Custom HTML Emails

Custom HTML Emails

Custom HTML Emails Import your own HTML email design to fully customize the look and feel of your email campaigns. Creating your own personalized email campaigns ensures you communicate the precise message you want to deliver. Note: This feature is … Read More
Configuring Invoice and Receipt Workflow Settings

Configuring Invoice and Receipt Workflow Settings

Configuring Invoice and Receipt Workflow Settings Configuring your organization’s invoice and receipt settings is an important component of using the platform’s Finance Module. To make changes to your invoice and receipt settings, click the double-gear icon located in the platform’s … Read More
Creating and Managing Custom Invoices

Creating and Managing Custom Invoices

Overview You can create custom invoices to process any charges* for services, goods, projects, etc., that you wish to track with the Glue Up platform. The invoice status and payment method can be easily tracked and accessed in the Finance … Read More
My Glue Overview

My Glue Overview

My Glue Overview The My Glue section of the platform allows any Glue Up user to access all their events and membership information in one place. My Glue is the main portal for users to interact with organizations that use … Read More
Contacts Module – Introduction

Contacts Module – Introduction

This video gives you a quick overview on how to navigate the Contacts module:   Find out here how to manage Contacts and Companies:
Validating new member requests within corporate memberships

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
Managing invoices

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
Badge Printing Instructions – USB Connection – Zebra GX430t

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
Voiding payments

Voiding payments

Voiding Payments You may want to void a payment if you need to provide a refund while maintaining a clean financial record system. Follow the procedure below to void a payment: Voiding a payment Go to the Payments section in … Read More