Search Results | 57 | Glue Up Helpdesk

Adding and tracking opportunities

Opportunities can be used to track leads and potential deals. Any contact or company in the Contacts module can be tracked as an opportunity. Be sure to check out the opportunity types and stages article for more information. Opportunity … Read More

My CPD/CPE

Continuing professional development (CPD) or Continuing professional education (CPE) is the ongoing process of developing, maintaining, and documenting professional skills. Glue Up has an add-on feature that allows organizations to provide a certification workflow to increase efficiency and manage at … Read More

Bulk Action for Applications in Membership Workflow Manager

You can now take bulk action for Applications in the Workflow Manager of the Memberships Module. This enables the Membership Manager (admin user) to approve or deny pending applications all at once, as opposed to one at a time. In … Read More

CPD/CPE Credit

Provide Professional Training Certifications Using Glue Up Continuing professional development (CPD) or Continuing professional education (CPE) – is the ongoing process of developing, maintaining, and documenting professional skills. Introduction to CPE/CPD Credits Using this add-on feature, you can issue certifications … Read More

Survey Report

To check your survey report, please go to Survey in the Campaigns module and click on See Results or click on the Survey name. Summary page You can download the Survey Summary in an Excel file and view the responses … Read More

Community Engagement Solution

What is the Community Feature? The Community Engagement Solution provides your audience with a digital space to network, no matter where they are. The CES is an interactive wall where anyone who has been added can share posts, see each … Read More

Merging contacts and companies

Merging contacts and companies You can merge contacts to reduce any duplicate data you may have in the Contacts module. Multiple contacts and multiple companies can be merged. Make sure to check out the downloading contact and company article in … Read More

How to Reschedule or Cancel Events

Rescheduling or Canceling Events If you, for any reason, would like to reschedule or cancel an already published event on Glue Up, there are a few things that you can do. Please read the guide below to learn more. If … Read More

Onsite Events

Badges Attendee badges are an essential part of most in-person events as they identify attendees. With the Glue Up platform you can design, export, and print badges for your onsite event. Within the Events Module, go to 4. Manage and Badges … Read More

Glue Up Home Dashboard

The home dashboard is the first page any admin user sees when they first log in to their accounts. This personal dashboard can be used to keep track of the most essential and relevant data on memberships, events, etc., and … Read More

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