Featured Articles

• 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 By:

  Jordan Gilman

  Posted On:

  May 28, 2020

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• Improvements Made Throughout February 2020 We made some improvements throughout the platform in the month of February. Check out a few in the article or check out the platform to see what's popped up.

  Posted By:

  Jordan Gilman

  Posted On:

  February 21, 2020

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• 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 By:

  Jordan Gilman

  Posted On:

  February 11, 2020

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  • New Feature

• Group Your People into Sub-Groups Based on Their Status with Your Club We will automatically set whether a CRM record is a Contact, Prospect, Applicant, Guest or a Member as the data changes in Peoplevine, along with giving you the ability to override as needed.

  Posted By:

  Jordan Gilman

  Posted On:

  February 9, 2022

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• 

  Automatically Send a Meeting Invite with Data via a Webhook (e.g. Send Event to Calendar) Leveraging the webhook engine, you can automatically send an event to a calendar by using a webhook e-mail.

  Posted By:

  Jordan Gilman

  Posted On:

  February 1, 2022

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• 

  Automatically Create a Note Based on Live Data via Webhook Leveraging the webhook engine, you can automatically tag notes to a CRM profile with this article.

  Posted By:

  Jordan Gilman

  Posted On:

  December 9, 2021

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• 

  Generate Account Statements and E-mail them to Your Members You can quickly generate a monthly statement highlighting your customer spend and transactions during that time frame.

  Posted By:

  Jordan Gilman

  Posted On:

  February 11, 2021

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• 

  Integrate Your ACT! CRM with PeopleVine to Keep Customer Data in Sync Learn more about our integration with ACT! CRM to keep your CRM data in sync.

  Posted By:

  Jordan Gilman

  Posted On:

  January 28, 2021

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• 

  Enable a Webhook to Automatically Tag a Person with an Attribute You can trigger a webhook to automatically attach an attribute to the person's profile.

  Posted By:

  Jordan Gilman

  Posted On:

  November 4, 2020

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• 

  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 By:

  Jordan Gilman

  Posted On:

  May 28, 2020

  Read Article
• 

  See their Most Purchased Products on their CRM Profile When viewing a CRM profile, you can now see their most frequently purchased items.

  Posted By:

  Jordan Gilman

  Posted On:

  May 27, 2020

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• 

  Send PeopleVine Data to Salesforce in Real-Time With our Salesforce integration, you have the ability to send data direct to Salesforce via our webhook engine.

  Posted By:

  Jordan Gilman

  Posted On:

  April 18, 2020

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• 

  Send a Notification, Trigger a Campaign, Webhook or Alert When Someone Updates their CRM Profile, Membership or Subscription You can trigger automation when someone's profile is updated or specifically when they update themselves. As well when their subscription or membership card are modified.

  Posted By:

  Jordan Gilman

  Posted On:

  March 24, 2020

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