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API / Customization / Advanced
53 articles in this collection
Written by
Jordan Gilman
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
Advanced CSS, JavaScript and HTML
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
Working with Other Frameworks
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
Working with the PeopleVine API
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
Tips and Tricks
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
Locale Specific / Language
Translating To Your Language
Written by
Jordan Gilman
Updated over a week ago
Enterprise License Features
Setting Up a Default Notification Template for Emails
Written by
Jordan Gilman
Updated over a week ago
Templates and Notifications
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
PeopleVine HTML API Render Engine (HAPI)
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
Out of the Box Pages
Contact Us - Out of the Box Page
Written by
Jordan Gilman
Updated over a week ago