Membership Cards, Types, and Circles

Admins can create member cards for everyone in their organization, as well assign different member cards to specific member levels if they have more than one. Depending on the needs of your club, member cards can feature your group’s logo, member levels, years of membership, a unique ID number, and member information, such as name and address.

Membership cards are easily accessible via mobile app, and benefits include using them to validate membership at an event, or giving perks and discounts to members who display their cards. And for those who prefer to still carry a physical card, member cards can be downloaded and printed on standard Avery Business Cards.

 

Create a membership card

Edit an existing member card

Assign a membership card

 

Create a membership card

  1. On the left navigation bar, hover over Members, then click Manage Member Cards in the submenu
  2. Click the Add a New Member Card button

 

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  1. Select a template

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  1. Type a name for this card
  2. Edit your member card by clicking on one of the areas with a dotted border image
  3. Click Save & Publish or Save Draft

 

Edit an existing membership card

You can always come back to edit an existing member card, whether it’s a draft, published, or disabled member card.

  1. On the left navigation bar, hover over Members, then click Manage Member Cards in the submenu
  2. On the row of the card you wish to edit, click the gear icon
  3. In the dropdown menu, select Edit Card 

 

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  1. Make any desired edits and click Save Draft or Save & Publish

 

Assign a membership card

After you’ve created a member card, you can assign it to all your members, or assign it to your members on specific member levels. Learn more about setting up membership levels.

  1. On the left navigation bar, click Members
  2. Click Manage Member Cards in the submenu that appears below Members
  3. For the member card you wish to access, click the gear icon in its row
  4. In the dropdown menu, select Visibility Settings
  5. Select whether you want to assign the card to all members, or members with a specific member level

Note: If you select Members With Specific Member Level, you will then have the option to choose the member levels.

  1. Click Save & Close

 

Access and Print Membership Cards

Administrators with Member Database and Directory permissions can download and print all member cards or individual member cards via their desktop.

Members who have joined will also automatically have the ability to access their own membership card. Both admins and members can view their own member card online via desktop or mobile app.

 

Access or print a member’s card

How do members access their member cards via desktop?

Access my membership card from the mobile app

 

Access or print a member's card

Admins can access and download membership cards at any time from the group portal.

  1. On the left navigation bar, click Members
  2. Click Manage Member Cards in the submenu that appears below Members
  3. For the member card you wish to access, click the gear icon in its row
  4. Select Preview

 

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The card template will be displayed, and from here you will have the option to Download All Member Cards or Download Specific Member Cards.

 

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Download All Member Cards

This will merge your member and group data onto the card. The PDF will include one card for each member in your group, and this is printable on standard Avery Business Cards.

 

Download Specific Member Cards

This option is best if, on a rare occasion, you need to print a member card for a member.  Members can use the mobile app to access their member card any time it’s needed.

 

Upon selecting this option, your members will be displayed.

  1. Select the box next to the member(s) for whom you want to print member cards
  • ​You can also use the search bar to search by member name or email.
  1. Click the Download PDF button

 

To View the Download Link:

  1. Click the Back to Member Cards button or navigate to Manage Member Cards

 

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Note: If you’ve downloaded a large number of member cards, the downloadable link may take a few minutes to be generated. Our system will send an email when your file is ready to be downloaded.

  1. Select View Card Downloads button

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  1. Click the Download PDF button for the card(s) you wish to download

 

Note: Once you've generated a download, it will always be available in this section. If you have multiple downloads, you can sort by the time stamp of the most recently generated downloads.

 

How do members access their member cards via desktop?

After logging in to their memberplanet group, members can access and download membership cards at any time from their dedicated member portal.

  1. On the left navigation bar, click My Profile

 

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  1. Click Member Card in the submenu that appears below My Profile
  2. Select the gear icon on the right
  3. Click View Card in the dropdown menu

 

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  1. Under the preview that displays, select Download PDF

The file will be downloaded to your desktop computer. 

 

Access my member card from the mobile app

Once membership cards have been set up, admins and members can access and display their own digital cards at any time from the mobile app. Please see View Membership Card on the Mobile App for more information.

 

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Add and Manage Member Types

Setting member types helps organize member roles and responsibilities. For example, you may want to organize your group members by those who hold a special position, such as Executive Board Member, even if they aren’t assigned as admins in your group.

 

How to add member types:

  1. Hover over Membership on the left navigation bar, then click on the Manage Member Types
  2. Click Add Type on the right side of the screen
  3. Enter a name for the member type (Example: Honor Board)
  4. Click Save

 

How to manage member types:

  1. Hover over Membership on the left navigation bar, then click on Manage Member Types
  2. Select the Member Types tab
  3. Locate the member type you want to manage, then click the gear icon to the right of it
  4. Click on Assign to Members, View Members, or Delete

 

Create and Manage Member Circles

Membership levels allow you to organize members into different categories. Your group, for example, might offer a free membership or different tiers of paid membership levels.

 

Member Circles are a type of membership level that allows administrators to create subgroupings within your organization and allows a selected person -- the Circle admin -- to manage the membership account for a group of people. Organizations that have both individual members and shared member accounts (such as a family or company account), can manage both types of membership accounts from one platform.

 

Member Circles are ideal for managing:

  • Family accounts
  • Company accounts, such as those within an association
  • Subgroupings 

 

Set up a membership level for a Member Circle

Create a new Member Circle and assign an admin

Add members to your Circle

Add custom fields

 

Set up a membership level for a Member Circle

Before you create a new Member Circle, you must first set up a dedicated membership level for it. (Learn more about membership levels.)

  1. On the left navigation bar, hover over Membership, then select Manage Membership Levels from the submenu
  2. From the dropdown menu, select My Group Has Membership Levels
  3. Click the Add a Membership Level button
  4. Type in the title for this level
  5. In the dropdown menu below the level title field, select This Level Is for Member Circles

 

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  1. Select whether the level has an unlimited or limited number of members
  2. Click Continue
  3. Fill in any other necessary information (if this is a paid membership level), you will have more options) and click Save and Close

 

Note: Even if you already have membership levels set up, you cannot edit and designate a pre-existing member level for Member Circles if you already have members on that level. You must create a new level.

 

Create a new Member Circle and assign an admin

Once you’ve set up a dedicated membership level for your Member Circle, follow the steps to create a Circle and assign an admin.

 

The Circle admin’s role is different from your organization’s admin roles. The Circle admin is the only person (aside from group admins) who can add or remove members, pay for the Circle's member level, and receive member level notification emails. The Circle admin must also be a member of the Circle; to change admins, the new admin must first be added as a member of the Circle.

 

  1. In the left navigation bar, hover over Members, then click Manage Member Circles in the submenu
  2. Click the New Circle button
  3. Enter an easily identifiable name for your new Circle

Note: This title will be visible to members in the Circle.

  1. Select a member who will be the Circle admin by locating the person by name and clicking the Promote to Admin button
  2. When finished, click the Save & Close button

 

Add members to your Circle

After you’ve assigned an admin to a Circle, you will be redirected to a dashboard where you can add or invite members to the Circle. The Circle admin can add members to the Circle as well.

  1. Click the Add Members button
  2. Type in the members’ names and email addresses of those you wish to add
  3. When finished, click the Add Members button

 

Add custom fields

Admins can gather information from new members to meet their organization’s needs by setting up custom fields, whether it’s requesting emergency contact info, T-shirt size, or anything else. While group admins can edit custom fields from the Circle dashboard, adding new custom fields must be done through the membership module. (Learn how to add custom fields) The only difference is selecting whether the custom field is for all members or specific to a Member Circle.

 

Note: Only the Circle admin has the capability to answer the Member Circle questions since that is the designated person who is managing the account.

 

How to View Your Directory

The directory is an interactive feature that allows members to see an organization’s database of members and connect with each other using in-platform communication. It’s ideal for giving your members online networking and mentorship opportunities as well as fostering community. Making the directory visible to all your members, requesting members to keep their profile information updated, and encouraging the use of the directory are easy ways to increase engagement and boost member-to-member interaction.

Each member’s data is only accessible by your group, and displayed information settings are controlled by individual privacy settings. Members are presented as tiles with their picture and profile information, such as social media links (if publicly available).

 

Administrators can:

  • Manage member access to the directory
  • Customize who can view the directory

 

Members can also do the following:

  • Search other group members by name
  • Send in-platform emails using the directory

 

Manage member access to the directory

View or search members by name and send in-platform email

 

Manage member access to the directory

By setting the directory status and visibility, admins have the option to make the directory available to all members, no members, or only specific member levels or member types. For example, you may want to restrict directory access to officers or only members enrolled in paid membership levels.

 

By default, directory status is set to enabled, and visibility is set to all members. To modify these settings, follow the steps below.

  1. On the left navigation bar, click Directory

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  1. Access directory settings by clicking on the gear icon on the top right

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  • A pop-up screen will display the settings options:

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  1. On this screen you can make desired changes
  • To disable the directory, select Do Not Show a Directory for My Group. 
  • Choose whether to display or hide custom fields.
  • Use the Visibility dropdown menu to specify whether the directory is visible to all members or members with a certain member level or type.  

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  1. Save changes

 

View or search members by name and send in-platform email

Every organization has a directory, and administrators can encourage interaction by making it visible to members. Members must log in to view the directory and send in-platform email. Sending an in-platform message will not expose a member’s email address. Both admins and members can view the directory and send in-platform messages by following the steps below.

  1. On the left navigation bar, click Directory
  • The directory displays members in alphabetized order by last name.
  1. Use the search bar by typing in a name and hitting Enter, or click on a letter in the alphabet row to narrow your search
  2. Click on a member tile to view member info
  • Member profile info will display on a pop-up screen:

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  1. To send an in-platform email, click on the envelope icon on a member’s tile or profile screen

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  1. Type in your subject line and message in the pop-up screen provided, then click Send
  • A member will receive the message in the email on file and can reply directly using the link provided – he or she will not need to log in to view or reply to the message. Both the sender’s and recipient’s email addresses will remain private.

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How to Use Smart Search in the Directory

Pro and Premium subscriptions

Smart Search is an advanced search of your directory. It allows you to search deeply through your group beyond just first and last name. For example, you can search by partial address, maiden name, date of birth, or any other field of information your group collects. Admins can use it to segment search results, and they can approve its use for members to help them connect, engage, and communicate with each other. 

  1. Click on Directory on the left navigation bar
  2. If you are a member or administrator of more than one group on memberplanet, select which of your groups you'd like to search within
  3. Click on Smart Search

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  1. Select Add Field to choose a field you want to include in your search

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  1. Select a field from the pop-up screen

Note: As soon as you select a field, you will be taken to the previous screen, but you can continue to click Add Field and add as many fields as you need.

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  1. Add your search terms for the fields you added
  2. Set fields to either be searched for that exact term like an email address, or set them to contain that word such as first name
  3. Once you’ve added your search fields and information, click Search

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  1. Your results will appear in the opposite window

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Glossary - Member Tools and Resources

 

Directory status: a setting that allows admins to enable or disable the directory for members of their group

Visibility: a setting that allows admins to select members with a certain level or type who can access the directory, group site, joining the group, and events. 

Member Circle: a type of membership level that allows administrators to create subgroupings within your organization and allows one person to manage the membership account for a group of people (such as a family or company account).

Circle admin: the person selected to manage memberships within a Member Circle. The Circle admin is the only person (aside from group admins) who can add or remove members, pay for the Circle's member level, and receive member-level notification emails.