Organization Settings | Glue Up Helpdesk

Secure Your Glue Up Account with Two-Factor Authentication

⚠️ This particular feature is exclusive to Glue Up’s admin dashboard, accessible only to Team Members, and is not accessible to end-users such as members or event attendees. Introduction At Glue Up, we take the security and privacy of our … Read More

Onboarding emails for new team members

Introduction: This feature ensures new team members are seamlessly integrated into an organization’s Glue Up account once onboarding starts through a five-step email sequence. Step 1: ‘Welcome Letter from Eric Schmidt’ The onboarding journey begins the moment a … Read More

Import and Export Contacts

Here is a video to show you how to import and export your Contacts!

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:

Set up your Finance Settings

To access Finance Settings, click on the gear icon ⚙️ on the top right corner of the screen to open Organization Settings. Then, under Other Settings, click on Finance Settings. The settings apply to Event Registration, Membership Application & Renewal, … Read More

Contacts Module – Opportunity Types and Stages

Here is a video to help define Opportunity Types and Stages.

Campaign Module – Sender Settings

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