Search Results | 57 | Glue Up Helpdesk

How do I add contacts to a subscription?

1️⃣ Create a subscription under Campaigns Module ➡ Subscriptions. Please click on the green button to create. 2️⃣ Go to CRM Module ➡ Contacts, select items you would like to add to the subscription. Once you have ticked items, the … Read More

Managing Membership Profiles (Corporate or Individual)

Managing individual and corporate membership profiles Learning how to effectively manage your organization’s individual and corporate memberships, is a key step in getting the most out of the Glue Up membership solution. The membership management module is designed to help … Read More

Creating a campaign

Creating a campaign Sending personalized, custom email campaigns is critical to your organization’s messaging and marketing success. Creating a new email campaign is simple — just click the blue + Create Campaign button in the Draft Campaigns, Scheduled Campaigns, or … Read More

Processing membership applications

Processing Membership Applications Your organization’s membership applications can be managed in the Applications subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the left sidebar navigation menu. Adding a membership application In the main screen of … Read More

Configuring membership types

Configuring membership types You can add, edit, or deactivate membership types in the Membership Types section of Membership Settings. To make changes to your organization’s membership types, click the double-gear icon located in the platform’s top navigation bar to open … Read More

Setting up your event community

Setting up your event community When you create an event, you can activate an event community to promote engagement among your attendees. Your attendees will be able to see who else is attending the event, add contact information to their … Read More

Creating and Managing Custom Invoices

Overview You can create custom invoices to process any charges* for services, goods, projects, etc., that you wish to track with the Glue Up platform. The invoice status and payment method can be easily tracked and accessed in the Finance … Read More

Event Session Registration

Introduction Event session registration is a feature that allows organizers to create tickets with different sessions for their events. This guide will provide a step-by-step overview of how to set up and manage event session … Read More

Events Module Guide

Configuring Invoice and Receipt Workflow Settings

Configuring Invoice and Receipt Workflow Settings Configuring your organization’s invoice and receipt settings is an important component of using the platform’s Finance Module. To make changes to your invoice and receipt settings, click the double-gear icon located in the platform’s … Read More

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