CRM

Introduction to the CRM Profile

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

Written by Tuba Gursoy
Updated over a week ago

New Registrations

Written by Tuba Gursoy
Updated over a week ago

Notes & Tasks

Written by Tuba Gursoy
Updated over a week ago

Import data

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

Written by Jordan Gilman
Updated over a week ago

Add a CC Email to a CRM Account

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.

Written by Frank Calabrese
Updated over a week ago

Opt Out and Right to be Forgotten

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

Written by Jordan Gilman
Updated over a week ago

Change an Account's Password

Written by Tuba Gursoy
Updated over a week ago

Troubleshooting End User Issues

Written by Jordan Gilman
Updated over a week ago

Filter the CRM by Active Members

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

Written by Jordan Gilman
Updated over a week ago

GDPR Readiness Checklist

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

Written by Jordan Gilman
Updated over a week ago

Step by Step - Setting up a business in the directory

Written by Jordan Gilman
Updated over a week ago

How to setup the Member Directory for your members to interact.

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

Written by Jordan Gilman
Updated over a week ago

Directory Profiles can have Multiple Contacts and Permissions

Written by Jordan Gilman
Updated over a week ago

Adding Permissions to Viewing a Directory Profile

Written by Jordan Gilman
Updated over a week ago

Add a Contact Us Form to Your Member Directory Pages

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

Set up a new loyalty program

With Peoplevine you can create a loyalty program for your customers to earn rewards when they spend money at your business

Written by Jordan Gilman
Updated over a week ago

Manage and reward loyalty activities

Written by Jordan Gilman
Updated over a week ago

Redeem offers and coupons

Written by Jordan Gilman
Updated over a week ago

Create offers and coupons

Written by Jordan Gilman
Updated over a week ago

Setup a Loyalty Program from Start to Finish

Written by Jordan Gilman
Updated over a week ago

Migrate existing reward points

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

Written by Jordan Gilman
Updated over a week ago

Add a content snippet to the Loyalty Dashboard menu for customers

Written by Jordan Gilman
Updated over a week ago

Reward or remove loyalty points

Written by Jordan Gilman
Updated over a week ago

Set Up a Double Points Loyalty Activity

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.

Written by Jordan Gilman
Updated over a week ago