385 results found

1. Prorating Membership Level Upgrades

   Copied from another discussion -

   Discount coupons discussed here are only for new member applications.

   What you are talking about is prorating the membership payment when members change their level - applying unused membership fee and/or reducing the new fee if new membership level is not for a full period. We are working on this - it would be great if you could start a new thread on the wishlist forum to explain how you would like to see it work.

   How our org would like it to work -

   Ex - level a - $35 annual fee and level b - $50 annual fee

   If a person joins at level a and somtime during the year decides to move to level b, then the software would figure the difference (50-35=15) and charge a $15 upgrade fee. No change occurs to the renewal date. We would like a user defined comment that pops up prior to the transaction being completed. For example, in our case, prior to the person committing to the upgrade, a comment like

   "This upgrade will apply to your current membership period. It is not prorated or refundable. Your next renewal will be at the $50 level b annual rate.

   If you are near to your level a renewal date, you may wish to delay your upgrade until after your level a renewal."

   Copied from another discussion -

   Discount coupons discussed here are only for new member applications.

   What you are talking about is prorating the membership payment when members change their level - applying unused membership fee and/or reducing the new fee if new membership level is not for a full period. We are working on this - it would be great if you could start a new thread on the wishlist forum to explain how you would like to see it work.

   How our org would like it to work -

   Ex - level a - $35 annual fee and level… more

   54 votes

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   28 comments  ·  Members  ·  Delete…  ·  Admin →
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   Work in progress  ·  AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

   We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.

   As a first step, we suggest to redesign how level change is working and add prorating there:

   - Level would be changed immediately, as now

   - Remaining portion of old membership level payment will be applied to new level

   - For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications:
   - Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal date)
   - Allow member to renew for one extra period (e.g. when level changed in December)

   See attached diagram for details

   Do these changes seem reasonable to you? If not – what would you change and why?

   If you have some spare time, we would appreciate a short interview with you about your level setup and change level policy – just reply to post or email onesterkin [at] personifycorp.com

   We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.

   As a first step, we suggest to redesign how level change is working and add prorating there:

   - Level would be changed immediately, as now

   - Remaining portion of old membership level payment will be applied to new level

   - For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications:
   - Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal… more

2. AutoResponders for new members

   How about the idea of automated responses when someone signs up to become a member. Right now there is no opt-in, no "thank you" message, no nothing.

   Ideally, I'd like to setup a series of e-mails that go out at a certain frequency to new members (unless they opt-out).

   9 votes

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   10 comments  ·  Members  ·  Delete…  ·  Admin →
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3. Enhancements for Groups functionality

   In our 2.36 update we have released Groups functionality - ability to organize members into groups - such as 'Board of Directors', 'Volunteer Committee', etc. These groups are independent of membership levels - one group can include members from different levels. These groups can be used to keep track of member participation in committees, restrict access to website pages to a particular group, or for advanced searches and emails. Seehttps://help.wildapricot.com/display/DOC/Member+groups

   We are contemplating a number of possible further enhancements to this and would love to get your feedback.
   Here are our initial ideas:

   1) Group moderators. Group moderator is a member of group who does not not have any WA administration functionality but can add/remove members to group.
   Note: To do this it will be necessary to let group moderator access the full list of members and member details.
   - Should moderator be able to send mass emails to group members?

   2) Administrator role with web editor access limited to particular group pages.
   Current functionality allows you to setup account-wide web editors and group-specific read access to web pages. This enhancement would allow you to assign a web editor in a particular group - who would only be able to edit/create pages in that group.
   - Is this the same person as group moderator in 1)?
   - Should this person be able to add any functional - or only content pages?

   3) Group-limited events. (And probably an admin role to add/edit group-specific events)

   4) Administrator role with member record edit rights for a particular group. This can come handy if you are using groups for chapters.

   5) Ability for people to apply to groups during the membership application process - with workflow to review and confirm their participation in a group.

   In our 2.36 update we have released Groups functionality - ability to organize members into groups - such as 'Board of Directors', 'Volunteer Committee', etc. These groups are independent of membership levels - one group can include members from different levels. These groups can be used to keep track of member participation in committees, restrict access to website pages to a particular group, or for advanced searches and emails. Seehttps://help.wildapricot.com/display/DOC/Member+groups

   We are contemplating a number of possible further enhancements to this and would love to get your feedback.
   Here are our initial ideas:

   1) Group moderators. Group moderator is a… more

   43 votes

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   45 comments  ·  Members  ·  Delete…  ·  Admin →
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4. Customize how Member ID is generated

   Is there a way I can designation a "starting number" for the member ID field? For example, if I am setting up a new membership database and I would like our member ID numbers to begin at 500.

   30 votes

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   32 comments  ·  Members  ·  Delete…  ·  Admin →
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5. Member to member messages

   Current behavior:
   Currently one member can contact another only outside of the system - and only if that member has disclosed his contact information (email/phone)

   Desired behavior:
   Members should be able to contact other members right on the site, without having to expose email addresses

   Notes:
   Messages can be forwarded to member emails - or displayed to each member when logged in.

   84 votes

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   46 comments  ·  Members  ·  Delete…  ·  Admin →
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