Platform Capabilities

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170 articles in this collection
Written by Jordan Gilman

Allow Your Partners to Add Events to Your Calendar

Through permissions on the business directory profile, you can enable your partners to add events to your calendar.
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Written by Jordan Gilman
Updated over a week ago

People are not receiving the text message I'm sending to them.

Troubleshoot issues with receiving text messages.
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Written by Jordan Gilman
Updated over a week ago

How can I run an end of month transaction report and export to Excel?

You can generate an export of all your sales for last month, this month or even year to date.
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Written by Jordan Gilman
Updated over a week ago

Getting started with PeopleVine Project to manage your ability to deliver and handle deal flow projects.

Allow people to submit project requests where your members can bid on them. Manage the entire project and deliverables through completion.
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Written by Jordan Gilman
Updated over a week ago

Setting Up Content Contributors to Allow Others to Manage Content on Your Site

Through the portal, you can give people access to modify specific (permission controlled) items to make changes.
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Written by Jordan Gilman
Updated over a week ago

Add a Snippet / Content to the Top of the Blog / News Page

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Written by Jordan Gilman
Updated over a week ago

Advanced Settings for Schedulers

Setup your schedulers to work with external systems and allow people to filter by custom attributes.
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Written by Jordan Gilman
Updated over a week ago

How to setup the Member Directory for your members to interact.

Enable the member directory and your members can filter through by attributes and start to interact with each other.
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Written by Jordan Gilman
Updated over a week ago

Allow Your Partners to Create/Mange Offers

Companies in the business directory (and their assigned users) can create and manage offers visible on your website.
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Written by Jordan Gilman
Updated over a week ago

How do I change my contact info (on the contact us and other pages)?

On the out of the box pages, such as contact us, we leverage your company information to be displayed.
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Written by Jordan Gilman
Updated over a week ago

How to issue an offer/coupon to a specific person.

Follow these steps to issue an offer or a coupon to a specific person. They will receive a voucher that they can redeem in person.
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Written by Jordan Gilman
Updated over a week ago

How do I assign a representative to an upcoming appointment?

Keep the person that booked the appointment informed on who they're meeting with. We'll show you how to get this setup.
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Written by Jordan Gilman
Updated over a week ago

Update Item Permissions w/ Permission Push

Permission Push allows you to quickly update and override permissions for content, schedulers and more. Please use with extreme caution.
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Written by Jordan Gilman
Updated over a week ago
Payments / Transactions

Setting up Slim CD as Payment Processor

We support using Slim CD who currently works with Global Pay and other vendors as the gateway of choice.
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Written by Jordan Gilman
Updated this week

Processor: Setting up Authorize.net

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Written by Jordan Gilman
Updated over a week ago

Troubleshooting Errors with Payment or Account Screens

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Written by Jordan Gilman
Updated over a week ago

How do I designate which payment processor to use?

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Written by Jordan Gilman
Updated over a week ago

Getting Started with Payments in PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Importing Gift Cards from Pre-Existing Codes

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Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via Braintree as your Payment Processor

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Written by Jordan Gilman
Updated over a week ago

Import Transactions from a CSV

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Written by Jordan Gilman
Updated over a week ago

Why are people being re-routed to <domain>-ssl.peoplevine.com?

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Written by Jordan Gilman
Updated over a week ago

Accept Donations in PeopleVine

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Written by Jordan Gilman
Updated over a week ago

How do I resend a digital Gift Card?

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Written by Jordan Gilman
Updated over a week ago

How do I process a refund?

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Written by Jordan Gilman
Updated over a week ago

Processor: Setting up Card Connect

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Written by Jordan Gilman
Updated over a week ago

Accept a payment for a specific amount

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Written by Jordan Gilman
Updated over a week ago

Gift Cards in PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via Stripe as your Payment Processor

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Written by Jordan Gilman
Updated over a week ago

Start Accepting Payments via PayPal for eCommerce

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Written by Jordan Gilman
Updated over a week ago

Why are the transactions being declined?

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Written by Jordan Gilman
Updated over a week ago

Using the Checkout Engine

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Written by Jordan Gilman
Updated over a week ago
Content Management / Web Pages / Blog

Modify content

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Written by Jordan Gilman
Updated over a week ago

Oops, I made a change to my page and it doesn't look right. How do I revert back to a previous version?

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Written by Jordan Gilman
Updated over a week ago

Change the auto-generated Facebook thumbnail

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Written by Jordan Gilman
Updated over a week ago

Disable PeopleVine's standard CSS in your page layouts

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Written by Jordan Gilman
Updated over a week ago

Add a custom favicon

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Written by Jordan Gilman
Updated over a week ago

Page creation options

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Written by Jordan Gilman
Updated over a week ago

Setup an "Agree to Terms" Landing Page with Form

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Written by Jordan Gilman
Updated over a week ago

How do I post my content to Facebook Instant Articles?

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Written by Jordan Gilman
Updated over a week ago

Use our Gallery Slider to Sift Through Blocks of Content

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Written by Jordan Gilman
Updated over a week ago

Submit to Search Engines

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Written by Jordan Gilman
Updated over a week ago

Apply Your Branding to Out of the Box PeopleVine Pages (Header/Footer)

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Written by Jordan Gilman
Updated over a week ago

Add a Survey/Form to Your Landing Page

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Written by Jordan Gilman
Updated over a week ago

How to Add Google Analytics and other tracking tags to all your pages.

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Written by Jordan Gilman
Updated over a week ago

java / jQuery Tips and Tricks

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Written by Jordan Gilman
Updated over a week ago

Building Landing Pages with the PeopleVine Page Builder - WYSIWYG

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Written by Jordan Gilman
Updated over a week ago

How do I leverage a Wordpress theme?

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Written by Jordan Gilman
Updated over a week ago

Out of the Box - Search Page

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Written by Jordan Gilman
Updated over a week ago

Leveraging categories to filter out blog posts

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Written by Jordan Gilman
Updated over a week ago

Add personalization to a content page by adding customer info

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Written by Jordan Gilman
Updated over a week ago

How can I setup a custom (vanity) URL such as mycompany.com/something?

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Written by Jordan Gilman
Updated over a week ago

How do I setup a FAQ for my website?

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Written by Jordan Gilman
Updated over a week ago

How can I hide or show content, links, etc. when someone is a member, authenticated or a business owner?

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Written by Jordan Gilman
Updated over a week ago

Overriding Out of the Box Pages with Custom Pages

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Written by Jordan Gilman
Updated over a week ago

How do I update the navigation on my website?

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Written by Jordan Gilman
Updated over a week ago

Running Your Blog on PeopleVine

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Written by Jordan Gilman
Updated over a week ago
eCommerce

Set up shop with PeopleVine eCommerce: An overview

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Written by Jordan Gilman
Updated over a week ago

How do I receive notifications of low inventory?

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Written by Jordan Gilman
Updated over a week ago

Import Products to your Web Site

You can import your entire product catalog and even keep it updated via our import engine.
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Written by Jordan Gilman
Updated over a week ago

How do I setup a category and add products to it?

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Written by Jordan Gilman
Updated over a week ago

Setting up product filters

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Written by Jordan Gilman
Updated over a week ago

How do I set free shipping if they spend more than X?

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Written by Jordan Gilman
Updated over a week ago

How do I view my order history?

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Written by Jordan Gilman
Updated over a week ago

What type of pricing options does your eCommerce platform support?

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Written by Jordan Gilman
Updated over a week ago

Setting up a Product Variation (Parent/Child Relationship)

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Written by Jordan Gilman
Updated over a week ago

Integration - Setting up integration with ShipStation for Pulling Orders and Shipping Notifications

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Written by Jordan Gilman
Updated over a week ago

PeopleVine Point of Sale

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Written by Jordan Gilman
Updated over a week ago

Order Fulfillment with PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Multiple Shipments on Orders

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Written by Jordan Gilman
Updated over a week ago

How to setup a product bundle, allowing people to get a bundled price

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Written by Jordan Gilman
Updated over a week ago

Real-Time Inventory Management with PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Selling Digital Products in PeopleVine eCommerce

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Written by Jordan Gilman
Updated over a week ago

Add products for eCommerce

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Written by Jordan Gilman
Updated over a week ago

How to setup Pick Up Locations

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Written by Jordan Gilman
Updated over a week ago

How do the product settings work in the PeopleVine Commerce Engine?

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Written by Jordan Gilman
Updated over a week ago

How do I generate a shipping export?

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Written by Jordan Gilman
Updated over a week ago

"Pay with Points" mode

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Written by Jordan Gilman
Updated over a week ago

Add Category Banners to Commerce Shop Pages

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Written by Jordan Gilman
Updated over a week ago

Getting Order Data for Google Analytics or other eCommerce Order Tracking

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Written by Jordan Gilman
Updated over a week ago

How do I manually override the order of products on my site?

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Written by Jordan Gilman
Updated over a week ago

Go Live Checklist for eCommerce Web Sites

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Written by Jordan Gilman
Updated over a week ago

Fulfillment services

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Written by Jordan Gilman
Updated over a week ago

eCommerce Features and Customization

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Written by Jordan Gilman
Updated over a week ago

Copy an Inventory Item or Product

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Written by Jordan Gilman
Updated over a week ago

Add brand logos to the bottom of your website

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Written by Jordan Gilman
Updated over a week ago