Contacts Module – Contact & Smart Lists
Here is a video that will show you how to make both Contact Lists and Smart Lists.
Tips for Community Management
Tips for Community Management Managing Communities (professional or casual), can require an insane amount of dedication to keep them growing, and active. It’s more than just taking charge of the community’s activities. It’s about creating a system where the members … Read More
Enabling Automatic Renewals for Memberships
It is now possible to make it even easier for your members to manage their membership renewal by automating their payment when the renewal approaches. In the same way that they adhere to a subscription service such as Amazon Prime … Read More
Contacts Module – Opportunity Types and Stages
Here is a video to help define Opportunity Types and Stages.
Publishing Online Events
Note: For more information about our Zoom Integration or the Webinar Engagement Solution, please refer to their corresponding articles. To publish an online event on the platform, click on the Events module’s green + Create Event button and select Online … Read More
Managing Account Settings
To configure all platform settings, click on the gear icon on the top right section of the screen. You can find all general settings of the platform, including language and region settings, privacy policies, etc., under Account Settings. Setting up these … Read More
Creating Event Blueprints and Templates
Creating blueprints and templates for events Blueprints and templates help you speed up the process of creating an event. Blueprints let you save event settings such as registration forms, payment options, and event website designs so you can quickly draft … Read More
CC Campaigns to a List of Contacts & Contact’s Assistants Email
Campaign CC List & Assistant Email Whether you’re sending a Campaign to welcome new members, promote your events or to share news with your community, it is important to ensure it reaches the correct people. To help you with … Read More
Segment your CRM with Contact lists and Smart lists
Creating contact lists, company lists, and smart lists Sorting your organization’s contacts and companies into lists lets you access the profiles you need in seconds. A contact list or company list allows you to add records manually into a … Read More
Customizing Your Contact Form And Creating Custom Fields
Customizing Your Contact Form Your ‘Contact Form’ allows you to collect and enter pertinent data related to any contact saved within Glue Up. Glue Up provides you with a basic contact form template, which you can update with additional fields. … Read More