|
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.
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. 
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. Bank-grade security features keep your member data uncompromised, ensuring that your brand remain 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 human 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. 
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 – schedule a demo with the memberplanet team to learn more about how we can help you manage, engage, and grow.
0 Comments
 We’re proud to exhibit our association management software at the 2019 ASAE: Marketing, Membership, & Communications Conference (MMCC) June 6 - 7 in Washington, D.C.! Why associations choose memberplanet: All tools on the platform are fully integrated to give association leaders high-level organizational visibility, greater financial transparency, and a seamless user experience with technology partners via API integration.
Come to Booth #710 to learn more! See you in D.C.!
 memberplanet is exhibiting our membership management software at the 2019 FEA Annual Meeting, May 29 - May 31, at the Mandalay Bay Resort in Las Vegas. What Your Fraternal Community Can Do With memberplanet
Come to Booth #219 to learn more! See you in Las Vegas!
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 local PTA. 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 percent of Americans have at least one credit card. Even more compelling is that 60 percent 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 percent. 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 PTA 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 Local PTA 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 local PTA. 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 a powerful association management system – to manage, engage, and grow their membership all year long. Updated since original publication on 7/01/2017.
We live in a world of instant communication. With a few clicks, almost anyone in the world can be reached via phone, email, or text messaging. Communication being this instantaneous has amazing benefits, but it can be confusing at times to choose the best method for your message. Emails are great for long form announcements, and they are typically a groups bread and butter for communication. But there are times when a text message is a better method to communicate with your members. Take a look at our three rules of when to text your members instead of email. Trust us, you’ll be glad you did.  Text your members when… 1. You have urgent announcements/reminders Shooting your members reminder messages is great for PTA leaders on the go. For example, a perfect time to send a reminder a text message is before an event. Shoot a quick text to remind admins to bring the decorations, or to pick up tape because you’ve run out. Messages are also great for reaching members quickly when breaking news happens in your PTA. 2. Your message is short and sweet Text messages are great for instant contact with PTA admins and members, but be mindful of sending too many texts. If members feel like they are constantly being sent messages, they may become less responsive and engaged. Save text messaging for important announcements or reminders. Non-time sensitive items are best left for email or meetings. 3. You need a response – pronto! When you are looking for a quick turnaround on responses, text messaging is the way to go. Let’s face it, our phones are never far out of reach. Sending a text message is a great way to ensure members receive messages fast. Our text messaging feature is different from a regular text message – even if you text multiple members, only you will receive their responses (unlike those annoying text chain messages). Make sure to send texts at times that you will be responsive to messages, and set aside time to put your phone down so you and your admins can enjoy time with family. Now that you know the golden rules of when to text members, learn how to create and send a text message. PTA Simplified is a series of tips for PTA and PTO leaders to get the most out of a powerful association management system – to manage, engage, and grow their membership all year long. Updated since original publication on 11/15/2017.
The constant pull of activities, to-do’s, and work for your PTA can leave you and other volunteer 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. Local PTA 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 creating customized event sites to utilizing targeted, dynamic distribution lists. PTA Simplified is a series of tips for PTA and PTO leaders to get the most out of a powerful association management system – to manage, engage, and grow their membership all year long. Updated since original publication on 7/01/2017.
Amazon is making a killing with their membership program – and other retailers have discovered they can ride the Prime wave. Since Amazon has raised the price for Prime membership, other companies can successfully do the same. The American Society of Association Executives’ (ASAE) Associations Now blog has given this a catchy name – the Prime effect.)
For the association industry, we can steal a page from Amazon’s playbook – while the membership model is nothing new, the way your association approaches the membership experience constantly needs to be kept top of mind. It really is all about the member experience. Amazon and other service giants, such as Netflix, have learned to cater exclusively to their members through complex algorithms – gone is the “one size fits all” mantra. Woven into the member experience is value. Membership-based organizations need to remember their value proposition, and they must deliver on it. Try not to get too wrapped up in dues payments and donations. Focus on the value your association can offer your members.
Convenience is also key. Your association may drive value, provide the best and most comprehensive solutions and benefits – but are they easy to access? Are your members spending too much time on painstaking tasks that provide no value to them? Do your members have a clear picture of the benefits you provide? Amazon and Netflix have seen sustained success not only because of their innovation, but because their services are easy and fast to utilize. Customers know exactly the benefits of being a member, and it’s easy to access those benefits and manage their own accounts at a time when it’s most convenient for them. Something that we must also consider – which is outside the scope of Amazon and Netflix services – is the impact your association has on constituents. More often than not, the value of an association goes beyond transactional services. Associations provide education, advocacy, community, and more to their members – but it doesn’t stop there. Those members in turn provide value to their industries, constituents, and societies to which they belong. If you want your association to experience longevity, embrace your role in providing value that goes beyond membership.
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; instead, first focus on these three crucial reports: email tracking, invitation history, and levels reports.  1. Email tracking report Even the busiest group leader 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 members 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:
Based on a recent email benchmarking report, the average open rate for nonprofits is 24.11%. 
The report indicates that a clickthrough rate for nonprofits ranges from 2.76 - 8.00%.
One report sites a 0.47% bounce rate for nonprofits, although a popular email service provider reports a 9.78% 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.  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. After your membership drive, you probably emailed prospects to join your group. Did you have positive results? View your membership email history to track who was invited and how they responded. At memberplanet, we consider it a best practice to periodically send out invitations to non-members. 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 if the member accepted the invitation. To view your group’s member invitation history: On the left navigation sidebar, hover over Members and click Invitation History in the submenu.  3. Membership levels report Sometimes, in a rush to drive membership, group managers and admins forget to look at overall membership levels activity. You just might be looking at new prospects who signed up for a free membership level, and you might not quite get the complete picture. Most groups have different levels of membership, including free and multiple paid levels. By viewing a membership levels report, you’ll gain a bird’s-eye view of not just who makes up your group, also the history of each member level. This should give you a better idea of how you can target members on a specific level and influence activity by creating events and content to keep members engaged.
 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
 All this business intelligence will help you become a better, more informed group 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.  Updated since original publication on 03/02/2018.
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. If you 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.  1. Start by organizing your members Use membership levels to organize your members. Membership isn’t necessarily a one-size-fits-all option, and that’s okay. Associations often collect more if they allow members to pay their membership dues and give a donation at the same time. The generous guy or gal willing to pay a couple grand (and then some) can be part of one membership level (a really fancy one), while folks with a smaller budget may be able to access basic membership for $20. Some associations even offer free memberships in the hope that these upgrade to paid status later on.  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. 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 targeted to specific recipients, whether those are your top-tiered members, lapsed members, or another list based on variable data. 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 with hard work and dedication. 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 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 dang office. Many leaders find it difficult to organize a schedule if their workspace isn’t squared away. An office 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.  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:
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. With our tips and tricks, memberplanet will help you through your member management troubles. Schedule a demo today to explore new ways to help your association succeed. Updated & refreshed from original posting on 12/20/2017
During the holiday season, everyone is bombarded with fundraising campaigns. You’ve likely taken advantage of giving season yourself, and that’s not a bad thing. To switch things up, consider also offering your members a way to give their time, and not just their money. In November, you’ve got Thanksgiving, Black Friday, Small Business Saturday, Cyber Monday, and Giving Tuesday – one right after the other. To help you out during this especially busy time for your members, we have some tips to encourage volunteering. Yes, really!  Set up an incentive Members are lot more likely to volunteer their precious time if there is a return on investment for them. Try offering an incentive that will help give members that little extra push to sign up. The incentive can be simple; for example, first dibs on fundraising booth shifts, one extra vote in a t-shirt design survey, or even a gift card. The point is, no matter the occasion these small enticements can lead to a big turnout on participation. Plan and communicate early Procrastination is the enemy. If you’re collaborating with a local nonprofit, have a plan in place as early as possible. Communicate clear expectations to everyone involved, including your members. Create a frictionless experience to volunteer by sending out a form with easy-to-select sign-up dates and times, so it is effortless for members to contribute their time. Once someone signs up, have an automatic confirmation email set up to include all the information they’ll need for the event. Sometimes, plans don’t pan out – and we recommend having a back-up plan if a couple volunteers need to back out. By putting in a little effort ahead of time to connect with all parties involved, you will likely see more willing, and might we add happy, volunteers. Make your cause hit home In addition to competing with busy schedules, there are countless wonderful causes and charities your group is up against. The more that you can personalize your cause to your potential volunteers’ interests, the more successful you’ll be in getting them to commit. Try to volunteer for causes that are local, or causes that directly affect your group – and communicate the benefits of their time. Members are more likely to be encouraged to help a cause they are passionate about, and one they know makes a difference. Updated & refreshed from its original publication on 11/17/17
|
