Membership | Glue Up Helpdesk

Bulk add contacts to a corporate membership

Previously, adding multiple contacts to a corporate membership on our platform required users to do so one by one. However, users can now add contacts to corporate associations in bulk. To use this new functionality, enter the Contacts module and … Read More

How to Deactivate a Membership Type

Deactivate a membership type by selecting “Membership Types” under Membership Settings. Click the three-dot action button next to the membership type you want to deactivate and select Deactivate. ℹ Note: Membership profiles belonging to a deactivated membership type … Read More

Membership Renewal Cancellation Settings

Glue Up would like to offer its clients full control over membership renewals cancelation period. Previously it was hardcoded into the system.This will give users the ability to easily manage the settings for the membership renewals cancelation in Upcoming renewals, Awaiting Approvals and Awaiting Payments. … Read More

Reassigning a Membership Profile to a Different Membership Type

To switch a membership profile from one type of membership to another, navigate to the Memberships section of the Membership Module. Open the profile you wish to update from the list of memberships to view Membership Details. Click … Read More

Chapter Inclusion Memberships [Restrict Chapter Selection]

Glue now enables users to limit the number of chapters a member can select per chapter inclusion memberships. How to access Chapter Inclusion Advanced Settings Membership type creation -> General information -> Chapter inclusion settings -> Advanced settings Controls put … 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

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