What Is Automated Rebate Payment?

Automated Rebate Payment is a Glue Up feature that divides membership fee income between your Parent (Umbrella) Organization and its Chapters without any need for manual calculation. You set up the rules and disbursement settings, and the system does the math for you automatically. This is an upgrade of the manual Rebate Payment feature — with the Crowded integration, funds are automatically allocated to chapter organizations.

The feature has three parts, each living in a different part of your account:

1. Integrations → Crowded (Disbursement Settings)
2. Chapter Settings → Rebate Setting
3. Finance → Rebate Payments 

  Parent Organization  

Connecting to Crowded

This is a paid Power-up so to access the integration, it needs to be enabled by the Glue Up team. 

1. Go to the Integrations, under Settings.
2. Find Crowded, and click on Connect. 

3. After clicking Continue, you will be redirected to Crowded where you need to go through their onboarding process including filling out KYC/KYB.

   
   
    

4. When you come back to Glue Up, on the integration detail page you will see the application status. 

5. Under the Disbursement Settings, you can set up:

   1. the Calculation Period (monthly or quaterly)
   2. the Payout Day (each 5th, 10th, 15th or 20th day)

   

Setting Up Rebate Rules

The setting up of the rules for automated rebate payemts is the same as in the manual process so make sure to check it out under the Rebate Payments (Manual) article. 

View Rebate Payments

Unlike the manual rebate payments, the automated rebate payments don't have the Calculator page and don't require any manual calculations. 

Once the Disbursement Settings are set and all chapter organizations are approved by Crowded, the fund allocation will start. 

1. In the automated calculation will be included all completed payments in the previous month or quarter (based on the Calculation Period). 
2. You will see the preview of it under Finance → Rebate Payments. 
3. Payout will follow in the set period (based on the Payout Day). 

Use the Filters panel to narrow down the rebate list by period, chapter, membership type, and status. You can also export, go to Rebate setting, and manage displayed columns.

  Chapter Organization  

Connecting to Crowded 

1. Go to the Integrations, under Settings.
2. Find Crowded, and click on Connect.
3. At this step you will have 2 options:
   1. If you have a Crowded account, in the next step you need to select your organization to link it to Glue Up.
   2. if you don't have a Crowded account, in the next step you need to tell us whether your Chapter organization shares an EIN with the Parent organization or has a different one. Same EIN organization inherits the parent org's data, no onboarding needed. Different EIN organizations need to go through onboarding, including KYC/KYB.