The heart of Peoplevine: all of your people data in one place
26 articles
Introduction to the CRM ProfileThe CRM section of PeopleVine is where you will store all the information about your members and prospective members.
GDPR Readiness ChecklistWith the launch of the newly mandated GDPR regulation, companies around the world should be ready to handle EU related data requests.
Create or remove a profile
Troubleshooting End User Issues
Password resetYou 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.
Change a User PasswordHow to change/ reset the password used to login to the portal
Looking to Hide Items on PDF Receipts and Online ReceiptsLearn how to hide certain products from showing up in the customer's view.
Opt Out and Right to be ForgottenWe take people's privacy and opt-out requests serious, make sure you do too!
Notes & Tasks
Import dataImporting data from your existing database is an important function of getting started with Peoplevine. Learn how to get started here.
CRM data: view on a mapUse the "plot on a map" feature to see where your customers live and utilize our new CRM reports to get totals of people by location.
CRM data: age & gender reportSee a breakdown of the gender and age groups in your CRM
CRM data: customer spend reportSee a breakdown of who your most active/highest spending customers are.
Setup a Loyalty Program from Start to Finish
Manage and reward loyalty activities
Redeem offers and coupons
Create offers and coupons
Migrate existing reward pointsIf you already have a loyalty program with established members and points, you can follow these steps to migrate to Peoplevine:
Add a content snippet to the Loyalty Dashboard menu for customers
Reward or remove loyalty points
Set Up a Double Points Loyalty ActivityRewarding just 1 point for every $ spent is just boring; WOW your customers with double or even triple points for a limited period of time.