Import and Export Contacts
Here is a video to show you how to import and export your Contacts!
Downloading Member Information
Downloading Member Information Exporting member information is useful for moving member data outside the platform. Follow the processes below to download information for a particular membership or multiple memberships. Exporting information for a single membership Go to the Members section … Read More
Importing Member Data in Bulk
Importing Member Data in Bulk Importing your organization’s member information is a critical component of getting started with Glue Up’s Membership module. Follow the processes below to import member data into the platform: Adjust the platform’s member or company form … 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
Tracking imports for CRM contacts
Tracking imports for CRM contacts Tracing contact information that has been imported into the Glue Up platform can be a critical component to reconciling data mismatches or errors. Follow the process below to track imported CRM contact information: Tracking imports … Read More
Importing Contacts in Bulk
Importing Contacts in Bulk Migrating your data to Glue Up is a major milestone to improve your usage of the platform and what you can get out of it. Follow our step-by-step guide below to import contacts into the platform: … Read More
Membership Module – Import
How to use Cascading Choice
Cascading Choice Cascading Choice is a new custom field type supporting 2 levels of choices. You can now create Cascading Choice fields on the Event Registration and Membership Application forms. When the user selects one option – depending on what … Read More