Contacts Module – Introduction
This video gives you a quick overview on how to navigate the Contacts module: Find out here how to manage Contacts and Companies:
Creating and customizing fields for member application forms
Creating and customizing fields for member application forms In the Application Forms section of Membership Settings, you can add, edit, or delete custom memberships fields for all individual and corporate members. To make changes to the application form and membership … Read More
Managing invoices
Managing invoices Invoices can be generated for payments processed with the Glue Up platform. All required fields in the Finance Settings section must be completed before invoices can be generated. Only team members who have access to the Finance module … Read More
Voiding payments
Voiding Payments You may want to void a payment if you need to provide a refund while maintaining a clean financial record system. Follow the procedure below to void a payment: Voiding a payment Go to the Payments section in … Read More
Badge Printing Instructions – USB Connection – Brother QL-720NW
USB Connection – Brother QL-720NW Updated May 2018 These instructions are for a third-party device that can be configured for the Glue Up platform. Printer, browser, and operating system settings may vary. If you need any assistance, please contact support@glueup.com. Please be sure … Read More
Approving add-on requests
Approving add-on requests All primary member requests to add one or more member slots to a corporate membership can be managed in the Add-on Requests subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the … Read More
Sending Event Invitations and Notifications
Sending event invitation and notifications Once your event is published, you can start inviting attendees and promoting your event. To start, on the ‘Invitation List’ section of the Events Module, click on the ‘+ Add Invitee’ button to add contacts … Read More
Excluding contacts from recipient lists
Excluding contacts from recipient lists When selecting recipients for a campaign, you can exclude certain contacts according to the list to ensure your message is sent to the appropriate audience. Follow the process below to sort campaign recipients: Excluding contacts … Read More
Tracking and exporting fapiao for events
Tracking and exporting fapiaos for events (Event Module) A fapiao is legal receipt that serves as proof of purchase for a good or service. The fapiao invoice system is an important part of tax law in China. All customers located … Read More
Designing and printing event badges
Designing and printing event badges Quickly design attendee badges for your events and select your desired size, layout, and display of attendee information. Check out the video for more information. Creating a Badge Design Go to the Onsite Check-in section … Read More