Peoplevine

Introduction to PeopleVine

General Company Settings

User set up

URLs & Custom Domains

Uploading media files will allow you to use them across PeopleVine

Media & Galleries

Locations

Set up Categories to segment your data and produce reports easily

Attributes

Tuba Gursoy

Jordan Gilman

Frank Calabrese

Getting Started

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

Peoplevine Support, Service Level Agreement, Patch Management and Disaster Recovery

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

General Security and Compliance

Platform Security

Privacy Policy

What are TouchPoints?

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

Out-of-the-Box Pages & Tools

Peoplevine Explained

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

Font Files

Port Openings Required for On Premise (PeopleVine Enterprise)

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

Prepping Your File for Importing Customer Data

Getting Started with Payments in PeopleVine

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

Add Venue Locations to Your Event Setup

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

Payments

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

Configuring Your Payment Processor's Thresholds

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

Setting Up Taxes

Learn how to use a custom domain name that you own with your PeopleVine account including how to setup and configure an SSL Certificate

Using a Custom Domain Name

Follow these steps to properly reset a user password and get them access to the platform.

Help a user access Peoplevine

Setup & Configuration

Use the PeopleVine Builder to Create Your First Page.

Creating Your First Page

Add a form to a landing page

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

Getting started with Categories

Layouts & Content

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

Setting up an Attribute Tagged Campaign

Triggered emails

Campaigns & Automation

Videos

GuideBook

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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