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Getting Started
Getting Started
23 articles in this collection
Written by
Jordan Gilman
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 this week
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