Colorado PTA has teamed up with memberplanet to provide
its units the best-in-class platform to manage,
retain, and engage membership.
Through our partnership, your unit's group and membership card on memberplanet have been created and pre-populated. As an officer, you have administrative access on the platform. If you are a new officer and are having trouble accessing your group, please reach out to 888.298.8845 or email us below.
Gain access to your account Through our partnership, a memberplanet group account has already been created for your unit. Contact email@example.com if you would like your invitation re-issued.
Membership Take away the annual headache and time consuming process of dues collection by collecting dues online. In just a few minutes, you can set up online membership payment form for all new and current members. Here's how to get started:
Checklist for Setting Up Your PTA Membership Online
Congrats! You’re on your way to managing your PTA online and offering your members a convenient way to pay membership dues. When you’re finished, your members can make payments online in addition to cash and check. They can also access their own membership cards anytime online and via the mobile app.
Before starting on the checklist, you must first join your unit’s group on memberplanet as an admin. You probably received an email invite from your State if it teamed up with memberplanet. You’ll need to click the link in the email invite to gain access to your memberplanet account. Once you’ve completed the join process on memberplanet, select Go to My Home page. While logged in, click Go to My Group Portal to access admin tools.
Now you’re ready to follow the guide below! Every time you check off a box, you’re one step closer to life.simplified.
1. Set up your PTA membership dues form online
Create a PTA membership dues form. On the left nav, click Payment Forms > Create a Payment Form.
Choose the ready-for-use PTA template. Click Use this Template for the PTA Membership form.
Modify the PTA template to reflect your unit's membership dues. Scroll to the bottom and click Next. On the following page, hover over the $5 dues amount and click Edit. Enter the correct amount of your membership dues.
Optional: Collect as much member info you need by dragging and dropping additional fields into the form.
Extra credit: There's an optional donation fiedl set up if members choose to make an additional donation. Keep it or delete - you choose!
Save and publish. Scroll to the bottom of your payment form and click Save & Publish Now.
First, get link of your PTA membership dues form. Once you have the link, you can start promoting PTA membership online – an easy way to broaden your reach and boost membership. In the features list, click Copy or Customize the Form URL > Copy to Clipboard.
Choose the ready-for-use PTA template. Click Use this Template for the PTA Membership form.
Email the membership dues form to potential members. Use email marketing to recruit more members. From your last PTA event, use a list of attendees’ email addresses to send out your membership dues form. Ask members to sign up online and forward the email to others who’d be interested in signing up. memberplanet’s email features include tracking opens and clicks!
Get the word out on social media. Use the shortened URL to save space on characters if needed, and post to the social platforms your potential members are most active. memberplanet has awesome social media tools to share your membership dues form directly from the platform.
3. Give members access to their membership cards
Export the list of members who made a payment. On the left nav, click Payment Forms. Select the gear icon next to PTA Membership Form > Form Responses > Choose Columns > select last name, first name, and email > click Save > Export Table.
Save this list on your computer.
Upload the list to the membership module. On the left nav, click Members > Add People button > Add New Members > Browse for your file > Check the box to Ignore the First Row of My File > Click Upload > Select dropdown menus above columns to only map or label first name, last name, and email address > Click Add Members button.
Invite your members to view their cards. To give your paid PTA members access to view their digital membership cards, they first need to join your PTA group on memberplanet. On the left nav, click Members > Send Invitations. You can edit the subject and body of the email by clicking on them. Here’s text that you can copy and paste into the body:
Welcome to the PTA! Click the Join Now button below to access your membership card!
Click the Send Now button. Once a member has followed the steps in the email, they will receive a confirmation email with instructions on how to access the member card.
Members can join memberplanet > log in to their member portal > click My Profile on the left nav > click Member Card in the submenu > select gear icon > View Card.
From the mobile app: Log in using the same email and password used when joining > tap the menu icon in the top left > My Member Card > tap group name.
Optional: download your members' cards and print for them. On the left nav, click Members > in the submenu, select Manage Member Cards > click gear icon on the row of the member card you want to select > Preview > Download All Member Cards button. An email will be sent to you when your file is ready for download. Access the email > click Download File > click Download PDF.
If you’ve completed these 3 steps, you’re off to a great start for the school year! And don’t worry, if you get stuck or need a helping hand, here are a couple cheat-sheet resources:
Support Team: firstname.lastname@example.org Phone: 888.298.8845 Strategy Advice: email@example.com
With your online database you are able to view member activity and paid statuses, send out profile update requests, and more - so many more options than compared to an excel file! You can even send out targeted emails to members that have not renewed to give them a friendly nudge reminding them to do so.
Reminder emails can be set up once and will automatically go out to members letting them know their membership is up for renewal. You can customize the text to include information regarding the great benefits of joining the PTA and how important donations are to the school. For new members joining, they can automatically receive a welcome email giving them a virtual high-five and thanking them for joining.
Pro Tip: While members are paying for their membership, make sure you also have a donation option available. If you don't ask, they won't give. Super Pro Tip: On the memberplanet Mobile App, a member can view their e-membership card along with upcoming events, recent activity, and photos!
Engage unit members and the community by hosting an event. Our event tool makes it easy to promote and boost attendance. Send invitations, generate buzz with comments, enable RSVPs, share socially, and collect ticket payments (if applicable).
Learn how to create an event and improve member involvement by following the steps below.
Step 1: Set up your Event Site for back-to-school events, carnivals, ice cream socials, or dances. Event Sites can collect ticket payments, volunteer options, and even donations to the PTA.
Step 3: All email campaigns have tracking capabilities to view open, bounced, and delivery rates to gauge how effective a unit's communication is.
Learn how to view email tracking here.
Best Practice Tips:
Email campaigns are great for a monthly newsletter while Broadcast is perfect for weekly updates, event reminders, or announcements.
Pro Tip: Whether you're picking up the kids, at work, or on the baseball field you can send a Broadcast through the Mobile App. Communicate with your members any time, anywhere. Super Pro Tip: Text messages have a 98% open rate. Who doesn't check texts on their phone? Try sending out a Broadcast; more are increasingly wanting to receive texts because of their convenience.
memberplanet is an easy-to-use platform for units of any size to communicate, process payments, and manage their members.
The Broadcast feature makes it easy to share news with parents in a flash via text message and/or email - simultaneously. Perfect for event updates, reminders, and news announcements: Broadcast gives you the ability to reach members on multiple media channels, maximizing exposure for all your communications. PTA units receive unlimited Broadcast usage. Admins can also send branded email newsletters with news, registrations, and updates.
Connect with your PTA members on-the-go with a custom PTA Mobile App. Members can view communication, events, photos, and forms; they can even make payments or donations through the app. Leaders have the additional ability to collect mobile payments, donations, and send out communication broadcasts through the Mobile App. Members can also view their membership card on the app!
memberplanet provides a feature to create custom forms including survey forms. With the ‘Surveys’ feature you can easily create a survey with an unlimited number of flexible fields. This feature is perfect for taking polls on what fundraiser to do next, or what color to make this year’s pep rally shirts. Surveys make it easy to collect information in a snap, so admins and members can get back to family time.
Create dynamic distribution lists that stay up-to-date.
Choose from 15 different queries including membership level, donation amount, and RSVP responses.
Seamlessly collect and share photos of events.
Crowdsource photos with email and mobile uploading.
Share albums socially on Facebook or Twitter.
Adjust visibility and security settings.
Admins can approve photos before they are made public.
We make it easy to accept one-time or recurring payments & donations in seconds. Customization including giving levels, recent donor listing, videos, photos, virtual thermometer, all help keep potential donors engaged. You can also have custom ‘Thank You’ emails be sent out to donors. The memberplanet Mobile App even lets you collect payments on-the-go or at-the-door, no extra hardware needed!
You don't need to be a tech expert to create a fantastic event page or branded registration form for your carnival, ice cream social, book fair, or PTA meeting. Sell tickets online, raise awareness with an email blast and encourage parents to use the social sharing options to increase awareness about your school events.
Combine all of your school's PTA registration forms in an online packet for a streamlined back-to-school process for parents. Collaborate with Boosters, ASB, Education Foundation, School District and other organizations for a one-stop registration without commingling funds or sensitive information.
Our online payment forms are the perfect way to collect funds and information. memberplanet offers a variety of payment styles and can link directly to the bank account of your choosing. The platform allows for payment forms to be created from a pre-existing template, to copy a previously made payment form, or create a new payment form.
Enjoy a seamless online membership process! When parents join your PTA memberplanet group, they will be prompted to fill out your custom membership questions, purchase a membership, or buy any additional items. You can have memberships auto-renew. Member information and payments will automatically be saved to their member profile, making your job as an administrator a breeze.
memberplanet makes membership cards a breeze - for leaders and members. Admins can log on to view, download, and print cards for their unit. Members can log on to view and print their own card or display it from the mobile app. Keep in mind that only paid members associated with a paid membership level are able to view cards.
Database Management Manage your membership like never before with a seamless and comprehensive database. View member contact information, member activity and payments, and log private notes. You are also able to see membership status.
Establish permission levels for each module on the platform in order to differentiate the scope of access granted to each admin.
An admin’s access may be limited to only certain modules, and be granted view and/or edit privileges for each. For example, an event chair could be granted access only to events and email communication, and the treasury to financial reports.
Offline Membership Payments
Record cash or check dues receipt, paid-through date, and membership level.