How to Guides

Jordan Gilman avatar Mobolaji Akintunde avatar Frank Calabrese avatar +3
323 articles in this collection
Written by Jordan Gilman, Mobolaji Akintunde, Frank Calabrese and 3 others
Businesses / Directory / Affiliates

Step by Step - Setting up a business in the directory

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Written by Jordan Gilman
Updated over a week ago

Adding Permissions to Viewing a Directory Profile

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Written by Jordan Gilman
Updated over a week ago

Add a Contact Us Form to Your Member Directory Pages

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Written by Jordan Gilman
Updated over a week ago

Directory Profiles can have Multiple Contacts and Permissions

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Written by Jordan Gilman
Updated over a week ago

Setup a Staging Environment to Build and Test without Impacting Your Members

You can setup a "staging" environment that allows you to move data between two accounts and avoid impacting your member base.
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Written by Emran Hossain
Updated over a week ago

Setup an Event and Enable an External Party to Manage the Event

You can enable your partners access to event details without giving them access to the whole platform.
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Written by Jordan Gilman
Updated over a week ago

Setup a Warehouse to get Notified when an Order is Placed

Looking to notify a different warehouse or split orders between your bar and kitchen? Leverage these steps to configure a packing slip ....
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Written by Jordan Gilman
Updated over a week ago

Setup a Member Directory so Members Can Find Members by Interest or Other Topics to Connect

You can setup a member directory to allow other members to engage with each other by interests or other topics.
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Written by Jordan Gilman
Updated over a week ago

Setting up an Affiliate Program

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Written by Jordan Gilman
Updated over a week ago

Step by Step - Setting up an Affiliate account

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Written by Jordan Gilman
Updated over a week ago

Setting up Business Attributes to Build a Robust Profile

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Written by Jordan Gilman
Updated over a week ago

Allow Companies and Partners to Sign Up Directly for your Business Directory

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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.
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Written by Jordan Gilman
Updated over a week ago
Content Management / Web Pages / Blog

Setting Up a Default Notification Template for Emails

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Written by Jordan Gilman
Updated over a week ago

Creating your first page layout

With our hosting abilities comes custom page layouts. These are useful for quickly creating content and keeping your website consistent.
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Written by Jordan Gilman
Updated over a week ago

Make your site Bing-friendly (SEO)

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Written by Jordan Gilman
Updated over a week ago

Use SAML based SSO Login for Your Website or App

You can leverage our /login/sso to get started with signing into your member portal with one-click SSO.
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Written by Jordan Gilman
Updated over a week ago

Building Landing Pages with the PeopleVine Page Builder - WYSIWYG

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Written by Jordan Gilman
Updated over a week ago

Setup a Social / Facebook OG Image for Your Website

Open Graph Social Image
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Written by Jordan Gilman
Updated over a week ago

Webhook Engine - PeopleVine Webhooks Sync Your Data in Real-Time with Any Other System (if you needed to)

With PeopleVine Webhooks, you can sync every touchpoint with your existing systems to keep your legacy platforms updated in real-time...
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Written by Jordan Gilman
Updated over a week ago

How do I leverage a full-screen layout for my landing pages and ensure it works for out of the box pages?

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Written by Jordan Gilman
Updated over a week ago

Apply Your Branding to Out of the Box PeopleVine Pages (Header/Footer)

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Written by Jordan Gilman
Updated over a week ago

Modify content

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Written by Jordan Gilman
Updated over a week ago

Create a Short URL and Track Visits

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Written by Jordan Gilman
Updated over a week ago

Oops, I made a change to my page and it doesn't look right. How do I revert back to a previous version?

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Written by Jordan Gilman
Updated over a week ago

Use the Navigation Builder to Easily Customize Your Portal Navigation

With the layout navigation builder, you can now easily build out your website navigation and add to it with a few quick steps.
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Written by Frank Calabrese
Updated over a week ago

Change the auto-generated Facebook thumbnail

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Written by Jordan Gilman
Updated over a week ago

Disable PeopleVine's standard CSS in your page layouts

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Written by Jordan Gilman
Updated over a week ago

Add a custom favicon

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Written by Jordan Gilman
Updated over a week ago

Customize the Page Where Your Members Download their Membership Card

Leverage this template to customize your /account/membership/# page with a custom template.
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Written by Frank Calabrese
Updated over a week ago

Setup an "Agree to Terms" Landing Page with Form

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Written by Jordan Gilman
Updated over a week ago

How do I post my content to Facebook Instant Articles?

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Written by Jordan Gilman
Updated over a week ago

Use our Gallery Slider to Sift Through Blocks of Content

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Written by Jordan Gilman
Updated over a week ago

Submit to Search Engines

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Written by Jordan Gilman
Updated over a week ago

Add a Survey/Form to Your Landing Page

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Written by Jordan Gilman
Updated over a week ago

How to Add Google Analytics and other tracking tags to all your pages.

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Written by Jordan Gilman
Updated over a week ago

java / jQuery Tips and Tricks

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Written by Jordan Gilman
Updated over a week ago

How do I leverage a Wordpress theme?

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Written by Jordan Gilman
Updated over a week ago

Out of the Box - Search Page

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Written by Jordan Gilman
Updated over a week ago

Leveraging categories to filter out blog posts

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Written by Jordan Gilman
Updated over a week ago

Add personalization to a content page by adding customer info

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Written by Jordan Gilman
Updated over a week ago

How can I setup a custom (vanity) URL such as mycompany.com/something?

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Written by Jordan Gilman
Updated over a week ago

How do I setup a FAQ for my website?

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Written by Jordan Gilman
Updated over a week ago

How can I hide or show content, links, etc. when someone is a member, authenticated or a business owner?

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Written by Jordan Gilman
Updated over a week ago

Overriding Out of the Box Pages with Custom Pages

You can replace our out of the box pages with custom pages running HAPI.
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Written by Jordan Gilman
Updated over a week ago

How do I update the navigation on my website?

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Written by Jordan Gilman
Updated over a week ago

Running Your Blog on PeopleVine

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Written by Jordan Gilman
Updated over a week ago

How to Build a Landing Page in PeopleVine

Learn how to setup a landing page in PeopleVine using the builder or your own HTML.
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Written by Jordan Gilman
Updated over a week ago

Setting Up Content Contributors to Allow Others to Manage Content on Your Site

Through the portal, you can give people access to modify specific (permission controlled) items to make changes.
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Written by Jordan Gilman
Updated over a week ago

Add a Snippet / Content to the Top of the Blog / News Page

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Written by Jordan Gilman
Updated over a week ago

Setting up a landing page on a custom domain name.

Ready to start using PeopleVine for a new website/domain name?
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Written by Jordan Gilman
Updated over a week ago

Adding a Google Verification HTML Page

There are several ways to verify your website with Google, one of which requires you to upload an html file to your server.
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Written by Jordan Gilman
Updated over a week ago

Going Live with a New Landing Page and Web Layout

Now that you've changed up the design and tested your new site, follow these steps to make it live.
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Written by Jordan Gilman
Updated over a week ago
CRM

How do I add additional fields to the registration (/register) form?

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Written by Jordan Gilman
Updated over a week ago

Send email after check in

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Written by Jordan Gilman
Updated over a week ago

How to import CRM Contacts

Importing contacts from your existing database is an important function of getting started with PeopleVine. Learn how to get started here.
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Written by Jordan Gilman
Updated over a week ago

Send a Notification, Trigger a Campaign, Webhook or Alert When Someone Updates their CRM Profile, Membership or Subscription

You can trigger automation when someone's profile is updated or specifically when they update themselves. As well when their subscription..
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Written by Frank Calabrese
Updated over a week ago

Get notified when someone completes a TouchPoint

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Written by Jordan Gilman
Updated over a week ago

Feature Attributes in Your Customer Attribute List

You can bring certain attributes to the top by prefixing it with ### (3 hashtag symbols)...
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Written by Frank Calabrese
Updated over a week ago

Customer analytics

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Written by Jordan Gilman
Updated over a week ago

Automatically build your CRM through Forms and Touchpoints

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Written by Jordan Gilman
Updated over a week ago

Add/register customers

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Written by Jordan Gilman
Updated over a week ago

People Can Transfer Tickets to Other People To Build Your CRM

The goal is to build your CRM of loyal customers and the best way to do that is enabling your ticket purchasers to...
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Written by Frank Calabrese
Updated over a week ago

The customer data I imported is incorrect, how do I remove it?

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Written by Jordan Gilman
Updated over a week ago

How to Setup a Magic Link Login for Your Members who Forget Their Password

You can setup a magic link login form so it's only one-click for your members to access their account.
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Written by Frank Calabrese
Updated over a week ago

How do I migrate my email contacts from another platform to PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Setup a Welcome Email when a new Person is Added

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Written by Jordan Gilman
Updated over a week ago

What are customer attributes?

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Written by Jordan Gilman
Updated over a week ago

Filtering 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.
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Written by Jordan Gilman
Updated over a week ago

Add a CC Email to a CRM Account for their Admin or Another Inbox to get the Same

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.
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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!
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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.
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Written by Jordan Gilman
Updated over a week ago

Adding Permissions to Your Pages and Experiences

Learn how to add a set of permissions to prevent the public from viewing specific pages.
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Written by Jordan Gilman
Updated over a week ago
Customer Engagement

PeopleVine POX App for Managing Your Members and Guest Check-In to Track Visits

Looking for a powerful way to track your members and build member profiles along with their guests, then look into setting up ....
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Written by Jordan Gilman
Updated over a week ago

Surveys and reviews

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Written by Jordan Gilman
Updated over a week ago

Social Media

Draft and schedule posts for Facebook and Twitter, and create social monitors from Connect>Social
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Written by Jordan Gilman
Updated over a week ago

Customer account portal

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Written by Jordan Gilman
Updated over a week ago

We don't recommend it, but if you wanted to disable subscription emails, it's now a thing.

We have enabled the ability to not just replace our standard subscription emails, but easily enough disable all future ones.
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Written by Emran Hossain
Updated over a week ago

Setup a Certificate of Completion, Diploma or Other Important Documents for Your Members After Achieving a Goal

With our image generator + text you have the ability to overlay messages over your existing graphics.
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Written by Jordan Gilman
Updated over a week ago

Troubleshooting End User Issues

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Written by Jordan Gilman
Updated over a week ago

Create Multiple Unique Branded Experiences with One CRM/Backend

You can setup content pages to only display on certain domain names when overriding our out of the box pages.
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Written by Jordan Gilman
Updated over a week ago

Skip the Password for Quicker Checkout

Don't feel like requiring your people to setup a password, no worries, you can bypass the password while requiring them to get .....
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Written by Jordan Gilman
Updated over a week ago
eCommerce

Add Notes to Your Packing Slips

Need to inform your team on how to handle a specific item? Use our packing slip notes that get added to the order packing slip for your team
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Written by Jordan Gilman
Updated over a week ago

eCommerce Features and Customization

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Written by Jordan Gilman
Updated over a week ago

Documentation – Setting up your categories for Revenue by Category

If your POS isn’t syncing the category info into PeopleVine, you will need to setup new categories and assign products, in order to...
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Written by Emran Hossain
Updated over a week ago

PeopleVine Point of Sale

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Written by Jordan Gilman
Updated over a week ago

Setup Your eCommerce Product Catalog from a Spreadsheet

Are you ready to launch e-commerce to allow your members to purchase your food, beverages or merch? Check out this tutorial to ....
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Written by Jordan Gilman
Updated over a week ago

Set up shop with PeopleVine eCommerce: An overview

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Written by Jordan Gilman
Updated over a week ago

Setting up product filters

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Written by Jordan Gilman
Updated over a week ago

Setting up a Product Variation (Parent/Child Relationship)

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Written by Jordan Gilman
Updated over a week ago

Import Products to your Web Site

You can import your entire product catalog and even keep it updated via our import engine.
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Written by Jordan Gilman
Updated over a week ago

Setup a Product Bundle to Sell as a Group with Options

Looking to sell a bunch of products in a bundle to keep track of inventory on an individual item basis and/or to allow people to build....
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Written by Jordan Gilman
Updated over a week ago

Add Pick Up as an Option in eCommerce - You'll Get a Pick Up Order Confirmation

We built a one-click pick up order confirmation that is e-mailed directly to the location the order was placed at.
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Written by Jordan Gilman
Updated over a week ago

Looking for Repeat Orders? Setup your Products to Allow Subscriptions

Allow your customers to receive a product on a recurring basis, delivered direct to their door.
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Written by Frank Calabrese
Updated over a week ago

Get a Quick Glimpse of Your Commerce Revenue by Category

If you're POS is connected to PeopleVine or you're leveraging our eCommerce, you can now get a quick glimpse..............
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Written by abu imam mehrab
Updated over a week ago

Setup a Delivery Window to Hand Delivery Orders to your People

You can setup a custom delivery scheduler where you can control the available slots and staff handling the deliveries.
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Written by Jordan Gilman
Updated over a week ago

Sell Products that Are Visible to Member's Only

You can setup a product catalog to display only to active members of specific groups.
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Written by Jordan Gilman
Updated over a week ago

Issuing or Selling Vouchers to Enable a Digital Tracking System

With Vouchers, you can distribute one-time passes that enable someone to visit, experience or obtain.
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Written by Jordan Gilman
Updated over a week ago

Add Attributes to your Products to Enable Filtering and Recommended Products

You can make it easier for your customers to find your products by specific attributes (e.g. ingredient, color, size, etc.) and the..
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Written by Frank Calabrese
Updated over a week ago

Offer Online Food Orders, Limited Availability Meals and Curbside Pickup with PeopleVine

You have all the tools in front of you to provide a quick and efficient way to take orders, limit availability and offer curbside pickup.
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Written by Frank Calabrese
Updated over a week ago

How do I receive notifications of low inventory?

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Written by Jordan Gilman
Updated over a week ago

Customize the /login with a Guest Checkout button when they're shopping in eCommerce

If you've customized your login page and are a member focused organization, but want to sell ecommerce merchandise to the public, you can...
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Written by Jordan Gilman
Updated over a week ago

How do I setup a category and add products to it?

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Written by Jordan Gilman
Updated over a week ago

How do I set free shipping if they spend more than X?

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Written by Jordan Gilman
Updated over a week ago

How do I view my order history?

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Written by Jordan Gilman
Updated over a week ago

What type of pricing options does your eCommerce platform support?

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Written by Jordan Gilman
Updated over a week ago

Order Fulfillment with PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Multiple Shipments on Orders

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Written by Jordan Gilman
Updated over a week ago

Display the total items in your shopping cart in your website header

By using the HAPI variables {@[email protected]} and {@[email protected]}, you can add an always updated value within your website layout.
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Written by Jordan Gilman
Updated over a week ago

How to setup a product bundle, allowing people to get a bundled price

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Written by Jordan Gilman
Updated over a week ago

Real-Time Inventory Management with PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Selling Digital Products in PeopleVine eCommerce

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Written by Jordan Gilman
Updated over a week ago

Add products for eCommerce

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Written by Jordan Gilman
Updated over a week ago

How to setup Pick Up Locations

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Written by Jordan Gilman
Updated over a week ago

How do the product settings work in the PeopleVine Commerce Engine?

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Written by Jordan Gilman
Updated over a week ago

How do I generate a shipping export?

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Written by Jordan Gilman
Updated over a week ago

"Pay with Points" mode

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Written by Jordan Gilman
Updated over a week ago

Add Category Banners to Commerce Shop Pages

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Written by Jordan Gilman
Updated over a week ago

How to set up a drop ship notification

Learn how to set up an email notification to be sent to a drop ship fulfillment partner when a product order is placed.
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Written by Mobolaji Akintunde
Updated over a week ago

Getting Order Data for Google Analytics or other eCommerce Order Tracking

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Written by Jordan Gilman
Updated over a week ago

How do I manually override the order of products on my site?

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Written by Jordan Gilman
Updated over a week ago

Go Live Checklist for eCommerce Web Sites

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Written by Jordan Gilman
Updated over a week ago

Setup Shipping Rules with Local Delivery via the Scheduler

Manage real-time availability for deliveries by using PeopleVine Scheduler for Appointments.
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Written by Jordan Gilman
Updated over a week ago

Fulfillment services

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Written by Jordan Gilman
Updated over a week ago

Copy an Inventory Item or Product

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Written by Jordan Gilman
Updated over a week ago

Add brand logos to the bottom of your website

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Written by Jordan Gilman
Updated over a week ago
Events & Ticketing

Events & Ticketing

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Written by Jordan Gilman
Updated over a week ago

How do I setup a general admission event with the ability to bring a guest?

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Written by Jordan Gilman
Updated over a week ago

How do I sell different ticket levels, pricing and access?

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Written by Jordan Gilman
Updated over a week ago

Setting up Permissions for an Event

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Written by Jordan Gilman
Updated over a week ago

Setup a Ticket Template to Quickly Copy to an Event

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Written by Frank Calabrese
Updated over a week ago

Set the Time Tickets Go On Sale and Off Sale, Not Just the Date

You now have the ability to set the time that tickets should go on sale and off sale.
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Written by Jordan Gilman
Updated over a week ago

Sample Email Template - Event Register Confirmation

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Written by Jordan Gilman
Updated over a week ago

Member Based Ticketing for Events

Learn how to configure Member based Ticket Prices in the PeopleVine Events engine.
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Written by Jordan Gilman
Updated over a week ago

Gain Better Control Over Your Maximum Capacity by Linking Ticket Inventory

You can link the inventory of multiple tickets in order to keep everything in sync as tickets are sold.
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Written by Frank Calabrese
Updated over a week ago

Jump to the Next Event with /next after the URL

You can make it easy for people to browse your events (in larger view) by offering a Next Event link to your...
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Written by Frank Calabrese
Updated over a week ago

Keep Track of How Long Your Event Attendees Are There with Check In and Check Out Abilities

You can scan someone out using the same event ticket to track how long they attended the event for.
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Written by Frank Calabrese
Updated over a week ago

Import Existing Events and Attendees When Migrating from Another Platform

Import Existing Events and Attendees When Migrating from Another Platform
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Written by Frank Calabrese
Updated over a week ago

Event Registrations, Schedule Bookings and Accepting Offers Are Now 1-Click

When someone clicks on the call to action when booking a room, appointment, registering for an event or accepting an offer, the item...
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Written by Frank Calabrese
Updated over a week ago

How to Utilize and Change the Default Event Graphic

When adding an event to your calendar, having a photo just makes it look that much more enticing, therefore, if you forget one, we'll add...
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Written by Jordan Gilman
Updated over a week ago

Allow People To Find Events on a Map

The out of the box /events page offers the ability to plot your events on a map at /events/map.
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Written by Jordan Gilman
Updated over a week ago

Prevent people from booking a room back to back.

Are people hogging your rooms? Leverage the scheduler settings to prevent people from booking back to back or too long.
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Written by Jordan Gilman
Updated over a week ago

Allow Your Partners to Add Events to Your Calendar

Through permissions on the business directory profile, you can enable your partners to add events to your calendar.
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Written by Jordan Gilman
Updated over a week ago
Loyalty Programs

Setting 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
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Written by Jordan Gilman
Updated over a week ago

Troubleshooting Toast - Getting an Error Validating the Loyalty Account

If you're getting an error "Error validating the loyalty account," it is most likely related to a change in the member's profile.........
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Written by abu imam mehrab
Updated over a week ago

Manage and reward loyalty activities

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Written by Jordan Gilman
Updated over a week ago

Adding Fundraisers to your Website

With PeopleVine Fundraisers, you and your (audience) can setup fund raising campaigns to raise money for a certain goal.
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Written by Jordan Gilman
Updated over a week ago

Redeem offers and coupons

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Written by Jordan Gilman
Updated over a week ago

Create offers and coupons

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Written by Jordan Gilman
Updated over a week ago

Setup a Loyalty Program from Start to Finish in PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Migrate existing reward points to PeopleVine Loyalty

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Written by Jordan Gilman
Updated over a week ago

How do I migrate existing loyalty members and points to PeopleVine?

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Written by Jordan Gilman
Updated over a week ago

Add a content snippet to the Loyalty Dashboard menu for customers

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Written by Jordan Gilman
Updated over a week ago

Setting up your POS to work with PeopleVine Loyalty

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Written by Jordan Gilman
Updated over a week ago

How do I reward or remove loyalty points?

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Written by Jordan Gilman
Updated over a week ago

Setting 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.
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Written by Jordan Gilman
Updated over a week ago
Memberships

How to Add Members to your Membership Programs

This will show you how to manually add members into a respective membership.
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Written by Frank Calabrese
Updated over a week ago

Setup an Affinity Group (like "Wine Club") to Further Engage and Connect Your Members

By leveraging the membership component of PeopleVine you can setup an affinity group for your members to engage and ...
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Written by Frank Calabrese
Updated over a week ago

Setup Access Rules with Public Descriptions in Seven rooms to Allow Members to Book Specific Areas

You can surface the type of reservation someone is booking by setting up access rules associated with public descriptions.
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Written by abu imam mehrab
Updated over a week ago

Gain More Control Over Automating Membership Activities with New Triggers

We added several new triggers enabling you to setup automated activities after certain activities happen.
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Written by Jordan Gilman
Updated over a week ago

Managing What Memberships Your Members Can Subscribe To

You have complete control over what membership programs your members can become members of by controlling a few settings.
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Written by Jordan Gilman
Updated over a week ago

Set a Membership/ID Card to Expire After x Time After Being Issued

When setting up a membership program for IDs, you can set the membership card to auto expire after a period of time.
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Written by Jordan Gilman
Updated over a week ago

Enable Users to Subscribe to a Free Trial from a Landing Page

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Written by Jordan Gilman
Updated over a week ago

Setup Rules to Limit Access to Members at Specific Times

You can enable Valid Rules to enable specific times and blackout dates when a membership card is considered valid.
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Written by Jordan Gilman
Updated over a week ago

Allow a One-Time Transfer of the Membership Owner to Help Centralize Billing

You can allow your members to enroll then transfer the membership to another person, while keeping the billing under the original account.
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Written by Jordan Gilman
Updated over a week ago

Enable Your Reciprocal Clubs to Allow Their Members to Become a Temporary Member of Yours

You can enable your reciprocal clubs to share a digital membership card and online access for their members to access your experiences....
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Written by Jordan Gilman
Updated over a week ago

Setup a Membership Sign up Landing Page so Members Can Select a Plan

You can setup a landing page that will breakdown the various membership programs you offer by category.
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Written by Jordan Gilman
Updated over a week ago

Charge an Initiation Fee When Enrolling a New Member

When setting up the service for billing, you can now add an initiation fee to charge prior to becoming subscribed.
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Written by Jordan Gilman
Updated over a week ago

Offer Member Discounts as a Premium Member Perk

Now you can add a default member discount that is applied at checkout and displayed when verifying a member at the POS.
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Written by Frank Calabrese
Updated over a week ago

PeopleVine - Allow Your Business Partners to Check-In Members

video tutorial on how to check in members into your space(s)
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Written by Frank Calabrese
Updated over a week ago

How to Assign Membership Credits

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Written by Jordan Gilman
Updated over a week ago

Going Live with Membership Cards Checklist

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Written by Jordan Gilman
Updated over a week ago

How do I setup self-signup for membership cards, that I need to approve?

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Written by Jordan Gilman
Updated over a week ago

Ability for Partners/Businesses to Validate/Check-in Membership Cards

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Written by Jordan Gilman
Updated over a week ago

How can I import my existing member list?

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Written by Jordan Gilman
Updated over a week ago

Understand How Subscriptions are Processed and How to Put on Hold

In this article, we'll share with you the various statuses available for subscriptions and how to leverage them to put people on hold...
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Written by Frank Calabrese
Updated over a week ago

PeopleVine Check-In Tools - Featuring Fully Customizable Self-Service Check-In

See the tools available to you when checking in your members and the different data/experiences we can capture. In addition...
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Written by Jordan Gilman
Updated over a week ago

Check In Form - Prompt Questions When Checking Someone In At Your Space

Now when your members are checked in using the Control Panel, /Checkin or when scanning their QR code you can prompt...
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Written by Jordan Gilman
Updated over a week ago

Setup an Application to Capture Spouse/Partner Info and Link Together

Make sure you follow these steps when setting up your application and looking to include spouse or partner information in the application.
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Written by Frank Calabrese
Updated over a week ago

Getting Started with PeopleVine Memberships

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Written by Jordan Gilman
Updated over a week ago

Setup Membership Cards that Pop Up when Member is Nearby

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Written by Jordan Gilman
Updated over a week ago

Leverage "Get Items" to Automatically Issue Perks to Members + Re-Issue Perks

You can leverage the "get items" feature in order to issue perks to your members after signing up and renewing annually.
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Written by Jordan Gilman
Updated over a week ago

After a member signs up (or subscribes) you can route them to a custom landing page

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Written by Jordan Gilman
Updated over a week ago

Get Notified When a Member Checks In

You can subscribe to text message alerts when a specific member or members from a specific membership program arrive at your space.
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Written by Jordan Gilman
Updated over a week ago

Subscription Renewal Emails

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Written by Jordan Gilman
Updated over a week ago

Setting Up "Get Items" for Memberships

With the "Get Items" feature, you can automatically give specific items like vouchers, gift cards and more to a member when they subscribe.
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Written by Jordan Gilman
Updated over a week ago

Sell Memberships with Credits that are Used When Booking an Appointment

You can setup a membership program that allows a member up to x amount of appointments per month. If they exceed that amount...
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Written by Jordan Gilman
Updated over a week ago

Delete a Membership Program You No Longer Utilize

Maybe you created it by mistake or migrated everyone over to something else... but if you don't need the data, here's how to get rid of it.
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Written by Jordan Gilman
Updated over a week ago

Sending Your Members to Download their Digital Membership Card

All members have access to a digital membership card and is active as soon as the membership is activated.
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Written by Jordan Gilman
Updated over a week ago

Use the PeopleVine Point of eXperience (POX) App to Check In Your Members

The PeopleVine POX app provides you with a front of the house tool to streamline the member check-in process.
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Written by Jordan Gilman
Updated over a week ago

Set the Term Renewal Date to Lock Members into a Contract

You can leverage the new Term Renewal Date to set when a member is able to cancel their membership.
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Written by Jordan Gilman
Updated over a week ago
Newsletters

Newsletters

Use the Connect dashboard to design, select and send communication to your database
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Written by Tuba Gursoy
Updated this week

Add a New Send From or Reply To for Your Newsletters

See how to enable certain e-mail addresses to be used as a sender/reply-to address when sending newsletters and e-mail notifications.
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Written by Frank Calabrese
Updated over a week ago

Create a newsletter template

You can take an existing newsletter, copy and paste the source and use this to create a new template.
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Written by Frank Calabrese
Updated over a week ago

Add personalization to a newsletter by adding customer info and other variables

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Written by Jordan Gilman
Updated over a week ago

How do I prevent my newsletters and emails from going to spam? - Delivery Settings

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Written by Jordan Gilman
Updated over a week ago

How to send a newsletter to specific people in PeopleVine.

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Written by Jordan Gilman
Updated over a week ago

Send Your Message with Importance - Ensure People Who Opted Out get Important Emails

We know there are messages that are important to communicate with your members, so we've enabled the ability to send directly to ....
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Written by Jordan Gilman
Updated over a week ago

Including variables in your Subject line

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Written by Jordan Gilman
Updated over a week ago

Setup an Instant Notification when someone completes an action

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Written by Jordan Gilman
Updated over a week ago

When Sending Email Newsletters You Can Include a Message Preview

Grab people’s attention by adding a text preview for your email newsletter.
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Written by Jordan Gilman
Updated over a week ago

Resend an E-mail/Newsletter to Someone Individually and include cc.

You can use the Send Email feature on the CRM to send an e-mail directly to a person, using an existing template.
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Written by Frank Calabrese
Updated over a week ago
Payments / Transactions

Capture up to 3 Months Past Due When Members Don't Renew After Billing Fails

We are in a weird time where members may feel that no or limited access to the club doesn't warrant dues, so you may find people waiting..
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Written by abu imam mehrab
Updated over a week ago

Transaction Reports

This article highlights the latest transaction reports that are available to your accounting team
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Written by abu imam mehrab
Updated over a week ago

How to charge a person in PeopleVine

Learn how to charge a person any amount on the fly via payment link or structured through specific experiences.
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Written by Jordan Gilman
Updated over a week ago

Setup Your Billing to Start on the 1st of the Month (or Year) When Enabling Prorated Billing on the Service

We know you've been able to prorate members for quite some time, but only if you manually set them up. Now members can be automatically....
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Written by Jordan Gilman
Updated over a week ago

Know How we Charge Service Fees and Taxes on Subscriptions

We wanted to share with you how we charge taxes and service fees on subscriptions, membership initiation fees and more.
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Written by abu imam mehrab
Updated over a week ago

Process Payments in PeopleVine Using their Square Card on File

When you connect to your Square POS, you enable the ability to process payments to a member's card on file at the POS. This tutor...........
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Written by abu imam mehrab
Updated over a week ago

Generate Account Statements and E-mail them to Your Members

You can quickly generate a monthly statement highlighting your customer spend and transactions during that time frame.
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Written by Emran Hossain
Updated over a week ago

Adjust the Billing Date of Your Members with Two Clicks

With an ever-changing world and continuous lockdowns/business closures, we create a tool so you can easily push out the next billing date.
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Written by Emran Hossain
Updated over a week ago

Provide Your Members with a Stipend to Spend at Your Space (at the POS and in Member Portal)

With the member stipend feature, you have the ability to provide your members with spending money for dining...
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Written by Emran Hossain
Updated over a week ago

Break-out Transactions Into Items - So You Can Report on Transactions Individually

We added a new option that enables you to break-out line items into transactions.
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Written by Emran Hossain
Updated over a week ago

Adding a Card on File at the POS for Square

We recommend you having your members register their card on file at your POS for the most secure and cost-effective way fo..................
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Written by abu imam mehrab
Updated over a week ago

House Accounts

You can enable house accounts to give members the ability to checkout open tabs to their house account.
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Written by Jordan Gilman
Updated over a week ago

Easily See If Subscription Payments Are Going to Expire Soon

When viewing your subscriptions, you will now see the expiration date for the credit card used to pay the subscription.
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Written by Frank Calabrese
Updated over a week ago

Your Members Can Register their Card on File with Square from the Member Portal

Your members are able to add a payment on file to be leveraged at the Square POS.
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Written by abu imam mehrab
Updated over a week ago

Adding Your Member to a Ticket in Toast, Allowing them to Pay from their Phone

Leverage this guide to train your employees how to add a member to a check when using Toast.
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Written by abu imam mehrab
Updated over a week ago

How does the PeopleVine Billing Engine work?

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Written by Jordan Gilman
Updated over a week ago

Processor: Setting up Authorize.net

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Written by Jordan Gilman
Updated over a week ago

Troubleshooting Errors with Payment or Account Screens

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Written by Jordan Gilman
Updated over a week ago

How do I designate which payment processor to use?

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Written by Jordan Gilman
Updated over a week ago

Accounts Receivable

Keep on top of dues and unpaid invoices through the PeopleVine A/R function
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Written by Frank Calabrese
Updated over a week ago

Importing Gift Cards from Pre-Existing Codes

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Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via Braintree as your Payment Processor

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Written by Jordan Gilman
Updated over a week ago

How to Setup a Portal to Allow Your Partners/Operators to Redeem Gift Cards

See how to setup a portal designed for your partners to redeem rewards/gift cards.
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Written by Frank Calabrese
Updated over a week ago

Import Transactions from a CSV

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Written by Jordan Gilman
Updated over a week ago

Accept Donations in PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Research Declined "Card on File" Transactions Processed by Your Point of Sale Integration

Did you see a decline message at the POS when attempting to charge someone's "Card on File"? See how to research the reason for declines.
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Written by Jordan Gilman
Updated over a week ago

How do I resend a digital Gift Card?

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Written by Jordan Gilman
Updated over a week ago

Processor: Setting up Card Connect

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Written by Jordan Gilman
Updated over a week ago

Taking Payments via ACH (eCheck or Telecheck)

You can accept payments from your customers via direct bank withdrawals by setting up ACH or eCheck services.
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Written by Jordan Gilman
Updated over a week ago

Migrating Billing - Ready for a Real Billing Platform (for those not using PeopleVine Billing)

Migrate to PeopleVine Billing for Memberships and streamline your business with the ultimate in "lock-down" abilities for non-payers...
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Written by Jordan Gilman
Updated over a week ago

Accept a payment for a specific amount

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Written by Jordan Gilman
Updated over a week ago

Gift Cards in PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Process Payment on File API Call

Learn how to connect your POS to PeopleVine and leverage our payment on file API for enabling convenience to your customers.
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Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via Stripe as your Payment Processor

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Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via PayPal for eCommerce

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Written by Jordan Gilman
Updated over a week ago

Using the Checkout Engine

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Written by Jordan Gilman
Updated over a week ago

Make Your Order Receipts Member Friendly

You now have better control over the items that show up on an order receipt in your member portal.
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Written by Jordan Gilman
Updated over a week ago

Void and Reverse Transactions

Did your payment processor hold a transaction for review that failed? Follow these steps to reverse the actions.
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Written by Jordan Gilman
Updated over a week ago

See When Your Members/Subscribers Update their Payment on File

In an effort to help ensure you're subscriptions/memberships are being paid for, you can sort and see data related to their payment on file.
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Written by Jordan Gilman
Updated over a week ago

PeopleVine Payment Flow Integrated with POS

PeopleVine supports "pay with rewards/gift card", "card on file" and "house account" integrated with the POS for an optimal experience.
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Written by Jordan Gilman
Updated over a week ago

Paying with House Account and/or Card on File

With our NCR and Aloha integrations via Omnivore users can use their food and beverage credits and cards on file to process transactions
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Written by Jordan Gilman
Updated over a week ago

Getting started with PeopleVine Project to manage your ability to deliver and handle deal flow projects.

Allow people to submit project requests where your members can bid on them. Manage the entire project and deliverables through completion.
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Written by Jordan Gilman
Updated over a week ago

Allow Your Partners to Create/Mange Offers

Companies in the business directory (and their assigned users) can create and manage offers visible on your website.
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Written by Jordan Gilman
Updated over a week ago

How to issue an offer/coupon or a voucher to a specific person.

Follow these steps to issue an offer/coupon or a voucher to a specific person. They will receive a digital voucher they can redeem.
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Written by Jordan Gilman
Updated over a week ago

Issuing Refunds

Frequently asked question, how do you issue a refund for an already processed transaction.
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Written by Jordan Gilman
Updated over a week ago
Reporting

Updated Monthly Statement to Print for Your Members

You can now generate quick monthly statements breaking down recent charges along with past due.
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Written by abu imam mehrab
Updated over a week ago

Get a Weekly Subscription Report to Your Inbox

Looking for a quick snapshot of your subscription and membership revenue? Subscribe to the Weekly Report to get this in your Inbox..
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Written by Frank Calabrese
Updated over a week ago

How To Run A Report With Variables

exporting data
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Written by Frank Calabrese
Updated over a week ago

Setting Up a Recurring Report that you can open in Excel Directly

You can generate a report with specific date parameter variables to pull the latest data and edit directly in Excel or Sheets.
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Written by Jordan Gilman
Updated over a week ago

Leverage Excel to Build Custom Reports and Charts that Stay Updated

Using the data export engine and the power of excel, you can build out charts, reports and dashboards leveraging...
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Written by Frank Calabrese
Updated over a week ago

How do I correlate attribute data with other data in PeopleVine?

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Written by Jordan Gilman
Updated over a week ago

Daily A/R Report

You can subscribe to a daily A/R report in order to stay on top of your growing (or lowering) account receivables balances.
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Written by Frank Calabrese
Updated over a week ago

Run a Report on Past Event Attendees

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Written by Jordan Gilman
Updated over a week ago

Daily Transaction Log

This report will break out all your transactions by category and discounts, taxes and net amount paid.
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Written by Frank Calabrese
Updated over a week ago

Get a Daily Payment Captured Log of All Transactions Processed in a Period of Time

This report will break out all your payments by member.
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Written by Frank Calabrese
Updated over a week ago

How to Export a Custom Report

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Written by Jordan Gilman
Updated over a week ago

Reporting Dashboard - Quick Access to Top Used Reporting Tools

See a centralized view of all reports available across the various components in PeopleVine.
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Written by Frank Calabrese
Updated over a week ago

See How Much Your Members and Customers Are Spending

With the Customer Spend Report you can see a breakdown of who your most active/highest spending customers are.
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Written by Jordan Gilman
Updated over a week ago

How can I run an end of month transaction report and export to Excel?

You can generate an export of all your sales for last month, this month or even year to date.
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Written by Jordan Gilman
Updated over a week ago
Scheduling

Capture Additional Reservation Data when Integrating with Sevenrooms

Capture additional preferences and/or information on a dining reservation by adding a form to the scheduler.
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Written by Jordan Gilman
Updated over a week ago

Setup a Scheduler for Appointments

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Written by Jordan Gilman
Updated over a week ago

Create short URLs/QR codes for event promotion

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Written by Jordan Gilman
Updated over a week ago

Business Tools - Schedule Owners Dashboard

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Written by Jordan Gilman
Updated over a week ago

Appointments & Reservations

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Written by Jordan Gilman
Updated over a week ago

Instant Notification Template - Sample email confirmation for appointment

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Written by Jordan Gilman
Updated over a week ago

Confirming an Appointment and Sending a Push Notification

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Written by Jordan Gilman
Updated over a week ago

Schedulers Support Permissions

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Written by Jordan Gilman
Updated over a week ago

Instant Notification Template - Sample email confirmation for Reservation

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Written by Jordan Gilman
Updated over a week ago

Sevenrooms Integration

Help and tips on how to integrate PeopleVine with Sevenrooms
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Written by Jordan Gilman
Updated over a week ago

How do I add a trainer/mentor to allow someone to book a time with them (and they manage their own schedule)?

Provide your community of trainers/mentors with the tools necessary to engage with your members.
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Written by Jordan Gilman
Updated over a week ago

Advanced Settings for Schedulers

Setup your schedulers to work with external systems and allow people to filter by custom attributes.
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Written by Jordan Gilman
Updated over a week ago

How do I assign a directory profile to an upcoming appointment?

Keep the person that booked the appointment informed on who they're meeting with. We'll show you how to get this setup.
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Written by Jordan Gilman
Updated over a week ago

General Overview of Appointments and Reservations with the Scheduler Engine

This article provides an overview of the tools available to you and your people for scheduling time with either a person or item.
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Written by Jordan Gilman
Updated over a week ago
Surveys / Forms

Creating an Application Workflow

PeopleVine gives its users the ability to link multiple forms together to create an application workflow
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Written by Jordan Gilman
Updated over a week ago

How do I create a Form?

With PeopleVine you can create forms to collect data about your customers in a number of different ways, from event registrations to contact
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Written by Jordan Gilman
Updated over a week ago

Adding hidden fields to surveys/forms to tag to the responder's profile.

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Written by Jordan Gilman
Updated over a week ago

Setup a custom confirmation page when someone completes a survey/application

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Written by Jordan Gilman
Updated over a week ago

Automatically fill values on a form by passing it in the URL

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Written by Jordan Gilman
Updated over a week ago

How to fix an application that displays a blank step

Are you seeing this when you preview your application ?
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Written by Frank Calabrese
Updated over a week ago

Pre-Select Options on a Form via the Query String (pass in via URL e.g. ?field_1234_56789=baseball)

You can pass in data via the URL in order to pre-fill data on a form. This is best when trying to segment data using the same form.
Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Now Leverage Dynamic Data Fields when Presenting Options on a Form

Are you setting up a form where you want people to select a specific business in the directory, a membership level, an upcoming event or....
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Written by Jordan Gilman
Updated over a week ago

How do I hide a question until someone answers Yes?

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Written by Jordan Gilman
Updated over a week ago

HAPI - Include responses from a form in an e-mail confirmation

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Written by Jordan Gilman
Updated over a week ago