Tips and tricks
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7 min
How to Update Email Address in Glue Up CRM
Keep your contact information up-to-date on the Glue Up platform by following this simple process. This guide shows Glue Up administrators how to update a user's email address, merge contact records, and maintain accurate communication details.
Step 1: Click on Contacts
Start by clicking on the Contacts section in your Glue Up interface.
Step 2: Click on Add / Import …
Next, click on the Add / Import … option to begin the process of updating the contact information.
Step 3: Click on Add Contact and Enter the New Email Address
Click on Add Contact to create a new contact record, then enter the updated email address for the user.
Step 4: Click on Submit
After entering the updated email information, click the Submit button to save the new contact record.
Step 5: Search and Merge Contacts
Search for both the existing and the newly added contact. Then merge them to consolidate the updated email address with the user’s existing record.
Step 6: Select Both Contacts
Select the existing contact and the new contact from the search results. This selection is necessary before merging the records.
Step 7: Click on Add Note
Before merging, click on Add Note.
Step 8: Click on Merge Contacts
Proceed by clicking the Merge Contacts button. This will combine the selected contact records into a single entry with the updated email address.
Step 9: Select the option you want to keep
In this step, select the option you want to keep as part of the updated contact details. (This step may refer to a specific attribute or category relevant to your contacts.)
Step 10: Select Relevant Information to Update
Choose the specific contact information that needs to be updated. This ensures only the necessary details are merged.
Step 11: Click on Merge
Finally, click on the Merge button to complete the email address update and merge the contact records.
How Our Admin Service Supports Organizations
Our specialized admin service is designed to help you fully leverage the capabilities of the Glue Up platform. We handle routine administrative tasks—such as how to update email address in Glue Up—allowing you to focus on strategic initiatives like member engagement, event planning, and streamlined communications.
Final Thoughts
By following these straightforward steps, you can update email address in Glue Up CRM. Our admin service ensures that your platform remains optimized and user-friendly, helping you maintain a competitive edge in managing memberships and events.
For more tips on managing your Glue Up platform and maximizing campaign effectiveness, explore our latest resources
