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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

Online Payment FAQs

Q&A Online Payment Q: How will members pay? A: Members can pay the membership fee by offline and online. Membership payments are automatically tracked and recorded in the Membership module. Invoices and receipts can also be easily generated for all … Read More

Duplicating, archiving, and deleting campaigns

Duplicating, archiving, and deleting campaigns Duplicating a campaign is an efficient way to send similar information from a previous campaign to recipients. Archiving and deleting campaigns helps keep things tidy. Duplicating a campaign In the Draft Campaigns, Scheduled Campaigns, … 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

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

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

How to Import Single/Multiple Choice Fields

Introduction Single and multiple-choice fields are form fields that allow users to select one or more options from a predefined list. Single-choice fields only allow one option, while multiple-choice fields allow multiple … Read More

Setting up your member directory

Setting up your membership directory The membership directory allows you to publicly display your member database and is accessible in the My Glue app. Tip: The directory can be displayed on your organization’s official website via API. If you are … 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

CRM Fields History

In an effort to provide more visibility into the CRM data update history, we have added additional details within the Data Update Verification section of the Contacts Module, called Data Update History Management. To access this section of the Contacts … Read More

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