6 results found

1. 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

   142 votes

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   73 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. 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

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   20 comments  ·  Members  ·  Delete…  ·  Admin →
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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!

3. 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

   53 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

4. Ability to register on waitlist from member app

   Provide the ability for a member to register on the waitlist of an event from the Member App. Currently, if an event sells out, the only way to register on the waitlist is from the website. This is unfortunate as we have been pushing our members to use the app for all registrations. Please add this ability.

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   9 comments  ·  Mobile  ·  Delete…  ·  Admin →
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   Work in progress  ·  AdminKatya Tyukina (Director of Product Management, Wild Apricot by Personify) responded

   We started development on the waitlist registration feature for the Member app. 

5. With Safari for MacOS High Sierra and iOS 11, a new option to prevent cross-site tracking created.

   Need to upgrade all WA widgets from iFrame. Right now, with Safari for MacOS High Sierra and iOS 11, a new option to "prevent cross-site tracking," was created. This prevents the user from using any of the WA widgets embedded in a website.

   15 votes

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

   Planned to be fixed in upcoming 7.26 release (beginning of summer)

6. Zapier integration

   Integrations with Zapier, please.

   6 votes

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   1 comment  ·  Integration  ·  Delete…  ·  Admin →
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   Work in progress  ·  AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

   WildApricot ingetration for Zapier is in progress right now, we plan to release beta version in next few weeks. Stay tuned!