The heart of Peoplevine: all of your people data in one place
23 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
Notes & Tasks
Import dataImporting data from your existing database is an important function of getting started with Peoplevine. Learn how to get started here.
Opt Out and Right to be ForgottenWe take people's privacy and opt-out requests serious, make sure you do too!
Change a User PasswordHow to change/ reset the password used to login to the portal
Troubleshooting End User Issues
Filter the CRM by Active MembersThrough a variety of CRM reports, you can check to display data for active members only with a check of a box.
Set up a new loyalty programWith Peoplevine you can create a loyalty program for your customers to earn rewards when they spend money at your business
Manage and reward loyalty activities
Redeem offers and coupons
Create offers and coupons
Setup a Loyalty Program from Start to Finish
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.