Early January Updates

We continue to roll out fixes and features to expand your use of PeopleVine, see what's happened in early January.


Easily Edit Payment Method on File

When taking a payment in the control panel, you can easily upate billing info or payment info (e.g. expiration dates) by clicking on the Edit Payment Method link under the payment dropdown.

Filter Tranasctions by Card Used

You can filter out transactions by the last 4 digits used or the specific card (in most cases).  But if you know the last four, don't add anything else, no need to.


Check Out the New Stats in Memberships

When viewing all your memberships, you get a quick glance of how it performed this month vs. last month and year over year.


You Will Start to See Why People Are Associated

For example if they're a guest of a member or connected through other experiences, you'll start to see the type of association.

We Added Filters to the Calendar View

As well as leveraging the new multiple category select when filtering in events.


NERD ALERT - Ability to Notify Guest is Here via API

Members are notified that their guest is here when you submit an Survey.asm/answerSurvey API call and pass in the referenceTypes including reference_type=memberguest and reference_no=membership_card_no of the member they are seeing.  The survey you are answering should include info like first name and email so you can build your CRM and provide detailed linkage in the backend.


See Taxes Paid Broken Down by Category and Item

When generating a Transaction Pivot Report, you can see the taxes paid by category and function.


Some Other Updates

We added a few more things that weren't worthy of a screenshot:

  • when copying a newsletter, it will also copy the recipients when saving

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Add a Pick-Up Location to Your eCommerce

See how to add a new location to allow people to pickup their purchase from one of your locations.

Posted February 21, 2020

Sync Every Transaction with QuickBooks Online

Leverage our integration with Quickbooks for real-time accounting for every transaction that flows through PeopleVine.

Posted February 21, 2020

Setup NCR Silver Pro with PeopleVine Loyalty

Follow these steps to configure your NCR Silver Pro to work with PeopleVine loyalty in real-time.

Posted February 20, 2020

Gain Better Control Over Your Maximum Capacity by Linking Ticket Inventory

You can link the inventory of multiple tickets in order to keep everything in sync as tickets are sold.

Posted February 20, 2020

Jump to the Next Event with /next after the URL

You can make it easy for people to browse your events (in larger view) by offering a Next Event link to your layout (or leverage it in our out of the box version).

Posted February 19, 2020

A Guide to Operating PeopleVine

I created a guidebook to help you operate the different features of PeopleVine. Check out this article to learn more.

Posted February 11, 2020

User Stories and Flows for Your POS Integration

Read more about integrating your POS with PeopleVine and the user flows we recommend.

Posted February 9, 2020

How to Integrate Your POS to PeopleVine

We have built some standard methods that have helped our other POS integrations succeed. Please check out this article to get started.

Posted February 7, 2020

Customize the /events page with HAPI and this Template

We've setup a template to display/hide events based on filters. Here's our template.

Posted February 4, 2020

Customize the Page Where Your Members Download their Membership Card

Leverage this template to customize your /account/membership/# page with a custom template.

Posted February 3, 2020

End of January Updates - we're done with the 1st month of 2020

Did you know that last year we did over 2,200 updates to the platform! Thanks for the feedback!. Here are some things we just released towards the end of January.

Posted January 27, 2020

Mid January Updates - Media Gets an Update

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

Posted January 10, 2020

Early January Updates

We continue to roll out fixes and features to expand your use of PeopleVine, see what's happened in early January.

Posted January 7, 2020

See What was Added the Last Few Weeks of 2019

We added over 2,500 new features, fixes and improvements in 2019, can't wait to see what we do in 2020. Here are some of the things we added in the last few weeks of the year.

Posted December 31, 2019

How Does PeopleVine Integrate with and Leverage Social Networks

We currently integrate with Facebook, Twitter, Instagram and LinkedIn for specific functionality. Read the article to learn more on how you can leverage these capabilities.

Posted December 29, 2019

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