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Providing Complimentary Memberships

Providing Complimentary Memberships Often, organizations want to comp a membership for important stakeholders, such as VIP members or organization sponsors. Follow the processes below to create a membership application or renewal that does not require payment. Comping a membership application … Read More

Additional conditions on advanced filters

Introduction This feature’s primary goal is to make advanced filtering capabilities more robust and adaptable to diverse business scenarios. Users can now apply additional conditions, specifically “is not equal to,” to create more refined and powerful filters in CRM, … Read More

Community Module Guide

Archiving Events

Archiving Events Archiving events can be a useful way of cleaning up your organization’s published events. Archived events will no longer be available in your organization’s public event list, and event links online will no longer work. Follow the processes … Read More

Badge Printing Instructions – USB Connection – Zebra GX430t

USB Connection – Zebra GX430t 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@eventbank.com. … Read More

Validating new member requests within corporate memberships

Validating new member requests within corporate memberships Any members invited by a corporate membership’s primary member can be managed in the Member Validation subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the left sidebar … Read More

What is the First Time filter for Memberships?

There is now a new filter for memberships. This new filter will allow you to check which of your members are in their first payment cycle (first term). You can then create smart lists that allow you to target members … Read More

Set up your Finance Settings

To access Finance Settings, click on the gear icon ⚙️ on the top right corner of the screen to open Organization Settings. Then, under Other Settings, click on Finance Settings. The settings apply to Event Registration, Membership Application & Renewal, … 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

Scheduling, rescheduling, and unscheduling campaigns

Scheduling, rescheduling, and unscheduling campaigns When creating a campaign, you can select a time and date for delivery to your recipients. You can also adjust your delivery or unschedule campaigns as needed. Scheduling a campaign In the Draft Campaigns … Read More

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