Q3 2017 Tech Update: Member Management Enhancements to Keep Your Summer Sizzlin’

memberplanet continues to define the member management space by offering the best software to manage and engage members. To finish off the summer, we’re turning up the heat on your favorite features. We’ve developed new enhancements for the mobile app, membership cards, recurring payments, reporting, and more. Check out our exciting additions: 
 
Improved search for membership cards
Offline access to membership cards through the mobile app
Recurring payment enhancements
New member level history report
New Member Circle member list and Member Circle custom fields report 

Improved search for membership cards

Digital membership cards are one of our most used features, and we’ve made them even easier to access! As most members know, cards can be accessed through a desktop or can be downloaded via our mobile app. Admins can now search for a member card by member instead of going through the whole member directory. This will save time accessing member cards for both admins and members at meetings and events. Learn more: How to download membership cards.

Offline access to membership cards through the mobile app

Need to access your membership card on the go but don’t have Wi-Fi? We’ve got good news -- you can now access your member card offline. Once you download your member card via mobile app, it will automatically save to your phone. Easily access your card, with or without internet! Learn more: How to download membership cards via the mobile app.

Recurring payment enhancements

Recurring payments is an essential set-it-and-forget-it feature for all member-based organizations. When it comes time for your members to renew their membership, they shouldn’t have to think about writing another check or pulling out cash from their wallet. Recurring payments allows for a more frictionless experience. We’ve streamlined our recurring payments functionality to make it easier for users to opt in and select the frequency, as well as stop recurring payments.
 
Installments, which we’ve also streamlined, are a great way to increase your fundraising dollars. Some people are more willing to donate a higher amount if they can pay in installments – and it’s a best practice to always give them the option. Learn more: Manage recurring payments on a Donation Site.

New membership levels history report

Our reporting features are great for keeping a bird’s-eye view on your group and to target and track member activity. With our new membership levels history report, admins can look at the history of each member level. The membership levels report can be found under the membership tab on the left navigation sidebar. On the levels tab, admins can click on the gear icon that corresponds with the membership level they want to view, then select View Members in the dropdown menu.
 
Admins can also 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.

New Member Circle member list and Member Circle custom fields report

In addition to the member levels report, we’ve added new reports for Member Circles, which serves to give admins a more in-depth look at data collected for each subgroup. The Member Circles feature is an easy way to create a small grouping of individuals in your organization, and is a type of membership level that allows one person to manage the membership account for a group of people (such as a family or company account). Circle Member reports will list each Member Circle by members. The Member Circle custom fields report allows for the admin to view each response. These reports can be found under the members tab on the left navigation sidebar. Learn more about Member Circles.

​What other features would help you simplify your life? Email us and let us know at 
suggestions@memberplanet.com.