Setup a Member Directory so Members Can Find Members by Interest or Other Topics to Connect

You can setup a member directory to allow other members to engage with each other by interests or other topics.

There are a few simple steps to getting this setup:

  1. Enable the Membership Directory on the Membership Program
  2. Setup the Member Attributes
  3. Link to the Member Portal
  4. Member Privacy

Enable the Membership Directory on the Membership Program

If you're ready to launch the member directory, you can simpljy enable this by checking the Enable a member directory for members to interact when creating or editing a membership program.

You can find this option located under the Options section.

Please note that members can see members in the same category.  When you setup your membership program, you have the ability to assign a category to the program.  Only members within the same category hierarchy (either same level or parent level are the same) can see each other.  In essence, leverage categories to prevent other members from seeing your staff membership or VIP's.  You can also update the customer profile to hide a member from the directory.

Setup the Membership Attributes

In order to enable members to create robust profiles, you can setup a variety of member attributes such as Topics of Interest, Favorite X, Industry, etc.  Once a member builds their profile, you and other members will be able to filter members based on their preferences.  

Under the company menu, you 'll find Attributes under Tagging.  Click on Setup New Attribute (or manage existing ones to see what exists).

Make sure you set the usage for the Member Directory

Set the type of attribute it is, where checkbox and radio allow you to select multiple options

You can assign an attribute to a specific category in order to have different profiles based on the type of membership.

When you set the attribute as searchable, then members (and your team) can filter members based on this attribute.

Lastly, if you want to retain the value and not make it easy for someone to change, simply uncheck the Allow item owner to edit this attribute.

Link to Member Portal

Now that you setup the attributes and enabled the member directory, here are some links you can leverage:

  • /account/member/directory is a link directly to the directory
  • /account/member/profile is a link to edit thier member profile
  • /account/edit is a link to edit their CRM profile but also opt out of the member directory

Member Privacy

Keeping certain membership information private is important, so we wanted you to know a few things:

  • There is a member profile and a CRM profile.  Member profiles are visible to other members (based on the category rules above).  CRM profiles and CRM related data are PRIVATE, it can only be seen by your staff.  
  • Members can opt out of the member portal by editing their customer profile at /account/edit.  You can also opt them out by editing their CRM profile in the control panel.

    Look for the Keep Private flag to hide the member profile from being seen by other members.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

May Updates Were Focused on Contact-Less Experiences, Membership Updates and Commerce

Check out the latest updates to our platform in May which include Postmates deliveries, local delivery windows, reciprocal club features, POX updates and more!

Posted May 28, 2020

Take Orders with Shipping/Delivery via the Virtual POS in the Control Panel

When using the Virtual POS, you can now set the location to Ship/Deliver this order to walk you through available shipping options.

Posted May 28, 2020

Enable House Account for Your Members to Charge to their House Account

On their CRM profile, you can enable the ability to checkout online by charging it to their house account.

Posted May 28, 2020

Allow a One-Time Transfer of the Membership Owner to Help Centralize Billing

You can allow your members to enroll then transfer the membership to another person, while keeping the billing under the original account.

Posted May 28, 2020

See their Most Purchased Products on their CRM Profile

When viewing a CRM profile, you can now see their most frequently purchased items.

Posted May 27, 2020

Issuing or Selling Vouchers to Enable a Digital Tracking System

With Vouchers, you can distribute one-time passes that enable someone to visit, experience or obtain.

Posted May 26, 2020

PeopleVine POX App for Managing Your Members and Guest Check-In to Track Visits

Looking for a powerful way to track your members and build member profiles along with their guests, then look into setting up the PeopleVine POX app.

Posted May 25, 2020

Authenticate Your Facebook Pages with PeopleVine

See how to connect your Facebook pages with PeopleVine to auto post on social.

Posted May 22, 2020

Skip the Password for Quicker Checkout

Don't feel like requiring your people to setup a password, no worries, you can bypass the password while requiring them to get a magic link the next time they come back.

Posted May 22, 2020

Enable Your Reciprocal Clubs to Allow Their Members to Become a Temporary Member of Yours

You can enable your reciprocal clubs to share a digital membership card and online access for their members to access your experiences. Of course with permissions and approvals.

Posted May 22, 2020

Added New Features to Sevenrooms Integration

You can import POS data from your integration with Sevenrooms directly to PeopleVine orders.

Posted May 20, 2020

Now Leverage Dynamic Data Fields when Presenting Options on a Form

Are you setting up a form where you want people to select a specific business in the directory, a membership level, an upcoming event or other dynamic data, then you'll love this new feature.

Posted May 16, 2020

Setup a Membership Sign up Landing Page so Members Can Select a Plan

You can setup a landing page that will breakdown the various membership programs you offer by category.

Posted May 15, 2020

Membership Scanning is Getting an Upgrade

We have several different ways to check-in and validate a member, we are now adding a new feature to display the member as you scan them in.

Posted May 15, 2020

Setup a Member Directory so Members Can Find Members by Interest or Other Topics to Connect

You can setup a member directory to allow other members to engage with each other by interests or other topics.

Posted May 14, 2020

© PeopleVine 2020. Powered by PeopleVine. Terms of use | Privacy & cookies