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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

    57 votes
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      30 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.

      77 votes
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        Collecting comments  ·  37 comments  ·  Website / Content  ·  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…

        26 votes
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          2 comments  ·  Members  ·  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?

          8 votes
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            Collecting comments  ·  1 comment  ·  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?

            8 votes
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              0 comments  ·  Emails  ·  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-

              1 vote
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                2 comments  ·  New features  ·  Flag idea as inappropriate…  ·  Admin →
              • Aging receivables report improvements

                It would be helpful to have the invoice number show up on the Aging Receivables Report. It could be a separate column by the contacts name and organization. That would eliminate the need to click on the contact's name to find the open invoice in their account.

                9 votes
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                  2 comments  ·  Finances  ·  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.

                  5 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • how to set up a conversation style forum

                    It would be so helpful if members could add an attachment and/or photo to their forum posts.

                    5 votes
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                      2 comments  ·  Forums  ·  Flag idea as inappropriate…  ·  Admin →
                    • events digest

                      Add the functionality to automatically send out a system generated email listing the upcoming events for the week.

                      19 votes
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                        3 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                      • invite individual contacts to an event

                        It would be incredibly helpful to invite individual contacts rather than saved contact groups to events. We often hand pick individuals to certain events and I am currently unable to send invitations via the event notification.

                        6 votes
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                          Collecting comments  ·  1 comment  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                        • System-Generated Certificates after event attendance

                          Generated certificates with automated distribution upon event conclusion (with verified attendance).

                          36 votes
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                            5 comments  ·  Events  ·  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.

                            2 votes
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                              0 comments  ·  Members  ·  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.

                              2 votes
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                                0 comments  ·  Website / Content  ·  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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                                  2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                • progressive web app

                                  Add progressive web app capabilities to some of the themes. This would allow an app like experience of the public site to most member. Most modern browser now supports PWA and Windows 10 support will be even better after the next release. Allowing a web site to be discovered and installed like an app on your machine.

                                  2 votes
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                                    0 comments  ·  Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
                                  • forum size limit

                                    Increase forum size limits to 100KB or more. Right now the limit is 50KB, which really limits forum posts to only text and can't include low res graphics. I would like to see the forum size limit increased or allow administrators to set the forum size limits in the settings.

                                    2 votes
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                                      0 comments  ·  Forums  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Provide a page where a veiwing member or not, can forward to a friend. Other websites call it "Tell A Friend". The point is if you are int

                                      Provide a page where a viewing member or not, can forward to a friend. Other websites call it "Tell A Friend". The point is if you are interested in a particular event, whether you can make it or not, you can forward the event page to someone you think is interested. You provide your email and the friend's email.

                                      7 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 6 votes
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                                          0 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Application for Joint Membership: Both Members Apply with One Application

                                          The process for applying for joint membership does not work well. The administrator completes the application, but there is nowhere for that person to add their partner or spouse at the time of application. After the main member has been approved, it is near impossible to get that member to add their spouse after the fact, even after I send a personal email asking them to do so. It would be so much more effective to have them add the partner at the same time and have check boxes for items that are the same, like the same address or…

                                          40 votes
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                                            Collecting comments  ·  12 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
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