The all-new All Payments has an updated look and feel that makes it cleaner and more user friendly. The report provides admins with an intuitive, faster, and more detailed way to manage transaction data for their group. This report gives admins an easier way to consume data – without having to export to Excel (which you can still do, of course). If you’re part of an organization with a parent/child structure, you can also see and sort transactions from your child groups in the same report. This report and its features is available on all membership plans.
Speed – pure and simple – is paramount. When working with large amounts of data and transactions it’s imperative that every search returns instant results without wasted wait time.
Complete accounting summary
The report features all your transactions. In one location you can view complete running totals for payments, fees, and total transaction amount for your entire group in one location.
Totals for your transaction data is located at the bottom right side of your All Payments report.
Powerful search functions
Quickly parse group data by utilizing search options like payment amounts, partial names like a last name only, and payment source.
Enter your search terms in the search box located in the upper right side of your report.
Improved date range search
Date parameters default to "any time," which is the time your group started on memberplanet to the present, so you start off by seeing the complete transaction information for the history of your group. A dropdown menu allows you to modify the date range, choose from other options, such as the last 30 days, or enter a specific date range.
Click on the drop-down menu labeled Any Time at the top of the report to adjust date range.
Introducing Quick Filters
These provide the ability to sort payment activity by memberplanet service such as events and donations, membership, and more to give you specific transaction details by source.
Click on the Quick Filters dropdown menu at the top of your report to change filter.
The column data of your All Payments report is also under your control so it’s targeted to your needs. Add and remove data fields to give you the exact information you want to see. Add columns for everything from names and group numbers to transaction information like payment amount, source, and method. Drag and drop columns to customize your report layout, and set column data to sort by ascending or descending . You can also lock columns to make it easier to view data across the breadth of your report.
Click on Choose Columns along the top of the report to add or remove column data, and to lock columns.
Organizations have a parent/child structure can now view all data for their child groups in one consolidated report.
If you prefer the former All Payments report, don't worry it's still available to you. Just click on the Former All Payments report link near the top of the page and you'll be directed back to it.
Log in to check out the new report
The days of cash carrying are over. Unless you’ve been living under a rock for the last couple decades, you’ve noticed the societal shift toward electronic payments. What does this mean for you and your PTA? Let’s get schooled on payment methods. The reality is that ignoring this trend can seriously hurt the future growth of your unit. The benefits are enough to outweigh whatever costs are incurred – and we have proof. Check out these five payoffs of accepting electronic payments.
1. Grow your membership
Studies indicate more than 70% of Americans have at least one credit card. Even more compelling is that 60% of consumers pay with credit cards instead of cash. This means that accepting credit card payments increases your ability to attract potential PTA members who find electronic payments more convenient. You can connect with a larger audience to recruit members, reach more donors for your campaigns, and increase ticket sales for your events. It’s simple math – when you broaden your reach, you also increase your chances of boosting membership.
2. Increase school and PTA revenue
Research shows that people are willing to spend more on their credit cards than when making cash purchases. This has obvious benefits for fundraising campaigns, as it can lead to bigger donations from individuals. The New York Times sites several studies that demonstrate the increase in spending with credit versus cash of at least 5-10%. In one study, graduate students paid nearly double the price for a sporting event ticket when paying with a credit card!
3. Ease the burden of holding on to large sums of cash and checks
Unit leaders don’t need to be carrying members’ cash and check payments with them. By accepting electronic payments, you make it more convenient for your members to pay by their own method of preference, and you’re likely to save yourself a trip to the bank. Direct deposit also removes the inconvenience of paying out of pocket. Accepting electronic payments increases cash flow by limiting the time it takes for money to appear in your account. Instead of waiting for PTA members or donors to mail a check, then depositing the check, and waiting for it to clear, funds are deposited directly into your account.
4. Simplify recurring payments and donations
Unit members and donors can set up recurring membership payments and donations. memberplanet’s electronic payment feature is built in, easy to use, and features advanced encryption to ensure payments are securely processed and deposited directly into your designated account. Simplifying the payment process makes it easier to collect membership dues and retain current members, and is beneficial when collecting donations during fundraisers.
5. Build credibility with credit cards
Accepting credit cards is particularly helpful because it adds credibility to a PTA’s operation. When your members and potential members see that you’re accepting credit cards it increases the legitimacy of your unit. Furthermore, limiting your PTA to cash transactions can seem unprofessional given the rise of electronic payment options.
Accepting electronic payments facilitates the exchange of money for you and anyone you collect payments from. This is beneficial and convenient for collecting membership fees, receiving donations, and selling event tickets or any other PTA product or service your offer. With an evident shift from cash to credit, it is essential to offer a variety of payment methods to retain members, grow your organization, and maximize PTA contributions.
Ready to get started? Log in to memberplanet and set up your account to collect electronic payments.
PTA Simplified is a series of tips for PTA and PTO leaders to get the most out of managing their volunteer members and growing their membership all year long.
Originally published: 7/01/2017
The constant pull of activities, to-do’s, and work for your PTA can leave you and other unit leaders with little time to focus on the vital task of boosting membership. On the flip side, parents and those you want to recruit to join your PTA are already time-deficient between their work and their children. These two hurdles however, don’t stand a chance with the memberplanet toolkit at your fingertips. memberplanet is like your friendly neighborhood Spider-Man, here to ensure you’re maximizing your efficiency while attracting more members to your cause – without creating a supervillain amount of work.
1. Make it easy to become a member – offer electronic payment methods
The first step to growing is to make it as convenient as possible for new members to join. A best practice for any organization is to make it easy for people to pay for your services. Offering electronic payment methods is the first step toward offering a convenient and modern membership experience, which is what everyone in today’s society has come to expect. Instead of forcing people to pay by cash or check, you’re giving them the option to pay by their preferred payment methods. Learn more: How Collecting Funds Online Benefits Your PTA in 5 Big Ways.
memberplanet’s payment process is simple and direct. A few clicks, some basic information, and new members are in. Unit leaders can even set up automated email reminders to notify members when it’s renewal time, so it’s not only easy to join, it’s easy to stay a member. Check out our three-step checklist to get started.
2. Use multiple forms of communication to reach potential members
To describe the header above, which is quite a mouthful, we frequently use the term multi-channel communication. Simply put, it’s using all different methods, mediums, and platforms (preferably the ones your prospects are using) to get the word out. That way, even if your potential members “change the channel” they’ll still receive your message.
You can still distribute paper flyers, send snail mail, and yell through a megaphone to communicate (whatever works, right?), but we recommend also using more cost-effective digital forms of communicating: websites, e-newsletters with tracking, email and group text messaging, and social media. memberplanet's platform is equipped with tools to efficiently and consistently use multi-channel communication, and the best part is you don’t have to use multiple programs.
3. Blast out your benefits
Telling recruits what they have to gain by becoming a member of your PTA seems like a no-brainer. It’s surprising though, how that message can get buried under the guise of free incentives. Let’s be honest – offering free food, t-shirts, and other giveaways are great for getting people at the door/sign-up table/website, but when it comes to sealing the deal, there’s no alternative for communicating the true benefits of your PTA – your mission of positively affecting the lives of all children and families. That’s a wonderfully amazing cause, and one that should come across consistently in every explanation of your benefits. Give your prospects the feeling that by joining, they’d be participating in something that’s bigger than themselves – something that makes a difference.
You have all kinds of options on memberplanet to optimize your message, from adding images and videos to using responsive design and targeted, dynamic distribution lists.
PTA Simplified is a series of tips for PTA and PTO leaders to get the most out of managing their volunteer members and growing their membership all year long.
Originally published: 7/01/2017
You can spend 20 minutes flipping through the pages of your address book, or you can find exactly who and what you’re looking for in 20 seconds using your interactive directory on memberplanet. Scrap that address book -- welcome to the future of networking.
Our most recent launch of memberplanet includes an updated member directory that features a full library of your group’s members, their profiles, and their personalized information. Each member’s data is private to your group, and displayed information settings are custom and controlled by individual privacy settings. Request that members showcase their education, career, member level, or group title on their profile, or alternatively allow them to maintain the mystery with as little disclosure possible (aside from required fields, of course). Networking has never been easier on memberplanet. You’re going to love this new look and feel.
The possibilities are figuratively endless with the new interactive directory layout and settings. Individual profiles share, but are not limited to, events members are attending, social media account links, and contact information. Set custom fields for your members to fill out as uniform response requests across every profile.
But wait, there’s more - when you take advantage of the many perks of the Pro or Premium subscriptions with memberplanet, you’ll be able to query the directory beyond first and last name. Select the Smart Search option within the search bar to look up members by any field of information your group collects. Your members can also network with and search other members in your group using custom field data. They can search for who’s attending your organization’s events or who lives in the same city for example.
For more information on how the directory can give your members a truly interactive experience, visit our Support Center.
If you’ve ever made a big purchase, like a car, you’ve probably made a payment in installments. An installment payment, simply defined, is a sum of money paid in smaller parts over a fixed period of time. An installment payment plan is a recurring payment that gives customers flexibility to make larger purchases without having to pay for them up front. Donations to charity can also be made in installments, and both the donor and the charity benefit: The charity improves its chances of getting a larger donation, and a donor gets to pay in a way that’s convenient.
A recurring payment is an automatic payment charged to a customer’s credit/debit card or deducted from a bank account. Merchants must first get permission from the consumer, and the payment is automatically charged each time the payment is due until the customer notifies the vendor. The consumer can retract permission at any time. Recurring payment options are offered for almost any ongoing service such as membership, a cell phone service, or online video streaming subscription. Donations can also be made with recurring payments.
The main difference between an installment and recurring payment is the end date. In an installment payment plan, there is always a known date of when the balance is completely paid off. A recurring payment plan that is not paid in installments may not have an end date – the payment can recur until the customer retracts permission or goods/services paid for are discontinued. Having both installment and recurring payment options available (when possible) gives consumers added value, flexibility, and convenience – which is proven to increase spending and revenue.
Congrats! You’re on your way to managing your PTA online and offering your members a convenient way to pay membership dues. When you’re finished, your members can make payments online in addition to cash and check. They can also access their own membership cards anytime online and via the mobile app.
Before starting on the checklist, you must first join your unit’s group on memberplanet as an admin. You probably received an email invite from your State if it teamed up with memberplanet. You’ll need to click the link in the email invite to gain access to your memberplanet account. Once you’ve completed the join process on memberplanet, select Go to My Home page. While logged in, click Go to My Group Portal to access admin tools.
If you need assistance gaining access to your account, please fill out our support form and submit a request.
Now you’re ready to follow the guide below! Every time you check off a box, you’re one step closer to life.simplified.
1. Set up your PTA membership dues form online
Create a PTA membership dues form. On the left nav, click Payment Forms > Create a Payment Form.
Choose the ready-for-use PTA template. Click Use this Template for the PTA Membership form.
Modify the PTA template to reflect your unit’s membership dues. Scroll to the bottom and click Next. On the following page, hover over the $5 dues amount and click Edit. Enter the correct amount of your membership dues.
Save and publish. Scroll to the bottom of your payment form and click Save & Publish Now.
If you haven’t yet, set up your bank account to receive membership funds.
2. Share your PTA membership dues form
First, get link of your PTA membership dues form. Once you have the link, you can start promoting PTA membership online – an easy way to broaden your reach and boost membership. In the features list, click Copy or Customize the Form URL > Copy to Clipboard.
Promote your membership dues form on your PTA website. Let your site visitors know that they can sign up and pay for PTA membership right then and there!
Email the membership dues form to potential members. Use email marketing to recruit more members. From your last PTA event, use a list of attendees’ email addresses to send out your membership dues form. Ask members to sign up online and forward the email to others who’d be interested in signing up. memberplanet’s email features include tracking opens and clicks!
Get the word out on social media. Use the shortened URL to save space on characters if needed, and post to the social platforms your potential members are most active. memberplanet has awesome social media tools to share your membership dues form directly from the platform.
3. Give members access to their membership cards
Export the list of members who made a payment. On the left nav, click Payment Forms. Select the gear icon next to PTA Membership Form > Form Responses > Choose Columns > select last name, first name, and email > click Save > Export Table.
Save this list on your computer.
Upload the list to the membership module. On the left nav, click Members > Add People button > Add New Members > Browse for your file > Check the box to Ignore the First Row of My File > Click Upload > Select dropdown menus above columns to only map or label first name, last name, and email address > Click Add Members button.
Invite your members to view their cards. To give your paid PTA members access to view their digital membership cards, they first need to join your PTA group on memberplanet. On the left nav, click Members > Send Invitations. You can edit the subject and body of the email by clicking on them. Here’s text that you can copy and paste into the body:
Welcome to the PTA! Click the Join Now button below to access your membership card!
Click the Send Now button. Once a member has followed the steps in the email, they will receive a confirmation email with instructions on how to access the member card.
Members can join memberplanet > log in to their member portal > click My Profile on the left nav > click Member Card in the submenu > select gear icon > View Card.
From the mobile app: Log in using the same email and password used when joining > tap the menu icon in the top left > My Member Card > tap group name.
If you’ve completed these 3 steps, you’re off to a great start for the school year! And don’t worry, if you get stuck or need a helping hand, here are a couple cheat-sheet resources:
If you need assistance gaining access to your account, please fill out our support form and submit a request.
Strategy advice: Successteam@memberplanet.com
Originally posted 7/27/2017
Henry David Thoreau once wrote, “Our life is frittered away by detail. Simplify, simplify, simplify!” Yet people grow. Things change. Member details multiply. If you're an admin, you know the last part of that equation: They expect you to organize and update all that information. So, before you Thoreau that laptop straight into the parking lot, read how memberplanet makes updating your member database a breeze.
1. Eliminate inefficiencies
Technology should drive efficiency, not the user insane. When you're adding new information, or updating the old stuff, you want your process to be as efficient as possible. For example, many group leaders spend time manually logging data from difficult-to-read handwriting from sign-up sheets at events or follow-up calls to members; with memberplanet, this information can be added by your members themselves. Members have their own dashboard they can securely log in to update account info. They can control and manage their own data, edit privacy settings, update payment methods, and more.
2. Make it easy for your members to update their own account
For some members, logging into their account is a roadblock. Lucky for you and them, there’s a way to make their lives (and yours) easier. You can send a profile update request email from the platform, which allows the member to update their account information directly from the email. Whatever changes they make automatically enter the secure database – without the need to log in. Compare that to chasing members for updates in person, through surveys, or by standard email, where they don't have a fail-safe way to add information. Those options are old school and force the member to remember another password. The less hassle on the member’s end and the less data entry for you, the better.
3. Seize the ideal periods to ask for updates
There’s no particularly bad time to check up on your members to see if anything has changed for them. But there are key intervals you should use to get updates from members.
Is the end of the year approaching? Check in with your members and stay informed of their plans for the new year. Are you making a change to your membership terms or levels, or are you gearing up for a big event or campaign? Make sure your member information is current before taking the leap. Periodic check-ins to see if members have any updates to their profile information, including essential contact information, is a terrific way to keep your data current. Best practices for asking are every quarter, before graduation, and at the end of the school year.
memberplanet helps keep your database tidy
The key to any successful member communication strategy is having accurate, relevant information about your members. The software makes it easy – just schedule profile update requests at key intervals and the member will have a link that takes them straight to their profile. Simplified, simplified, simplified! Thoreau would be pleased.
Start making your database fantastic by signing into your memberplanet dashboard today.
Last year, we were honored to be named a quadrant leader by SoftwareAdvice.com in its annual Frontrunners Hub, the 100% data-driven assessment for small businesses. This year, we’re doubling down on our excitement because we are now a Frontrunner Hub leader in fundraising software.
Our pride for this recognition is derived from the factors used in determining it. The Frontrunners Hub uses real reviews and only a company with top scores for usability and user recommended makes the cut. memberplanet is built for groups of any size, and to be recognized as a leader by the people using our platform to achieve their fundraising goals is incredibly rewarding for us. We continue to strive to lead the way for groups to manage, engage, and grow their membership. And our focus on end-user satisfaction remains paramount in 2018 and beyond.
The Pennsylvania Society of Radiologic Technologists (PSRT) is an affiliate of the American Society of Radiologic Technologists (ASRT), a professional association for people who work in medical imaging and radiation therapy. As the world’s largest radiologic science organization, ASRT guides policy and public awareness to promote patient safety.
PSRT offers significant value to its members, but the process of joining the association was inconvenient for prospective members and cumbersome for administrators. Even processing renewals for current members was tedious, and contributed to the association’s declining membership. Once PSRT switched to memberplanet, membership began to pick up – it boosted paid membership by 91% and membership revenue by 55% in just one year.
New Challenges for a New Generation
Millennials are the first generation of digital natives, and their expectation to access information online and via mobile quickly and easily poses significant challenges for membership associations. Many associations do not have the recruitment, retention, and engagement tools that can meet the demands of the new generation of members. According to the Brookings Institution, by 2020, millennials will comprise more than one in three of adult Americans, and by 2025 could comprise 75% of the U.S. workforce.
Associations need to recruit, retain, and engage members locally to thrive. Members seek a community, as well as information about developments in the industry and exclusive access to conferences, events, and other networking opportunities. Expecting administrators to provide all this with limited time, staff, and budget is a lot to ask.
Streamlining Group Registration Leads to a Boost in Membership
At the start of PSRT’s new member and renewal cycle in September 2016, it had just 165 paid members and 852 general (free) memberships. Interest in the association is high among schools and medical offices – they frequently request to have students and staff register for PSRT’s events as a group. However, PSRT’s inability to streamline group registrations made it difficult for groups of students and active professionals to join the association. The inconvenient registration process was a major deterrent to membership. To prepare for its 2016 membership and renewal cycle, PSRT began to utilize memberplanet’s member management features to process and track group memberships. By the end of the cycle, paid membership had increased 91% and general membership saw a boost of 23%. Membership revenue jumped by 55%.
More Features and Better Benefits
The ability to process group invoices has been particularly beneficial to PSRT, which looks to attract both professionals and students as members through its events.
“Using memberplanet, we were able to register members and event attendees so easily. It took virtually no time for us to set up, and we received great feedback letting us know how easy it was for a group to register together instead of individually, and pay on a single invoice. Members really appreciated the convenience,” Max Maxwell, PSRT’s Treasurer, explained.
Additionally, the platform made it easier to manage event RSVPs and attendance records. “Keeping track of new members, event registration, and attendance was greatly simplified and much easier to manage with memberplanet,” Maxwell continued.
The ability to schedule email and text message reminders to the entire member roll also simplified communication tasks for administrators. Before, PSRT had multiple distribution lists that required frequent updates. Now they can create dynamic distribution lists and send email and text communications to all members from one platform. PSRT administrators are also able to track how their members engage with emails and have maintained an impressive average open rate of 44%.
Members increasingly expect easy access to and quick dissemination of association information. PSRT’s board decided to address this requirement by utilizing memberplanet’s engagement, communication, and payment processing functionality.
Using the platform’s invoice feature allowed PSRT admins to send invoices via email for any type of charge, including group enrollment fees. Members have multiple convenient payment options that can be accessed directly from a link in the email. Staff can promote recurring payments, log offline payments, and process payments on-site, such as at an event.
The platform has reduced administrative overhead and streamlined PRST’s processes while providing utility and flexibility in the association’s communication, payment processing, and member management.
A Solution for Future Growth
When PSRT’s executive board was looking for a membership management solution, they evaluated several providers before choosing memberplanet. The board believed that the platform’s functionality would be easily understood by administrators, and the SaaS-based, all-in-one solution would also be the easiest to implement. “We contacted many membership management solution companies, but ultimately chose memberplanet because they were the most informative and clearly explained the features. I’ve been surprised and pleased by just how easy the software is to use. Their customer service is great. Any time I’ve had a question they’ve been extremely helpful,” Maxwell said. Maxwell knows PSRT is just getting started with memberplanet. There are features, such as the mobile app, that they haven’t yet utilized. He and the other admins look forward to learning more and exploring how else the platform can support PSRT’s growth.
Contact memberplanet today to see how the platform can help your organization grow.
We at memberplanet take security seriously. Protecting your data – both personal and payment information – is our top priority. We continually update our security measures to ensure that your information is kept safe against loss, misuse, unauthorized access, unauthorized disclosure, manipulation, or destruction. In addition to trusting us with your data, you should feel that you have complete control over the information you provide online, and so should the people in your group. The GDPR – a term you’ve probably heard before – is meant to empower European Union citizens, but we see this as being relevant to all our customers, regardless of where they reside. Here’s what you need to know, the choices your members have, and what to expect.
What is the GDPR?
The General Data Protection Regulation (GDPR) is a new set of data procedures designed to protect and empower all European Union (EU) citizens’ data privacy. UK residents are also included. The GDPR replaces the 1995 Data Protection Directive and is arguably the most significant change in data privacy regulation in 20 years. It’s meant to boost consumer confidence and data transparency in our digital economy and in turn business.
When will the GDPR be enforced?
On May 25, 2018. The EU is already implementing the GDPR, but at the end of May, organizations found in non-compliance risk significant fines.
Whom does the GDPR affect?
The GDPR applies to organizations that collect, share, and/or store the data of EU citizens. For example, if there’s a chance your U.S.-based organization collects personal data of EU citizens, you may need to adjust and demonstrate that your methods of collecting, sharing, and/or storing that data is compliant to the GDPR by May 25, 2018.
These terms define whom the GDPR affects in relation to the data collected:
Personal data: any information relating to an identified or identifiable natural person (‘data subject’); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person
Controllers: people or organizations that determine the purposes and essential means of the processing of personal data
Processors: people or organizations that process personal data on behalf of a controller
Processing: any operation or set of operations which is performed on personal data or on sets of personal data, whether or not by automated means, such as collection, recording, organization, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction
In relation to the GDPR’s definitions, memberplanet is considered a processor – we process personal data on behalf of controllers, which are our customers, groups, clients, and organizations that use memberplanet even on a free subscription plan.
What is the penalty for non-compliance?
The maximum penalty for organizations in breach of GDPR is up to 4% of annual global revenue or €20 million (whichever is greater). There is also a tiered approach. For example, a company can be fined 2% for not having their records in order, not notifying the supervising authority and data subject about a breach, or not conducting impact assessment. At the EU level, Data Protection Authorities (DPAs) are empowered to monitor compliance. Fines apply to controllers and processors, so this is something you don’t want to ignore.
How does the GDPR affect memberplanet customers?
The GDPR details the following key procedures and rights of EU citizens, and if you collect their data, you are obligated to comply with these:
Get clear consent to process data. Terms and conditions must be easily accessible with the purpose for data processing attached to that consent. Use clear and plain language. Also, permit withdrawal of consent. It must be as easy to withdraw consent as it is to give it.
Right to Be Forgotten (Data Erasure)
Erase personal data if the data subject asks. Data subjects are entitled to have the controller erase his or her personal data, cease further dissemination of the data, and potentially have third parties halt processing of data. Exemptions include if the data is needed to exercise freedom of expression, a legal obligation to keep that data, and reasons of public interest, such as public health research purposes.
Right to Access
Let people access their data and receive confirmation as to whether or not their personal data is being processed, where and for what purpose. You’re obligated to provide an electronic copy of their data to them -- free of charge.
Data subjects have the right to receive their personal data in a common machine-readable format that allows them to give it to another company.
Inform people of data breaches if there is serious risk to them. You must do this within 72 hours of first having become aware of the breach.
For more details on exemptions and key changes to the previous directive, you can visit the European Commission’s website.
What choices do my members have regarding their personal data?
Members may request to view, update, or delete their information by submitting a request for info or deletion or emailing us at firstname.lastname@example.org. Please note that some information may remain in our records, for example in our archives, after a request for deletion of such information. We may use any aggregated data derived from or incorporating members’ personal information after they update or delete it, but not in a manner that would identify them personally. Please also note that comments posted publicly on our website properties, such as comments on our blog posts, will remain visible to the public.
What to expect:
Check back for updates.
The information in this article is not meant to be a substitute for legal advice. Only a licensed attorney can provide legal advice appropriate for your organization’s particular situation.