memberplanet Support
Getting Started
Set up your Group and Manage your Roster
- Create Distribution Lists for Each Segment of your Group
- Creating an Additional Group on MemberPlanet
- Gather More Members & Contacts
- Introduce MemberPlanet to your Members
- Migrating Membership data from GroupSpaces to MemberPlanet
- Set up your New Member Fees or Payments
Create Stuff! Build Donation sites, Event pages, Forms, Email Newsletters & more
- Combine Multiple Forms in an Online Packet
- Create a Website or Public Group Site for your Group
- Create an Event page for your Next Event
- Create an Online Form
- Post Secure High-Quality Photo Albums
- Raise Funds using a Donation Site
Advanced Options on MemberPlanet
Support and Strategy Resources
My Account/Group Settings
Group Information
Group Site
Memberships & Database
Membership Cards
Video Support
Membership & Levels
- ★ Membership Features Overview
- Add "Custom Profile Fields" for New Members
- Add Descriptive Text to New Member Intake Forms
- Add Payment Items to New Member Process
- Assign Existing Members to a Membership Level
- Automatically Assign Members to a 'Member Type' When Joining
Adding/Managing Members
- ★ Adding Members
- Add Member Types
- Adding and Managing Administrators
- Issue/Re-issue an Invitation to a Group
- Membership Database Overview
- Membership level vs Member type
Adding/Managing Contacts
Distribution Lists
Member User Portal
- Adding a Payment Method
- Creating an Event from your User Portal
- Editing My Member Information
- Editing Privacy Settings
- How To View Your Member User Portal Tools
- Pay a QuickPay Charge
Communication
Smart Lists
Video Support
Emails
- ★ Creating an Email
- Adding a "Join Our Group" button to your Emails
- Adding a Button to Your Email
- Creating A Customized Thank You Email
- Email Admin Page
- Email Tracking
Surveys
- ★ Creating a Survey
- Auto Population on Forms
- Collaborate a Survey with another group
- Field Options
- How to View Your Survey Responses
- Use the Admin Page for your Survey
Multi-Page Packet
Broadcast
Discussions
Social Media Content
Member Directory
Directory Features
Finance
Video Support
Payment Processors
Accounting and Payments
- Adding a Bank Account
- Banking Verification for Deposit
- Collecting Funds through memberplanet
- Creating a New Payment Method
- Disabling a Recurring Payment (For Members)
- Do I Need to File a 1099-K for My Group's Funds?
Donation Sites
- ★ Creating a New Donation Site
- Accept Check Payments on Donation Sites
- Adding a Button Link to your Donation Site for your External Website
- Collaborating a Donation Site with Another Group
- Create Supporter Pages for Teams or Groups
- Creating a Widget to Display your Donation Site on your External Website
QuickPay Requests (Invoices)
- ★ Creating a New QuickPay Charge
- Add More Members to an Existing QuickPay Charge
- Add QuickPay Button to an Email
- Automatically Add QuickPay Charges to 'Joining' Members
- Close a QuickPay Charge for All Members
- Create a Multi-Level Charge
Payment Forms
- ★ Creating a Payment Form
- Adding Payment Options
- Advanced Options for Creating a Payment Form
- Collaborate a Payment Form with Another Group
- Creating Recurring Payments for a Registration Form
- Reclaiming Lost Funds
Events
Video Support
Managing Events
- Add Recorded Payment to Existing RSVP
- Changing RSVP options for your Event
- Delete an Existing RSVP
- Edit an Existing RSVP
- Events: Setting up Repeating Events
- Linking a Bank Account to an Event
Create & Edit
- ★ Creating an Event
- Adding custom fields to an event page RSVP form
- Adding Photos and Videos to your Event Page
- Copy an Event
- Edit the Time Zone for an Event
- Enable RSVP's for your Event
Mobile App
Overview
Features
Photos
Video Support
Photo Module
Document Storage
Video Support
Getting Started
National Clients
PTAs
Greek Clients
Success Sites
- Alpha Delta Gamma Success Site
- Alpha Tau Omega Success Site
- Delta Gamma Success Site
- Delta Upsilon Success Site
- Kappa Alpha Order Success Site
- Nevada PTA Success Site
New to MemberPlanet
- All New Membership Database!
- Donation Site Builder
- New Feature Undo/Redo Buttons within Email Editor
- New Feature: Group Texting
- New Feature: Updated Email Builder
- New User Interface
Helpful Tips
- Expert tips for a successful Donation Sites
- Attention users sending from Yahoo, AOL, Gmail, and Hotmail addresses...
- Blank name field on Payments Report
- Credit Card Statements with MemberPlanet
- Embed images in your Email, Survey, or Registration Form
- FAQ's for Parent's filling out Registration Packets
MemberPlanet for GreekBill Clients
General Information
Website Information
FAQ's
- Delete Your Account
- Find the help you're looking for in the Support Library
- How can Pi Beta Phi members log on to Pay Dues?
- How Do I Pay My Dues?
- Image Dimensions for MemberPlanet
- Manage Multiple Groups
What Can MemberPlanet Do For Your Group?
- Best Practices for PTAs and PTOs
- What Can MemberPlanet Do For Your Alumni/Alumnae Organization?
- What Can MemberPlanet Do For Your Booster Club?
- What Can MemberPlanet Do For Your Dental Practice?
- What Can MemberPlanet Do For Your Greek Organization?
- What Can MemberPlanet Do For Your Homeowners Association?
New Group On MemberPlanet
- ★ Top 5 Steps to Start a Group
- Accounting Tools for Administrators
- Activity Tool Bar
- Add or Change Your Group Logo
- Group Portal vs. User Portal
- Membership Tools for Administrators
Log in to MemberPlanet
Privacy and Security
Pricing
Upgrading Your Account
Understanding Pricing
Chat: Click Here To Chat
Phone: 888.298.8845