Q2 2018 Tech Update: New Installment Payment Reporting, Membership Level Features, and Admin Permissions Make Managing Your Group Easier
Simplifying membership is what we do best – and we’ve been improving our platform’s features so group leaders like you don’t have to sweat this stuff. This quarter we’ve added the ability to further optimize how admins can utilize the tiers of membership that make up their group’s member levels, added installment payment reporting, updated the permissions admins can assign to group leaders to delegate their workload, and enhanced other useful member management features.
Automatically sort members into a distribution list based on member level
Once initially set up, this admin feature allows you to automate the process of sorting new and renewing members into a distribution list for each member level in your group. This makes tailoring level-specific communications a breeze. Now precious time won’t be lost to allocating new and renewing members into a distribution list - it’s all done automatically as new people join your group or renew their membership. Learn how to automatically sort members into a distribution list based on levels.
New report to track installment payments
The increased flexibility of installment plans for members is a feature that helps groups grow and retain membership. The ability for admins to accurately track and monitor the progress of installment plans as it relates to fundraising goals or membership dues will help you keep your group on target. Learn how to view all your group’s transaction reports, including installment.
Toggle on/off missed payment collections for lapsed group members
Members may come and go within your group, and one way to encourage those looking to re-join is to not charge them for the payment cycles that passed while they were in lapsed status. Admins can now toggle this collection function on and off, so they have absolute control of the amount a returning member owes. Admins can waive those passed payments or decide to collect every payment from the date they left up to their return date. The choice is yours. Collect wisely. Learn how to enable or disable missed payment collection.
New admin permissions to assign member levels and record offline payments
Share your workload by assigning other group leaders permission to add member levels and record offline payments. This is incredibly beneficial if you’re accepting cash or checks for event tickets, merchandise, or any other donation or payment. Assigning leaders the ability to record offline payments within the group helps avoid inaccurate recording. You also don’t have to worry about them editing any of the other group accounting settings since this permission is specific to member level settings and offline payment recording. In essence you get all of the benefits and none of the worry. Find out more about admin roles and permissions.
Updated membership level history report to display payment date and time
This is an improved visibility feature for admins. This update essentially creates a log of all the actions taken within a member’s account. For example, the history tab will show when the last payment was made. or if the member was assigned a new member level. The update includes the ability to see when a payment was made, not just when the next is due for a given member. Overall, this allows admins to see all the actions taken within a member’s account, as well as showing you the results of that action. Learn how to view member level history for all members.
To view the full release notes, please visit the memberplanet Support Center.
You can share your thoughts with us on how we can further improve the customer experience by emailing firstname.lastname@example.org.