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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

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

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

How do I invite a new team member to my organization?

Click the double-gear icon located in the platform’s top navigation bar to open the Organization Settings dropdown. In the dropdown’s Account Settings column, select Team Members. Click the + Add Team Member button and input the new team member’s email, … Read More

[Chapter Management] Chapter Inclusion

The Chapter Inclusion feature allows organizations utilizing Chapter Management to incorporate chapter members within the umbrella organization membership. Membership is created at the umbrella organization level and selected chapters are added to that membership. When going through the membership application … Read More

Paygage Process Overview U.S.

Glue Up has several possible integrations for you to automate your payments, invoices, and data, allowing you to receive online purchases and have all modules synchronized. Paygage is the payment integration gateway available to our customers in the United States. … Read More

Assigning staff and check-in locations

Assigning staff and check-in locations Before your event begins, you will need to determine where attendees can check in and whether you will have temporary staff members for your event. Adding and deleting temporary event staff Go to the Onsite … Read More

The Importance of a Digital Business Card

The Importance of a Digital Business Card Digital business cards are a new concept that’s been slowly advancing toward day-to-day use by leveraging smartphones. Its user adoption has been slow, but subtle hints at its emergence in 2020 are becoming … Read More

Customizing Membership System Emails

Overview All membership system emails (e.g., membership migration emails, activation and expiration emails, etc.) can now be customized. While previously the content of these emails was uneditable, now you can replace those templates with your own personalized content. How to … Read More

Processing event payments and invoices

Processing event payments, invoices, and receipts If you would like to check membership payment and invoice management, check this article. Event payments are automatically tracked and recorded in the Glue Up platform, whether processed online (through the platform) or offline … Read More

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