2017 Tech Updates

​To start the new year off right, we’re sharing our list of shiny new features now available on the memberplanet platform. We took into account a ton of user feedback and got busy all through the holiday (and still managed to put on a few pounds because of one too many office potlucks). 
Check out our tech updates, and let us know how else we can make this year a great one.
 
Smart Lists
Targeting your communication to specific recipients makes a greater impact, and Smart Lists is a feature that allows you to do exactly that. Segment your contact list using data, such as member levels, and tailor your message to that audience. If, for example, you want to send an email to those who didn’t RSVP to an event, you could use Smart Lists to filter those contacts for you. Then craft a message to those recipients reiterating the value of attending your event.
eiffel tower
Copy an event
Have you ever created an event page you liked so much that you wished you could make a copy of it and use it as a template? Voila! Your wish is our command! This is an easy way to copy and rehost without the setup time.

Member cards
We don’t think printing out membership cards should be a pain in the derriere. (That’s French, for ass.) Admins can now take advantage of our Avery standard business card size – easy for printing on perforated cardstock. Your members can view their cards by logging in to memberplanet on desktop or mobile app. And once it’s viewed on the mobile app, it’s stored for offline viewing thereafter.

Record event RSVP
Admins can now record an event RSVP on behalf of someone – particularly useful if you’re recording offline payments on-site to a ticketed event. They can add to the RSVP list for other attendees to view, or keep impeccable records without the need for guests to RSVP themselves.

URL shortener
Any time you create a form (such as a survey) or event, you can now use our built-in URL shortener if the amount of characters is a concern when sharing the link. No need to venture outside of platform for this!
 
Drag-and-drop image uploader
You can now drag and drop images using our image uploader for emails, events, donation sites, forms and photo albums. Sexy, isn’t it?
 
Terms of use
Chances are, this wasn’t on anyone’s wish list, but we want to inform you that we’ve updated our legalese. Don’t worry – we’ve written it with non-techies in mind, so if you got through this blog, you’ll most likely understand the language we put forth regarding use of our services.
We’re always looking for ways to simplify your life and make member management as easy peasy as possible. So you can approach admin tasks like this:
 
sleeping baby
 

​And NOT like this:
in the dentist chair
 
What else we can do to help simplify your life? Email us and let us know at info@memberplanet.com.
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Q2 2017 Tech Update

Managing members is what we do best – and we’ve been optimizing our platform’s features so group leaders like you don’t have to sweat this stuff. We’ve created a whole new role management feature for assigning admin roles, as well as easy-to-access links for both admins and members that customize the member home page and join process. Check out the features and enhancements that have been recently released:

  • Added assign, create, and edit function for Admin Roles
  • Improved member level renewal emails
  • Added member level to the Member Homepage
  • Added link to customize the Join Group pages on Membership dashboard
  • Added a short URL for Join Now button
  • Added new custom field types: date, radio button
  • Mobile app: Access member card offline
 
Assign, Create, and Edit Admin Roles
In the world of productivity, delegating work to your group’s admins is just as important as doing the work yourself. One way to effectively do this is by assigning and editing admin roles. This ensures that those you’ve tasked with managing your group have access to the tools they need.  For example, you may want to give one of your admins access to create email campaigns without giving that person access to your group’s finances.
  1. On the left navigation sidebar, click on Admins
  2. Click the +Add a New Role button on the top right
  3. Type the name of your role in the Role Name field
  4. Select the features you want the admin to have access to
  5. When selected, the permissions associated with the feature appears. The default permissions is set to Edit & View. If you desire to only assign view permissions, select Only View
  6. Click the Save & Close button at the bottom

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How Do I Assign and Edit an Existing Admin Role?
  1. On the left navigation sidebar, click on Admins
  2. Select the gear icon for the role you’d like to assign or edit
  3. A drop-down menu of editing options appears. Click your desired option: Add this Role to MembersView LeadersEdit Role, or Delete Role

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Improved Member Level Renewal Emails
Everyone could use a friendly reminder now and then. We typically receive a phone call reminder about a doctor’s appointment booked in advance, or an email that the phone bill is due in a week. Membership renewals are the same way, and we’ve taken care of all the heavy lifting so admins can set up automated email reminders for specific member levels and time frames.

To schedule up to three email reminders per paid membership level before a member’s renewal date:

​1. Hover over the Membership module in the left navigation sidebar
 
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2. Click Manage Membership Levels in the submenu
​3. Membership levels will display. For the paid level you choose to edit, select the gear iconand click Edit from the drop-down menu
 
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4. In the Reminders section, select a time frame to edit. The default is set to no automated reminder, so an action must be selected to activate this feature
 
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What happens when members are late to renew? You’ll likely have to pause their membership until they do renew, which means changing their level, removing them from email campaign lists, event invitations, and more. Doing all this manually is asking for a headache, but fortunately, you can set this up to happen automatically. Simply follow the same steps as above, but instead of the Reminders section, select the Late & Missed Renewal section. Admins have a number of options to choose from, including Change Member’s Status to “Lapsed” and Send an Email to the Member
 
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Added Member Level to the Member Homepage
As soon as your members log in, they can now see their member level displayed, and it serves as a quicker way to go directly to their account details.
 
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Clicking on their member level will give them access to view payment schedules, their renewal date, and other membership levels.

They can also click anywhere else on the module to expose quick links to Change Membership LevelsView Group Profile, and Leave This Group.
 
Added Link to Customize the Join Group Pages on Membership Dashboard
To give new members the best experience in joining your group, we consider it a best practice to customize the join process. That means using your group’s branding in the join email and including a message that emphasizes the value of joining. We’ve added a quick link to the Membership Dashboard so admins can get to the customization process faster.

1. On the left navigation sidebar, select Membership
​2. In the Joining Our Group section, select Add Custom Content to New Member Pages
 
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​In this preview mode that displays what new members will see, admins can change the logo and add custom messaging.56_orig.jpg
 
 
Added a Short URL for Join Now Button
We realize there are many ways to get new members to the join process. Admins can send an email with a Join Now button or post a Join Now button to their website. But for those times when they want to send new members a link instead of a button, we’ve created a short URL that can be used anywhere, including posting to social media or sending a text to view on mobile.

1. On the left navigation sidebar, select Membership
​2. In the bottom section Get the Word Out, select Get a Join Now Link
 
 
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3. A short URL will be provided in the pop-up overlay. Copy to Clipboard and get the word out
 
Added New Custom Field Types: Date, Radio Button
The best time to collect info from your members is during the join process, because that’s when they’re most engaged. This is the perfect time to collect custom info needed from the start, so you won’t have to hunt members down for it later. To make it easier to organize your custom data, we’ve added two new custom field types: date and radio button.
 
Benefits include:
  • Increased aesthetic options – for streamlining, printing or displaying data
    • Ex. Dates can be entered in mm/dd/yyyy format so admins don’t need to spend time editing these manually in an effort to make them all the same
  • Standardized input fields – for easier filtering and sorting of data
    • Ex. Radio buttons allow members to select only one choice, so admins can easily filter by this data point if needed
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How to edit or select custom field types:

1. On the left navigation sidebar, select Membership, then click Custom Profile Fields
​2. To edit an existing custom field, select the pencil icon, or click the +Add a Custom Fieldbutton to create a new field
 
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3. In the Type drop-down menu, select the desired input field
 
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Q3 2017 Tech Update

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 

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