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Event Session Registration

Introduction Event session registration is a feature that allows organizers to create tickets with different sessions for their events. This guide will provide a step-by-step overview of how to set up and manage event session … Read More

Custom HTML Emails

Custom HTML Emails Import your own HTML email design to fully customize the look and feel of your email campaigns. Creating your own personalized email campaigns ensures you communicate the precise message you want to deliver. Note: This feature is … Read More

Basic Search for Data Update Verification

Introduction The Data Update verification section is a powerful tool within your CRM that allows you to manage and update your contacts and companies efficiently. We’ve implemented a user-friendly search function to simplify the process of finding specific records. This … Read More

Glue Up Webinar (add-on)

Note: This is an article about the Glue Up Webinar add-on feature. If you are looking to read about our Webinar Engagement Solution (Zoom), please click here. Glue Up Webinar is an add-on feature independent of Zoom or any other webinar … Read More

Creating and Managing Custom Invoices

Overview You can create custom invoices to process any charges* for services, goods, projects, etc., that you wish to track with the Glue Up platform. The invoice status and payment method can be easily tracked and accessed in the Finance … Read More

Downloading Member Information

Downloading Member Information Exporting member information is useful for moving member data outside the platform. Follow the processes below to download information for a particular membership or multiple memberships. Exporting information for a single membership Go to the Members section … Read More

Event Registration Widget

The Event Registration Widget gives visitors the option to register for an upcoming event directly through your website. Follow the steps below to set up and embed this widget. Step 1. First, after clicking on Organization Settings (the gear icon on the top … Read More

Setting up your event community

Setting up your event community When you create an event, you can activate an event community to promote engagement among your attendees. Your attendees will be able to see who else is attending the event, add contact information to their … Read More

Configuring membership types

Configuring membership types You can add, edit, or deactivate membership types in the Membership Types section of Membership Settings. To make changes to your organization’s membership types, click the double-gear icon located in the platform’s top navigation bar to open … Read More

Creating member smart lists

Creating member smart lists Sorting your organization’s members into lists lets you find the memberships you need in seconds. Simply save your search results into a smart list when searching the member database. Member smart lists can be accessed in … Read More

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