Leaders Guide to Launching Online Membership for your Association
Congratulations PTA Leaders! 聽You are just a few steps away from the ability to accept online memberships. This new capability provides many advantages for your association:
BENEFITS FOR ASSOCIATIONS
Easily-promotable online membership signup pageAutomatic direct deposits to association bank accountsAutomatic remittance to council, district, and stateInstantly-updated membership roster & email listSimpler and more accurate accountingAuto-renewing memberships so you can focus on growthBENEFITS FOR MEMBERS
Secure, online signup with Credit Card or Mobile PaySmartphone Membership CardsSelf-management of communication and payment preferencesDownloadable end-of-year tax documentsMore: Video Overview of TOTEM for PTA (no audio)
Launching Online MembershipWe he made it easy to activate your associations' online membership site. 聽The entire process can be completed in under 10 minutes.聽
Invite/Activate LeadersAdd & Verify a Bank AccountCustomize Membership SignupLaunch Online MembershipPromote Online MembershipFive Easy Steps to Launch Online MembershipPlease login to the portal:聽
https://jointotem.com/dashboard
1. Invite/Activate LeadersOne or more leaders from your associations will receive an email invitation to begin managing your association. 聽The email will come from TOTEM on behalf of your parent association PTA. 聽You may want to check your spam folder if you've been sent an invite, but he not received it. 聽
When the invited leaders click the link, they will register and accept their leadership position, at which point they will he the ability to view and manage settings for the association.
To complete this step: 聽
Ensure the President has activated their accountEnsure the Treasurer has activated their accountInvite a third leader and ensure they he activated their accountMore: 聽How to Invite Leaders | How to Manage Leaders
2. Add and Verify a Bank AccountConnecting a bank account enables new memberships and donations to be directly deposited into your association's bank account. 聽Your bank account information is entered and managed securely via our payment partner. 聽This process includes two-factor authentication and double account verification for added fraud protection.
Q: Can our association use an existing bank account or do we need a new account?聽A: Your association can use an existing account for this process. It is not necessary to create an additional checking account to receive directly-deposited funds from online membership.To complete this step:
The Treasurer (or President) must connect the existing bank accountThe President (or Treasurer) must verify the bank account numberMore: 聽How to Connect a Bank Account
3. Customize Membership SignupYour association has 3 primary views that will be seen by members and can be customized for your organization: the Online Membership Signup Form, Welcome Email, and the Membership Details page. 聽The settings for your association including the Common Name of your association, About Us content, and social links are automatically displayed on these views.聽
To customize these settings, go to your Dashboard, then click Settings...Profile.
After you he verified all of your association settings, you can preview and further customize each of the views.
To complete this step:
Verify the correct price for a membership (this is the fee documented in your association Bylaws)Set your suggested donation amount, donation callout, or turn off the donation optionCustomize and verify the About Us, Website URL and Social LinksSet Display In Profile to On for any leaders that should be listed for membersMore: HOWTO: Customize Association Branding
4. Launch Online MembershipOnce the prior steps are completed, our team will be notified and we will verify your settings to activate your account. 聽Once verified, your leadership team will receive an email that Online Membership is live and instructions for next steps.
To complete this step:
Complete the prior steps (TOTEM handles the final step)5. Promote Online MembershipTo complete this step:
As a user who purchased a membership for a unit, please follow these steps to locate promoting online membership : login-->memberships-->click on unit (view membership details)-->tell the world you joined
As a leader of a unit, please follow these steps to locate promoting membership online: login-->settings-->applets-->promote
Link your new Online Membership page to your existing websiteShare your Online Membership page with your school's Principal, Ed Foundation, and other partners so they may link to itAdd your Online Membership link to your Facebook, Twitter, Instagram, Pinterest pagesSend an Email Blast to your prior year members to announce Online MembershipMore: Association Promotion Checklist