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.


Ecommerce Orders Show Tracking and Shipping at Quick Glance

When viewing your orders, you can now see the shipping method (or pickup) and if already shipped, a link to track the package.


Search for Events via URL

You can setup a vanity URL and route to /events.aspx?search=<search value> to drive people directly to events that contain certain words.


Added Support for 9 eCommerce Notifications

We expanded our notification system to trigger a set of options when one of these triggers occurs: 

  • Order marked as paid
  • Order marked as verified
  • Order marked as pulled
  • Order marked as shipped and pulled
  • Order marked as shipped
  • Order marked as completed
  • Order marked as follow-up
  • Order marked as modified
  • Order marked as returned

Link to the Next Event

Want to allow your people to browse through your events?  simply add a link with /event/#/next where # is the event_no, and we'll take them to the next event (in order by date).  Check out this article for more info: https://peoplevine.com/blog/31540.


Link Ticket Inventory to Manage Availability

You can connect the inventory of one ticket with other tickets in an effort to sell tickets at different pricing/levels, but not go over capacity.  Check out this article for more info: https://peoplevine.com/blog/31535.


Auto Check In Member for Events

When scanning a membership card and they are arriving with in 2 hours before an event starts or 1 hour after an event ends, they will automatically be checked-in for the event.


See Taxes Associated with Transactions

We have updated to ensure any line item with a tax rate value is displayed on the transaction receipt.


Updates to CRM Spend and Balances

Now at quick glance you can see total spend, unpaid balance, avaialable credits (gfit cards and rewards) and total points.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Setup a SSO Experience for Members from Your App to Ours

This post will show you how to configure a single sign on (SSO) experience so your app or external site can auto-login the user.

Posted April 1, 2020

Add a New Send From or Reply To for Your Newsletters

See how to enable certain e-mail addresses to be used as a sender/reply-to address when sending newsletters and e-mail notifications.

Posted April 1, 2020

A Nice Little HAPI Snippet with Business and Contacts Included

Check out this HAPI sample to see how to include a business directory profile and the contacts associated with them.

Posted April 1, 2020

Get a Daily Report of New Added Invoices and A/R Balances

You can subscribe to a daily A/R report in order to stay on top of your growing (or lowering) account receivables balances.

Posted March 31, 2020

Offer Member Discounts as a Premium Member Perk

Now you can add a default member discount that is applied at checkout and displayed when verifying a member at the POS.

Posted March 25, 2020

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 March 24, 2020

Offer Online Food Orders, Limited Availability Meals and Curbside Pickup with PeopleVine

You have all the tools in front of you to provide a quick and efficient way to take orders, limit availability and offer curbside pickup.

Posted March 21, 2020

Cheat Sheet - Tracking & Payments in Aloha

Get a quick guide on how to track member activity and process payments in Aloha. A great guide to provide to your staff.

Posted March 17, 2020

Setup an Affinity Group (like "Wine Club") to Further Engage and Connect Your Members

By leveraging the membership component of PeopleVine you can setup an affinity group for your members to engage and even keep events, content, forms and more hidden from people who are not part of this group. Read this tutorial to see how to set things up.

Posted March 10, 2020

Check out What's New in Early March

We added some new cool features in early March, check out this article to learn more

Posted March 10, 2020

Get a Daily Transaction Log of All Transactions with Net Payout After Taxes

This report will break out all your transactions by category and discounts, taxes and net amount paid.

Posted March 5, 2020

Feature Attributes in Your Customer Attribute List

You can bring certain attributes to the top by prefixing it with ### (3 hashtag symbols). This will bring them to the top and feature them for quick access.

Posted March 4, 2020

Out of the Box Member Portal for Social Clubs

Check out what our standard out of the box member portal looks like and what is included with the on-boarding fee.

Posted March 4, 2020

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