We've released a brand new feature! The Interactive Member Directory is now live on memberplanet. This has been among our most-requested feature updates to-date and we are thrilled to announce that it's here!
In the past, we've always made it easy for leaders to connect with members, but now, the all-new Interactive Directory makes it easy for members to connect with each other. Using the directory, members are able to send emails, connect on social media, view shared upcoming events, and more.
We encourage you to log on and explore, but if you're curious, below is a comprehensive list of all the new features. And as always, with the help of your suggestions, this list is sure to grow!
Custom Interactive Directory Access
As an admin, you can make the directory available to all members, no members, or only specific member levels or member types. This is a great way to add value to a paid membership!
Click here to learn how to manage directory access
Members can view each other's profile pages
Members can view the profile page of any other member, including any background info that the member has chosen to share. But of course, members can selectively show or hide any field in privacy settings!
Click here to learn how to view a member profile
Click here to learn how to manage profile privacy
Click here to learn how to add/delete information on your member profile
Members can contact each other
Admins and members can send emails to one another through the directory. Emails will be delivered to the member's personal email address, but it will not expose personal email addresses to either sender or receiver.
Click here to learn how to send an email using the directory
Click here to learn how to block or un-block a member
Members can view shared upcoming events
When viewing another member's profile page, if the member you are viewing has also RSVP'd "yes" to an upcoming event that you have also RSVP'd "yes" to, then that event will be listed on the lower left hand side of his/her directory page when viewed through your account.
Social media content is automatically pre-populated
When you log on, you'll notice that many members already have profile pictures and links to social media accounts. This data has been sourced from publicly available social media accounts associated with member email addresses. Like everything else on memberplanet, members can customize which social data is shown or utilized on memberplanet.
Click here to learn how to add or remove social media links from your member profile
Members can connect on social media
As per above, social media account links are automatically added to members directory profile pages, enabling members to search each other via the memberplanet Interactive Directory and connect on other platforms. Additional accounts can be added on your member profile page under "Basic Info", and existing links can also be removed on your member profile page.
Click here to learn how to add or remove social media links from your member profile
Admins can add custom labels to specific members profile images to denote specific roles that can be viewed by other members. These "badges" will appear as labels overlaying the member's image in the directory view.
Click here to learn how to add a badge
Have an awesome idea for a new feature or upgrade? Let us know!
Click here to send us an email!
We know for a fact that many of our users will thrilled with our newest integration – because they keep asking for it!
Document storage and collaboration has been the most asked for functionality to be added to the MemberPlanet platform.
We’re excited to announce that MemberPlanet has partnered with Box.com to provide a document storage solution that is second to none.
You may already know, but just in case you haven’t heard, Box is currently used by over 35 million users and has over 45,000 groups, companies, and nonprofits on their platform.
Best of all, we have been working with the Box.org philanthropy team and they have offered to donate a document storage package with an annual value of $600.00 to every 501 (C)3 on the MemberPlanet platform.
We believe this package contains all of the features you will need in a document storage solution for documents, images, directories, manuals, bylaws, or waivers.
To take advantage of this and receive your donated account all you have to do is complete this form and document storage will be added to your MemberPlanet group. We’ll also shoot you over a confirmation that you’re all set and ready to go-it’s really that easy!
We are also in the process of adding even more integrated sections within each module on MemberPlanet, so keep your eye out for our next email announcement.
Have any questions? We’re happy to help, you can call us 888-298-8845 and ask for a Success Team Member or email us at email@example.com
If you charge monthly or annual membership fees it can be a hassle keeping up with who has paid and enforcing restrictions on those who haven't. The new "lapsed" feature automates this process by temporarily removing or deactivating members who fail to pay their dues in a timely fashion.
"Lapsed" members are technically removed from the group, but their information is stored and they can easily be re-added if you receive payment.
Our default settings allow members a grace period of up to 7 days to pay their membership fees past due, at which point they are switched to "lapsed". You can customize if/when "lapsed" status is implemented in your membership level settings. Some groups may choose to implement "lapsed" status as early as 1 day late, other groups may choose to disable the lapse settings altogether.
You can manually un-lapse a member as an administrator (if you had a verbal agreement that they would not owe for this period), or you can re-invite the member to re-opt in to the group independently, at which time they would be invited to purchase a renewed membership.
Log on and visit the Members tab to see all of your membership options!
Is this email going to your whole list, or just a few?
Create unique distribution lists for all cross-sections of your group! It’s a fast way to make sure you send to the right people, every time! Find it under Members and Contacts on your main group portal.
Click here for more information
If there's one thing on our site that all new groups should probably check, it's the newly spruced up custom member fields. Here's why...
Maybe you plan on taking advantage of the new Broadcast feature and you'd like to have members' cell phone numbers for text alerts, or you plan on distributing t-shirts and need t-shirt sizes. Whatever your group is planning to do in the future, we suggest grabbing the necessary info you know you'll need (or even might need) right up front - just trust us on this one. One really simple and effective way to do this is by utilizing Custom Fields.
Your new member forms include basic information as well as the option for Custom fields - additional questions you add to your new member forms. Members' answers will automatically populate to the member database so you won't need to manage a separate spreadsheet or survey. You can make any of these fields optional or mandatory to new members.
Capture info from 100% of members - guaranteed
Custom fields are integrated into the new-member forms, which means that members cannot join without encountering the form. If you make your fields mandatory members cannot join without filling them out.
Seamless data management
All member data will automatically appear on members' records in your database. This means you won't need to manually enter it or manage multiple spreadsheets for additional survey questions.
Easy Data Maintenance
You can issue profile update emails at any time inviting members to update their profile information. These emails take members directly to their profile editing pages in one click, bypassing all logins and other barriers. Any updates members make to their information is mirrored in the admin database in real-time. This eliminates the need for an administrator to manually update each member record each time a change is needed.
Learn more about custom fields here.
Learn how to make fields mandatory here.
Our whole office is celebrating - it's here!!
We've just launched our newest, and arguably coolest, feature on the site: Broadcasts.
We know our users are communicating on multiple channels, like email, SMS and social media, and often they are sharing the same exact message across all of these mediums. We thought, "wouldn't it be cool if they could just do it all at once?".
Broadcasts are now the fastest, easiest, and most comprehensive way to share news with your group, giving you the option to post a unified message over SMS, email, and the mobile app - simultaneously - in just a few clicks.
We've always offered SMS and email, but broadcast brings them together on a simple, seamless platform to deliver your message the farthest and fastest, without you having to go through the process all over again for each technology. Whether you're announcing an urgent update, reminder, or cancellation, broadcasts are the best way to maximize exposure for your message in record time. You can even send long detailed messages with images - mobile recipients will receive the first 160 characters as well as a link to view the message in entirety online.
Possibly the most exciting feature in Broadcasts is the real-time reporting for both email and SMS recipients. Now you'll be able to see who has received the message, via text, email, or both, and who didn't, letting you quickly identify which members you may need to reach out to again.
Oh wait - no this is the coolest!
The broadcast feature is available on the mobile app too! Now you can schedule and send broadcasts anytime, anywhere, right from your iPhone or Android. We kinda think the mobile app is even easier and more convenient than the desktop version, if that's even possible.
Log on to try it now, and keep your eyes out for more info and suggestions from us about using broadcasts!
Part of our last major update included a feature we love: Membership Levels
Membership levels allow you to sell various membership types to new members joining the group, or to existing members who are renewing their memberships. These levels will be mirrored into your member database, making it easy to search and sort your different members.
For example, some nonprofits offer tiered membership based on donation amount. This is a fast and easy way to encourage and recognize your most generous donors.
Gold Level: $500
Silver Level: $200
Memberships can be set to renew automatically on a monthly or annual basis etc. and reminder emails about upcoming or past-due payments will ensure that your members are in the loop at the end of each payment period.
Membership levels can also be used to categorize different types of members, or offer a way for members to self-assign to various roles, even if they are free or have identical prices. For example:
Fundraising Committee: Free
Volunteer Committee: Free
Community Outreach Committee: Free
Learn more about Membership Levels here.
Our newest update packed in a LOT of new features (find most under "group settings"); however, in our opinion, the most exciting new feature is paid member registrations.
Groups now have the ability to charge a one-time or recurring membership payment to members joining the group. The payment is built-in to the joining process and automated going forward, meaning that members won't be able to complete the joining process without the payment - and you won't need to chase them down all year. This option is perfect for PTAs, booster clubs & alumni organizations who charge a fee to join and remain active in the group.
You even have the ability to create multiple membership levels at different price points. You can offer basic free memberships, low cost memberships for students, and premium memberships for your most active members, or your most generous donors.
Learn more about creating a paid membership here
If you've been using MemberPlanet for a little while you have probably noticed that we are constantly sneaking in new features and fixes. What you might not know is that many of those features came from clients like you. We would love to get your input as we plan our upcoming improvements, and we made this form to make it easy.
If you can, please take a moment to give us some feedback so we can make MemberPlanet even better!
New this week, some of the most anticipated updates have gone live! Three of these items were requested by users in the last month alone - keep sending us your suggestions!
Updated QuickPay Editor
Finally! This much anticipated update gives you the ability to edit and customize your new and existing charges with new features and flexible options.
Email “List Health” Checks
Ever wonder how accurate or outdated your distribution lists are? The new list checker gives you a rundown of who will and won’t be receiving your emails based on cumulative tracking data. The list check shows you who on the list has bounced, unsubscribed, and who has a valid email. Access this feature on step two ("recipients") and step five ("publishing") of the email campaign builder when you write you next email.
New Member Request Alerts
You can now opt to receive email notifications every time a member requests to join your group. Previously you would only see pending member requests in the database. Opt in by visiting your "group settings" page. (Click "settings" > "group settings")
Expanded Membership Questions
You can now include ‘long answer’ fields for membership questions. Members have always had the ability to type long responses, but larger fields communicate expected answer length. Long answer questions are perfect for groups requiring a selection process to choose new members. Add long-answer questions to your membership questions under your "group settings".
(Click "settings" > "group settings" > "+add a new question")