Membership | Glue Up Helpdesk

Why does a member have a green icon on their account but still have a button to resend member invitation?

Member Invitation Email is sent to the members: imported during migration added by the admin of the organization added by the primary member of corporate membership ! The main purpose of the ‘Invitation Email’ is to alert or remind the … Read More

WHY CUSTOM INVOICE IS NOT LINKED TO THE MEMBERSHIP/EVENT REGISTRATION

Unfortunately at this moment, we are not able to link a custom invoice to membership/registration as custom invoice are independent, however, as a workaround you can see all invoices under Payments & Invoices section of the CRM profile.

When do members receive system notifications to renew their memberships?

This depends on the configured workflow settings for each membership type. Follow the process below to edit a membership type’s workflow settings and notification options. Click the double-gear icon located in the platform’s top navigation bar to open the Organization … Read More

Why can I find some field in the membership module, but not in the CRM module?

If custom fields are created in a membership application form and do not exist in the respective CRM Settings form, the information will stay in the membership module and will not sync with the CRM module.

Can I modify the content of system notification emails?

Yes. You can edit the content of system notifications by clicking on System Email Templates in the Settings section of the platform.

Can I have different membership application forms for each membership type?

Yes. Membership application forms can be created for each membership type. Membership Applications can be configured in the Membership Application section of the Membership Settings. You can create as many Membership Applications as you like and differentiate them by Membership … Read More

Can I add an approval step before a membership is renewed?

Sim, uma etapa de aprovação pode ser adicionada ao fluxo de trabalho de renovação para um tipo de associação. Siga o processo abaixo para adicionar uma etapa de aprovação. Clique no ícone de engrenagem localizado na barra de navegação superior … Read More

How do I create a free membership type?

Click the double-gear icon located in the platform’s top navigation bar to open the Organization Settings dropdown. In the dropdown’s Membership Settings column, select Membership Types. Create a new membership type or click the three dots icon for a particular … Read More

How do I know if a member has an Glue Up account?

Go to the Membership module and enter the Members section. Click the filter icon to open filter options. Open the Registered User dropdown menu and select Yes.

What is the difference between an admin contact and primary member?

An admin contact is a person who is designated as a second contact point listed in corporate membership. The admin contact does not have access to the membership. A primary member is a person who is designated as the … Read More