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API / Customization / Advanced
58 articles
We added Additional Transaction MetaData for Your Reports and TrackingWe expanded our transaction data and exports to now share with you when it was originally...
Poor Man's Way to Password Protect a Page or ExperienceAre you looking for a quick and easy way to password protect a page in our system? This snippet will help.
Add a content snippet to the My Account menu for customers
Automatically fill values on a form by passing it in the URL
Setup a Staging Environment to Build and Test without Impacting Your MembersYou can setup a "staging" environment that allows you to move data between two accounts and avoid impacting your member base.
Customize the Event Page with Banners and Content to Make it YoursUse a content snippet or banner rotators to enhance the /events page (or you can always go HAPI)
Enable Phone Number Validation for US OnlyThis will setup an input box that when people type their phone number it will be formatted as (###) ###-####
ID Tags and Classes Added to Every Out of the Box PageNow you can really customize the experience throughout PeopleVine by targeting specific pages or groups of pages.
Getting Started with Developing on PeopleVineLearn techniques, gain access to resources and follow along as we show you how to start developing on PeopleVine
Reward Points for First Time Visit and Future VisitsYou can engage people to try other locations within your network, by rewarding them points for first time visit.
Customize the Subscription Messaging ExperienceWe'll show you how you can custom the emails that go out when someone succeeds or fails at billing.
Process Payment on File API CallLearn how to connect your POS to PeopleVine and leverage our payment on file API for enabling convenience to your customers.
Add a Rewards Expiring Soon Snippet To Your Loyalty DashboardKeep your members informed on when their rewards expire with this little snippet.
Leveraging the "Get" Engine to Automatically Enroll Non-Loyalty Members into the Loyalty ProgramThis feature is used when orders are processed through the Omnivore POS integration methods.
Using the Checkout Engine
Running Performance and Penetration Tests Against PeopleVineExecuting tests against our production environment may result in fees and fines.
Send Newsletters from Your Servers/GatewayYou can send all outgoing emails from your PeopleVine account via your SMTP gateway. This allows for more isolated and frequent delivery.
Add Additional Security Measures to Ensure People Don't Change their NameFinding that people are cheating the system by changing their name on their membership profile? Add this code to ....
Hide Birthday on the Member Registration
Make a Field Required When Signing up as a MemberMake the fields we don't require as required by adding these lines of code to your layout.
Improve Performance on HAPI Based CallsYou can now set a caching period where your rendered version will cache for X minutes, at which time it will generate a new page on render.
Your CSS or jQuery is not rendering properly
Adding HTML or Scripts to an out of the box PeopleVine page
PeopleVine User Exits on the Portal Pages - Allows you to do something else upon something being completed
Sample - How to setup Google Conversion Code on an out of the box PeopleVine Page
Using the PeopleVine domain cookie to share customer information between your site hosted elsewhere and your PeopleVine hosted site.
Add Search To Your Site
Add Someone to Your CRM via a URL
CSS Media Queries
The Ultimate Agency Tool - Import a Folder of Snippets Directly into the Drag and Drop BuilderInstead of taking the time to copy and paste the HTML, enter a title and take a screenshot, you can now drag and drop folders full of...
Filter Your Directory By Passing in an AttributeSend people to a specific part of your directory by filtering with attributes.
Migrate HTML code from another platform to PeopleVinecopy and paste HTML from another platform into content pages, email newsletters, templates and layouts.
Wrapping Your Javascript with pvReady() Makes Your Code Work in the BuilderIf you're running javascript on the page or embedded in your code, make sure you wrap it with pvReady().
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.
java / jQuery Tips and Tricks
Add Your Member to Sevenrooms as a Walk-In if They Don't Have a ReservationLooking to ensure your hostess knows when a member entered the building? Enable this feature with Sevenrooms..........
Loading Templates with Angular
What activities in PeopleVine can fire a Webhook?
Leverage Zapier to Do So Much More with PeopleVine (Connect to Quickbooks, ZenDesk, Google, etc.)
Using Outgoing Webhooks to Connect to Another System in Real Time
Outgoing Webhooks – Slack Notifications Upon Activity Completion
Sample Code - HAPI Membership Directory + Repeater with Conditional StatementsCheck out this HAPI sample to see how to setup a dynamic member directory.
Replace Your Contact Us with a HAPIformYou can replace your contact us page with a new contact us form, designed to match your brand.
When using HAPI, how do I find what fields are available to use?
Use HAPI to Include Event Info in Your EmailYou can use HAPI to generate additional field data when sending an e-mail.
A Nice Little HAPI Snippet with Business and Contacts IncludedCheck out this HAPI sample to see how to include a business directory profile and the contacts associated with them.
HAPI - Data - Years, States, CountriesWe added a new HAPI feature so you can output specific data elements with ease.
Template - Event Grid - HTML Render Engine
Loading customer attributes on a page or email
HAPI - Setup a custom page displaying available locations based on the user's locationThis code sample provides a way to automatically sort your locations by the closest distance to the user.
HAPI - Include responses from a form in an e-mail confirmation
HAPI - Access Customer Total Values to Manipulate Content and LayoutWe offer nearly 50 customer.total commands that can bring back relevant data to control the user experience on the fly (server-side).
HAPI Sample - Blog PageBuild a custom page for your blog and viewing your blog to emphasize and highlight your brand.
HAPI Sample - Events PageBuild a custom events page (to view upcoming/past events) and a single event with this sample HAPI.
HAPI Sample - Scheduler - Dining ReservationsBuild a custom scheduler page using this sample code.
HAPI - Scheduler - Sample Code for Multiple Slot SelectionCheck out the sample code from our live page for booking rooms.
HAPI Forms - Now You're In ControlWith HAPI Forms you can completely customize and simplify the experience of creating and updating items in PeopleVine.
HAPI Sample - Account Subscription PageYou can customize the /account/subscription/# page with the following HAPI sample.