Peoplevine

Connect to your audience through our marketing dashboard and utilise automation tools to make life easier

Marketing

PeopleVine provides you with the tools to improve your SEO across every component in our platform. 

Automate communication with members based on actions within Peoplevine

Triggered Emails

Sending an Email or SMS as soon as an action occurs.

Send an Email or SMS

Tuba Gursoy

Jordan Gilman

Frank Calabrese

Engage and communicate with your audience

Campaigns allow you to automatically send a follow-up activity to your customer once they have completed a task.

Automated campaigns

You can trigger a webhook to automatically attach an attribute to the person's profile.

Enable a Webhook to Automatically Tag a Person with an Attribute

Send email after check in

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.

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

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.

Setup a SSO Experience for Members from Your App to Ours

You can trigger automation when someone's profile is updated or specifically when they update themselves. As well when their subscription..

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

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

With PeopleVine Webhooks, you can sync every touchpoint with your existing systems to keep your legacy platforms updated in real-time...

Webhook Engine

Automation

Update contact info on the Contact Us page

Setting Up a Default Notification Template for Emails

You can leverage our /login/sso to get started with signing into your member portal with one-click SSO.

Use SAML based SSO Login for Your Website or App

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.

Hide Your Default Account Nav

Add personalization to a newsletter by adding customer info and other variables

Add personalization to a newsletter

Add in frequently asked questions to your website

Setup FAQs

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

You can bring certain attributes to the top by prefixing it with ### (3 hashtag symbols)...

Feature Attributes in Your Customer Attribute List

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

Create a Short URL and Track Visits

Control the navigation for the account menu

Add Announcements to the Member Portal

Update the website navigation

Create 'vanity' URLs to mask the auto-generated ones in Peoplevine

Mask default URLs

Setting up Business Attributes to Build a Robust Profile

You can override the default password reset email or setup a magic link lso it's only one-click for your members to access their account.

Password reset

Now that you've changed up the design and tested your new site, follow these steps to make it live.

Landing Pages and Web Layouts

Permission Push allows you to quickly update and override permissions for content, schedulers and more. Please use with extreme caution.

Update Item Permissions w/ Permission Push

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

Apply Your Branding to a Header & Footer

With our hosting abilities comes custom page layouts. These are useful for quickly creating content and keeping your website consistent.

Create your first page layout

You can replace our out of the box pages with custom pages running HAPI.

Override Out of the Box Pages with Custom Pages

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

Leverage this template to customize your /account/membership/# page with a custom template.

Customize the Page Where Your Members Download their Membership Card

Revert back to a previous version of a page

Leverage a Wordpress theme

Add a custom favicon

Learn how to add a set of permissions to prevent the public from viewing specific pages.

Add Permissions to Your Pages and Experiences

Learn how to setup a landing page in PeopleVine using the builder or your own HTML.

Build a Landing Page in Peoplevine

Add personalization to a content page by adding customer info

Add personalization to a content page

Out of the Box - Search Page

Setup an "Terms & Conditions" 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.

Create a custom landing page

Add a Survey/Form to Your Landing Page

Through the portal, you can give people access to modify specific (permission controlled) items to make changes.

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

There are several ways to verify your website with Google, one of which requires you to upload an html file to your server.

Adding a Google Verification HTML Page

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)

How to Add Google Analytics and other tracking tags to all your pages.

Google Analytics

Draft and schedule posts for Facebook and Twitter, and create social monitors from Connect>Social

Social Media

Facebook capabilities

Add a content snippet to the My Account menu for customers

Content Management

Use the Connect dashboard to design, select and send communication to your database

Newsletters: Overview

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

You can take an existing newsletter, copy and paste the source and use this to create a new template.

Create a newsletter template

See how to enable certain e-mail addresses to be used as a sender/reply-to address when sending newsletters and e-mail notifications.

Add a New Send From or Reply To for Your Newsletters

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

How to send a newsletter to specific people in PeopleVine.

We know there are messages that are important to communicate with your members, so we've enabled the ability to send directly to ....

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

Including variables in your Subject line

Newsletter Template for Survey Responses

Setup an Instant Notification when someone completes an action

Setup an Instant Notifications

You can use the Send Email feature on the CRM to send an e-mail directly to a person, using an existing template.

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

By default you can send emails from your Company Profile's email address, but learn how you can send from different ones.

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

Newsletters

Get notified when someone texts your number

Text Notifications

Add your own SMS provider by providing your own Twilio credentials

SMS Provider

Troubleshoot issues with receiving text messages.

Why didn't someone receive my text message?

Iswarya Sekar

Text Messaging/ SMS

Uploading Files and Auto-Resizing Images

Setup a photo gallery?

With our image generator + text you have the ability to overlay messages over your existing graphics.

Marketing

Marketing

SEO

Triggered Emails

Send an Email or SMS

Automation

Content Management

Newsletters

Text Messaging/ SMS

Media & Files

Mobile App