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CRM
CRM

The heart of Peoplevine: all of your people data in one place

Jordan Gilman avatarTuba Gursoy avatarFrank Calabrese avatar
By Jordan and 2 others3 authors25 articles
Introduction to the CRM Profile
New Registrations
Notes & Tasks
Import data
Add a CC Email to a CRM Account
Opt Out and Right to be Forgotten
Change an Account's Password
Troubleshooting End User Issues
Filter the CRM by Active Members
GDPR Readiness Checklist

Directory


Step by Step - Setting up a business in the directory
How to setup the Member Directory for your members to interact.
Directory Profiles can have Multiple Contacts and Permissions
Adding Permissions to Viewing a Directory Profile
Add a Contact Us Form to Your Member Directory Pages
Allow Companies and Partners to Sign Up Directly for your Business Directory

Loyalty


Set up a new loyalty program
Manage and reward loyalty activities
Redeem offers and coupons
Create offers and coupons
Setup a Loyalty Program from Start to Finish
Migrate existing reward points
Add a content snippet to the Loyalty Dashboard menu for customers
Reward or remove loyalty points
Set Up a Double Points Loyalty Activity
Peoplevine Resources