Contacts Module – Contact & Smart Lists
Here is a video that will show you how to make both Contact Lists and Smart Lists.
Glue Up Webinar (add-on)
Note: This is an article about the Glue Up Webinar add-on feature. If you are looking to read about our Webinar Engagement Solution (Zoom), please click here. Glue Up Webinar is an add-on feature independent of Zoom or any other webinar … Read More
Setting up your event team and task planner
Setting up your event team and task planner Your event’s management team and task planner can be accessed in the Event Management left sidebar navigation menu after entering an event. Click the Team & Planner section to manage your event … Read More
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
Providing Complimentary Memberships
Providing Complimentary Memberships Often, organizations want to comp a membership for important stakeholders, such as VIP members or organization sponsors. Follow the processes below to create a membership application or renewal that does not require payment. Comping a membership application … Read More
Set up your Finance Settings
To access Finance Settings, click on the gear icon ⚙️ on the top right corner of the screen to open Organization Settings. Then, under Other Settings, click on Finance Settings. The settings apply to Event Registration, Membership Application & Renewal, … Read More
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
Event Surveys (How to create event surveys)
Introduction Conducting surveys is an essential part of event management, allowing organizers to gather valuable feedback and insights from attendees. In this article, we’ll walk you through the process of creating event surveys on the Glue Up platform. Important; You … 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
Enabling Automatic Renewals for Memberships
It is now possible to make it even easier for your members to manage their membership renewal by automating their payment when the renewal approaches. In the same way that they adhere to a subscription service such as Amazon Prime … Read More