Creating a Chapter Event

About this Feature:

Need to get the word out about an event? MemberPlanet makes it easy to schedule and share an event with your Chapter. Our tools allow you to keep everyone in the loop with email notifications, reminders and much more.

How to create an event:

  1. Select the Communication/Fundraising tab now located on your main GreekBill account Dashboard

                                           

  1. From your Group Portal, select the circular icon Schedule Event
  2. Enter the start and end times, venue, and address (if applicable)
  3. If the event is recurring, check the Recurring Event box and specify the details
  4. Use the description box to fill in details about your chapter's event
  5. Choose “Quick Add” to load the event to the chapter calendar immediately, OR choose "Customize your event" for advanced options including:

  • RSVP capabilities to monitor your confirmed guest list
  • Ticket Sales for philanthropies, banquets and formals
  • Merchandise sales for t-shirts and gear
  • Invitations Invitations to invite members of your chapter, parents, alumni/alumnae to your event
  • Photo Albums and Video to spice up your event page

To view a video explaining how to create an event click here

Additional Notes:

Events from MemberPlanet can easily export to personal calendars, making it easy for your members to stay on top of the details. Learn how here. For more details about scheduling a recurring event Click Here

Creating a Donation Site for Your Chapter

 
 

About This Feature

MemberPlanet's new donation site builder now allows you to create an engaging and dynamic online presence for your chapter's site. Unlike traditional online forms, MemberPlanet Donation Sites serve as a micro-website for your philanthropy or fundraiser. We enable you to post albums from chapter events, stream videos (like YouTube videos from last year's philanthropy), enable supporter pages for your chapter members, publicly track donation progress and recent donors, and transact payments all on one page.
 
Here's how you create a new Donation Site:
  1. Select the Communication/Fundraising tab now located on your main GreekBill account Dashboard
  2. From your chapter communication tools menu click the "Fundraising" option
  3. Click Get started next to Donation Site 
  4. Click "Donation sites" from the main navigation menu and select the "+New campaign" button
  5. You will now be directed to choose to use a template, copy an existing campaign, or use a blank campaign form

To choose a template:

  1. Click the + sign next to expand the Greek category and browse your options. You can also browse templates in other categories.
  2. Click the green box titled Use this template
  3. Follow steps 12-25

To copy an existing campaign you used in the past:

  1. Click on Copy a Campaign
  2. Next to the donation campaign that you would like to copy, click on the blue "Make a copy" button
  3. Follow steps 12-25

To use a blank payment/campaign form:

  1. Click on Blank campaign
  2. Enter a name for your new campaign & select a category
  3. Tell your audience why you're fundraising
  4. Enter a Goal amount
  5. If you choose giving level
    • Label the level
    • Enter a threshold
    • Click add a giving level and repeat to include more
  1. Next, click "Save & continue"
  2. Customize your donation site (front page)
    • Use the Accent Colors to brand your site with your organization's colors
    • Upload a banner image - Click Browse to select an image from your computer files
    • Hover mouse over each section to make editing options available
    • If you have already uploaded a photo album on our site you can add it to your Donation site. To learn how to upload a photo album, click here
    • Click Add Videos to include a link to stream video from another site
    • Choose to show or hide the donor ticker. Select whether you would like it to show top donors or supporters
    • Choose to show a supporter ticker. You can select whether it will show top supporters or recent supporters
  1. Save & close once you've finished editing your donation site
  2. For recurring purchases or donations click "Manage recurring payment options" on the Admin Page. Next, click the blue "Enable recurring payments" button on the top right-hand of the page
    • Choose the parameters for the recurring payment options. Here you will specify the options your payers have for the frequency with which they make recurring payments
  1. Choose a bank account for funds to be transferred to when payers make donations. If left blank, MemberPlanet will hold your funds securely until a bank account is specified
  2. Next, customize the payment form portion by clicking "Collect more information with a custom form". Once complete, Save & close to be directed back to the admin page
    • Use the Accent Colors to brand your site with your chapter colors.
    • Upload a banner image - Click Browse to select an image from your computer files
    • Hover mouse over each section to make editing options available
    • If you have already uploaded a photo album on our site you can add it to your Donation site. To learn how to upload a photo album Click Here
    • Click Add Videos to include a link to stream video from another site
    • Choose to show or hide the donor ticker. Select whether you would like it to show top donors or recent donors
    • Choose to show a supporter ticker. You can select whether it will show top supporters or recent supporters
  1. Click "Save & Close"
  2. Customize the payment form portion by clicking "Collect more information with a custom form"
    • Click Add Banner Image to choose a banner image
    • Use the form Colors drop-down to customize the color palate of the form
    • Some fields (like name, phone number etc.) will already be populated to the form. To add more fields to gather information use the blue Add Fields tab
    • To customize the label and options for your fields use the blue Field Options tab. Click to highlight to tab you want to edit before attempting to edit the field
  1. Click Save & Close
  2. Determine which members you want to send the site to by clicking "Notify your Members". It will appear in their User Portal. We suggest sending the campaign to all chapter members in order to maximize the number of donations collected
  3. Schedule when your donation site will go live. You can choose "Immediately, or later".
    • Use the date and time fields to customize when your form goes live and when it closes
    • Note that visitors will not be able to view your donation site until the page has been "Published"
  1. Also on the Admin Page, set up payment alerts and thank you emails
    • Check this box to receive a notification when someone fills out the form
    • Choose the email address that will be receiving the alert. It will be set to the group Leader by default
    • You may create a different message that users will receive if they attempt to submit a donation after the form has been closed
    • Click Add a thank-you message to create a custom message to be sent once a payment is submitted. A rich text box will load
  1. Are you collaborating with another chapter? Choose to Allow other groups on MemberPlanet to edit this form if you want to enable multiple groups as admins. They must also have a MemberPlanet account, but they can set one up for free by clicking here
    • Click "Share this campaign with leaders in another group" and choose who to share your form with
  1. Click Publish to finish and make your form live (unless you specified to publish at a later date and time)

Additional Notes:

  • To learn more about managing your donation site from the donation site admin page click here
  • To view a video showing you how to create a donation site click here
 
 

 

Sending a Group Text to your Chapter

About this feature:

Sometimes you need to contact everyone in your chapter - immediately. Group text messaging is a great way to send announcements, event reminders, or alerts directly to your all of your chapter member's mobile devices simultaneously. MemberPlanet lets you send a mass text to an unlimited number of contacts quickly and efficiently. Even better, you will be assigned a new number that you can manage online, so you won't be bombarded with responses to your personal cell.  

  1. Activate your Chapter's Text number

 

    1. Navigate to your MemberPlanet account from the Communication/Fundraising tab on your Greekbill admin dashboard

       

    2. Once on your MemberPlanet account, select the Communication link located on top of the navigation bar.
    3. Select Text Messaging located on the far right in the subnavigation bar
    4. Enter a US or Canadian area code and we will assign you a number with that area code
    5. You will now see the group number that messages will be sent from.
  1. Send your first text message
    1. Select the button New Text Message
    2. Enter the content of your text message
    3. Select when you would like the message sent
    4. Select your recipients (it will only be sent to members with a mobile number)

To view a video showing you how to send a group text Click Here

Additional Notes:

The following is a great first text message to send to all of your group members: “This number has been assigned to (Your Chapter Name) for sending text message alerts.  Please enter this number into your contacts.”

To learn about creating a distribution list, Click Here