Setting up and Managing Tax
You can configure your Tax Settings in the Invoices & Billings section of the Other Settings. Here you can click the Add Tax button to add a tax that is relevant to your organization. … Read More
Glue Up Organization Website
Glue Up Organization Website What is Glue Up Organization Website Glue Up Organization website is where all the events, membership types and subscriptions that you create on the platform will appear publicly. It’s visible to end users and updated automatically, as … Read More
Domains & Sender Emails
Domains & Sender Emails The Glue Up platform lets you add the domain name and corresponding email addresses. When creating the email campaign, you can select the verified sender email that will be listed in the “From:” section of your … Read More
Data Verification Settings (Contacts)
The ‘Data Verification’ feature allows admin users to view, approve and reject contact data updates before they sync to the Contact database. In other words, if members or event attendees change their contact information, you can approve or decline those … Read More
Glue Up & Xero Integration Tutorial
You can integrate your Glue Up account with Xero’s accounting software using a powerful, yet easy-to-use integration to auto-sync your invoices. About Xero Established in 2006, Xero is a web-based accounting system designed for small and growing businesses. Xero helps … Read More
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
Survey Report
Click on ‘See Results’ to view the survey report. Summary page You can download the Survey Summary in Excel file and view the responses for each single question. The downloaded Summary excel file has with 2 Tabs: Summary Tab contains … 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
Downloading Contact and Company Information
Downloading Contact and Company Information Exporting contact and company information comes handy to exploit CRM data offline. Follow the below steps to download contact and company information: Exporting information for one or multiple contacts Go Contacts > Contacts or … Read More