Getting Started Intro

Watch our video to get an overview of the steps to get your organization set up on memberplanet. 

Customize Group Logo and Information

Customizing your logo and group information allows you to brand your group with specific details to meet your organization’s unique needs. Completed information will be visible to your members in several places, including your Group Site, events page, and in emails.

 

Complete Required Group Information

  1. On the left navigation bar, click on Group Info
  2. Complete the required fields: Name of the Group, Primary Contact Name, Primary Contact Email, and Time Zone

 

How do I add a custom logo to my group?

A custom logo makes your group easily recognizable to your members. It helps your group stand out among other groups to potential new members.

  1. Hover over the generic group image to bring up the Change Image option
  2. Click Change Image to bring up the Upload Image selector
  3. Click the box to bring up the image locator, or drag and drop your preferred image in the area to upload

Note: Image must be 200 x 200 px to fit properly. If you don’t have image editing software, perform a browser search for “Image editor.” You’ll have numerous, free results to guide you through editing your image to the correct pixel size.

 

Complete the About Us and Address Field sections

These sections will help to better explain the details of your group to new and potential members. Completing the address information will allow it to auto-fill on emails being sent and on your Group Site, which is the all-in-one interface for your members.

  1. Click into the About Us text field
  2. Fill in the details that best describe your group
  3. Complete the Address Fields as they apply to your group

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How do I add my group’s social media links?

If your group has social media accounts, including links to them here will help increase your group’s interaction across them. With one click, all social media links can be added to emails.

  1. Complete the information for the social media links you wish to provide

Note: Only enter the portion of the URL that is not displayed, which is after the social media platform's root domain URL: http://www.facebook.com/YourGroup. Entering in the entire URL will cause your links to appear broken. 

  1. Save your changes

 

Personalize Your Database and Add Members

You can gather as much or as little information from your members to meet your group’s needs. Adding custom details to your group’s required information section helps address other needs specific to your group, such as emergency contact info or T-shirt size that members need to provide.

 

Choose required profile fields

Potential new members of your group must fill these out before being able to join. Once completed, these basic fields make managing your group easier.

 

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  1. On the left navigation bar, click Membership
  2. In the Joining Our Group section on the main screen, select Member Profile Information
  3. Choose which Profile Fields new members are required to provide from the list 

 

Add custom fields to your group’s database

Unlimited custom fields can be added, allowing your group as much detailed personalization as needed.

  1. Click on Membership
  2. Select Custom Fields
  3. Click Add a Custom Field

Note: If you are collecting data from European Union citizens, this is where you can add a required checkbox to receive consent. This is required for General Data Protection Regulation (GDPR) compliance.

 

  1. Fill in the required information

 

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Note: Label is the name the field will be given. Type is the format in which the field will be populated by the member. Visibility indicates who can see the field, and if it is required before joining.

  • Repeat steps 3-5 to add additional custom fields
  1. Click Save & Close when you’re done with all custom field additions

The best time to ask for member details is when individuals are signing up as new members; this is the time they are most engaged. However, if you add a new custom field after a member has joined, you can send a profile update request to refresh information.

Add new members

Adding new members from a file you’ve already created is a fast and easy way to build your database. This can only be done using a previously created Excel spreadsheet with your member information already populated within it.

  1. On the left navigation bar, click Members
  2. Select Add People
  3. In the Add New Members section, click Get Started

 

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  1. Across the top, select From a File
  2. Click Browse to locate your member list Excel file, and then Open

NOTE: Select the checkbox if your Excel file has a first row for identifying information in columns, such as name or phone number.

  1. Select the Upload button
  •  The resulting window is a preview of your database.

 

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  1. Select and map each column header with the name of its corresponding data set

Note: You can add a custom column by scrolling to the bottom of the dropdown menu, typing in your custom field, and clicking the + button. You will then be able to map your custom field column. 

  1.  After you map all the columns, click Add Members

Choose the Right Subscription Plan for the Best Value

Selecting the proper plan will keep your usage costs at a minimum, allowing you to maximize the features of your plan without worry. Follow the steps below to upgrade from a Basic (free) plan.

 

How do I choose the best plan for my group?

You can always check out our most up-to-date subscription plans on our Plans & Pricing page.

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  1. On the left navigation bar, click Subscription in the Account section
  2. Select Upgrade Now to see the features and details of our 4 subscription plans
  3. Determine your group’s frequency of use of our features
  4. Select the appropriate plan based on all your group needs

 

Processing Fee is a flat fee that covers the costs of charging and processing transactions. Platform/Site Fee is a variable fee based on your plan level that allows us to provide uninterrupted service to your group.

Note: You can call us at anytime and we’ll review your group and its needs with you to ensure you’re selecting the correct plan for the best value.

 

How Do I Set Up My Group to Process Payments?

The ability to accept payments in ways other than cash or check can make fundraising, dues collection, and any other need for processing money much more convenient.

 

Add a new bank account

  1. On the left navigation sidebar, select Banks in the Account section
  2. Click on New Bank Account
  3. Enter the details of your bank account

 If your organization uses multiple bank accounts to collect funds, you can set those up on memberplanet and avoid having to do account transfers later. For example, you can add a bank account just for donations, and a second one for payments. Separate accounts are only visible to administrators with bank accounts permissions.

Verify my bank account

You are able to receive payments once you’ve completed your basic bank account setup, however no funds will be transferred to your account from memberplanet until you complete the verification.

  1. Submit a copy of government-issued identification and a voided check by emailing us at Finance@memberplanet.com or via secure fax at 1.310.988.2481
  2. You can check the status of your verification by logging into your account and clicking on Banks 

 

Please see How to Add and Verify Your Bank Account for full details.

 

Get the Most Out of Your memberplanet Experience

Congrats on your decision to use memberplanet! We pride ourselves in catering to every type of group leader on the planet. We recognize that every group is unique. Regardless of the size or goals of your group, our team provides you with the tools and strategy you need for a best-in-class member management experience. We’ve taken a ton of functionality and made it easily accessible from one place. We hope you’ll explore your seemingly endless options!

 

What to do next on memberplanet

Now that you’ve completed the basic setup of your group, here’s what you can do next on the platform.

 

manage-members_icon_130.jpgManage members: If you’re sick of keeping track of your membership database and renewals through spreadsheets, individual email reminders, and file cabinets of member profiles, you’ve come to the right place. You can manage your entire membership experience online utilizing wide-ranging automated features and our set-and-forget management tools.

 

 

process-payments_icon_130.jpgProcess payments: Fundraise, collect payments with ease, and offer electronic and recurring and installment payment options. You’ll never have to limit yourself to collecting only cash or check payments again, even if you’re accepting a payment on site. Our features – and mobile app – keep it simple.

 

  

engage_communicate_icon_130.jpgEngage: Your group’s success depends on how well you engage your members. memberplanet provides all the communication tools and strategy needed for ongoing and impactful engagement. One of our core missions is to turn one group’s successes into streamlined upgrades that benefit all users across the platform – so you always get the most out of your memberplanet experience.

 

Glossary - Getting Started

 

Custom Field Label: the name of the newly created field.

Custom Field Type: the input format of the field to be populated by the member (e.g. checkbox,  dropdown menu, etc.).

Custom Field Visibility: indicates who can see the field, such as admins or all members, and whether or not the field is required before joining.

Group Site: the all-in-one interface for your group and landing page for all your members.

Processing Fee: the flat fee that covers the costs of charging and processing transactions.

Site Fee: the fee memberplanet charges for use of the platform to collect funds, which is a variable fee based on the plan or subscription level chosen.