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Client Training

Training & Resources

Step-by-step video guides to help you and your board get the most out of the GlueUp platform. Watch anytime — no login needed.

GlueUp video library

Browse by topic

Getting Started

01 – Dashboard Overview

02 – Creating and Assigning Tasks

03 – Adding Users, Roles and Permissions

Membership

04 – Managing Member Profiles and Memberships

04a – Membership Application and Payment Settings

04b – Membership Renewal Workflow

04c – Membership Email Templates and Welcome

04d – Member Bios, Directory and Search

15 – Member Login Portal and Self Service

Contacts & Communications

05 – Contact Dashboard and Owner Assignment

05a – Contact Lists, Tags and Subscriptions

11a – Email Marketing Campaigns: Drag and Drop

17 – Contact Forms and Mandatory Fields

19 – Tagging Non-Members by Chapter

Events

06 – Creating Events: Basics

07 – Event Tickets and Discount Codes

07a – Sponsorships, Add-Ons and Donations

08 – Event Registration Settings and Forms

08a – Event System Email Templates

09 – Event Payment Settings

09a – Connecting Payment Gateway per Chapter

10 – Event Content: Speakers, Agenda and Sponsors

11 – Event Promotion and Campaigns

12 – Event Day: Check-In, Finance and Surveys

13 – Adding Waivers to Registration Forms

21 – Receipts, Pay Gauge and QR Sign-In

Data and Admin

18 – Cleaning Up Duplicate Companies

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