Peoplevine

The CRM section of PeopleVine is where you will store all the information about your members and prospective members.

Introduction to the CRM Profile

Importing data from your existing database is an important function of getting started with PeopleVine. Learn how to get started here.

You can now add a CC Email address to a CRM record that is used to carbon copy any outgoing e-mail to this person.

We take people's privacy and opt-out requests serious, make sure you do too!

Through a variety of CRM reports, you can check to display data for active members only with a check of a box.

With the launch of the newly mandated GDPR regulation, companies around the world should be ready to handle EU related data requests.

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

Enable the member directory and your members can filter through by attributes and start to interact with each other.

If you already have a loyalty program with established members and points, you can follow these steps to migrate to Peoplevine:

Rewarding just 1 point for every $ spent is just boring; WOW your customers with double or even triple points for a limited period of time.