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91 articles in this collection
Written by
Jordan Gilman,
Frank Calabrese,
abu imam mehrab
and 2 others
Outlook Known Issue in Email Rendering and Display
Versions of Outlook from Outlook 2007 to present, for example, are known to have multiple rendering issues
I
Written by
Iswarya Sekar
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...
Written by
Emran Hossain
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.
Written by
abu imam mehrab
Updated over a week ago
Get a Daily Report of New Added Invoices and A/R Balances
You can subscribe to a daily A/R report in order to stay on top of your growing (or lowering) account receivables balances.
Written by
Frank Calabrese
Updated over a week ago
Setup a Ticket Template to Quickly Copy to an Event
Written by
Frank Calabrese
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)...
Written by
Frank Calabrese
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.
Written by
Frank Calabrese
Updated over a week ago
Setup NCR Silver Pro with PeopleVine Loyalty
Follow these steps to configure your NCR Silver Pro to work with PeopleVine loyalty in real-time.
Written by
Frank Calabrese
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.
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...
Written by
Frank Calabrese
Updated over a week ago
A Guide to Operating PeopleVine
I created a guidebook to help you operate the different features of PeopleVine. Check out this article to learn more.
Written by
Frank Calabrese
Updated over a week ago
User Stories and Flows for Your POS Integration
Read more about integrating your POS with PeopleVine and the user flows we recommend.
Written by
Frank Calabrese
Updated over a week ago
How Does PeopleVine Integrate with and Leverage Social Networks
We currently integrate with Facebook, Twitter, Instagram and LinkedIn for specific functionality. Read the article to learn more on...
Written by
Frank Calabrese
Updated over a week ago
See Your Account Receivables and Auto Charge Monthly
Don't let your invoices go unpaid. Follow this article to see how you can monitor your Account Receivables and ensure you're..
Written by
Frank Calabrese
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. You can use it to provide...
Written by
Frank Calabrese
Updated over a week ago
Need to Resend an E-mail/Newsletter to Someone Individually? And even 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.
Written by
Frank Calabrese
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.
Written by
Frank Calabrese
Updated over a week ago
Integrating and Configuring your Aireus POS with PeopleVine
This step-by-step guide will show you how to utilize the Aireus POS integration with PeopleVine and configure the initial pieces.
Written by
Frank Calabrese
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...
Written by
Frank Calabrese
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.
Written by
Frank Calabrese
Updated over a week ago
Deploy Your PeopleVine App to the App Store Under Your Brand & Developer Account
Looking to add an app to your digital portfolio? This article will show you how to ensure your brand is all over it including being the ...
Written by
Frank Calabrese
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.
Written by
Frank Calabrese
Updated over a week ago
A Step by Step Guide to Using Rewards at the POS
A quick guide on how to add the member number, check their balance and then process their rewards.
Written by
Frank Calabrese
Updated over a week ago
PeopleVine Integrates
We are always looking for ways to update our platform to optimize its efficiency and efficacy.
Written by
Frank Calabrese
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.
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 {@cart_quantity@} and {@cart_total@}, you can add an always updated value within your website layout.
Written by
Jordan Gilman
Updated over a week ago
QSR Blog Article
Written by
Jordan Gilman
Updated over a week ago
The Ultimate Guide to Importing Data into PeopleVine
You can easily import your data to PeopleVine by placing it in a CSV file and mapping the data to the appropriate fields in PeopleVine...
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.
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
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.
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.
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.
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
Opt Out and Right to be Forgotten
We take people's privacy and opt-out requests serious, make sure you do too!
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.
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?
Written by
Jordan Gilman
Updated over a week ago
Online Image Editor - Rotate, Resize, Crop, Flip and More
See how our image editor can help you with simple tasks in the cloud.
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.
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.
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.
Written by
Jordan Gilman
Updated over a week ago
Getting Started with PeopleVine (First Steps)
Getting Started
Written by
Jordan Gilman
Updated over a week ago
Data
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..
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.
Written by
Jordan Gilman
Updated over a week ago
How do I correlate attribute data with other data in PeopleVine?
Written by
Jordan Gilman
Updated over a week ago
Run a Report on Past Event Attendees
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
How to Export a Custom Report
Written by
Jordan Gilman
Updated over a week ago
Importing Data into PeopleVine
Written by
Jordan Gilman
Updated over a week ago
Branding and Company Info
How do I update my contact info on the Contact Us page?
Written by
Jordan Gilman
Updated over a week ago
Where do responses to my contact us go to?
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?
Written by
Jordan Gilman
Updated over a week ago
Hosting & Infrastructure
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.
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
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
PeopleVine is Hosted in Microsoft Azure
Written by
Jordan Gilman
Updated over a week ago
Ensuring Your Are PCI Compliant
Written by
Jordan Gilman
Updated over a week ago
Platform Security
Written by
Jordan Gilman
Updated over a week ago
Integrations
Integrate your VizPin Gate Entry with Your Member Database
If you have VizPin Access Control System in place (or looking to), our integration streamlines the setup process for new & existing members.
Written by
Emran Hossain
Updated over a week ago
Sync People and Tags with Sevenrooms
We setup some standard tags to ensure your member data can sync properly into Sevenrooms.
Written by
Emran Hossain
Updated over a week ago
Setup Your POS with Omnivore when Integrating Aloha or Micros
Your Customer Success associate will provide you with an invite code when kicking off your project...
Written by
Frank Calabrese
Updated over a week ago
Integrate Your POS with PeopleVine through Omnivore
We currently integrate with a variety of POS platforms through a 3rd party partner called Omnivore.
Written by
Jordan Gilman
Updated over a week ago
Authenticate Your Facebook Pages with PeopleVine
See how to connect your Facebook pages with PeopleVine to auto post on social.
Written by
Jordan Gilman
Updated over a week ago
Add your FedEx account for real-time shipping costs
Provide an accurate shipping quote for your customers when shipping via FedEx
Written by
Jordan Gilman
Updated over a week ago
Integrate Eventbrite with PeopleVine
Written by
Jordan Gilman
Updated over a week ago
Sync Every Transaction with QuickBooks Online
Written by
Jordan Gilman
Updated over a week ago
Quickbooks - Syncing and Re-syncing
In the event your data doesn't sync properly to Quickbooks (payment or invoice), you can sync the data and/or re-sync it for accuracy.
Written by
Jordan Gilman
Updated over a week ago
POS Integration with Clover POS
Written by
Jordan Gilman
Updated over a week ago
Setup Uber Rush Deliveries for eCommerce
Written by
Jordan Gilman
Updated over a week ago
Omnivore - How to bring your location back online
Written by
Jordan Gilman
Updated over a week ago
Campaign Ideas
Contest - Scratch Off and Win
Written by
Jordan Gilman
Updated over a week ago
Send email after check in
Written by
Jordan Gilman
Updated over a week ago
FAQ
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.
Written by
Frank Calabrese
Updated over a week ago
How do I set up a new client with PeopleVine?
Written by
Jordan Gilman
Updated over a week ago
How do I update my user profile and contact info (e.g. email address)?
Written by
Jordan Gilman
Updated over a week ago
What can I do with PeopleVine?
Written by
Jordan Gilman
Updated over a week ago
How do I prevent my newsletters and emails from going to spam? - Delivery Settings
Written by
Jordan Gilman
Updated over a week ago
How does PeopleVine help with SEO?
Written by
Jordan Gilman
Updated over a week ago
Getting Started
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
Written by
Jordan Gilman
Updated over a week ago
Enable Your Font Files to Work on Your Member Portal
Are your fonts not showing up in the member portal and/or you're seeing an error message in the console? Follow this tutorial to ....
Written by
Jordan Gilman
Updated over a week ago
How do I connect PeopleVine to our social media accounts?
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
ETC.
Make your site Bing-friendly (SEO)
Written by
Jordan Gilman
Updated over a week ago
Make your site Google-friendly (SEO)
Written by
Jordan Gilman
Updated over a week ago
QR code scanner recommendations
Written by
Jordan Gilman
Updated over a week ago
Automating engagement through triggers
Written by
Jordan Gilman
Updated over a week ago
Recommended Equipment for Scanning
Written by
Jordan Gilman
Updated over a week ago
Privacy Policy
Written by
Jordan Gilman
Updated over a week ago
Troubleshooting End User Issues
Written by
Jordan Gilman
Updated over a week ago
Announcements
May Updates Were Focused on Contact-Less Experiences, Membership Updates and Commerce
Check out the latest updates to our platform in May which include Postmates deliveries, local delivery windows, ....
Written by
Jordan Gilman
Updated over a week ago
How do I setup a photo gallery?
Written by
Jordan Gilman
Updated over a week ago