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Marketing
Marketing
Engage and communicate with your audience
+3
79 articles in this collection
Written by
Jordan Gilman,
Frank Calabrese,
Mehrab Imam Abu
and 3 others
Triggered Emails
Automate communication with members based on actions within Peoplevine
Written by
Tuba Gursoy
Updated over a week ago
Marketing
Connect to your audience through our marketing dashboard and utilise automation tools to make life easier
Written by
Tuba Gursoy
Updated over a week ago
SEO
PeopleVine provides you with the tools to improve your SEO across every component in our platform.
Written by
Jordan Gilman
Updated over a week ago
Send an Email or SMS
Sending an Email or SMS as soon as an action occurs.
Written by
Jordan Gilman
Updated over a week ago
Automation
Automated campaigns
Campaigns allow you to automatically send a follow-up activity to your customer once they have completed a task.
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.
Written by
Mehrab Imam Abu
Updated over a week ago
Send email after check in
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.
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.
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..
Written by
Frank Calabrese
Updated over a week ago
Kick Off a Campaign when After an Appointment/Reservation is Over
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...
Written by
Jordan Gilman
Updated over a week ago
Content Management
Update contact info on the Contact Us page
Written by
Jordan Gilman
Updated over a week ago
Setting Up a Default Notification Template for Emails
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.
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.
Written by
Mehrab Imam Abu
Updated over a week ago
Add personalization to a newsletter
Add personalization to a newsletter by adding customer info and other variables
Written by
Jordan Gilman
Updated over a week ago
Setup FAQs
Add in frequently asked questions to your website
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?
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)...
Written by
Frank Calabrese
Updated over a week ago
Run Your Blog on Peoplevine
Written by
Jordan Gilman
Updated over a week ago
Add a content snippet to the My Account menu for businesses
Written by
Jordan Gilman
Updated over a week ago
How does the My Account section work?
Written by
Jordan Gilman
Updated over a week ago
Categorize blog posts
Written by
Jordan Gilman
Updated over a week ago
Create a Short URL and Track Visits
Written by
Jordan Gilman
Updated over a week ago
Control the navigation for the account menu
Written by
Jordan Gilman
Updated over a week ago
Add Announcements to the Member Portal
Written by
Jordan Gilman
Updated over a week ago
Update the website navigation
Written by
Jordan Gilman
Updated over a week ago
Create Multiple Unique Branded Experiences with One CRM/Backend
You can setup content pages to only display on certain domain names when overriding our out of the box pages.
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 .....
Written by
Jordan Gilman
Updated over a week ago
Mask default URLs
Create 'vanity' URLs to mask the auto-generated ones in Peoplevine
Written by
Jordan Gilman
Updated over a week ago
Setting up Business Attributes to Build a Robust Profile
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.
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.
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.
Written by
Jordan Gilman
Updated over a week ago
Allow Companies and Partners to Sign Up Directly for your Business Directory
Written by
Jordan Gilman
Updated over a week ago
Apply Your Branding to a Header & Footer
Apply Your Branding to a Header & Footer
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.
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.
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?
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.
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
Written by
Jordan Gilman
Updated over a week ago
Leverage a Wordpress theme
Written by
Jordan Gilman
Updated over a week ago
Add a custom favicon
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.
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.
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
Written by
Jordan Gilman
Updated over a week ago
Out of the Box - Search Page
Written by
Jordan Gilman
Updated over a week ago
Setup an "Terms & Conditions" Page
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.
Written by
Frank Calabrese
Updated over a week ago
Add a Survey/Form to Your Landing Page
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.
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.
Written by
Jordan Gilman
Updated over a week ago
Use our Gallery Slider to Sift Through Blocks of Content
Written by
Jordan Gilman
Updated over a week ago
Submit to Search Engines
Written by
Jordan Gilman
Updated over a week ago
Make your site Google-friendly (SEO)
Written by
Jordan Gilman
Updated over a week ago
Make your site Bing-friendly (SEO)
Written by
Jordan Gilman
Updated over a week ago
Google Analytics
How to Add Google Analytics and other tracking tags to all your pages.
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
Written by
Jordan Gilman
Updated over a week ago
Facebook capabilities
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
Written by
Tuba Gursoy
Updated over a week ago
Send a Notification (E-mail or SMS) when an Application Status is changed
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.
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.
Written by
Frank Calabrese
Updated over a week ago
How do I prevent my newsletters and emails from going to spam? - Delivery Settings
Written by
Jordan Gilman
Updated over a week ago
How to send a newsletter to specific people in PeopleVine.
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 ....
Written by
Jordan Gilman
Updated over a week ago
Including variables in your Subject line
Written by
Jordan Gilman
Updated over a week ago
Newsletter Template for Survey Responses
Written by
Jordan Gilman
Updated over a week ago
Setup an Instant Notifications
Setup an Instant Notification when someone completes an action
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.
Written by
Frank Calabrese
Updated over a week ago
Text Messaging/ SMS
Text Notifications
Get notified when someone texts your number
Written by
Jordan Gilman
Updated over a week ago
SMS Provider
Add your own SMS provider by providing your own Twilio credentials
Written by
Iswarya Sekar
Updated over a week ago
People are not receiving the text message I'm sending to them.
Troubleshoot issues with receiving text messages.
Written by
Jordan Gilman
Updated over a week ago
Media & Files
Uploading Files and Auto-Resizing Images
Written by
Jordan Gilman
Updated over a week ago
Setup a photo gallery?
Written by
Jordan Gilman
Updated over a week ago
Setup a Certificate of Completion, Diploma or Other Important Documents for Your Members After Achieving a Goal
With our image generator + text you have the ability to overlay messages over your existing graphics.
Written by
Jordan Gilman
Updated over a week ago
Mobile App
How to update your app navigation
Adding app navigation into your app layouts
R
Written by
Ryan K Westerberg
Updated over a week ago
Mobile App Analytics
Help article for getting access and basic usage of app analytics dashboard
R
Written by
Ryan K Westerberg
Updated over a week ago