Getting Started | PeopleVine Resources

Creating Your First Page

Use the PeopleVine Builder to Create Your First Page.

Written by Jordan Gilman
Updated over a week ago

Setup a Scheduler for Appointments

Written by Jordan Gilman
Updated over a week ago

Add a form to a landing page

Written by Jordan Gilman
Updated over a week ago

Step by Step - Setting up a business in the directory

Written by Jordan Gilman
Updated over a week ago

PeopleVine Explained

What are TouchPoints?

Written by Jordan Gilman
Updated over a week ago

Out-of-the-Box Pages & Tools

PeopleVine comes pre-loaded with a number of out-of-the-box pages and tools like our blogging and directory engines to help you expand

Written by Jordan Gilman
Updated over a week ago

Setup & Configuration

How do I manage user accounts?

Learn how to add users, update permissions, and provide access to the platform for your teammates.

Written by Jordan Gilman
Updated over a week ago

Using a Custom Domain Name

Learn how to us a custom domain name that you own with your PeopleVine account including how to setup and configure an SSL Certificate

Written by Jordan Gilman
Updated over a week ago

Enable a Payment Processor

Accepting & Processing Payments in PeopleVine is critical to your success on our platform. Get transactions up an running in seconds.

Written by Jordan Gilman
Updated over a week ago

Setting up integrations

We built seamless integrations with leading providers in an effort to simplify the PeopleVine experience. Start configuring them in seconds.

Written by Jordan Gilman
Updated over a week ago

Account Settings

How do I change my company info?

Learn how to update and modify your company info and relevant information for your business including your logo, bio, address, timezone, etc

Written by Jordan Gilman
Updated over a week ago

CRM & People

How to import CRM Contacts

Importing contacts from your existing database is an important function of getting started with PeopleVine. Learn how to get started here.

Written by Jordan Gilman
Updated over a week ago

How to charge a person in PeopleVine

Learn how to charge a person any amount on the fly via payment link or structured through specific experiences.

Written by Jordan Gilman
Updated over a week ago

Forms & Applications

How do I create a Form?

With PeopleVine you can create forms to collect data about your customers in a number of different ways, from event registrations to contact

Written by Jordan Gilman
Updated over a week ago

Creating an Application Workflow

PeopleVine gives its users the ability to link multiple forms together to create an application workflow

Written by Jordan Gilman
Updated over a week ago

Layouts & Content

Creating your first page layout

With our hosting abilities comes custom page layouts. These are useful for quickly creating content and keeping your website consistent.

Written by Jordan Gilman
Updated over a week ago

Getting started with Categories

We employ categories as a way to segregate and filter content. Utilizing them can help you take your experience to the next level.

Written by Jordan Gilman
Updated over a week ago

Memberships & Loyalty

Setting up a new loyalty program

With PeopleVine you can create a loyalty program for your customers to earn rewards when they spend money at your business

Written by Jordan Gilman
Updated over a week ago

Events & Commerce

Events & Ticketing

Written by Jordan Gilman
Updated over a week ago

Member Based Ticketing for Events

Learn how to configure Member based Ticket Prices in the PeopleVine Events engine.

Written by Jordan Gilman
Updated over a week ago

Adding Fundraisers to your Website

With PeopleVine Fundraisers, you and your (audience) can setup fund raising campaigns to raise money for a certain goal.

Written by Jordan Gilman
Updated over a week ago

Campaigns & Automation

Automated campaigns

Written by Jordan Gilman
Updated over a week ago

Setting up an Attribute Tagged Campaign

Learn how to use PeopleVine for Setting up an Attribute Tagged Campaign

Written by Jordan Gilman
Updated over a week ago