Platform Capabilities

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205 articles in this collection
Written by Jordan Gilman and Mobolaji Akintunde

Research Declined "Card on File" Transactions Processed by Your Point of Sale Integration

Did you see a decline message at the POS when attempting to charge someone's "Card on File"? See how to research the reason for declines.
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Written by Jordan Gilman
Updated over a week ago

Customize the /login with a Guest Checkout button when they're shopping in eCommerce

If you've customized your login page and are a member focused organization, but want to sell ecommerce merchandise to the public, you can...
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Written by Jordan Gilman
Updated over a week ago

PeopleVine Check-In Tools - Featuring Fully Customizable Self-Service Check-In

See the tools available to you when checking in your members and the different data/experiences we can capture. In addition...
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Written by Jordan Gilman
Updated over a week ago

Check In Form - Prompt Questions When Checking Someone In At Your Space

Now when your members are checked in using the Control Panel, /Checkin or when scanning their QR code you can prompt...
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Written by Jordan Gilman
Updated over a week ago

Migrating Billing - Ready for a Real Billing Platform (for those not using PeopleVine Billing)

Migrate to PeopleVine Billing for Memberships and streamline your business with the ultimate in "lock-down" abilities for non-payers...
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Written by Jordan Gilman
Updated over a week ago

PeopleVine + SevenRooms = Hospitality Perfected

We are proud to introduce our latest update to the platform that includes a tighter integration with SevenRooms to create the...
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Written by Jordan Gilman
Updated over a week ago

Webhook Engine - PeopleVine Webhooks Sync Your Data in Real-Time with Any Other System (if you needed to)

With PeopleVine Webhooks, you can sync every touchpoint with your existing systems to keep your legacy platforms updated in real-time...
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Written by Jordan Gilman
Updated over a week ago

Leverage "Get Items" to Automatically Issue Perks to Members + Re-Issue Perks

You can leverage the "get items" feature in order to issue perks to your members after signing up and renewing annually.
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Written by Jordan Gilman
Updated over a week ago

HAPI - Setup a custom page displaying available locations based on the user's location

This code sample provides a way to automatically sort your locations by the closest distance to the user.
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Written by Jordan Gilman
Updated over a week ago

Get Notified When a Member Checks In

You can subscribe to text message alerts when a specific member or members from a specific membership program arrive at your space.
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Written by Jordan Gilman
Updated over a week ago

How to Utilize and Change the Default Event Graphic

When adding an event to your calendar, having a photo just makes it look that much more enticing, therefore, if you forget one, we'll add...
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Written by Jordan Gilman
Updated over a week ago

The Ultimate Agency Tool - Import a Folder of Snippets Directly into the Drag and Drop Builder

Instead 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...
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Written by Jordan Gilman
Updated over a week ago

Make Your Order Receipts Member Friendly

You now have better control over the items that show up on an order receipt in your member portal.
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Written by Jordan Gilman
Updated over a week ago

Sell Memberships with Credits that are Used When Booking an Appointment

You can setup a membership program that allows a member up to x amount of appointments per month. If they exceed that amount...
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Written by Jordan Gilman
Updated over a week ago

When Sending Email Newsletters You Can Include a Message Preview

Grab people’s attention by adding a text preview for your email newsletter.
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Written by Jordan Gilman
Updated over a week ago

Use the PeopleVine Point of eXperience (POX) App to Check In Your Members

The PeopleVine POX app provides you with a front of the house tool to streamline the member check-in process.
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Written by Jordan Gilman
Updated over a week ago

Void and Reverse a Transaction that was Held for Review but Declined

Did your payment processor hold a transaction for review that failed? Follow these steps to reverse the actions.
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Written by Jordan Gilman
Updated over a week ago

See When Your Members/Subscribers Update their Payment on File

In an effort to help ensure you're subscriptions/memberships are being paid for, you can sort and see data related to their payment on file.
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Written by Jordan Gilman
Updated over a week ago

How to set up a drop ship notification

Learn how to set up an email notification to be sent to a drop ship fulfillment partner when a product order is placed.
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Written by Mobolaji Akintunde
Updated over a week ago

Allow People To Find Events on a Map

The out of the box /events page offers the ability to plot your events on a map at /events/map.
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Written by Jordan Gilman
Updated over a week ago

Setup Shipping Rules with Local Delivery via the Scheduler

Manage real-time availability for deliveries by using PeopleVine Scheduler for Appointments.
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Written by Jordan Gilman
Updated over a week ago

See How Much Your Members and Customers Are Spending

With the Customer Spend Report you can see a breakdown of who your most active/highest spending customers are.
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Written by Jordan Gilman
Updated over a week ago

Set the Term Renewal Date to Lock Members into a Contract

You can leverage the new Term Renewal Date to set when a member is able to cancel their membership.
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Written by Jordan Gilman
Updated over a week ago

Setting Up "Get Items" for Memberships

With the "Get Items" feature, you can automatically give specific items like vouchers, gift cards and more to a member when they subscribe.
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Written by Jordan Gilman
Updated over a week ago

Filter Your Directory By Passing in an Attribute

Send people to a specific part of your directory by filtering with attributes.
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Written by Jordan Gilman
Updated over a week ago

How to Build a Landing Page in PeopleVine

Learn how to setup a landing page in PeopleVine using the builder or your own HTML.
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Written by Jordan Gilman
Updated over a week ago

Filtering the CRM by Active Members

Through a variety of CRM reports, you can check to display data for active members only with a check of a box.
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Written by Jordan Gilman
Updated over a week ago

POS - Aloha - Split Checks for Multiple Members

Looking to reward multiple members or multiple members want to pay on the same check? Then check out this tutorial on how to split checks.
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Written by Jordan Gilman
Updated over a week ago

What POS systems do you currently work with?

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Written by Jordan Gilman
Updated over a week ago

Prevent people from booking a room back to back.

Are people hogging your rooms? Leverage the scheduler settings to prevent people from booking back to back or too long.
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Written by Jordan Gilman
Updated over a week ago

POS Down - Restarting the NCR Aloha Transaction Gateway Helper

If your orders aren't syncing or you are seeing an error when using the payment button, follow these steps to resolve.
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Written by Jordan Gilman
Updated over a week ago

PeopleVine Payment Flow Integrated with POS

PeopleVine supports "pay with rewards/gift card", "card on file" and "house account" integrated with the POS for an optimal experience.
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Written by Jordan Gilman
Updated over a week ago

POS Integration Payment Processing - Authorized Charges

This article will show you how using your card on file processes and you receive the funds.
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Written by Jordan Gilman
Updated over a week ago

Setting Up a Double Points Loyalty Activity

Rewarding just 1 point for every $ spent is just boring; WOW your customers with double or even triple points for a limited period of time.
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Written by Jordan Gilman
Updated over a week ago

Chit Sheet Information - PeopleVine POX and Venue App

When using the PeopleVine POX or Venue App you can print a chit paper with the member's info and Member ID barcode when checking in.
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Written by Jordan Gilman
Updated over a week ago

Paying with House Account and/or Card on File

With our NCR and Aloha integrations via Omnivore users can use their food and beverage credits and cards on file to process transactions
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Written by Jordan Gilman
Updated over a week ago

How do I add a trainer/mentor to allow someone to book a time with them (and they manage their own schedule)?

Provide your community of trainers/mentors with the tools necessary to engage with your members.
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Written by Jordan Gilman
Updated over a week ago

Allow Your Partners to Add Events to Your Calendar

Through permissions on the business directory profile, you can enable your partners to add events to your calendar.
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Written by Jordan Gilman
Updated over a week ago

People are not receiving the text message I'm sending to them.

Troubleshoot issues with receiving text messages.
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Written by Jordan Gilman
Updated over a week ago

How can I run an end of month transaction report and export to Excel?

You can generate an export of all your sales for last month, this month or even year to date.
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Written by Jordan Gilman
Updated over a week ago

Getting started with PeopleVine Project to manage your ability to deliver and handle deal flow projects.

Allow people to submit project requests where your members can bid on them. Manage the entire project and deliverables through completion.
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Written by Jordan Gilman
Updated over a week ago

Setting Up Content Contributors to Allow Others to Manage Content on Your Site

Through the portal, you can give people access to modify specific (permission controlled) items to make changes.
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Written by Jordan Gilman
Updated over a week ago

Add a Snippet / Content to the Top of the Blog / News Page

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Written by Jordan Gilman
Updated over a week ago

Advanced Settings for Schedulers

Setup your schedulers to work with external systems and allow people to filter by custom attributes.
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Written by Jordan Gilman
Updated over a week ago

How to setup the Member Directory for your members to interact.

Enable the member directory and your members can filter through by attributes and start to interact with each other.
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Written by Jordan Gilman
Updated over a week ago

Allow Your Partners to Create/Mange Offers

Companies in the business directory (and their assigned users) can create and manage offers visible on your website.
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Written by Jordan Gilman
Updated over a week ago

How do I change my contact info (on the contact us and other pages)?

On the out of the box pages, such as contact us, we leverage your company information to be displayed.
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Written by Jordan Gilman
Updated over a week ago

How to issue an offer/coupon or a voucher to a specific person.

Follow these steps to issue an offer/coupon or a voucher to a specific person. They will receive a digital voucher they can redeem.
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Written by Jordan Gilman
Updated over a week ago

How do I assign a directory profile to an upcoming appointment?

Keep the person that booked the appointment informed on who they're meeting with. We'll show you how to get this setup.
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Written by Jordan Gilman
Updated over a week ago

Update Item Permissions w/ Permission Push

Permission Push allows you to quickly update and override permissions for content, schedulers and more. Please use with extreme caution.
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Written by Jordan Gilman
Updated over a week ago
Payments / Transactions

Setting up Slim CD as Payment Processor

We support using Slim CD who currently works with Global Pay and other vendors as the gateway of choice.
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Written by Jordan Gilman
Updated over a week ago

Processor: Setting up Authorize.net

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Written by Jordan Gilman
Updated over a week ago

Troubleshooting Errors with Payment or Account Screens

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Written by Jordan Gilman
Updated over a week ago

How do I designate which payment processor to use?

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Written by Jordan Gilman
Updated over a week ago

Getting Started with Payments in PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Importing Gift Cards from Pre-Existing Codes

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Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via Braintree as your Payment Processor

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Written by Jordan Gilman
Updated over a week ago

Import Transactions from a CSV

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Written by Jordan Gilman
Updated over a week ago

Why are people being re-routed to <domain>-ssl.peoplevine.com?

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Written by Jordan Gilman
Updated over a week ago

Accept Donations in PeopleVine

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Written by Jordan Gilman
Updated over a week ago

How do I resend a digital Gift Card?

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Written by Jordan Gilman
Updated over a week ago

How do I process a refund?

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Written by Jordan Gilman
Updated this week

Processor: Setting up Card Connect

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Written by Jordan Gilman
Updated over a week ago

Accept a payment for a specific amount

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Written by Jordan Gilman
Updated over a week ago

Gift Cards in PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via Stripe as your Payment Processor

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Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via PayPal for eCommerce

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Written by Jordan Gilman
Updated over a week ago

Why are the transactions being declined?

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Written by Jordan Gilman
Updated over a week ago

Using the Checkout Engine

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Written by Jordan Gilman
Updated over a week ago
Content Management / Web Pages / Blog

Modify content

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Written by Jordan Gilman
Updated over a week ago

Oops, I made a change to my page and it doesn't look right. How do I revert back to a previous version?

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Written by Jordan Gilman
Updated over a week ago

Change the auto-generated Facebook thumbnail

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Written by Jordan Gilman
Updated over a week ago

Disable PeopleVine's standard CSS in your page layouts

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Written by Jordan Gilman
Updated over a week ago

Add a custom favicon

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Written by Jordan Gilman
Updated over a week ago

Page creation options

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Written by Jordan Gilman
Updated over a week ago

Setup an "Agree to Terms" Landing Page with Form

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Written by Jordan Gilman
Updated over a week ago

How do I post my content to Facebook Instant Articles?

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Written by Jordan Gilman
Updated over a week ago

Use our Gallery Slider to Sift Through Blocks of Content

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Written by Jordan Gilman
Updated over a week ago

Submit to Search Engines

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Written by Jordan Gilman
Updated over a week ago

Apply Your Branding to Out of the Box PeopleVine Pages (Header/Footer)

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Written by Jordan Gilman
Updated over a week ago

Add a Survey/Form to Your Landing Page

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Written by Jordan Gilman
Updated over a week ago

How to Add Google Analytics and other tracking tags to all your pages.

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Written by Jordan Gilman
Updated over a week ago

java / jQuery Tips and Tricks

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Written by Jordan Gilman
Updated over a week ago

Building Landing Pages with the PeopleVine Page Builder - WYSIWYG

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Written by Jordan Gilman
Updated over a week ago

How do I leverage a Wordpress theme?

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Written by Jordan Gilman
Updated over a week ago

Out of the Box - Search Page

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Written by Jordan Gilman
Updated over a week ago

Leveraging categories to filter out blog posts

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Written by Jordan Gilman
Updated over a week ago

Add personalization to a content page by adding customer info

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Written by Jordan Gilman
Updated over a week ago

How can I setup a custom (vanity) URL such as mycompany.com/something?

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Written by Jordan Gilman
Updated over a week ago

How do I setup a FAQ for my website?

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Written by Jordan Gilman
Updated over a week ago

How can I hide or show content, links, etc. when someone is a member, authenticated or a business owner?

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Written by Jordan Gilman
Updated over a week ago

Overriding Out of the Box Pages with Custom Pages

You can replace our out of the box pages with custom pages running HAPI.
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Written by Jordan Gilman
Updated over a week ago

How do I update the navigation on my website?

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Written by Jordan Gilman
Updated over a week ago

Running Your Blog on PeopleVine

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Written by Jordan Gilman
Updated over a week ago
eCommerce

Set up shop with PeopleVine eCommerce: An overview

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Written by Jordan Gilman
Updated over a week ago

How do I receive notifications of low inventory?

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Written by Jordan Gilman
Updated over a week ago

Import Products to your Web Site

You can import your entire product catalog and even keep it updated via our import engine.
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Written by Jordan Gilman
Updated over a week ago

How do I setup a category and add products to it?

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Written by Jordan Gilman
Updated over a week ago

Setting up product filters

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Updated over a week ago

How do I set free shipping if they spend more than X?

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Updated over a week ago

How do I view my order history?

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Written by Jordan Gilman
Updated over a week ago

What type of pricing options does your eCommerce platform support?

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Written by Jordan Gilman
Updated over a week ago

Setting up a Product Variation (Parent/Child Relationship)

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Written by Jordan Gilman
Updated over a week ago

Integration - Setting up integration with ShipStation for Pulling Orders and Shipping Notifications

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Written by Jordan Gilman
Updated over a week ago

PeopleVine Point of Sale

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Updated over a week ago

Order Fulfillment with PeopleVine

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Updated over a week ago

Multiple Shipments on Orders

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Updated over a week ago

How to setup a product bundle, allowing people to get a bundled price

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Written by Jordan Gilman
Updated over a week ago

Real-Time Inventory Management with PeopleVine

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Updated over a week ago

Selling Digital Products in PeopleVine eCommerce

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Written by Jordan Gilman
Updated over a week ago

Add products for eCommerce

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Written by Jordan Gilman
Updated over a week ago

How to setup Pick Up Locations

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Written by Jordan Gilman
Updated over a week ago

How do the product settings work in the PeopleVine Commerce Engine?

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Written by Jordan Gilman
Updated over a week ago

How do I generate a shipping export?

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Written by Jordan Gilman
Updated over a week ago

"Pay with Points" mode

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Written by Jordan Gilman
Updated over a week ago

Add Category Banners to Commerce Shop Pages

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Written by Jordan Gilman
Updated over a week ago

Getting Order Data for Google Analytics or other eCommerce Order Tracking

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Written by Jordan Gilman
Updated over a week ago

How do I manually override the order of products on my site?

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Written by Jordan Gilman
Updated over a week ago

Go Live Checklist for eCommerce Web Sites

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Written by Jordan Gilman
Updated over a week ago

Fulfillment services

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Written by Jordan Gilman
Updated over a week ago

eCommerce Features and Customization

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Written by Jordan Gilman
Updated over a week ago

Copy an Inventory Item or Product

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Written by Jordan Gilman
Updated over a week ago

Add brand logos to the bottom of your website

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Written by Jordan Gilman
Updated over a week ago