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Getting Started

6
  • Account Settings: Organization Settings
  • Website: Web Pages
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  • Website: Website Menus – Mobile
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Account Settings

6
  • Account Settings: Organization Settings
  • Account Settings: Personalize the Dashboard
  • Account Settings: Update your account main contact
  • Account Settings: Adding Administrators
  • Account Settings: Updating Billing Email Address
  • Account Settings: Back to School Guide

Registration - Requires Shared plan or higher

6
  • Registration: Customize Registration Page
  • Registration: Top 7 Ways to Improve Member Registration
  • Registration: How to Close Registration
  • Registration: Create a custom registration form
  • Registration: What the registration process looks like to a member
  • Registration: Build a custom Registration process

Members - Requires Shared plan or higher

9
  • Members: User Roles
  • Members: Profile Tabs
  • Members: Profile Fields
  • Members: Exporting Contacts
  • Importance of a Clean Database
  • Members: How to Create Print Grade or Classroom Lists
  • Members: How to Change a Username
  • Members: Importing and Creating Contacts
  • Members: Graduating Families

Messenger - Requires Shared plan or higher

10
  • Messenger: Why Are Emails Going to Spam?
  • Messenger: Lists
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  • Messenger: Understanding Messenger
  • Messenger: Importing Subscribers
  • Messenger: Personalize your emails
  • Messenger: How to forward successful subscribers
  • Messenger: Remove User from an Email List
  • Messenger: Add User to an Email List
  • Messenger: Creating Your First Email

Sign Ups - Requires Shared plan or higher

12
  • Sign Ups: Getting Started
  • Sign Ups: Create your first sign up
  • Sign Ups: Tasks/Slots
  • Sign Ups: Managing Volunteers
  • Sign Ups: Export Reports
  • Sign Ups: Display sign ups on Sign Ups Listing page
  • Sign Ups: Review system emails
  • Sign Ups: Sign up not appearing on front-end
  • Sign Ups: Set plugin administrators
  • Sign Ups: Customize the display scheme
  • Sign Ups: Create system pages with a shortcode
  • Sign Ups: Tips to Increase Volunteer Support and Retention

Project Notebooks - Requires Shared plan or higher

21
  • Project Notebooks: Getting Started
  • Project Notebooks: Create your first notebook
  • Project Notebooks: Set plugin administrators
  • Project Notebooks: Review system emails
  • Project Notebooks: Create system pages with a shortcode
  • Project Notebooks: Customize the display scheme
  • Project Notebooks: Display project on Project Listing page
  • Project Notebooks: Edit a notebook
  • Project Notebooks: Archive a notebook
  • Project Notebooks: Delete a notebook
  • Project Notebooks: Publish a notebook
  • Project Notebooks: Display meeting minutes on the website
  • Project Notebooks: Create tasks
  • Project Notebooks: Create meeting minutes
  • Project Notebooks: Create a project budget
  • Project Notebooks: Create a kanban board
  • Project Notebooks: Turn on project administrator requests
  • Project Notebooks: Approve project administrator requests
  • Project Notebooks: Hide or show notebook sections on front-end
  • Project Notebooks: Duplicate a notebook
  • Project Notebooks: Understanding Project Notebooks

Website

9
  • Website: What is a shortcode?
  • Website: Web Pages
  • Website: Website Menus
  • Website: Placing Shortcode
  • Website: Add a Google Calendar to Your Website
  • Website: Website Menus – Mobile
  • Understanding Cache – Why Can’t I See My Changes?
  • Troubleshooting: How to fix a 404 page error
  • Website: Set up your DNS to map your domain

News Articles

5
  • News Articles: Intro
  • News Articles: Posts module
  • News Articles: Posts Carousel module
  • News Articles: Posts Slider module
  • News Articles: Posts, Posts Carousel, and Posts Slider modules examples

Troubleshooting

6
  • Messenger: Why Are Emails Going to Spam?
  • Sign Ups: Sign up not appearing on front-end
  • Troubleshooting: Admin getting “You do not have sufficient permissions” message
  • Understanding Cache – Why Can’t I See My Changes?
  • Report a bug
  • Troubleshooting: How to fix a 404 page error

Fundraisers

12
  • Fundraisers: Review system emails
  • Fundraisers: Exporting Orders
  • Fundraisers: How to reconcile orders with Stripe
  • Fundraisers: Make a Test Payment
  • Fundraisers: Order Status
  • Fundraisers: Create your first fundraiser
  • Fundraisers: Customize the display scheme
  • Fundraisers: Create system pages with a shortcode
  • Fundraisers: Display fundraisers on Fundraiser Listing page
  • Fundraisers: Set plugin administrators
  • Fundraisers: Getting Started
  • Fundraisers: Sell Memberships

Stripe

6
  • Stripe: How to set deposit interval
  • Stripe: How to process a refund
  • Stripe: Find my Client ID
  • Stripe: How to enable Connect on your account
  • Stripe: How to connect your fundraiser to Stripe
  • Stripe: Find my API Keys
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  • Registration - Requires Shared plan or higher
  • Registration: Top 7 Ways to Improve Member Registration
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Registration: Top 7 Ways to Improve Member Registration

Increasing your member registration rate is an important part of actively engaging with your members throughout the year. Without them, there’s not a whole lot you can do in terms of benefiting your organization. Read on for our Top 7 list of ways to improve member registration!

  1. Send emails about registration – Create dynamic, enticing and engaging emails that will appeal to your members. Keep it short and sweet yet informative about what the registration is for. It should be inviting, upbeat and encouraging. This applies to the subject line as well. Make sure to include a call-to-action button with a link to the registration page.
  2. Add a link to your email signature – Add a link below your email signature with a call to action, such as “Register to our site here!” or “Early bird registration for our event has begun!”
  3. Mention registration to your members in “high traffic” areas – You get a good amount of foot traffic through your offices and facilities. As your members pass through, be surr to have signage that encourages them to register to your site for access to upcoming events, programs, etc.
  4. Post to your organization’s social media channels – Post to your organization’s Facebook page, Instagram account, or Twitter about the registration process and how to do it. Although the reach is much less than if you create paid social ads, you can still get the word out to your community members who follow your pages. And if they share your post with their friends and followers, the net is cast even wider. Once again, keep the copy short and enticing, and include an eye-catching image that relates to what you want your community to register for.
  5. Add registration links to your social profiles – Facebook, Twitter and Instagram all give individuals and organization business pages/accounts the ability to include links in the about me/bio section. This is a great place to share registration links. When sharing links on Instagram, you are unable to add a link to a post, so your best course of action is to utilize Linktree, which will let you add multiple links to your organization’s Instagram profile.
  6. Add social sharing buttons to your registration pages – Social sharing turns your registrants into marketers. By adding sharing buttons, people will be able to post on their social platforms about signing up for your program, which in turn will get your registration in front of an even bigger audience. The best part is that people take the recommendations of friends and family very seriously, which means they’re more likely to sign up.
  7. Utilize flyers and posters – Put up signs around your facilities or have flyers at the front desk about online registration. Make sure they’re attention-grabbing, with color, bold letters, appealing designs and catchy copy. Add the web address for online registration to each of the marketing materials.
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Updated on January 9, 2024
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