In this solution, there are five steps to set up: Organization Information, Team Members, Import of Contacts, Finances, and Sender Domain. 

• Click the Organization Information from the checklist. Then, we land on the first tab, General Information. 
  • Organization Information 
    • Pre-filled by your implementation manager: 
    • Organization name 
    • Country/Region 
    • Public email 
  • Review and complete the remaining details: 
    • Short organization description (shown on your public Glue Up website and My Glue page) 
    • Any additional optional fields 
  • Public Contact 
    • Pre-filled or partially completed fields: 
      • Organization name 
      • Public contact details 
    • Review and update the remaining fields: 
      • Required fields are marked with an orange indicator and a star.
      • Optional fields as needed 
    • Additional settings:
      • Customize the web address (URL) of your Glue Up website (where visitors access your events, subscriptions, and membership).
• Branding 
  • Upload logo: 
    •  The regular logo is used throughout the platform. 
    • The square version is mainly for mobile apps.  
    • * It’s important to follow the recommended dimensions for the best results. 
  • Upload banner(Optional): This will be displayed on your Glue Up website. 
  • Set a default organization color. (Optional) 
• Social Media Links (Optional) 
  • Add your social media accounts. This will be displayed on your Glue Up website and can be used when creating campaigns using the ‘Social Follow’ block.
• Team Members:
  • Invite your team members with a correct role. 
  • After invitation is sent, each team member’s status, the date they joined, and their last login time will be shown.
  • Account owner:  This is considered as a super admin. This role has full access and cannot be removed by anyone.
    • Owner can transfer the ownership to another team member if needed.
• Import:
  • The import process will take most of your time.
  • Recommend watching the tutorial on the page to fully understand Glue Up’s data structure and file preparation.
  •  Don’t have any contacts to import: Click on ”I don’t have any contacts to import” in the onboarding checklist to mark the step as done. 
• Finance Settings: Mainly focus on the first three tabs: Billing Information, Tax, and Invoice and Receipts. 
  • Billing Information:
    •  Enter your organization’s billing information, such as name and billing details. 
      • Review other information carefully to make sure it’s accurate.
      • This information appears on all invoices generated by the platform. 
    • Account Billing Information: 
      • Configure which billing details are collected during payment processes (Event registration, Membership Application and Renewal, and Custom Invoice)
      • These details are saved in Contacts or Companies and shown on invoices. There are two sets of fields: one for personal invoices and one for company invoices.
  • Tax:
    • Create taxes that can later be applied to your goods and services. 
    • This is optional and is up to every organization based on local tax rules. 
  • Invoice and Receipts: 
    • Configure your default invoices and receipts settings. 
    • Options to enable automatic generation and delivery of invoices and receipts. 
    • More details are explained in the video on the page. 
  • Payment Gateways: Options displayed based on your current Glue Up package. You will get a step-by-step guide as well as a video guide inside the platform.  
     
• Domain name and Sender Email:
  • This is where you can configure your sender email address that shows up on email campaigns like newsletters, event invites, and notifications. 
  • The video tutorial shows step-by-step how to add a domain, verify it with your provider, and authenticate it.

And that’s it! You’re ready to fully start using the platform. We do recommend going over our Basic Curriculum to get a better and deeper understanding of each module and how it’s connected. 

In this solution, there are seven steps to set up: Organization Information, Team Members, Import of Contacts, Membership Types, Membership Imports, Finances, Sender Domain. 

1. Click the Organization Information from the checklist. Then, we land on the first tab, General Information. 
   1. Organization Information 
      1. Pre-filled by your implementation manager: 
      2. Organization name 
      3. Country/Region 
      4. Public email 
   2. Review and complete the remaining details: 
      1. Short organization description (shown on your public Glue Up website and My Glue page) 
      2. Any additional optional fields 
   3. Public Contact 
      1. Pre-filled or partially completed fields: 
         1. Organization name 
         2. Public contact details 
      2. Review and update the remaining fields: 
         1. Required fields are marked with an orange indicator and a star.
         2. Optional fields as needed 
      3. Additional settings:
         1. Customize the web address (URL) of your Glue Up website (where visitors access your events, subscriptions, and membership).
2. Branding 
   1. Upload logo: 
      1.  The regular logo is used throughout the platform. 
      2. The square version is mainly for mobile apps.  
      3. * It’s important to follow the recommended dimensions for the best results. 
   2. Upload banner(Optional): This will be displayed on your Glue Up website. 
   3. Set a default organization color. (Optional) 
3. Social Media Links (Optional) 
   1. Add your social media accounts. This will be displayed on your Glue Up website and can be used when creating campaigns using the ‘Social Follow’ block.
4. Import:
   1. The import process will take most of your time.
   2. Recommend watching the tutorial on the page to fully understand Glue Up’s data structure and file preparation.
   3.  Don’t have any contacts to import: Click on ”I don’t have any contacts to import” in the onboarding checklist to mark the step as done. 
       
5. Creating and Importing Membership Types
   1. Creating Membership Types: Creating a membership type involves many settings—whether it’s individual or corporate—so we recommend watching our video tutorials. 
   2. Membership Import: The steps are similar to those used for contact imports. We’ve created a dedicated video tutorial with tips and best practices, so be sure to watch it to ensure a successful membership import. 
       
6. Finance Settings: Mainly focus on the first three tabs: Billing Information, Tax, and Invoice and Receipts. 
   1. Billing Information:
      1.  Enter your organization’s billing information, such as name and billing details. 
         1. Review other information carefully to make sure it’s accurate.
         2. This information appears on all invoices generated by the platform. 
      2. Account Billing Information: 
         1. Configure which billing details are collected during payment processes (Event registration, Membership Application and Renewal, and Custom Invoice)
         2. These details are saved in Contacts or Companies and shown on invoices. There are two sets of fields: one for personal invoices and one for company invoices.
   2. Tax:
      1. Create taxes that can later be applied to your goods and services. 
      2. This is optional and is up to every organization based on local tax rules. 
   3. Invoice and Receipts: 
      1. Configure your default invoices and receipts settings. 
      2. Options to enable automatic generation and delivery of invoices and receipts. 
      3. More details are explained in the video on the page. 
   4. Payment Gateways: Options displayed based on your current Glue Up package. You will get a step-by-step guide as well as a video guide inside the platform.  
       
7. Domain name and Sender Email:
   1. This is where you can configure your sender email address that shows up on email campaigns like newsletters, event invites, and notifications. 
   2. The video tutorial shows step-by-step how to add a domain, verify it with your provider, and authenticate it.

And that’s it! You’re ready to fully start using the platform. We do recommend going over our Basic Curriculum to get a better and deeper understanding of each module and how it’s connected.