MEMBERSHIP

Admins should download and complete one of the membership setup checklists based on whether they plan to implement online or offline membership.
Checklist for Online Membership: Admins plan to offer online membership registration (including credit card payment options) and/or utilize memberplanet to manage their local PTA. Admins who wish to offer both online and offline payment options within the school year should complete the online setup.
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Checklists for Offline Membership Manual: Admins do not plan to use memberplanet except for reconciling their rosters in accordance with WSPTA’s requirements. They do not plan to offer online payment options via memberplanet throughout the school year.

​Those who feel comfortable using an Excel spreadsheet to upload members in bulk can use the bulk checklist. 
Downloading a Current Member Roster
memberplanet offers several different ways to view and arrange the members in your PTA database. If all you need is a simple, downloadable roster of your current membership, just follow the steps below:
 
To access and download a current member roster:
  1. From the memberplanet homepage, click Membership on the left nav bar
      2.  Click Membership Levels Report in the top right 
      3.  Select the Members tab
      4.  Click the dropdown menu labeled “Filter by” and select All Members on Levels
  • You can sort the list by last name by clicking Last Name. This makes the information easier to sort through. 
      6.  Click Export in the top right
  • The resulting Excel file will show up in your downloads with the name “BilledMembers” 

The Membership Levels Report is an extremely useful tool for keeping track of which individuals in your database are currently marked as paid members (i.e. assigned a membership level) and which are not.
Membership Setup Walk-through
Uploading Members and Assigning Membership
Watch a complete overview of the manual, bulk, and new member addition processes by clicking play on the large video player below, or view the shorter video modules at the bottom of the page depending on the processes that best fit you.
Manual Upload
Bulk Upload
Adding New Members
Download bulk upload template​