leverage our /login/sso to get started with signing into your member portal with one-click SSO.
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Written by Jordan Gilman
Updated over a week ago

Hide Your Default Account Nav

We 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.
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Written by Jordan Gilman
Updated over a week ago

Add personalization to a newsletter

Add personalization to a newsletter by adding customer info and other variables
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Setup FAQs

Add in frequently asked questions to your website
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Written by Jordan Gilman
Updated over a week ago

How do I leverage a full-screen layout for my landing pages and ensure it works for out of the box pages?

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Written by Jordan Gilman
Updated over a week ago

Feature Attributes in Your Customer Attribute List

You can bring certain attributes to the top by prefixing it with ### (3 hashtag symbols)...
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Written by Frank Calabrese
Updated over a week ago

Run Your Blog on Peoplevine

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Written by Jordan Gilman
Updated over a week ago

Add a content snippet to the My Account menu for businesses

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Written by Jordan Gilman
Updated over a week ago

How does the My Account section work?

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Written by Jordan Gilman
Updated over a week ago

Categorize blog posts

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Written by Jordan Gilman
Updated over a week ago

Create a Short URL and Track Visits

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Written by Jordan Gilman
Updated over a week ago

Control the navigation for the account menu

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Written by Jordan Gilman
Updated over a week ago

Add Announcements to the Member Portal

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Written by Jordan Gilman
Updated over a week ago

Update the website navigation

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Written by Jordan Gilman
Updated over a week ago

Skip the Password for Quicker Checkout

Don't feel like requiring your people to setup a password, no worries, you can bypass the password while requiring them to get .....
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Written by Jordan Gilman
Updated over a week ago

Mask default URLs

Create 'vanity' URLs to mask the auto-generated ones in Peoplevine
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Written by Jordan Gilman
Updated over a week ago

Setting up Business Attributes to Build a Robust Profile

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Written by Jordan Gilman
Updated over a week ago

How to Setup a Magic Link Login for Your Members who Forget Their Password

You can setup a magic link login form so it's only one-click for your members to access their account.
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Written by Frank Calabrese
Updated over a week ago

Landing Pages and Web Layouts

Now that you've changed up the design and tested your new site, follow these steps to make it live.
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Written by Jordan Gilman
Updated over a week ago

Update Item Permissions w/ Permission Push

Permission Push allows you to quickly update and override permissions for content, schedulers and more. Please use with extreme caution.
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Written by Jordan Gilman
Updated over a week ago

Allow Companies and Partners to Sign Up Directly for your Business Directory

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Written by Jordan Gilman
Updated over a week ago

Apply Your Branding to a Header & Footer

Apply Your Branding to a Header & Footer
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Written by Jordan Gilman
Updated over a week ago

Create your first page layout

With our hosting abilities comes custom page layouts. These are useful for quickly creating content and keeping your website consistent.
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Written by Jordan Gilman
Updated over a week ago

Override Out of the Box Pages with Custom Pages

You can replace our out of the box pages with custom pages running HAPI.
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Written by Jordan Gilman
Updated over a week ago

How can I hide or show content, links, etc. when someone is a member, authenticated or a business owner?

Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Customize the Page Where Your Members Download their Membership Card

Leverage this template to customize your /account/membership/# page with a custom template.
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Revert back to a previous version of a page

Undo changes made to a content page
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Leverage a Wordpress theme

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Written by Jordan Gilman
Updated over a week ago

Add a custom favicon

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Written by Jordan Gilman
Updated over a week ago

Add Permissions to Your Pages and Experiences

Learn how to add a set of permissions to prevent the public from viewing specific pages.
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Written by Jordan Gilman
Updated over a week ago

Build a Landing Page in Peoplevine

Learn how to setup a landing page in PeopleVine using the builder or your own HTML.
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Written by Jordan Gilman
Updated over a week ago

Add personalization to a content page

Add personalization to a content page by adding customer info
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Out of the Box - Search Page

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Written by Jordan Gilman
Updated over a week ago

Setup an "Terms & Conditions" Page

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Written by Jordan Gilman
Updated over a week ago

Create a custom landing page

This article will show you how to create a custom page and setting it as the landing page when a user completes an action.
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Written by Frank Calabrese
Updated over a week ago

Add a Survey/Form to Your Landing Page

Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Setting Up Content Contributors to Allow Others to Manage Content on Your Site

Through the portal, you can give people access to modify specific (permission controlled) items to make changes.
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Written by Jordan Gilman
Updated over a week ago

Adding a Google Verification HTML Page

There are several ways to verify your website with Google, one of which requires you to upload an html file to your server.
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Written by Jordan Gilman
Updated over a week ago

Use our Gallery Slider to Sift Through Blocks of Content

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Written by Jordan Gilman
Updated over a week ago

Submit to Search Engines

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Written by Jordan Gilman
Updated over a week ago

Make your site Google-friendly (SEO)

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Written by Jordan Gilman
Updated over a week ago

Make your site Bing-friendly (SEO)

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Written by Jordan Gilman
Updated over a week ago

Google Analytics

How to Add Google Analytics and other tracking tags to all your pages.
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Written by Jordan Gilman
Updated over a week ago

Social Media

Draft and schedule posts for Facebook and Twitter, and create social monitors from Connect>Social
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Written by Jordan Gilman
Updated over a week ago

Facebook capabilities

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Written by Jordan Gilman
Updated over a week ago

Add a content snippet to the My Account menu for customers

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Written by Jordan Gilman
Updated over a week ago
Newsletters

Newsletters: Overview

Use the Connect dashboard to design, select and send communication to your database
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Written by Tuba Gursoy
Updated over a week ago

Send a Notification (E-mail or SMS) when an Application Status is changed

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Written by Jordan Gilman
Updated over a week ago

Create a newsletter template

You can take an existing newsletter, copy and paste the source and use this to create a new template.
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Written by Frank Calabrese
Updated over a week ago

Add a New Send From or Reply To for Your Newsletters

See how to enable certain e-mail addresses to be used as a sender/reply-to address when sending newsletters and e-mail notifications.
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Written by Frank Calabrese
Updated over a week ago

How do I prevent my newsletters and emails from going to spam? - Delivery Settings

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Written by Jordan Gilman
Updated over a week ago

How to send a newsletter to specific people in PeopleVine.

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Written by Jordan Gilman
Updated over a week ago

Send Your Message with Importance - Ensure People Who Opted Out get Important Emails

We know there are messages that are important to communicate with your members, so we've enabled the ability to send directly to ....
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Written by Jordan Gilman
Updated over a week ago

Including variables in your Subject line

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Written by Jordan Gilman
Updated over a week ago

Newsletter Template for Survey Responses

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Written by Jordan Gilman
Updated over a week ago

Setup an Instant Notifications

Setup an Instant Notification when someone completes an action
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Written by Jordan Gilman
Updated over a week ago

Resend an E-mail/Newsletter to Someone Individually and include cc.

You can use the Send Email feature on the CRM to send an e-mail directly to a person, using an existing template.
Frank Calabrese avatar
Written by Frank Calabrese
Updated over a week ago

Send Your Newsletters From Another Email Address or On Behalf of an Employee

By default you can send emails from your Company Profile's email address, but learn how you can send from different ones.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago