See samples of the types of reports PeopleVine can generate in order to get a snapshot of your business in real-time.
The Reporting Guidebook provides a quick glance at the type of reports PeopleVine offers. But the best way to see them is to test them live. You can access the reporting dashboard at https://control.peoplevine.com/reporting or by going to the Settings Menu and clicking on Reporting Dashboard under Reports & Data. If you want a quick glimpse of what we can generate for you, check out the Reporting Guidebook.
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You can customize the list of locations where you host your events by following these steps. You can use it to provide locations that are within your space or remote locations.
You can use the Send Email feature on the CRM to send an e-mail directly to a person, using an existing template.
See how to setup a portal designed for your partners to redeem rewards/gift cards.
This step-by-step guide will show you how to utilize the Aireus POS integration with PeopleVine and configure the initial pieces.
In this article, we'll share with you the various statuses available for subscriptions and how to leverage them to put people on hold and/or control their access.
You may notice some new snippets in the builder, we just launched 12 additional snippets to help you build better newsletters.
You can now add a CC Email address to a CRM record that is used to carbon copy any outgoing e-mail to this person.
With the updated "plot on a map" feature you get a better view of where your customers live. And with our new CRM reports, you can totals of people by location.
The goal is to build your CRM of loyal customers and the best way to do that is enabling your ticket purchasers to allow others to participate in the experience with them.
Using the data export engine and the power of excel, you can build out charts, reports and dashboards leveraging live data as it's generated in PeopleVine.
Looking to add an app to your digital portfolio? This article will show you how to ensure your brand is all over it including being the publisher, your app name, icon and more. As well helps you gain access to statistics and reviews.
You can setup a magic link login form so it's only one-click for your members to access their account.
We started to merge our member and CRM experiences into one, as majority of your data is from members.
Make sure you follow these steps when setting up your application and looking to include spouse or partner information in the application.