Announcements
Announcements
New releases are here! Check out our new features and enhancements.
Release: 3/15/18
Added new admin role permission for membership feature set, which allows admins assigned with this permission to assign member levels and record offline payments. Learn more: Create and Assign Admin Roles
Updated the membership level history report to display actual payment date and time whenever a status was changed by either an admin or a member. Learn more: View Member Level History
Enhanced search for member database to apply and change multiple filters. Removed "search by" field and combined the toggle for the "Name & Email" and "Type & Status" pages. Learn more: Access Member Database
Updated member level reminder emails to send a tailored message, button, and button link when member's status is "Invited." Users are now directed to "Activate" or "Create" account based on their activation status (joined or invited). Learn more: Create and Customize a Paid Membership Level
Q1 2018 Tech Updates
We’ve kicked off the new year with some fresh tech updates to help make managing your members and growing your group even easier. All through the holidays, we’ve kept busy to enhance event management, improve our member database, and more. You gave us suggestions on how to update the user experience, and we’ve been listening! Check out what’s new and improved.
Improved member database download
New variable pricing for event tickets based on member levels
Simplified process to add payment method
Easier access to membership cards
New auto-populating member distribution list
Improved member database download
Admins of groups of any size, even those with more than 100,000 members, can now easily download their entire member database. The whole process runs behind the scenes, allowing admins to continue working on the platform without having to pause so the database can download. A notification email is sent to the admin when the download is complete. Learn how to download your member database.
New variable pricing for event tickets based on member levels
Admins can now assign special pricing for tickets based on member levels rather than a flat price. For example, the price of an event ticket can be different for each membership level in your group, allowing you to give discounts and create added value for long-standing members. Here’s how to create event ticket prices based on member levels:
- After you create an event, click Tickets & Payment Items in the RSVPs & Tickets section
- On the Basics tab, fill out the information fields to create a ticket for the event, and click Save
- Select the Special Pricing tab
- Click the Edit button for the event ticket you wish to create special pricing for
- Select Set Custom Pricing
- To set separate prices for each member level, click Customize by Member Level. A field will appear for each of your membership levels. Fill in the dollar amount for each level, as well as pricing for non-members.
OR
- To set separate prices for members and non-members, fill in the dollar amounts.
- Click Save
Simplified process to add payment method
We’ve made it even easier for your members or donors to make online payments. When users add a new payment method, they now have the option to add this payment method to any already active recurring payment schedules. This improves the user experience by limiting re-entry of information (because no one wants to update payment info twice), as well as making sure they don’t accidentally miss a payment.
Easier access to membership cards
We’ve cut down on the number of clicks it takes to download a member’s card from desktop, and membership cards are even easier to access from the mobile app. The next time Jim and Pam show up to an event or meeting without their member cards, simply have them pull up their cards from their smartphone. Learn how to access and download membership cards.
New auto-populating member distribution list
Sending a customized message to members who’ve renewed their paid membership just got easier. (And you should absolutely do that to make your renewing members feel valued and special!) Admins can modify settings in paid membership levels to automatically sort those who join or renewed their membership into a distribution list. It’s a great way (and best practice) to connect with members by tailoring your message to specific recipients. For example, if you have monthly announcements for those on your top membership level, you can email them without manually updating a distribution list before every send. This feature works like our Smart Lists, and best of all, it’s free! (Before you start, make sure you’ve already created the distribution list you wish to auto-populate.)
- Click Membership on the left navigation bar
- Select Membership Levels, Sign-up and Renewal in the Joining our Group section
- Click the gear icon on the member level you wish to edit
- Scroll down and click Edit on the Sign-up and Renewal section
- Select the Add Member to a Distribution List checkbox
- Select the distribution list you wish automatically add members to
- Save and Close
We exist to simplify membership management, and for you and your admins, that means simplifying life as a leader. Share your thoughts with us on how we can further improve the customer experience by emailing suggestions@memberplanet.com.
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

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.

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.


Q2 2017 Tech Update
- 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
- On the left navigation sidebar, click on Admins
- Click the +Add a New Role button on the top right
- Type the name of your role in the Role Name field
- Select the features you want the admin to have access to
- 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
- Click the Save & Close button at the bottom
- On the left navigation sidebar, click on Admins
- Select the gear icon for the role you’d like to assign or edit
- A drop-down menu of editing options appears. Click your desired option: Add this Role to Members, View Leaders, Edit Role, or Delete Role
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

3. Membership levels will display. For the paid level you choose to edit, select the gear iconand click Edit from the drop-down menu


6. Check the boxes to specify who receives the email reminder: group leaders, members, or both. For group leaders, you will need to enter their email addresses
7. Admins can also edit the reminder email’s subject and part of the body
Added Member Level to the Member Homepage
They can also click anywhere else on the module to expose quick links to Change Membership Levels, View Group Profile, and Leave This Group.
1. On the left navigation sidebar, select Membership
2. In the Joining Our Group section, select Add Custom Content to New Member Pages
1. On the left navigation sidebar, select Membership
2. In the bottom section Get the Word Out, select Get a Join Now Link
Benefits include:
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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

We’ve also streamlined and updated the app navigation menu for a more intuitive display.
2017 Tech Updates

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.
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!
You can now drag and drop images using our image uploader for emails, events, donation sites, forms and photo albums. Sexy, isn’t it?
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.
And NOT like this: