Membership | Glue Up Helpdesk

Chapter Inclusion (Add & remove chapters mid term)

Introduction With this capability, administrators can effortlessly add or remove chapters, tailoring their organization’s structure to align with the evolving needs and desires of their members. Chapter inclusion changes can be made from the Member profile with changes documented on … Read More

Discard option for unfinished membership imports

Introduction With the discard feature, users can effortlessly eliminate unfinished imports, ensuring that only accurate and relevant information finds its way into the system. This enhancement significantly contributes to maintaining data integrity, an essential aspect of successful membership management. … Read More

Bulk membership approval

Introduction This article provides guidance on how to approve membership renewals in bulk on the Glue Up system. Access Membership Workflow manager: … Read More

Configuring Membership Email Notifications

The Glue Up Membership module is an essential tool for organizations looking to streamline their membership processes and communicate with their members effectively. One important feature of this module is the ability to select the email notifications that are sent … Read More

Memberships – Membership Products (Add-ons)

Introduction Membership products are add-on items that members of your organization can purchase when they join or renew their membership. They can be physical or digital items that your organization offers to applicants at a predetermined price or at an … Read More

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

Writing a Membership Invitation Campaign

Writing the Perfect Membership Invitation Campaign Getting a membership invite right the first time can be challenging, not to mention time-consuming if you don’t know where to start. Sending out a successful campaign can considerably improve client engagement, membership acceptance, … Read More