CRM Module
1. Is it possible to merge multiple contacts and companies?
Yes No
2. What does a green badge next to a user’s profile photo mean?
This user is a member of the respective organization This user is registered on Glue Up platform This user’s account is registered, but not verified This user is a Sponsor of the respective organization
3. Where to find the contacts and companies membership information in CRM module?
In Membership section of the CRM module In each contact’s and company’s individual CRM profile
4. How to create a contact list? Choose the correct actions:
Go to CRM module Contacts section/press on “All contacts”/press on “Add new contact list” Go to CRM module Contacts section/Select multiple contacts/Press on the action button/Create a contact list
5. In order to create a smart list, you should:
Select 2 or more contacts with the same owner/Merge the selected contacts into one Smart list Filter the existing contacts based on a certain criteria/Press “Save as a Smart list” Import an Excel list of contacts/Group the imported contacts/Press “Create a Smart list”
6. What is the difference between Contact list and Smart list?
Smart list is based on a certain criteria/Contact list combines different contacts not necessarily based on any common criteria Contact list is dynamic and Smart list is static
7. What is the mandatory field that has to be filled in when you’re importing Contacts?
Profile photo First name E-mail Address Date of Birth Occupation
8. How can you add new contacts to the platform? Mark the wrong answer:
You can add contacts manually one by one You can import a Word document with no more than 100 contacts You can import an Excel file with unlimited amount of contacts
9. Which of these default opportunity stages on the platform can’t be deleted?
Pre-qualified/Qualified Negotiation/Proposition Closed Won/Closed Lost
10. Please, select the field types that are available on Glue Up platform
Single choice field Multiple choice field Social media profile All of the above
Event Management Module
1. How to add the approval stage if we would like to review the attendee information before the attendee pays for a ticket?
Enable “One ticket per registrant” Enable “Include e-ticket for the confirmation e-mail” Enable “Attendee approval required”
2. Can I set specific start and end date for registrations?
Yes No
3. Is there an automatic event reminder that sends out before the event? If yes, when does it go out?
Yes, 24 hours before the event starts Yes, 48 hours before the event starts by default but you can edit, delete or add more reminders No, there is no automatic reminder
4. What is event community?
5. Can you create different registration forms per ticket types?
Yes No
6. How to cancel attendee’s ticket?
7. If the attendee has chosen to pay via bank transfer, where do I update the payment status?
8. What templates are recommended for large events?
Cappuccino and Stroopwafel Frappuccino Cafe Mocha and Espresso Cappuccino and Cafe Cubano
9. Can I un-publish an event?
Yes No
10. Can you register the attendee directly from the Manager app? (When the non-registered attendee walks in to the event)
Yes No
Email Marketing Module
1. Can you skip Domain Sender settings (DNS setup)? Why yes/no?
Yes, I can skip that, nothing will happen No, I can't skip it because my sender's reputation will not be good and some emails will go to spam
2. Can you use Gmail, Yahoo or other common email providers addresses to send out campaigns?
Yes No
3. Where do the 3 lines of code need to inserted to complete the Domain Sender (DNS) setup?
On Glue Up platform I need to ask my DNS provider to help me set up Domain sender settings
4. What is the difference between Subscription list and Committee list?
I can link Committees lists to Events as working groups No difference
5. Where can you manage (remove, add, import) subscribers?
In the Campaigns module In the CRM module under a specific subscription (committee) list
6. What is the campaign template for?
I can create multiple campaigns with the same structure of the content and design if I choose a campaign template I can choose ready-made content and design, so I don’t need to create my own content but can use the one provided by Glue Up
7. In case the number of Unique recipients is different from the Total number of recipients, what is the reason?
I have the same recipient emails in multiple lists I chose Contact lists instead of Subscription lists
8. What is the Preview text function in the Draft Campaign Settings tab for?
It’s a description of campaign content It’s a line of text right under the subject of the email in the recipient’s mailbox It's a way to preview how the campaign looks in the browser
9. Which measurement includes the number of the previously Hard Bounced emails that you keep as recipients of your campaigns?
Bounced Ignored
10. Why is it that you can't find some names in the list of recipients when sending the second or another round of Event Invitations ?
I chose a number of Contact lists from CRM, but to send invitations you need to choose the default list “All invitations” Those recipients have responded to the first round of Event Invitation with “I will attend”/“No” or already registered for the event
Membership Management Module
1. Can I change my current member's membership type from Individual to Corporate, or from Corporate to Individual?
Yes No
2. What is the Workflow Manager - Member Validation list?
It's a request from a corporate member who wants to add additional member It's an additional member that the primary member has added It's an individual member who applies for the second membership
3. Can I have a different Invoice number for Membership applications and Membership renewals?
Yes No
4. What is pro-rated membership pricing?
A discount for existing members who are renewing their membership An exclusive membership for C-level executives A custom pricing depending on time when new members purchase the membership in a given year Progressive pricing where memberships get more and more expensive over time
5. How to create a free membership type?
To not write the price when creating the membership type To not select the currency when creating the membership type It's not possible to make a free membership type
6. Can I cancel membership of my members?
Yes No
7. Which page do you need to go to update the payment status of the new applications?
Membership - Dashboard Membership - Members Membership - Workflow Manager - Application Membership - Workflow Manager - Add-on Requests
8. Can I provide complimentary membership to new members and current members in a renewal process?
Yes No
9. Which page do you need to go to change the corporate member's primary member?
Membership Profile - Activities Timeline Membership Profile - Finance Details Membership Profile - Membership Details Membership Profile - Members
10. Does Administrative contact have access to the Membership profile via MyGlue Up?
Yes No
Your Details
Your Name
Your Email Address