Customer Success | Glue Up Helpdesk

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

Creating and customizing fields for member application forms

Creating and customizing fields for member application forms In the Application Forms section of Membership Settings, you can add, edit, or delete custom memberships fields for all individual and corporate members. To make changes to the application form and membership … Read More

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

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

Managing payments

Managing payments All payments can be tracked for any completed transaction processed with the Glue Up platform. Receipts are automatically generated after each payment and you can choose to deliver a receipt automatically after a purchase. Only team members that … 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

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

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

Author Archives: Customer Success