Getting Started

Introduction to PeopleVine

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Written by Sabrina St. Peter
Updated over a week ago

General Company Settings

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Written by Sabrina St. Peter
Updated over a week ago

User set up

Giving Your Staff Access to PeopleVine

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Written by Sabrina St. Peter
Updated over a week ago

URLs & Custom Domains

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Written by Sabrina St. Peter
Updated over a week ago

Media & Galleries

Uploading media files will allow you to use them across PeopleVine

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Written by Sabrina St. Peter
Updated over a week ago

Locations

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Written by Sabrina St. Peter
Updated over a week ago

Categories

Set up Categories to segment your data and produce reports easily

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Written by Sabrina St. Peter
Updated over a week ago

Attributes

Attributes allow you to tag products or people to later filter their records to make them easier to find or send targeted communication.

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Written by Sabrina St. Peter
Updated over a week ago

General Security and Compliance

We work hard to meet the latest in security across all of our platform components, here's how.

Written by Jordan Gilman
Updated over a week ago

Introduction to the CRM Profile

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

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Written by Sabrina St. Peter
Updated over a week ago

Platform Security

Written by Jordan Gilman
Updated over a week ago

PeopleVine Support, Service Level Agreement and Patch Management

We work hard to ensure 99.9% up-time across all PeopleVine components, here's how we handle bugs and fixes.

Written by Jordan Gilman
Updated over a week ago

Privacy Policy

Written by Jordan Gilman
Updated over a week ago

What are TouchPoints?

Written by Jordan Gilman
Updated over a week ago

Out-of-the-Box Pages & Tools

PeopleVine comes pre-loaded with a number of out-of-the-box pages and tools like our blogging and directory engines to help you expand

Written by Jordan Gilman
Updated over a week ago

Font Files

Follow this tutorial to enable your font files to be accessible via your member portal.

Written by Jordan Gilman
Updated over a week ago

Recommended Hardware and Setup for On Premise (PeopleVine Enterprise Edition)

Written by Jordan Gilman
Updated over a week ago

Port Openings Required for On Premise (PeopleVine Enterprise)

Written by Jordan Gilman
Updated over a week ago

What's the difference between a "user" and a "person" in the Control Panel?

Written by Jordan Gilman
Updated over a week ago

Prepping Your File for Importing Customer Data

Written by Jordan Gilman
Updated over a week ago

Getting Started with Payments in PeopleVine

Written by Jordan Gilman
Updated over a week ago

Add Venue Locations to Your Event Setup

You can customize the list of locations where you host your events by following these steps.

Written by Frank Calabrese
Updated over a week ago

Payments

Accepting & processing payments in PeopleVine is critical to your success on our platform. Get transactions up and running in seconds.

Written by Jordan Gilman
Updated over a week ago

Configuring Your Payment Processor's Thresholds

Your credit card processor may have additional controls to manage fraud. Follow these steps to ensure billing transactions aren't blocked.

Written by Jordan Gilman
Updated over a week ago

Setting Up Taxes

You can setup a blanket tax for most transactions in PeopleVine or you can specify a tax for specific functions.

Written by Jordan Gilman
Updated over a week ago

Creating Your First Page

Use the PeopleVine Builder to Create Your First Page.

Written by Jordan Gilman
Updated over a week ago

Add a form to a landing page

Written by Jordan Gilman
Updated over a week ago

Getting started with Categories

We employ categories as a way to segregate and filter content. Utilizing them can help you take your experience to the next level.

Written by Jordan Gilman
Updated over a week ago

Setting up an Attribute Tagged Campaign

Learn how to use PeopleVine for Setting up an Attribute Tagged Campaign

Written by Jordan Gilman
Updated over a week ago

Automating engagement through triggers

Written by Jordan Gilman
Updated over a week ago