Mid January Updates - Media Gets an Update

See what was added in mid January to help you do more with PeopleVine


Media Has Permissions

You can now control access to files based on membership level and/or pre-registered.  This can be set on files as you upload them to the media directory (single or multiple) and when you edit single files.  Media uploaded throughout the platform can be updated by viewing the file under the media library.


we also keep track of each time a media file is opened.


Introducing Mobile Push Newsletters Sent Direct to Devices

We are bulding out our Mobile Push Notifications to be sent as both newsletters, instant notification (after touchpoint) or sent individually.  Check out the updates to the navigation.

You'll notice that we combined Outbound Marketing aka Newsletters together.  So you can send email, sms and now mobile push.  Then all individual messaging (which most of you don't use) was shifted all under the 2nd column.  Maybe I'll retire those tools one day, I think i just put them there as fillers.

You can configure this by going to the Platform Settings and adding your mobile app push ID, you can get it from the project team that helped you with the app.

Scheduler Owners Get Hold Calendar Invites 

If you assign a business owner to a scheduler,  they will receive a calendar invite asking them to hold the spot.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Add Your Own SMS Provider (Currently Working with Twilio)

Add your own SMS provider by providing your own Twilio credentials to leverage your account for sending and receiving messages.

Posted July 30, 2021

Use Auth0 Single Sign On Technology with Peoplevine

You can have your members SSO into your member portal by routing them through Auth0.

Posted July 29, 2021

Issue a Set of Perks to All Members - Great for Special and Last Minute Perks

Looking to bring spike your business? Leverage our feature to re-issue one-time perks to all members in two clicks.

Posted July 29, 2021

Using Adyen as Your Payment Gateway

We support an integration with Adyen, a leader in payments in Europe, to process credit cards for all types of transactions including recurring billing, F&B, merch, event tickets and much more. This article will help you get things setup.

Posted July 20, 2021

Updated Affiliate Reporting for More Visibility and Accuracy

We recently updated our Affiliate engine with more detailed and actionable reporting to help you service your affiliates better and pay them sooner.

Posted July 13, 2021

Single Sign On (SSO) Using a JWT Token with Certificate

A new modern way to authenticate your members by leveraging our Single Sign On JWT Token that is validated by an updating certificate.

Posted July 9, 2021

Setup Micros Simphony to Work with Peoplevine

You can setup your Micros Simphony (with Transaction Services enabled) to lookup members, sync orders and take payment direct from the POS.

Posted June 15, 2021

Looking to Upgrade Your Authorize.Net Connection to 2.0 and Get Features Like Card Updater

If you are a legacy Authorize.net user, we recommend you upgrade to v2. It's quick and easy while giving you best in class security along with features like card updater from Authorize.net.

Posted June 14, 2021

You Can Sync Stripe Tokenized Credit Cards to Peoplevine

Do you have customers who added their payment directly in Stripe or from a previous integration? We can import those tokens to their CRM profile for future card on file charges.

Posted June 9, 2021

Set Member Perks to Issue on a Re-occurring Basis and to Sub Members (or not)

With our recent update to our Member Perks engine, you can now set a perk to re-issue on a regular basis. You can also control whether a sub member should receive this perk.

Posted May 27, 2021

Verify an Applicant hasn't Already Applied Before Continuing - Avoid Data Overlap

We added a new feature that allows you to prompt an applicant to enter their e-mail and/or mobile number in order to verify if they have either applied or are an active member.

Posted May 13, 2021

FAQ: Sevenrooms

Being integrated with Sevenrooms for nearly 3 years, we've learned a lot on how our users leverage it to improve the member experience while maximizing revenue. Here are some off the questions we get asked the most about our integration with Sevenrooms.

Posted May 11, 2021

Integrate Your Hardware to Verify Members as they Arrive

This step by step tutorial will show you how to verify a membership card and check them in via our API.

Posted May 11, 2021

Capture up to 3 Months Past Due When Members Don't Renew After Billing Fails

We are in a weird time where members may feel that no or limited access to the club doesn't warrant dues, so you may find people waiting to pay/activate until you re-open. If they do, this new feature will prompt them to pay up to the last 3 months they were inactive/unpaid.

Posted May 11, 2021

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