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Getting Started
Set up your portal
31 articles in this collection
Written by
Jordan Gilman,
Frank Calabrese,
and
Tuba Gursoy
Introduction to PeopleVine
Written by
Tuba Gursoy
Updated over a week ago
General Company Settings
Written by
Tuba Gursoy
Updated over a week ago
User set up
Giving Your Staff Access to PeopleVine
Written by
Tuba Gursoy
Updated over a week ago
URLs & Custom Domains
Written by
Tuba Gursoy
Updated over a week ago
Media & Galleries
Uploading media files will allow you to use them across PeopleVine
Written by
Tuba Gursoy
Updated over a week ago
Locations
Written by
Tuba Gursoy
Updated over a week ago
Categories
Set up Categories to segment your data and produce reports easily
Written by
Tuba Gursoy
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.
Written by
Tuba Gursoy
Updated over a week ago
Peoplevine Explained
Peoplevine Support, Service Level Agreement, Patch Management and Disaster Recovery
We work hard to ensure 99.9% up-time across all Peoplevine components, here's how we handle outages, bugs and fixes.
Written by
Jordan Gilman
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
Platform Security
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
Setup & Configuration
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
Using a Custom Domain Name
Learn how to use a custom domain name that you own with your PeopleVine account including how to setup and configure an SSL Certificate
Written by
Jordan Gilman
Updated over a week ago
Help a user access Peoplevine
Follow these steps to properly reset a user password and get them access to the platform.
Written by
Jordan Gilman
Updated over a week ago
Layouts & Content
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
Campaigns & Automation
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
Triggered emails
Written by
Jordan Gilman
Updated over a week ago