Membership Database

In This Section

We would like to thank you for participating in the Membership Management Database Pilot being offered by National PTA in your state.

On this page you’ll find resources to help make your experience as a local leader using the membership management system run more smoothly.

Getting Started

Step One: Complete and Send ACH

You can find the ACH form in the Local Leader Manual. Please include the name of your PTA and PTA number on the form. It will take three business days to have your PTA’s configuration completed at National PTA. If you submitted your ACH form last year, you do not have to submit an ACH form for the new membership year if your bank account information did not change.

Step Two: Sign-In

Sign-in to your current PTA account at www.pta.org/mypta. No account? Create an account at www.pta.org/newaccount.

Note: Your local unit must be set up in the system as participating in the pilot and selling membership online in order for your members to join online. Your State PTA office can assist with updating your participation in the database. Once you have created your account, please contact the State PTA office to get set up as an officer of the Local PTA to gain online management access.

Step Three: Manage Dues Structure

Create your dues structure by adding the membership types offered with your PTA and dues amounts for each at www.pta.org/managedues. You can find instructions for managing the membership dues in the Local Leader Manual listed below under Resources.

Step Four: Ask Other Officers to Join

Ask your other officers to participate at member.pta.org/join. Once the officers join online, please promote them from member to officer. Please see the Local Leader Manual for instructions.

Note: If they do not have an account, they will need to create one first at www.pta.org/newaccount.

Step Five: Edit Officers

Your PTA’s officers can access the database and edit the titles of all officers who join online.For assistance with updating officer information, please see Editing Your Local PTA Information in the Local Leader Manual.

*If you have a VP Membership, that person should have access to the database. Please edit their title to “Membership Chair.”

Step Six: Update Your PTA Information

Verify your PTA’s information. Check your data for accuracy on the main page by clicking on the Details tab. Notify your State PTA office if there are any discrepancies.

Step Seven: Review Our Resources

Review the PTA Membership System - Local Leader Manual for how-to tools to use for each of those options and more.

Video Tutorials: Database Training

Logging into Your Account

Promoting a Member to a Leader

Dues Structure Management

Unpublishing Membership Types

Creating the Member Upload Template

Creating a Family Membership Upload Template

This video can be used for assistance with adding family memberships and/or other group memberships to the member upload template

Resources



Questions?

Please work with your state office with any additional questions.

Kansas

Kansas PTA

715 Southwest 10th Street
Topeka, KS 66612-1617

Phone: 785-234-5782
Fax: 785-234-4170
Toll Free: 888-311-5782

kansaspta@gmail.com
www.kansas-pta.org

Montana

Montana PTA

PO Box 1269
Laurel, MT 59044-1269

Phone: 406-628-9007

mtstatepta@gmail.com
www.montanapta.org

Packages:410 Colorado Ave, Room 209
Laurel, MT 59044-2714

Virginia

Virginia PTA/PTSA

1027 Wilmer Ave
Richmond, VA 23227-2414

Phone: 804-264-1234
Fax: 804-264-4014
Toll-Free: 866-482-5437

info@vapta.org
administrator@vapta.org
www.vapta.org