If you charge monthly or annual membership fees it can be a hassle keeping up with who has paid and enforcing restrictions on those who haven't. The new "lapsed" feature automates this process by temporarily removing or deactivating members who fail to pay their dues in a timely fashion.
"Lapsed" members are technically removed from the group, but their information is stored and they can easily be re-added if you receive payment.
Our default settings allow members a grace period of up to 7 days to pay their membership fees past due, at which point they are switched to "lapsed". You can customize if/when "lapsed" status is implemented in your membership level settings. Some groups may choose to implement "lapsed" status as early as 1 day late, other groups may choose to disable the lapse settings altogether.
You can manually un-lapse a member as an administrator (if you had a verbal agreement that they would not owe for this period), or you can re-invite the member to re-opt in to the group independently, at which time they would be invited to purchase a renewed membership.
Log on and visit the Members tab to see all of your membership options!
Is this email going to your whole list, or just a few?
Create unique distribution lists for all cross-sections of your group! It’s a fast way to make sure you send to the right people, every time! Find it under Members and Contacts on your main group portal.
Click here for more information
If there's one thing on our site that all new groups should probably check, it's the newly spruced up custom member fields. Here's why...
Maybe you plan on taking advantage of the new Broadcast feature and you'd like to have members' cell phone numbers for text alerts, or you plan on distributing t-shirts and need t-shirt sizes. Whatever your group is planning to do in the future, we suggest grabbing the necessary info you know you'll need (or even might need) right up front - just trust us on this one. One really simple and effective way to do this is by utilizing Custom Fields.
Your new member forms include basic information as well as the option for Custom fields - additional questions you add to your new member forms. Members' answers will automatically populate to the member database so you won't need to manage a separate spreadsheet or survey. You can make any of these fields optional or mandatory to new members.
Capture info from 100% of members - guaranteed
Custom fields are integrated into the new-member forms, which means that members cannot join without encountering the form. If you make your fields mandatory members cannot join without filling them out.
Seamless data management
All member data will automatically appear on members' records in your database. This means you won't need to manually enter it or manage multiple spreadsheets for additional survey questions.
Easy Data Maintenance
You can issue profile update emails at any time inviting members to update their profile information. These emails take members directly to their profile editing pages in one click, bypassing all logins and other barriers. Any updates members make to their information is mirrored in the admin database in real-time. This eliminates the need for an administrator to manually update each member record each time a change is needed.
Learn more about custom fields here.
Learn how to make fields mandatory here.
Our whole office is celebrating - it's here!!
We've just launched our newest, and arguably coolest, feature on the site: Broadcasts.
We know our users are communicating on multiple channels, like email, SMS and social media, and often they are sharing the same exact message across all of these mediums. We thought, "wouldn't it be cool if they could just do it all at once?".
Broadcasts are now the fastest, easiest, and most comprehensive way to share news with your group, giving you the option to post a unified message over SMS, email, and the mobile app - simultaneously - in just a few clicks.
We've always offered SMS and email, but broadcast brings them together on a simple, seamless platform to deliver your message the farthest and fastest, without you having to go through the process all over again for each technology. Whether you're announcing an urgent update, reminder, or cancellation, broadcasts are the best way to maximize exposure for your message in record time. You can even send long detailed messages with images - mobile recipients will receive the first 160 characters as well as a link to view the message in entirety online.
Possibly the most exciting feature in Broadcasts is the real-time reporting for both email and SMS recipients. Now you'll be able to see who has received the message, via text, email, or both, and who didn't, letting you quickly identify which members you may need to reach out to again.
Oh wait - no this is the coolest!
The broadcast feature is available on the mobile app too! Now you can schedule and send broadcasts anytime, anywhere, right from your iPhone or Android. We kinda think the mobile app is even easier and more convenient than the desktop version, if that's even possible.
Log on to try it now, and keep your eyes out for more info and suggestions from us about using broadcasts!
Part of our last major update included a feature we love: Membership Levels
Membership levels allow you to sell various membership types to new members joining the group, or to existing members who are renewing their memberships. These levels will be mirrored into your member database, making it easy to search and sort your different members.
For example, some nonprofits offer tiered membership based on donation amount. This is a fast and easy way to encourage and recognize your most generous donors.
Gold Level: $500
Silver Level: $200
Memberships can be set to renew automatically on a monthly or annual basis etc. and reminder emails about upcoming or past-due payments will ensure that your members are in the loop at the end of each payment period.
Membership levels can also be used to categorize different types of members, or offer a way for members to self-assign to various roles, even if they are free or have identical prices. For example:
Fundraising Committee: Free
Volunteer Committee: Free
Community Outreach Committee: Free
Learn more about Membership Levels here.
Our newest update packed in a LOT of new features (find most under "group settings"); however, in our opinion, the most exciting new feature is paid member registrations.
Groups now have the ability to charge a one-time or recurring membership payment to members joining the group. The payment is built-in to the joining process and automated going forward, meaning that members won't be able to complete the joining process without the payment - and you won't need to chase them down all year. This option is perfect for PTAs, booster clubs & alumni organizations who charge a fee to join and remain active in the group.
You even have the ability to create multiple membership levels at different price points. You can offer basic free memberships, low cost memberships for students, and premium memberships for your most active members, or your most generous donors.
Learn more about creating a paid membership here
If you've been using MemberPlanet for a little while you have probably noticed that we are constantly sneaking in new features and fixes. What you might not know is that many of those features came from clients like you. We would love to get your input as we plan our upcoming improvements, and we made this form to make it easy.
If you can, please take a moment to give us some feedback so we can make MemberPlanet even better!
New this week, some of the most anticipated updates have gone live! Three of these items were requested by users in the last month alone - keep sending us your suggestions!
Updated QuickPay Editor
Finally! This much anticipated update gives you the ability to edit and customize your new and existing charges with new features and flexible options.
Email “List Health” Checks
Ever wonder how accurate or outdated your distribution lists are? The new list checker gives you a rundown of who will and won’t be receiving your emails based on cumulative tracking data. The list check shows you who on the list has bounced, unsubscribed, and who has a valid email. Access this feature on step two ("recipients") and step five ("publishing") of the email campaign builder when you write you next email.
New Member Request Alerts
You can now opt to receive email notifications every time a member requests to join your group. Previously you would only see pending member requests in the database. Opt in by visiting your "group settings" page. (Click "settings" > "group settings")
Expanded Membership Questions
You can now include ‘long answer’ fields for membership questions. Members have always had the ability to type long responses, but larger fields communicate expected answer length. Long answer questions are perfect for groups requiring a selection process to choose new members. Add long-answer questions to your membership questions under your "group settings".
(Click "settings" > "group settings" > "+add a new question")
We’ve revamped our member database to make it easier than ever to manage and grow your roster. Filter by member type, status, easily view member details, record member notes, customize your group invitations and more.
See below for a breakdown of the new updates.
Here's what's new:
1. Easy filters and navigation
Using the Name & Email Filter you can search for a member using first name, last name or email. Or simply filter the list to “members” or “contacts” using the dropdown menu.
We now offer a Type & Status Filter where, if you’ve assigned members into “types”, you will be able to generate a filtered list by selecting a type from the dropdown “Member Type” menu.
We’ve also added a “Member Status” dropdown that allows you to filter by membership standing.
2. Comprehensive Member Details Page
You can now click a member’s name to see their member file. From their member file you can now see more information then before, in a simple streamlined portal.
The Profile Tab includes contact information, custom fields (these are the additional questions you added to your membership form, if applicable), as well as any additional info that your member chose to fill in to his/her profile.
You can use the “edit” option to remove field, or manually enter information to any field.
*Members can also edit this info themselves by logging in to their Me Page. If you know you’ll need specific information that is not currently listed, you should consider adding it to your new member application (making that field mandatory). For existing members, you can always send an email campaign asking them to log on to their personal page where they can fill the specified information in themselves. Once you've added new custom fields to your membership form the field will now appear (blank) on current members’ personal pages.
The new Activity tab shows a comprehensive view of all your member’s activity. View their payment history, the lists they are included in, their event history, the emails and texts they received, their Quickpay history and their survey response history.
The all new Notes section allows you to keep consolidated records on your members. This is a great way to keep several group leaders in the loop by streamlining the documentation process for various events, concerns etc regarding an individual member.
Simply type a note in the comment box and click save. All notes are viewable to all group leaders, but they are not viewable to the member.
3. Custom Invitations!
You are now able to customize the subject line and body text of your group invitations. Any time you opt to send (or re-send) invitations to your group you will be taken to the invitation customization page. Hover over the Subject line and body text boxes to access the edit option.
This is a great way to explain what the invitation is and to explain why your potential members should accept the invitation.
More features coming soon!
We are in the process of testing additional features to take our database to the next level. Sign up here for our announcement about the next big enhancement!