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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

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

Setting up prorated membership types

Overview On the Glue Up platform, we can create membership types that have defined terms (e.g., yearly, monthly, etc.) and expire on a fixed date (e.g., December 31st). For this type of membership, there is always the question of how … Read More

Enabling Automatic Renewals for Memberships

It is now possible to make it even easier for your members to manage their membership renewal by automating their payment when the renewal approaches. In the same way that they adhere to a subscription service such as Amazon Prime … 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

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

How to Import Single/Multiple Choice Fields

Introduction Single and multiple-choice fields are form fields that allow users to select one or more options from a predefined list. Single-choice fields only allow one option, while multiple-choice fields allow multiple … Read More

Contacts Module – Opportunity Types and Stages

Here is a video to help define Opportunity Types and Stages.

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

Online Payment FAQs

Q&A Online Payment Q: How will members pay? A: Members can pay the membership fee by offline and online. Membership payments are automatically tracked and recorded in the Membership module. Invoices and receipts can also be easily generated for all … Read More

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