Membership | Glue Up Helpdesk

Chapter Inclusion Memberships [Restrict Chapter Selection]

Glue now enables users to limit the number of chapters a member can select per chapter inclusion memberships. How to access Chapter Inclusion Advanced Settings Membership type creation -> General information -> Chapter inclusion settings -> Advanced settings Controls put … Read More

Streamlining the Membership Import Process in Glue Up: An Updated Guide

Introduction Simplifying membership processes and empowering our customers to carry out these functions independently has always been a top priority for us at Glue Up. In a continuous effort to enhance the user experience, we are proud to announce several … Read More

Troubleshooting Contacts and Membership Bulk Import

Troubleshooting Contacts and Membership Bulk Import In order to ensure a successful bulk import of contacts and memberships into Glue Up, it is important to properly format and clean up your data. Here are some tips to help … Read More

Additional Recipients for Membership System Emails

We’re excited to announce a new feature that we’ve released for the Glue Up Memberships Module! With this new functionality, organization admins can now add up to 5 additional email addresses as recipients of Membership system emails. This feature was … Read More

Glue Up Membership System Email Templates (Explained)

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

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

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

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

Bulk Membership Cancellation

Overview The bulk membership cancellation feature allows administrators to cancel multiple memberships at once, streamlining the process and saving time. Previously, memberships could only be canceled one by one, but with this new feature, administrators can select multiple memberships … Read More