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API Access Add-on and TLS Updates

API Access Add-on API Integration refers to the seamless connectivity that allows organizations to automate business processes and enhance the sharing and embedding of data between numerous applications and systems. Glue Up API Access allows you to use our open … Read More

Adding and tracking opportunities

Opportunities can be used to track leads and potential deals. Any contact or company in the Contacts module can be tracked as an opportunity. Be sure to check out the opportunity types and stages article for more information. Opportunity … Read More

Event Module – Event Blueprints

If you have created an event from scratch on our platform, you must have noticed it can be time-consuming. Did you know you can create an event them in less than 5 minutes? You can check the full article to … Read More

Data Verification Settings (Contacts)

The ‘Data Verification’ feature allows admin users to view, approve and reject contact data updates before they sync to the Contact database. In other words, if members or event attendees change their contact information, you can approve or decline those … Read More

Bulk Action for Applications in Membership Workflow Manager

You can now take bulk action for Applications in the Workflow Manager of the Memberships Module. This enables the Membership Manager (admin user) to approve or deny pending applications all at once, as opposed to one at a time. In … Read More

White Label App Guide

Opportunity Types & Stages

Opportunity Types Opportunities can be used to track leads and potential deals. In the Opportunity Set Up section of Contacts Settings, you can add, edit, or delete opportunity types. To customize opportunity types, go to Organization Settings – Contacts Settings … Read More

Payment Promise

Payment Promise This feature is only available to select customers upon request. If you are interested in this feature, please get in touch with your Sales or Customer Success representative at Glue Up. Overview “Payment Promise,” also known as deferred … Read More

Updating a Contact’s Email Address

Scenario 1: The new email address is not associated with an existing contact In the Contacts module, update the contact’s email address directly from their profile. The new email address will replace the old one in all existing memberships and … Read More

Events Module – Setting up Event Website with your Content

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