CRM section testing

Community

• Navigating Community 2.0: A Guide to the New and Improved Community Engagement Solution
• Community- view profile of person that posted (video)
• Community Module Guide
• You can now have multiple ‘Communities’!
• Strategies to help grow your professional community
• Tips for Community Management
• Community Engagement Solution

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Payment Solutions

• Paygage Reporting
• How to set up your Paygage account
• Online Payment FAQs
• Paygage Reporting U.S.
• Processing Credit Card Payments (Member Applications & Renewals)
• Paygage Process Overview Africa
• Paygage Process Overview U.S.

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Chapter Management

• New Update: Chapter Management Solution Now Allows Limiting the Number of Chapters per Member
• Chapter Inclusion Memberships [Restrict Chapter Selection]
• [Chapter Management] Chapter Inclusion

Contacts

• FAQ

• Video Tutorials

• Contact and Company Information

• Tips & Tricks

• Data Verification(Video)
• Updating a Contact’s Email Address
• Contacts Module Guide
• Data Verification Settings (Contacts)
• Merging contacts and companies
• Contacts Module – Opportunities

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Uncategorized

• Paygage Reporting
• CPD / CPE Enhancements
• [Chapter Management] Chapter Inclusion
• Sample
• How to Add a New User to Your Paygage Account (U.S.)
• Bulk Action for Applications in Membership Workflow Manager
• Custom Invoice Categories

Events

• Video Tutorials

• Designing & Publishing Events

• Onsite Management

• Tips & Tricks

• Streamlining the CPD/CPE Process: A Guide to the New Bulk Approval Feature
• Creating Event Tickets and Discounts
• How To Ensure Registration Forms Matches with Multiple Ticket Types
• Green Room (Speed Networking)
• Event Waitlist
• Onsite Events
• Duplicating Online Events

Membership

• Video Tutorials

• FAQ

• Membership Finance

• Membership Settings

• Member Information

• Workflow Manager

• Tips & Tricks

• Introducing a New Feature: Additional Recipients of Membership System Emails
• Troubleshooting CRM and Membership Bulk Import
• Streamlining the Membership Import Process in Glue Up: An Updated Guide
• Chapter Inclusion Memberships [Restrict Chapter Selection]
• Membership Renewal Cancellation Settings
• Bulk Add Contacts to Corporate Memberships
• Configuring Membership Email Notifications

Campaigns

• Video Tutorials

• FAQ

• Best Practices

• Drafting & Sending Campaigns

• Tips & Tricks

• Advantages of Using a Dedicated IP Address for Email Marketing
• How to Set Up a CNAME with GoDaddy: Step-by-Step Guide
• Email Bounces
• Campaigns Module Guide
• Email Deliverability
• CC Campaigns to a List of Contacts & Contact’s Assistants Email
• General Surveys (Add-on)

End-user Guides

• My Glue Privacy Settings
• Updating a Contact’s Email Address
• Benefits to Setting up a Glue Up Account
• My Glue – Maximize Engagement Guide
• My Glue
• Speed Networking Guide
• How to Add a Secondary Email

Finance

• Payment Solutions

• FAQ

• Video Tutorials

• Finance Management

• Tips & Tricks

• CC List for Invoices
• Paygage Reporting
• Refunds for Stripe Transactions
• Adapay Payment Gateway
• Online Payment FAQs
• Paygage Reporting U.S.
• Custom Invoice Categories Enhancement(Video)

FAQs

• Custom Invoice Categories Enhancement(Video)
• Billing Details Improvements(Video)
• My Glue – Maximize Engagement Guide
• My Glue
• FAQ

Platform Navigation

• My Glue

• Platform Set Up

• Customizing Your Environment

• Glue Up Organization Website

Mobile: Manager App

• My Glue- Mobile Waitlist
• Manage Memberships from the Manager App
• Manage Tasks from the Manager App
• Beginning the Check-in Process

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User Settings

• Business Card Editor
• Setting up and Managing Tax
• API Access Add-on and TLS Updates

Mobile: My Glue App

• My Glue- Mobile Waitlist
• My Glue – Maximize Engagement Guide
• My Glue
• My Glue App
• Direct Messaging for the web and My Glue App
• Manage your membership profile from My Glue app