Search Results | 72 | Glue Up Helpdesk

Adding and editing your organization’s billing and tax information

Adding and editing your organization’s billing and tax information One of the first steps of setting up your account on Glue Up is entering your billing and tax information. Doing so will help your organization standardize and automate the application … Read More

Creating a new event

Creating a new event Creating an event is simple. Just go to the Event module and click the blue + Create Event button in any of the Draft, Upcoming, Current & Upcoming, or Past Event Tabs. Additionally, you can click … 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

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 Registration Widget

The Event Registration Widget gives visitors the option to register for an upcoming event directly through your website. Follow the steps below to set up and embed this widget. Step 1. First, after clicking on Organization Settings (the gear icon on the top … Read More

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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