API / Customization / Advanced

Screen Update to Aloha Payment on File Screens

Our Aloha integration partner, Omnivore, pushed an update to the payment on file experience. Here are some things you should know.

Written by Emran Hossain
Updated over a week ago

We added Additional Transaction MetaData for Your Reports and Tracking

We expanded our transaction data and exports to now share with you when it was originally...

Written by Emran Hossain
Updated over a week ago

Poor Man's Way to Password Protect a Page or Experience

Are you looking for a quick and easy way to password protect a page in our system? This snippet will help.

Written by Emran Hossain
Updated over a week ago

Wrapping Your Javascript with pvReady() Makes Your Code Work in the Builder

If you're running javascript on the page or embedded in your code, make sure you wrap it with pvReady().

Written by Jordan Gilman
Updated over a week ago

Customize the Event Page with Banners and Content to Make it Yours

Use a content snippet or banner rotators to enhance the /events page (or you can always go HAPI)

Written by Jordan Gilman
Updated over a week ago

Send PeopleVine Data to Salesforce in Real-Time

With our Salesforce integration, you have the ability to send data direct to Salesforce via our webhook engine.

Written by Jordan Gilman
Updated over a week ago

Enable Phone Number Validation for US Only

This will setup an input box that when people type their phone number it will be formatted as (###) ###-####

Written by Jordan Gilman
Updated over a week ago

POS Integration - Aloha Overview for Member Experience (Card on File, House Credits, Loyalty and more)

Check out this article for an overview (and links to other articles) on how to use your Aloha and PeopleVine integration.

Written by Jordan Gilman
Updated over a week ago

HAPI Sample - Account Subscription Page

You can customize the /account/subscription/# page with the following HAPI sample.

Written by Jordan Gilman
Updated over a week ago

HAPI Forms - Now You're In Control

With HAPI Forms you can completely customize and simplify the experience of creating and updating items in PeopleVine.

Written by Jordan Gilman
Updated over a week ago

ID Tags and Classes Added to Every Out of the Box Page

Now you can really customize the experience throughout PeopleVine by targeting specific pages or groups of pages.

Written by Jordan Gilman
Updated over a week ago

HAPI - Scheduler - Sample Code for Multiple Slot Selection

Check out the sample code from our live page for booking rooms.

Written by Jordan Gilman
Updated over a week ago

HAPI Sample - Scheduler - Dining Reservations

Build a custom scheduler page using this sample code.

Written by Jordan Gilman
Updated over a week ago

HAPI Sample - Events Page

Build a custom events page (to view upcoming/past events) and a single event with this sample HAPI.

Written by Jordan Gilman
Updated over a week ago

HAPI Sample - Blog Page

Build a custom page for your blog and viewing your blog to emphasize and highlight your brand.

Written by Jordan Gilman
Updated over a week ago

Getting Started with Developing on PeopleVine

Learn techniques, gain access to resources and follow along as we show you how to start developing on PeopleVine

Written by Jordan Gilman
Updated over a week ago

Reward Points for First Time Visit and Future Visits

You can engage people to try other locations within your network, by rewarding them points for first time visit.

Written by Jordan Gilman
Updated over a week ago

Customize the Subscription Messaging Experience

We'll show you how you can custom the emails that go out when someone succeeds or fails at billing.

Written by Jordan Gilman
Updated over a week ago

HAPI - Access Customer Total Values to Manipulate Content and Layout

We offer nearly 50 customer.total commands that can bring back relevant data to control the user experience on the fly (server-side).

Written by Jordan Gilman
Updated over a week ago

Integration with XPS Shipping

You can leverage XPS shipping to feed orders that need to be shipped as well as provide tracking to your customers.

Written by Jordan Gilman
Updated over a week ago

Add a Rewards Expiring Soon Snippet To Your Loyalty Dashboard

Keep your members informed on when their rewards expire with this little snippet.

Written by Jordan Gilman
Updated over a week ago

Leveraging the "Get" Engine to Automatically Enroll Non-Loyalty Members into the Loyalty Program

This feature is used when orders are processed through the Omnivore POS integration methods.

Written by Jordan Gilman
Updated over a week ago

POS Integration – Aloha – Configuring the Tender and Menu Items

This tutorial will show you how to setup the POS for taking payments and capturing the member ID.

Written by Jordan Gilman
Updated over a week ago

POS Integration – Aloha – Paying with Credit Card on File

This tutorial will show you how a member can pay with their credit card (or ACH) on file.

Written by Jordan Gilman
Updated over a week ago

Running Performance and Penetration Tests Against PeopleVine

Executing tests against our production environment may result in fees and fines.

Written by Jordan Gilman
Updated over a week ago

Send Newsletters from Your Servers/Gateway

You can send all outgoing emails from your PeopleVine account via your SMTP gateway. This allows for more isolated and frequent delivery.

Written by Jordan Gilman
Updated over a week ago

Migrate HTML code from another platform to PeopleVine

copy and paste HTML from another platform into content pages, email newsletters, templates and layouts.

Written by Jordan Gilman
Updated over a week ago

Add Additional Security Measures to Ensure People Don't Change their Name

Finding that people are cheating the system by changing their name on their membership profile? Add this code to ....

Written by Jordan Gilman
Updated over a week ago

Make a Field Required When Signing up as a Member

Make the fields we don't require as required by adding these lines of code to your layout.

Written by Jordan Gilman
Updated over a week ago

Improve Performance on HAPI Based Calls

You can now set a caching period where your rendered version will cache for X minutes, at which time it will generate a new page on render.

Written by Jordan Gilman
Updated over a week ago

Your CSS or jQuery is not rendering properly

Written by Jordan Gilman
Updated over a week ago

Adding HTML or Scripts to an out of the box PeopleVine page

Written by Jordan Gilman
Updated over a week ago

PeopleVine User Exits on the Portal Pages - Allows you to do something else upon something being completed

Written by Jordan Gilman
Updated over a week ago

Sample - How to setup Google Conversion Code on an out of the box PeopleVine Page

Written by Jordan Gilman
Updated over a week ago

Using the PeopleVine domain cookie to share customer information between your site hosted elsewhere and your PeopleVine hosted site.

Written by Jordan Gilman
Updated over a week ago

Override the 404 Error Page with a Custom Page

Written by Jordan Gilman
Updated over a week ago

Add Search To Your Site

Written by Jordan Gilman
Updated over a week ago

Add Someone to Your CRM via a URL

Written by Jordan Gilman
Updated over a week ago

CSS Media Queries

Written by Jordan Gilman
Updated over a week ago

Integration - Toast POS - Using PeopleVine for Membership and Loyalty with the Toast POS

With our Toast integration, you can reward people points, use rewards to pay for the check and track/manage your member accounts.

Written by Jordan Gilman
Updated over a week ago

Configure Aloha for Tracking Member Spend and Card on File Payments

This guide will show you how to configure your Aloha system to track member spend and allow members to use their card on file.

Written by Jordan Gilman
Updated over a week ago

Loading Templates with Angular

Written by Jordan Gilman
Updated over a week ago

What activities in PeopleVine can fire a Webhook?

Written by Jordan Gilman
Updated over a week ago

Leverage Zapier to Do So Much More with PeopleVine (Connect to Quickbooks, ZenDesk, Google, etc.)

Written by Jordan Gilman
Updated over a week ago

Using Outgoing Webhooks to Connect to Another System in Real Time

Written by Jordan Gilman
Updated over a week ago

Outgoing Webhooks – Slack Notifications Upon Activity Completion

Written by Jordan Gilman
Updated over a week ago

Setup a Dining Reservation with Specific Tables for Dining or Cocktails

Allow your members to select what type of table they're looking for (e.g. cocktail, rooftop, outside, etc.) ....

Written by Jordan Gilman
Updated over a week ago

Answer a Survey/Form From Your External Website via our API

By leveraging our API, you can customize the front-end of your experience and capture data on your external website.

Written by Jordan Gilman
Updated over a week ago

API Sample - Book a Reservation

A quick few steps to getting availability and booking a reservation.

Written by Jordan Gilman
Updated over a week ago

PHP Methods for Connecting to the PeopleVine API

Leverage these methods to connect to the PeopleVine API via PHP.

Written by Jordan Gilman
Updated over a week ago

Authenticating a Customer to Access your Application (that is connected to the PeopleVine API)

Written by Jordan Gilman
Updated over a week ago

Authenticating a PeopleVine User for your Application (connected to the PeopleVine API)

Written by Jordan Gilman
Updated over a week ago

Setup an API Application and the necessary "auth" credentials to make API calls

Follow these steps to launch an API Application on PeopleVine.

Written by Jordan Gilman
Updated over a week ago

Setup a Custom Page for When People Are Booking a Dining Reservation

When setting up a dining reservation experience, you can now customize the page where people land when....

Written by Emran Hossain
Updated over a week ago

How to fix an application that displays a blank step

Are you seeing this when you preview your application ?

Written by Frank Calabrese
Updated over a week ago

Using a Customer Form (Survey, Contest, Subscription, etc.) on a Shared Device

Written by Jordan Gilman
Updated over a week ago

How to Change the Default Loading Icon

Written by Jordan Gilman
Updated over a week ago

Leveraging UserExits to Manipulate the UI (e.g. uncollapse all FAQs)

Written by Jordan Gilman
Updated over a week ago

Make Your Site Private - Require a Passcode to View It

Written by Jordan Gilman
Updated over a week ago

On the Login Screen - You can disable the social login and guest checkout

Written by Jordan Gilman
Updated over a week ago

Translating To Your Language

Written by Jordan Gilman
Updated over a week ago

Setting Up a Default Notification Template for Emails

Written by Jordan Gilman
Updated over a week ago

How do I get alerted when someone completes a touchpoint?

Written by Jordan Gilman
Updated over a week ago

How can I customize newsletters/notifications to include variables/data from the interaction?

Written by Jordan Gilman
Updated over a week ago

Sample Email Template - Event Register Confirmation

Written by Jordan Gilman
Updated over a week ago

How do I change standard messaging for email or sms confirmations and reminders?

Written by Jordan Gilman
Updated over a week ago

Create your own custom Login screen

Written by Jordan Gilman
Updated over a week ago

Use HAPI to Include Event Info in Your Email

You can use HAPI to generate additional field data when sending an e-mail.

Written by Jordan Gilman
Updated over a week ago

HAPI - Data - Years, States, Countries

We added a new HAPI feature so you can output specific data elements with ease.

Written by Jordan Gilman
Updated over a week ago

Sample Code - HAPI Membership Directory + Repeater with Conditional Statements

Check out this HAPI sample to see how to setup a dynamic member directory.

Written by Frank Calabrese
Updated over a week ago

A Nice Little HAPI Snippet with Business and Contacts Included

Check out this HAPI sample to see how to include a business directory profile and the contacts associated with them.

Written by Frank Calabrese
Updated over a week ago

Template - Event Grid - HTML Render Engine

Written by Jordan Gilman
Updated over a week ago

Loading customer attributes on a page or email

Written by Jordan Gilman
Updated over a week ago

Contact Us - Out of the Box Page

Written by Jordan Gilman
Updated over a week ago