389 results found

1. Membership renewal when registering for an event

   Hi, we're just into our second year with wild apricot and our members are starting to renew their memberships and register for this season's events. We ran the memberships yearly expiring on Aug 31 2015, so all are expired now. Most people took the hint to renew their membership when registering for an event in 2016, but somehow some paid for just the new events but didn't renew their membership. I have the setting somewhere (can't find it now) that they can register for multiple events and then pay at the end. Is there a setting somewhere I'm missing to make them pay for the membership renewal at the same time they pay for the events? Or is that a feature that would be for the wishlist?

   Thanks,

   Greg

   Hi, we're just into our second year with wild apricot and our members are starting to renew their memberships and register for this season's events. We ran the memberships yearly expiring on Aug 31 2015, so all are expired now. Most people took the hint to renew their membership when registering for an event in 2016, but somehow some paid for just the new events but didn't renew their membership. I have the setting somewhere (can't find it now) that they can register for multiple events and then pay at the end. Is there a setting somewhere I'm missing to… more

   250 votes

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   48 comments  ·  Members  ·  Delete…  ·  Admin →
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2. Provide reporting on member logins

   I'd like to have the ability to get more data on recent logins. Currently, the dashboard displays "most active members" but I think a "recently active members" feature is equally if not more useful. I'd also like to be able to see more than just the top 5 results for these categories.

   I think this would be beneficial for monitoring campaigns or promotions. Right now we are trying to get members to use the features of our new site or just log in at all, so if we put together a promotional email, for instance, "The top 5 things you can do on the new website" then we could see how many people logged following that promotion.

   We do have google analytics installed, but I think this would be more targeted.

   Also, I'd like to easily see who hasn't logged in recently or at all to target members at risk of leaving our club.

   I'd like to have the ability to get more data on recent logins. Currently, the dashboard displays "most active members" but I think a "recently active members" feature is equally if not more useful. I'd also like to be able to see more than just the top 5 results for these categories.

   I think this would be beneficial for monitoring campaigns or promotions. Right now we are trying to get members to use the features of our new site or just log in at all, so if we put together a promotional email, for instance, "The top 5 things you… more

   247 votes

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   59 comments  ·  Members  ·  Delete…  ·  Admin →
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3. Family/child memberships

   We are providing a web site for our cub parents and scouts and scout parents and we find we have say 2 parents and their 2 children as 4 members, but the parents and children share a family address, the younger children do not have their own address nor do mothers or fathers want the children to have gmail addresses or things like that, so allowing multiple members with one email address would be an improvement for us. A username and password of their choosing preferable to one WA generate.

   The situation also arrises where parents would like email to go to both the family email address and their personal email address, so our users are saying, our family need the ability to have multiple members with the same email address and individual members need to have multiple email addresses.

   Messy but that is our real world. Less messy than multiple membership records for one real person and fake email addresses.

   We are providing a web site for our cub parents and scouts and scout parents and we find we have say 2 parents and their 2 children as 4 members, but the parents and children share a family address, the younger children do not have their own address nor do mothers or fathers want the children to have gmail addresses or things like that, so allowing multiple members with one email address would be an improvement for us. A username and password of their choosing preferable to one WA generate.

   The situation also arrises where parents would like email to… more

   208 votes

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   70 comments  ·  Members  ·  Delete…  ·  Admin →
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4. 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.

   152 votes

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   26 comments  ·  Members  ·  Delete…  ·  Admin →
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5. Provide a way to change membership level during renewal

   Current Behaviour

   During membership renewal a member may have more than one membership level available. Choosing among them is cumbersome. The member clicks one button to renew at his current level or clicks another button to choose a different level.

   Also, changing the membership level doesn’t act like a renewal as regards calculation of the Renewal Due date. Desired Behaviour

   Use one button for both functions. If multiple membership levels are available, show “Renew and choose membership level” on the “Renew until …” button. This would give the member a choice that looks like that on the membership application form.

   The membership Renewal Due date would need to be calculated based on the level that was selected, since different levels may have different renewal periods.

   An option may need to be added to the membership level renewal policy to prohibit member self-service level changes, which would prevent the Change Membership Level button from showing on forms. Why

   We have in the past only offered an annual membership (Regular). We have now created a three-year discounted membership as another level (Regular – 2011 3-Year Deal). The process for a member to select the new level is too cumbersome and confusing. First, he has to know another level exists. Then he has to use the Change Membership Level button instead of the Renew Until button. If he chooses the Change Membership Level button, the Renewal Due date is calculated differently that for a renewal (it’s based on the current date at the time of the level change).

   Current Behaviour

   During membership renewal a member may have more than one membership level available. Choosing among them is cumbersome. The member clicks one button to renew at his current level or clicks another button to choose a different level.

   Also, changing the membership level doesn’t act like a renewal as regards calculation of the Renewal Due date. Desired Behaviour

   Use one button for both functions. If multiple membership levels are available, show “Renew and choose membership level” on the “Renew until …” button. This would give the member a choice that looks like that on the membership application form.

   … more

   143 votes

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   73 comments  ·  Members  ·  Delete…  ·  Admin →
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6. Change setup of recurring payment for membership levels - Allow member to choose if he wants to pay recurring or not

   For membership fees, recurrent credit card billing (ie., auto-renewal) doesn't work the way it does in every other subscription management system. Instead of having two payment options on the membership form (or in my case, since I have five membership levels, TEN payment options), the member should select a level and then be provided an option at the next step (like the manual payment versus online election) that allows the person to select recurrent auto billing. The way you have it set up, its basically unusable (IMHO)

   127 votes

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   69 comments  ·  Members  ·  Delete…  ·  Admin →
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7. Name Badges

   Now that you have membership cards (3.5" x 2"). Is it possible to add the ability to make Name Badges (4" x 3") for Avery #5260 labels? Or some other label directly from WildApricot.

   •  

   122 votes

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8. option to "not renew"

   This might seem obvious, but is there a way for a member to choose to not renew their membership, archive themselves and thus stop the renewal reminder emails?

   Each year about a third of our organization ages out but we don't know in advance who they are so we can't proactively archive them on the admin side. They get annoyed when the first renewal reminder emails start showing up, and their first reaction is to bombard the membership chairperson with requests to be removed from the email list. It's a pain.

   It this isn't possible, do you have a suggested workaround that doesn't require the membership chair to do anything explicit?

   Thanks,

   ~ Kim

   This might seem obvious, but is there a way for a member to choose to not renew their membership, archive themselves and thus stop the renewal reminder emails?

   Each year about a third of our organization ages out but we don't know in advance who they are so we can't proactively archive them on the admin side. They get annoyed when the first renewal reminder emails start showing up, and their first reaction is to bombard the membership chairperson with requests to be removed from the email list. It's a pain.

   It this isn't possible, do you have a suggested… more

   114 votes

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   Work in progress  ·  AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

   We started working on providing members ability to stop their own membership. Stay tuned for updates!

9. Purchase of concurrent subscriptions e.g. have members on multiple levels

   Create an option to allow a member to maintain two or more concurrent subscriptions for a paticular site. This is useful if you running a site and selling a subscriptions for information.

   An exmaple of this is that I run a site that sells repair information. A customer signs up and then can choose to signup for Automotive Repair for $50 or Airplane Repair for $100 or both for $150. We need to keep the infromation and forums seperate and only limited to the actual subscribers.

   My understanding that we can only have levels of a paticular membership, not concurrent memberships.

   Create an option to allow a member to maintain two or more concurrent subscriptions for a paticular site. This is useful if you running a site and selling a subscriptions for information.

   An exmaple of this is that I run a site that sells repair information. A customer signs up and then can choose to signup for Automotive Repair for $50 or Airplane Repair for $100 or both for $150. We need to keep the infromation and forums seperate and only limited to the actual subscribers.

   My understanding that we can only have levels of a paticular membership, not concurrent… more

   114 votes

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   54 comments  ·  Members  ·  Delete…  ·  Admin →
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   AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

   Concurrent membership is not something easy to implement - it would require fundamental redesign of how membership works in WA. However, I have couple of thoughts here that I wanted to hear your feedback on.

   
   

   As I understand, there are 2 sides of the problem: 

   1. Collecting additional dues for services. E.g. Member is associate and board member, so you need to collect both dues.

    - This can be addressed using our extra fields functionality. Maybe it's a bit clunky, but it should work. E.g. setup associate member as primary membership and add extra charge checkbox for being a board member.

    - You can easily filter down any members you need with advances search by that extra field.

   
   

   2. Setting correct permissions on website pages - here there's no workaround we could suggest, but adding permissions based on saved searches seems to feasable option.

   
   

   Am I missing something? Will the suggested approach work for your setups

   Concurrent membership is not something easy to implement - it would require fundamental redesign of how membership works in WA. However, I have couple of thoughts here that I wanted to hear your feedback on.

   
   

   As I understand, there are 2 sides of the problem: 

   1. Collecting additional dues for services. E.g. Member is associate and board member, so you need to collect both dues.

    - This can be addressed using our extra fields functionality. Maybe it's a bit clunky, but it should work. E.g. setup associate member as primary membership and add extra charge checkbox for being a board member.

    - You can easily filter down any members you need with advances search by that extra field.

   
   

   2. Setting correct permissions on website pages - here there's no workaround we could suggest, but adding permissions based on saved searches seems to feasable option.

   
   

   Am I missing something? Will the… more

10. Free trial period for membership

    I would like to offer a free trial access period for all payment levels. Rather like Wild Apricot does, but not necessarily for 30 days. Paypal offer this delayed action payment and it works very well. You can choose how long the free trial period is, and then the payment automatically kicks in.

    Asking people for money upfront puts a lot of people off.

    111 votes

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    48 comments  ·  Members  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    Merged multiple thread into this one. Please, vote (click Vote button) to increase its priority

11. Late Fees on Renewals

    Currently:
    Memberships that renew have a renewal date associated with them. If the member has not initiated the renewal after the date, automatic actions can take place, such as changing the membership status, etc. Actions can progress over days: for example at 7 days the membership might change status to Pending Renewal, and at 14 days be archived.

    Proprosed:
    Along with these changes, a "overdue fee" could be added as an extra cost fee. Depending on how much time has passed since the registration date, the admin could choose to apply this charge as a flat amount. For example, if they renew within 7 days of the renewal date, there might not be a lapsed fee. But, if they renew 14 days or more after the renewal date, they may have to pay $20 late fee. This is to encourage members to renew early.

    Currently:
    Memberships that renew have a renewal date associated with them. If the member has not initiated the renewal after the date, automatic actions can take place, such as changing the membership status, etc. Actions can progress over days: for example at 7 days the membership might change status to Pending Renewal, and at 14 days be archived.

    Proprosed:
    Along with these changes, a "overdue fee" could be added as an extra cost fee. Depending on how much time has passed since the registration date, the admin could choose to apply this charge as a flat amount. For example, if… more

    105 votes

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    44 comments  ·  Members  ·  Delete…  ·  Admin →
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12. 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.

    85 votes

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13. keep original expiration date when changing membership levels

    When changing from one membership level to another, the renewal date changes. It shouldn't change just because the level changes.

    84 votes

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14. Zip code or address radius search for member directory

    I am currently evaluating Wild Apricot for use with a specific database and I would like to be able for public visitors to use the Advanced search to look for:

    Members "within" "x" miles of "zip code" or "address"

    This feature would allow visitors to find people near their location and not just in a specific zip code. It's better to put in the address and find closest locations because it's more specific than the zip code. I think this feature would greatly enhance the ability for people to use this software for other databases. Like for me, I do recurring subscriptions for clients that I supply web services to and also provide access to blogs, forums, free ebooks, etc. They are daycare providers using the service for advertisement. The public visitors are looking for available providers in their area. Something like a "store locator" feature would really enhance the searching process.

    I am currently evaluating Wild Apricot for use with a specific database and I would like to be able for public visitors to use the Advanced search to look for:

    Members "within" "x" miles of "zip code" or "address"

    This feature would allow visitors to find people near their location and not just in a specific zip code. It's better to put in the address and find closest locations because it's more specific than the zip code. I think this feature would greatly enhance the ability for people to use this software for other databases. Like for me, I do… more

    83 votes

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15. Support both Organizations & Individual contacts

    Hi WA - I'm new to the product/community and was just reviewing the long thread on bundles (http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825677-revising-bundle-membership-functionality?page=1&per_page=20) since we need this feature.

    It looks to me like refactoring to give organization its own entity in the system would setup the platform better for addressing the issues raised.

    Are there long term plans to do something like this?

    • An "Organizations" tab/capability just like "Contacts".
    • People could belong to one or more organizations.
    • Organizations would have their own notes / history etc separate from the people within it.
    • People (contacts) could have different Roles within an organization (member admin; Billing Contact, etc.) .
    • Membership levels could be of type "Individual", ""Individual Bundle" (I assume you'd still need to support this), or "Organization".
    • "Organization" membership levels would have all the existing bundle functionality in terms of delegated administration and contact setup, etc. but would be smarter about where the membership truly belongs.
    • All of the accounting stuff (invoicing/payments) could track to org records instead of people - allowing for accurate long term history reporting/visibility.
    • Web pages could be secured based on org relationship.
    • Etc.

    I'm aware of how massive a change to the system this would be -- just curious if this sort of revamp is being seriously considered.

    Thanks!

    Hi WA - I'm new to the product/community and was just reviewing the long thread on bundles (http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825677-revising-bundle-membership-functionality?page=1&per_page=20) since we need this feature.

    It looks to me like refactoring to give organization its own entity in the system would setup the platform better for addressing the issues raised.

    Are there long term plans to do something like this?

    • An "Organizations" tab/capability just like "Contacts".
    • People could belong to one or more organizations.
    • Organizations would have their own notes / history etc separate from the people within it.
    • People (contacts) could have different Roles within an organization (member admin;… more
    82 votes

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16. Printable and Downloadable Custom Reports e.g. Member Directory

    Please make the custom report layout feature printable. This would work well for printable directories, group information, etc.

    Our group is trying to make a directory in a PDF format that is searchable and may be printed by those who prefer print.

    82 votes

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17. Simplified Membership Fields for Adding Members to Bundles

    I would very much like the ability to have a custom field be required for Bundle Admins only (or the single person membership when not part of a bundle). We are a swim club and we need to capture data relevant only to the family (or the individual when not part of a family).

    It is awkward for our members when the bundle members each have to fill out a field that applies only to the family unit, and even worse when the bundle admin, during the process of entering or updating their family's data, has to fill out a field repeatedly for each family member.

    Thanks,

    David

    I would very much like the ability to have a custom field be required for Bundle Admins only (or the single person membership when not part of a bundle). We are a swim club and we need to capture data relevant only to the family (or the individual when not part of a family).

    It is awkward for our members when the bundle members each have to fill out a field that applies only to the family unit, and even worse when the bundle admin, during the process of entering or updating their family's data, has to fill out a… more

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    73 votes

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18. 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?

    70 votes

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    Dmitry Smirnov responded

    How are you going to use QR codes on membership cards? Do you expect some additional functionality in WA, which will be able to read and process these codes?

19. Dramatically simplify membership renewal process for members

    This is a request to improve the process for members to renew memberships. Non-Profit organizations depend on memberships and membership renewals for continued funding and advocacy. As a result it’s necessary to repeatedly lobby members to renew, so it’s critical for membership renewals to be a convenient one click process to get to the Pay-Pal screen. Sending members to the home page and requiring a login and password in order to renew membership is inconvenient and cumbersome. We have two requests for improving the process:

    1. A direct link to the “membership renewal page”, bypassing the password requirement (the way the “invoice” form functions), should be included in every Renewal Reminder email:
       

    Reminder 1

    Reminder 2

    Renewal Day Notice

    Grace Period Email Notice

    Lapsed Email Notice

    1. The link to the “membership renewal page”, bypassing the password requirement, should be one of the “link” selections in the “edit” option for emails. This would allow us to include a direct link to membership renewal in individual customized emails.

    Below is an example from a “Renew Your Membership” menu tab on our website. This is the amount of explanation and instruction that is currently necessary for members to understand what is required to renew their membership. We must also explain this in our Renewal Reminder emails! It’s way too much to have to explain, making this too cumbersome for the public’s expectations. We say “It’s quick and easy” in hopes that people won’t get turned off by the amount of instruction.

    ---

    It’s quick and easy to renew online!

    Login with your email address and password (bottom left corner of this page).

    Tip: Be sure to use the email address that our Membership Renewal email was sent to; our system accommodates one email address for each member and relies on the uniqueness of email addresses to differentiate among memberships.

    Don’t have a password? Click the “FORGOT” password button (bottom left corner of this page). A password will be automatically emailed to you at the address connected with your membership. There's no need to memorize another password!

    When you’ve logged in, follow the link under the “View Profile” menu button and click the “Renew” button next to your renewal date. Your renewal payment is secure through PayPal.

    This is a request to improve the process for members to renew memberships. Non-Profit organizations depend on memberships and membership renewals for continued funding and advocacy. As a result it’s necessary to repeatedly lobby members to renew, so it’s critical for membership renewals to be a convenient one click process to get to the Pay-Pal screen. Sending members to the home page and requiring a login and password in order to renew membership is inconvenient and cumbersome. We have two requests for improving the process:

    1. A direct link to the “membership renewal page”, bypassing the password requirement (the way the… more
    67 votes

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    35 comments  ·  Members  ·  Delete…  ·  Admin →
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20. Customization of Member profile page

    What do you think of moving the placeholder (or give us the option to do this) for the personal photo and/or company logo fields to the upper right hand corner of the member profile display page. Look like the page has a nice blank space there (see attached) that would be perfect home for these images. That way, you have the name and photo at the top of the member profile.

    While on that subject, do we have the ability to modify the font size for the member display list?

    Overall. you program is outstanding. I am very impressed with the functionality, ability to customize and the clean (elegant) design elements. Nice job!!!

    What do you think of moving the placeholder (or give us the option to do this) for the personal photo and/or company logo fields to the upper right hand corner of the member profile display page. Look like the page has a nice blank space there (see attached) that would be perfect home for these images. That way, you have the name and photo at the top of the member profile.

    While on that subject, do we have the ability to modify the font size for the member display list?

    Overall. you program is outstanding. I am very impressed with… more

    68 votes

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    38 comments  ·  Members  ·  Delete…  ·  Admin →
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