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API / Customization / Advanced
API / Customization / Advanced
71 articles in this collection
Written by
Jordan Gilman,
Frank Calabrese,
and
Emran Hossain
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
Advanced CSS, JavaScript and HTML
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
Working with Other Frameworks
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
Working with the PeopleVine API
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
Tips and Tricks
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 this week
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
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)
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
Out of the Box Pages
Contact Us - Out of the Box Page
Written by
Jordan Gilman
Updated over a week ago