Membership Management | Glue Up Helpdesk

Processing membership applications

Processing Membership Applications Your organization’s membership applications can be managed in the Applications subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the left sidebar navigation menu. Adding a membership application In the main screen of … Read More

Creating member smart lists

Creating member smart lists Sorting your organization’s members into lists lets you find the memberships you need in seconds. Simply save your search results into a smart list when searching the member database. Member smart lists can be accessed in … Read More

Processing member renewals

Processing membership renewals Your organization’s membership renewals can be managed in the Renewals subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the left sidebar navigation menu. Managing and tracking membership renewals Membership renewals are … 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

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

Creating and customizing fields for member application forms

Creating and customizing fields for member application forms In the Application Forms section of Membership Settings, you can add, edit, or delete custom memberships fields for all individual and corporate members. To make changes to the application form and membership … Read More

Validating new member requests within corporate memberships

Validating new member requests within corporate memberships Any members invited by a corporate membership’s primary member can be managed in the Member Validation subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the left sidebar … Read More

Providing Complimentary Memberships

Providing Complimentary Memberships Often, organizations want to comp a membership for important stakeholders, such as VIP members or organization sponsors. Follow the processes below to create a membership application or renewal that does not require payment. Comping a membership application … Read More

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

Setting up prorated membership types

Overview On the Glue Up platform, we can create membership types that have defined terms (e.g., yearly, monthly, etc.) and expire on a fixed date (e.g., December 31st). For this type of membership, there is always the question of how … Read More