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3 Member Management Steps to Get Your Association Organized

6/7/2021

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You’re trying to keep things running smoothly for your association (or your chapter), but are spending too much time keeping track of spreadsheets, finances, and events. Whether you’re new to your management role or going through a time of officer transition and feel like you’re running in circles, you’re not alone. If you’re ready to pull all your hair out, read this for some membership-management relief.​
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​1. Start by organizing your members
If you aren’t already, consider using membership levels to organize your members. Membership isn’t necessarily a one-size-fits-all option, and that’s OK. Associations often collect more if they allow members to pay their membership dues and give a donation at the same time. The generous person/member company willing to pay a couple grand (and then some) can be part of a top-tier membership level (a high-value one with all the benefits and perks), while folks with a smaller budget may be able to access basic membership for $20. Some associations even offer free memberships as part of a strategy to entice users to upgrade to paid status later on. 
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Give the option to automatically renew membership. It’s great to have different levels, but you still need members to renew – and they won’t always remember (or want) to manually take money out of their paycheck. No matter how much they love you and your cause, making it inconvenient for your members to part with their money is painful, so give them the convenient option of an automatic payment plan.
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​For members who opt to pay manually, or those who are past due, send reminder emails to keep them informed. Communicate to members using the levels, types and auto renew statuses. Your messages should be customized to target specific recipients, whether those are your top-tiered members, lapsed members, or another list based on variable data.
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2. Get mentally organized to save time and sanity
First, set realistic goals. Make them ambitious but practical; define targets that you think your team can actually achieve based on last year’s or last quarter’s data. How many members can you obtain, retain, or connect with in a realistic timeframe?

​Now that you’ve got some targets, recognize the fact that you’re not likely to hit them unless you use a calendar. Whether it’s a smartphone app or a physical appointment book, a calendar is great way to get organized and hit consistent milestones or deadlines.

Set your priorities at the beginning of each day.  List them in order of importance. Priorities help you finish what you start, which is always a good thing to do in business (and in life).

Review each of your goals at the end of each day. See what you achieved, what you need to achieve, what you did well, and what you could do better tomorrow.  

​Finally, clean up your workspace. Many leaders find it difficult to stay mentally organized if their physical workspace isn’t squared away. An office or designated work area should help improve productivity, not serve as a nesting place for small rodents. So, throw away that stack of unused lunch coupons, sift through the mound of papers, and set traps, if necessary.
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​​3. Delegate the right tasks – and know which ones to do yourself
​Delegation is simple – but if you’re not doing it right, you could be wasting even more valuable time. First, you need to identify the tasks you should delegate and the ones you shouldn't. Here’s some of the best stuff to pass off:
 
  • Routine tasks
  • Tasks that other members of your team could do better than you
  • Things that others might particularly enjoy
  • Very time-consuming tasks
 
As a leader or manager, it’s important to let go of some of these jobs, even if you love or have gotten used to doing them.
 
Whether your association has 20 members or 20,000, it pays to stay organized, as well as to make sure the memberships you offer are flexible and diverse enough to attract new members and retain existing ones. Managing membership can be tough, but it doesn’t have to be a hair-pulling experience. 
 

Visit memberplanet to explore an AMS that will help your association succeed.
Updated since original publication on 12/20/2017
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About Cassie Braun

Cassie brings more than a decade of experience to her role in helping chapter-based organizations, professional, and trade associations succeed. She is a driving force at memberplanet who is constantly questioning the status quo to bring fresh ideas and dynamic solutions to the table. ​

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3 Reports that Even the Busiest Managers Can’t Ignore

6/1/2021

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You have a hunch about how your organization is doing, but a gut feeling is not going to cut it. You need to look at specific data to see what's working and what isn't. Don't just jump in and start measuring absolutely everything. Pro tip: First focus on these three crucial reports ─ email tracking, invitation history, and levels reports.
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1. Email tracking report
Even the busiest membership manager needs to track ─ at the very least ─ email rates. With all the email campaigns you create, it’s helpful to see whether the messages are benefiting your constituents… or not.

Here’s a look at three email rates to keep your eye on. These key performance indicators (KPIs) will let you know whether folks are actually receiving, opening, and reacting to your emails:
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  • Open rate
An open rate lets you know how many people are, well, opening your email. Subject lines, the email sender, and the time the email is sent can affect your open rate. Testing out different variations of these will help you optimize your email open rate.
 
Based on a recent email benchmarking report, the average open rate for nonprofits is 25.5%.


  • Clickthrough rate
This number shows how many of your members are actually clicking the links you send them. It’s a great indicator of whether the content you send your members actually resonates with them.

The report indicates that the clickthrough rate for nonprofits is 4.10%.​
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  • Bounce rate
Do you know how many emails aren’t getting through? This could be because it went to an invalid email address, which is the most common reason for a bounce.
 
One report cites a 0.5% bounce rate for nonprofits, although a popular email service provider reports a 10.25% bounce rate for its nonprofit customers.

To view opens, bounces, and clicks to your email campaigns on memberplanet, hover over Emails in the left navigation sidebar, then click Email Tracking Report in the submenu. Any type of email marketing service (even the ones that let you create an account for free) should provide these basic metrics.
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For the date range selected, your email campaigns will be displayed with corresponding metrics.
2. Members invitation email history
You've worked hard to boost membership. If you implemented a membership drive or promotion, you probably emailed prospects to join your organization. What were the results? If you're using an association management system (AMS) or membership management system, it should track that.

​On the memberplanet platform, you can view your membership email history to track who was invited and how they responded. It’s a best practice to periodically send out invitations to prospects. To become members, recipients only need to make a membership payment or provide info to sign up for a free membership, if you offer the option.

A membership invitation history report shows which admin sent the invitations and when, who opened it, and whether the recipient accepted the invitation.  To view your group’s member invitation history on memberplanet:

On the left navigation sidebar, hover over Members and click Invitation History in the submenu.​
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3. Membership levels report
​Sometimes, in a rush to drive membership, managers and admins forget to look at overall membership tiers or levels activity. If you’re only looking at new prospects who signed up for a free membership level, you might not quite get the complete picture.

Most organizations have different levels of membership, including free and multiple paid levels. An AMS should have a levels activity report readily available, which will save you a ton of time. The alternative is viewing manually updated reports in Excel. A membership levels report gives you a bird’s-eye view of how many members are on each level, as well as a granular view of the history of each member’s level.

Are you finding that a lot of members have downgraded their membership level? If that's the case, you'll know which members and levels to cater to more frequently. You may need to review member benefits to ensure each level offers the value they’re willing to pay for. You can also target members on a specific level and influence activity by creating events and content to keep members engaged.

Here's how to view the membership levels report on memberplanet:
  1. On the left navigation sidebar, hover over Membership and click Membership Levels Report in the submenu
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      2.  On the levels tab, click the gear icon for the membership level you wish to view
      3.  Select View Members from the dropdown menu
  • The list of members on that level will be displayed, along with their member status
Admins can also view level history by member. On the Members tab, select the gear icon next to the member name you wish to see the history for, then select Level History in the dropdown menu.
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All this business intelligence will help you become a better, more informed membership manager or admin. You also can look at other metrics, such as survey results, donations, payments, events, RSVPs and so much more – we have reporting for just about everything on the platform. If your organization has chapters or components, staff can benefit from a customized membership dashboard, aggregate reports and ad-hoc reporting, too. Visit memberplanet.com to learn more.
Updated since original publication on 03/02/2018.
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What Are Integrated Payments? And How Can This Technology Create Better Membership?

5/24/2021

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There’s no question about it – you need to collect online payments and give your staff the tools to do so as well. But how you do that can affect the membership experience, efficiency of administrative operations, and your financial transparency.
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Integrated payments technology provides a solution that ties together your online payment processing, your membership data, and administrative tasks – to get them working autonomously and in sync. The result is a more seamless experience for your members and efficient workflow for your staff. 
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Take for example these benefits that integrated payments can provide to your organization, and further elevate its performance.
 
Enhanced membership experience
You’re always striving to provide your members – your customers – a secure and modernized payment experience. An integrated payments solution can connect your member database with online payment processing functionality. Your members benefit from convenient options to pay how, when, and where they want. Your organization can offer one-time payments, recurring and installment payments for dues, fundraising, event ticketing, or anything else – and your organization’s branding stays front and center on every form or website page. 
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Bank-grade security features keep your member data uncompromised, ensuring that your brand remains trustworthy. Payment and personal data are tokenized and encrypted and can only be deciphered by the issuing bank during authorization.

When combined with a members-only website, you have the ability to give members the customized view they’ve come to expect. Upon logging in to your website, they can manage their account and view personalized info that matters to them.
 
Frictionless join and renew process
Do you make it easy for people to join your organization? Is it as frictionless as possible for existing members to renew? The right integrated payments solution supports your member onboarding and application process and simplifies it. Whether new members need to go through a complex approval process or are systematically approved, you can capture the member data you need from one place. The technology can employ integration points on the back end for a dynamic approach, so those looking to join or renew can access the same URL – even if you offer multiple types of memberships at various prices.

Integrated payments technology also contributes to increasing member retention rates with features such as auto-renewal, saved payment methods, and card updater services, which automatically replace an expired credit card on file for uninterrupted recurring payments.
 
Increased productivity
Eliminate inefficiencies for your staff with a solution that streamlines and automates administrative operations. Manual data entry, correcting user errors, and downloading info from one program to upload it to another can take hours out of the work week. Integrated payments technology consolidates the tools you need – email marketing, text messaging, online events management, fundraising capabilities, and financial reporting – on one platform. All that time spent on managing multiple programs, which also incur additional expenses, would be better spent on providing the best value to your members.
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The memberplanet solution
Our payments technology is fully integrated with a suite of membership, communication, fundraising, and event tools on our platform. You and your staff gain actionable insights with real-time reporting and a centralized database of membership for both your members and potential members. A third-party payment processor won’t consolidate your data for you, which is why memberplanet’s integrated payments solution reigns superior. Streamline operations, spend more time on your mission, and keep a better pulse on your organization – visit memberplanet.com to learn more about how we can help you manage, engage, and grow.
Updated since original publication on 6/18/19.
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About Chris O'Meara

Chris has passion for and more than two decades of experience in providing IT solutions to enterprise, mid-market, and small organizations within the nonprofit, member-based associations market. When out of the virtual office, he likes history, travel, volunteering, being an active outdoorsman, and socializing with family and friends.

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4 Ways to Boost Your Organization's Membership

5/10/2021

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Membership is an organization’s most valuable asset. Without loyal members, your group will cease to exist. That is why it is so important to allocate a significant portion of your budget, time, and focus to retaining existing supporters while also adding new ones. Every expert has tips for success, but these are by far the best ones I've seen organizations make use of in spanning my 20 years of experience.
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 1. ​Define your value proposition
Your organization’s value proposition can be defined as the answer to the question: Why should I choose this organization over another? It’s your key differential, your competitive advantage, and what members should refer to when they explain why they chose to join. Being able to identify and drive value will help you build the foundation for your marketing strategies and materials – it should be front and center on your website. In order to sell it, you need to make sure all of your staff, volunteers, and members know and understand what it is – if they can’t, then what you consider to be your organization’s most unique quality might not actually be all that unique. 

2. Market where your members are
The key to gaining and retaining members is to stay constantly visible, including digitally. Be present on the social media channels and online groups they’re in. Advertise in industry-specific publications and participate in industry-related events. Send email newsletters and updates. As a leader of your organization, you should be viewed as a credible source in the space. If you’re not constantly marketing your group on and offline, how will your members know who you are?

3. Leverage a member referral program
No marketing strategy can beat personal recommendations and word of mouth. Great referral programs leverage members who are advocates of your organization. Your advocates should be willing to promote all the benefits they’ve gained by being a loyal member. If you haven’t pursued this before, make sure the process is simple and easy for your members to recruit on your behalf by providing relevant materials and incentives for doing so. Incentives can come in the form of free entry to an event or a discount on their membership.
 
And if you are already utilizing this strategy, track its success and seek ways to continue to improve it. Always keep in mind that your constituents are your greatest assets. Make sure they are well equipped with training to answer questions and positively represent your organization. 
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4. Keep your existing members happy
Retaining your current members is even more important than obtaining new ones. Nothing defines a successful organization more than loyal supporters. The fewer you lose, the easier it will be to reach your growth goals and the less resources you’ll have to spend to do it. The key to maintaining your current membership base is to always drive value. Secondary to that is making it convenient to remain as a member of your organization. It’s critical to continually communicate your value to members, whether it’s through marketing automation, event notifications, email campaigns, or social media posts. Listen to your members as well – get feedback and their thoughts on how well you’re providing value. Take that information to further improve your value proposition and stay relevant in our ever-changing technological and social landscapes.

These four tips can help an organization not just stay current in appealing to younger demographics, they also ensure that it continues to excel and deliver membership that is valuable and accessible. To learn more about how memberplanet can bolster membership for your organization or association, check out our dynamic solutions.
Updated since original publication on 6/24/19.
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About Chris O'Meara

Chris has passion for and more than two decades of experience in providing IT solutions to enterprise, mid-market, and small organizations within the nonprofit, member-based associations market. When out of the office, he likes history, travel, volunteering, being an active outdoorsman, and socializing with family and friends.

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5 Tips to Better Engage Your Members on Social Media

4/19/2021

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We’re all guilty of scrolling through Facebook or Instagram before our heads hit the pillow at night. While social media has become a popular way to kill time, it also has many practical uses.
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As an organization leader, you are already aware of the necessity of branding across various platforms, so here are our top five ways to bolster your online presence by optimizing your social media engagement strategy, first and foremost with your own constituents
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1. Deliver digestible bits
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Newsletters are great for providing various bits of information to your members all at once. Social media is best for delivering a brief, compelling message to a large audience, but you only have a small window of time to get users to interact with your post. Providing relevant, unique and easily digestible bits of info should be the focus of your social media strategy. Nobody wants to scroll through a Facebook post or read a tweet with three continuations. You can prompt users to click through to a website by providing a URL within your post where they can access more information. 
2. Promote your cause
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Social media is an efficient and cost-effective way to broaden the reach of your cause, mission, fundraising campaign, or any other promotion. Whenever you send emails to your members, ask them to follow your organization’s social media handles. And make sure your posts tie in the cause or mission that appeals to your followers. People in the United States average two hours per day checking social media, making it a great promotion tool.
 
Note to memberplanet users: You can easily share your event or donation site to social media directly from the platforms. Group admins and members can also do this directly from the event site, donation site, or mobile app.
3. Include video
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You don’t have to be Einstein to figure out that social media users watch A LOT of video. Our own metrics reveal that video posts on Facebook and Instagram get about double the engagement than photo posts. So consider creating a short video explaining your cause. There are a bunch of free services online, such as Canva, that allow you to easily edit and download your video. Live video content has been on the rise; on Facebook, 1 in 5 videos is a live broadcast. You can get more exposure by finding creative ways to use features like Facebook Live or Instagram stories to get your message out. 
memberplanet users: Adding a video to your donation site, event site, or email is also quick and easy.  
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4. ​Utilize a social media calendar
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​Hiring a social media manager or finding a volunteer who’s up for the task is a great way to stay organized and on top of your online presence. A social media manager is responsible for curating and creating content and making sure it gets posted at the right time.
 
If you’re a team of one, utilize a social media calendar to minimize your time spent creating content. Hubspot has a free calendar template you can use to get started. Knowing when to post and what to post will help you strategically plan content for your members, as opposed to overwhelming their feeds or posting haphazardly.
5. Target the platforms your audience use
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Facebook is the most popular social media platform (2.74 billion monthly active users) but you shouldn’t limit yourself to one network. We recommend using the social media platforms your target demographics use. Instagram, YouTube, and Twitter are major players in terms of their reach. By creating a diverse portfolio of social media strategies, you are likely to connect with more members and prospects. Twitter is a great way to get out a short, timely message and interact with a large audience, especially if you use hashtags effectively. LinkedIn's largest group of users is older, 46-55, in comparison.
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You can provide links to your website or event page. memberplanet’s donation, event, survey, and payment form modules have built-in URL shorteners, so you can save space for the character limit. (There’s no excuse for putting out an ugly tweet.) 
​Social media is great tool for spreading the word about events, campaigns, and general information about your organization. It allows you to be social (obviously) and interact with your constituents consistently and in real time without flooding their inboxes with emails. Building a strong online presence can also attract the attention of potential members while keeping current ones engaged.
 
Follow us on social media for more social media and membership management tips.
Updated since original publication on 10/5/2017.
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About Lizerne Ventura

With a journalism background and more than 10 years of experience in all things content, Liz fully appreciates the art of storytelling. When she's not working on content marketing, strategy, creation, or operations, she enjoys community volunteering and playing organ in her church choir.

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Digital.com Features memberplanet in Best Membership Management Software of 2021

3/15/2021

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We’re excited to announce that memberplanet received recognition in Digital’s Best Membership Management Software of 2021! Its research team conducted a 40-hour assessment of more than 90 solutions, and the platforms were selected based on core features and customer feedback. (You can read full details in Digital’s press release.)
​It is always an honor to be recognized for our mission, which is to simplify membership management. It is our constant focus! We use market best practices and feedback from our clients to refine and augment our platform’s functionality – on a regular basis – so that we can help our partners be even more productive in today’s ever-changing digital landscape.
 
Our team is also passionate about providing exemplary support to all our partners – associations, nonprofits, PTAs, foundations, chapters, or any other type of organization – as well as coaching their administrative staff.
 
If you’re looking for a powerful association management system (AMS) or all-in-one platform, visit memberplanet.com to learn how we can help you manage members, engage constituents, and grow membership.
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4 Engagement Tips for Growing Membership

1/8/2021

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Are your current methods of virtual engagement helping you reach your membership goals? By promoting the value and benefits of your association’s membership through engagement, you can position yourself to attract new members while also maintaining and interacting with your existing membership base. Here are a few tips to showcase your value and increase your network:​
1. Engage on social media
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LinkedIn and Facebook are two of the most useful networks for expanding your reach. Both social media channels allow you to create your own page to promote your association and maintain constant contact with your members, followers, and viewers. Participating in trending topics related to your industry helps broaden your reach when others see your comments or posts.​
Update your members with upcoming meetings and events while keeping them engaged with polls and surveys to collect feedback. Being present on these platforms also helps potential members preview membership, understand your association’s mission, and see the kind of work you’re doing.
2. Invite potential members to events
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Host an event or webinar where each current member invites a nonmember (perhaps at a discounted price or a free pass). During the event, encourage these nonmembers to join by offering a limited-time deal. Hosting events for both current and potential members is a great way to get everyone involved in the recruiting process.
It also gives nonmembers a chance to try before they buy – ask questions and see what your association offers before committing to membership. Asking your members to engage nonmembers will give your association the opportunity to grow exponentially.​
3. Make an offer they can't refuse
To attract those who had been considering membership but either were not ready to commit or were deterred by the fees, waive application fees for a limited time. Or offer additional perks with an expiration date. 
Advertise and announce the offer in your newsletter and on social media so prospects become aware they’re getting a great deal. When you convey a sense of urgency (Ex. Act fast to take advantage of waived membership fees!), your potential members will see more value in joining during this time. You’ll additionally want to make sure your membership benefits are competitive, so as not to deter those who are comparing with other associations.
4. Track and measure your engagement efforts
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If it can’t be measured, it can’t be managed. Record metrics of your engagement efforts to gauge your success and find ways to optimize over time. Some things to keep an eye on are email and text message metrics, such as open and clickthrough rates, as well as resulting membership numbers, i.e. renewals and new signups. If you host an event to invite potential members, keep their email addresses to send them offers and other emails to promote membership. 
Most marketing and membership software offer standard tracking, but it can be a difficult and time-consuming task to tie your data together if you’re not using the right tools.
Our engagement solutions are fully integrated with a full suite of membership, communication, and event management tools on the memberplanet platform. You and your staff gain actionable insights with real-time reporting and a centralized database of membership for both your members and potential members. Maximize your engagement efforts and get a high-level view your association’s health – contact memberplanet to learn more about how we can help you manage, engage, and grow.
Updated since original publication on 2/20/18.
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About Cassie Braun

Cassie brings more than a decade of experience to her role in helping chapter-based organizations, professional, and trade associations succeed. She is a driving force at memberplanet who is constantly questioning the status quo to bring fresh ideas and dynamic solutions to the table. ​

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Goal Setting for Your Organization: Here's the 1 Thing You Should Think About

12/22/2020

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books on a shelf
Here we are again. It’s the time of the year when we have to start setting goals for our organization. And after 2020, a year like no other, 2021 is sure to be interesting.
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When it comes to goals, there’s one key question we need to ask ourselves: Can these goals be told in a story?
 
You’ve heard the adage: Facts tell but stories sell. It’s true in marketing and advertising. It’s equally true when it comes to setting goals for an organization. That’s because setting a goal is just the first step in the process.
 
After we’ve developed goals for our organization, we have to sell it to the troops, and we need to do it convincingly. If 2020 forced us to prioritize what was most important to us in life, then our goals for 2021 must be endeavors worth pursuing. And that comes down to good communication skills. It’s a fact. People make decisions based on emotions rather than logic. Whether we’re trying to accomplish a specific task or raise funds, we have to be able to communicate our goals clearly and emotionally to our members and constituents.
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We have to bring people on board. Rally our members to our cause and lend their support. Y’know, herd cats. (If you've ever tried that, you know it's very hard to do.)
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If we want others to join us on our quest, we have to be able to show our members why ours is a worthy cause. The more enthusiasm we can generate about our goal, the easier it will be to accomplish.
 
How do we inspire the type of passion that we want from members, the type of enthusiasm that’s going to carry us through good times and bad until we cross our goal line?
 
With a good story.

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How true it was when "Game of Thrones"' Tyrion Lannister said, "There’s nothing more powerful in the world than a good story. Nothing can stop it. No enemy can defeat it."
 
Whether our objective is a one-time, standalone goal (think sponsoring a clothing drive for natural disaster victims) or part of a larger, long-term initiative or mission statement (think serving the needs of children with disabilities) a good narrative helps us communicate more persuasively with our members.
 
The more we can connect with people on an emotional level, rather than a purely rational one, the more excitement we’ll generate for our cause, the faster we’ll achieve it … and the invested everyone will feel.
 
According to Joseph Campbell, one of the world’s foremost authorities on the significance of myths and storytelling, “Everything starts with a story.”
​“Everything starts with a story.” – Joseph Campbell
Great stories touch us on an emotional level and teach us universal truths about human conduct. Think about it: Every story we’ve ever been told has had a point to it, a theme. The theme is a lesson about life. Something to which humans should aspire. A goal.
Consider your goals from a storyteller’s perspective
As we set goals for our organization, let’s take time to consider these goals, one by one, from a storyteller’s perspective.
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Every story has a hero. In our case, the hero is our organization. Every story has a conflict. There’s something wrong that needs to be fixed. Perhaps we’re trying to raise money to send aid to families with children adversely affected by COVID-19. The conflict is, some children don’t have means to basic necessities, and our organization wants to fix that. Every story also has a resolution. In our case, it’s our objective. Accomplishing our goal will resolve the issue at hand and bring the story to its close.
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Can we incorporate these elements into our goal and use them to weave a compelling story that captivates our members? The truth is, people have a fundamental need to connect with something larger than themselves.
 
A good story about our organization and its goals will help bring more people into our tent and enfold them into its larger mission.
 
As organizational leaders, we must be able to find the narrative within our cause, capitalize on our natural storytelling strengths, and express our goal with clarity, creativity and conviction.


Embrace the conflict
​Oh, yeah. There’s one more thing to remember, too. By definition, great stories involve a journey that is rarely easy. In fact, as is often the case, the more conflict, the better the story. So let’s approach our goals with the same mindset. It won’t be easy to achieve (and, if it is, perhaps we’ve set the bar too low).
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In most narratives, the hero has a long-term goal that is fed by a series of short-term goals. Accomplishing our short-term goals are the means by which we eventually achieve our ultimate mission. We can think about our organizational goals the same way.
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Our long-term goal is usually provided in our mission statement. It is our story’s theme. As you know, our long-term mission is achievable, measurable and time specific.
mission impossible tom cruise
Our mission (not an impossible one) then must be broken down into shorter-term functions and operational initiatives. Short-term goals are great ways to identify specific functions that need to be undertaken, and offer measurable results that allow us to chart our progress, feel a regular and much-needed sense of accomplishment, and move us further along the narrative toward our ultimate goal.
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And it’s that sense of accomplishment – of fighting for a cause, righting a wrong, creating a better tomorrow – that creates the pride and emotional connection that will keep our protagonists (members) coming back for more.
 
So when it comes time to set a goal for your organization, be bold, creative and inspiring. Identify the story inherent within your mission and use it to assemble your short- and long-term goals. In the end, the goals you set today will become the stories your members live tomorrow.
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Let’s make them exciting ones!​
​Have a goal in mind? Our event and donation sites (templates included!) make it easy to tell your story. 
Get started
Updated since original publication on 12/16/16.
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About Cassie Braun

Cassie brings more than a decade of experience to her role in helping chapter-based organizations, professional, and trade associations succeed. She is a driving force at memberplanet who is constantly questioning the status quo to bring fresh ideas and dynamic solutions to the table.

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memberplanet Named One of Torrance’s Best Tech Startups - Again!

1/27/2020

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It’s a point of pride to be recognized within your own community for three consecutive years! memberplanet earned second place in the Tech Tribune’s 2020 top five ranking of the best tech startups in Torrance, CA. We’re proud to be recognized for our dedication to our clients’ growth and rewarded for our focus on simplifying membership management.

We strive to continuously improve our platform by utilizing input from our clients and the challenges their administrative users face. That enables us to deliver solutions based on real-world situations. We’re incredibly proud of the fact that our platform is customizable to your workflow processes, which allows us to serve a wide range of organizations and associations across multiple industries – it’s what makes us different. We’re always excited about the local recognition and look at it as a confirmation that we’re doing something right.  


Ready to take your organization to the next level? Schedule a demo with our team to learn more about our powerful platform.
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Updated since original publication on 04/24/18.
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memberplanet Has You Covered for the General Data Protection Regulation

1/6/2020

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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.
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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 did the GDPR go into effect?
On May 25, 2018. 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 starting 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:
 
Consent
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 Portability
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.
 
Breach Notification
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 [email protected]. 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.
 
Important to note:
  • memberplanet has updated its Terms of Use and Privacy Policy. Continued use of memberplanet services constitutes acceptance of any amended terms.
  • If you are an existing customer who processes the data of EU citizens, you may be asked to sign a Data Processing Agreement (DPA).
  • memberplanet has updated its support documentation to include how you can ask for consent on forms.
  • To request access to or deletion of personal data (your members can use this form, too), please complete our GDPR request form.
  • For any other support-related or GDPR requests, please click here to submit a general request.
 
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.

Source:
https://ec.europa.eu/info/index_en

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Updated since original date of publication on 05/24/2018.
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