Import and Export Contacts
Here is a video to show you how to import and export your Contacts!
Set up your Finance Settings & Add Billing Info
The settings apply to Event Registration, Membership Application & Renewal, Membership Extra member purchase request. Account Billing Information You can now configure the recipient billing information to be collected during registration, saved in the CRM, and displayed on invoices for … Read More
Contacts Module – Introduction
This video gives you a quick overview on how to navigate the Contacts module: Find out here how to manage Contacts and Companies:
Contacts Module – Opportunity Types and Stages
Here is a video to help define Opportunity Types and Stages.
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
Campaign Module – Sender Settings
Contacts Module – Form Customization
Here is a video to assist with customizing Contact forms!
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
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
Glue Up Home Dashboard
The home dashboard is the first page any admin user sees when they first log in to their accounts. This personal dashboard can be used to keep track of the most essential and relevant data on memberships, events, etc., and … Read More