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  1. Better way of working with email templates

    We'd like to improve the current workflow of creating and using email templates. In this thread we've collected all the comments we've found about email templates and merged related threads. Feel free to add more ideas

    61 votes
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      32 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
    • Improve / Modernize Website Themes

      Websites look a little awkward and aren't particularly easy to design, so this could be improved.

      78 votes
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        Collecting comments  ·  37 comments  ·  Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
      • Printing Membership cards in bulk

        Membership cards are great and I like that members can print their own. I would like to see a feature where the administrator can print all member cards in bulk to card stock like Avery so we can laminate the cards for appearance.

        7 votes
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          Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
        • Keep Membership card to smartphone (like Wallet app on iPhone)

          Export a membership card to smart phone (the iOS one is called wallet I think), Then members could store it with their boarding passes etc, and show when necessary at participating retailers to collect their membership discount.

          4 votes
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            Collecting comments  ·  2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
          • QR / Barcodes on the Membership Card

            I've just had a look at the membership cards facility. Great development. But I currently print membership badges with the UserID formatted as a barcode (code39). Members are scanned in to meetings with a barcode zapper (the number goes straight into a spreadsheet). Saves the queue at the door.
            So I need the card editor to allow a barcode font - what's the chance?

            4 votes
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              Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
            • Membership cards through confirmation emails

              about Membership Cards
              I live in a retirement community, and most of our members will never log onto the site or get a password. It would be really useful if I could somehow put a link or actually put a personalized membership card on the system-generated email I send to new and renewing members. The email already accesses their information, of course. See attached for the email we send through the system. If this nice card could be on there, that would be efficient and terrific. I'd be happy to discuss this. I think it would be useful to a…

              3 votes
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                Collecting comments  ·  0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
              • Need to Contact Email Non-Responders

                We have some members who have not opened email for some time. I'd like to be able to extract these records so we can attempt to contact them by mail to see if they've changed email addresses or if the email address we have in the database is incorrect. Please add this feature.

                3 votes
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                  0 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
                • Don't Display Incorrect Payment Instructions on Profile Page (Bug Fix)

                  When there are outstanding invoices, the profile page displays the General payment instructions (from Settings / Finance / Payment settings).

                  But some invoices may have different payment instructions, specified either in the event or membership instructions in that setting, or in the specific event.

                  Nevertheless the profile page displays the General payment instructions, which may be incorrect. So the member can send a payment to the wrong place.

                  I recommend that If any of the outstanding invoice(s) have custom or different payment instructions, do not display the General payment instructions. Instead, say "Click invoice for payment instructions."

                  I suggest that…

                  1 vote
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                    Collecting comments  ·  2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                  • Outreach Tab

                    My organization needs to track members interests, without cluttering additional fields under the members tab. We are using events for this purpose, since we can customize fields. We have to ignore date of, and other event-related fields. It would be great to have a separate tab without the event-specific fields. Also, looking at using for 'member interests', 'member suggestions', and 'volunteer opportunities'. Since it would function similar to events, might not be too hard an addition-

                    2 votes
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                      3 comments  ·  New features  ·  Flag idea as inappropriate…  ·  Admin →
                    • Auto email "not paid for" registrations

                      Can we have an event setting that triggers emails to automatically send to people that haven't paid prior to the event? If we can configure it based on days?

                      9 votes
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                        Collecting comments  ·  2 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                      • Embed Code in Email for Videos, Surveys, etc.

                        Why can't we embed code in emails for Videos, surveys, etc. It really hampers the interaction and engagement with our members and contacts. Any timeline on this?

                        11 votes
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                          0 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
                        • Make it easier for a new member to sign up as part of existing bundle / organization

                          A suggestion that I would like to make now is to make it easier for a new member to sign up and be part of an existing bundle. Here is my current workflow, and the problem.

                          My organization has individual members, and corporate memberships, which are bundles with 10 possible places, one being the admin.

                          As it stand now, when new member signs up, and chooses corporate membership, they are assigned as a new bundle administrator and asked to pay the full corporate membership fee. There is no mechanism to have them be assigned to an existing bundle when they…

                          27 votes
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                            2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                          • Membership cards - ability to same more than ONE template.

                            The newly available Membership Card functionality is definitely and improvement. What would make it even better? Allow us to create multiple templates that could be filtered by Member Level, or Group Participation. Thanks.

                            2 votes
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                              0 comments  ·  New features  ·  Flag idea as inappropriate…  ·  Admin →
                            • Drop down menu for membership options

                              drop down menu for membership levels

                              1 vote
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                                1 comment  ·  Usability  ·  Flag idea as inappropriate…  ·  Admin →
                              • Auto generate a Member reports

                                We would like to have auto generated member reports similar to the auto generated event attendance list and registration by type reports. These are more helpful for the board members than a spreadsheet.

                                7 votes
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                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Month end renewal date

                                  Our organization has all renewals due at the end of the month when a member joined. I see no option for setting this up. We have to hand alter each member's record-

                                  1 vote
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                                    3 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Discount Code Limit

                                    For conference registration we use discount codes for various levels of attendees. For example a President's Circle attendee is allowed two free registrations, and two at full price. The registration software we use through our meeting planning company allows is to limit the number of uses of a particular discount code, Wild Apricot does not have this feature. It would be a significant improvement is we could bring our registration process into Wild Apricot, but without this feature we cannot.

                                    2 votes
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                                      0 comments  ·  New features  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Renewal Options on Renewal Page

                                      Members should have the option to discontinue their renewal or continue at renewal time. If discontinuing membership, should be a comment box asking why would they like to discontinue. So that administrators can get feedback.

                                      3 votes
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                                        0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Total sales on financial

                                        Add total sales and pending sales on financial transactions.

                                        Currently there is no total calculated and we need to do it manually.

                                        Also, have a feature where we can submit a proposal and have selected users vote on a proposal and to select which group can submit a vote. This could be used for membership committee nominations or vote on an idea.

                                        1 vote
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                                          Collecting comments  ·  3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Delete multiple site pages

                                          It would be great to have an option such as a tick box to delete multiple site pages at once rather than individually.

                                          3 votes
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                                            0 comments  ·  Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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