Emailing: Improve Adding Recipient Workflow
We are "Husky" development team at Wild Apricot named, responsible for emailing area of the product.
We’re putting finishing touches for our next release in Aug-Sep, which will include big improvements to our emailing workflow. These improvements are the first step to centralize emails management into one module and allow email scheduling and many other features in the future.
But we need your help to make sure we’re on the right track.
There is one feature that we didn’t change but we would like to improve: “Adding Recipients”. Before we design improvements, we want to know a few things about how you currently send an email and any pain points that are specific to this particular step of choosing email recipients.
If you’re willing to help us, please answer the following questions.
What kind of newsletters/campaigns do you have?
How often do you send emails via Wild Apricot?
What is the starting point of creating a recipient list?
What parts/modules of the system do you usually send emails from??
What are the pros and cons of the current "add recipient" dialog?
The more detailed your response, the better.
You can answer right here, in this thread.
Thanks!
Best regards,
Lily, Husky Team at Wild Apricot
Emailing development crew
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Cindy Beley commented
There is no way to delete a person's email from a group email that is being sent. i can add people, but i can't delete a person. There should be an option to do this.
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Anonymous commented
Allow the Groups made to show up in Contact list when sending out emails, instead of going through the process of advanced search. It's so easy to make the group list, then I need to do it again in Advanced search? It doesn't even work well that way based off the topic of groups we have.
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Anonymous commented
When composing emails, I would like the functionality of selecting multiple contacts from the contact list at one time, instead of the current functionality of selecting them individually.
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CARST commented
When selecting contacts/members to send emails to, we would like to select multiple contacts instead of adding one by one and then it would be helpful to sort them alphabetically once added so we can see who is missed
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Wouter Roose commented
add an easy way to select the membership levels as recipients, either by a button "+ Membership level" of add the levels to the contact list dialog for emails,
now we have to make a "saved member search" for each level
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Sally Kneser commented
EMAILS: When I want to send an email to a small number of people (15) who are not part of any official group or designation, it would be nice to see my whole list of members and click a box next to the 15 names rather than searching for each one individually and selecting/adding them individually.
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Mary Darby Guidroz commented
Email directly to a group...rather than having to save a contact search by group. In the email page, when selecting contacts it would be much easier to select a group.
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Anne Schonauer commented
I want to be able to easily email everyone in a group that I've created. I've created a small sub-group of members but that group does not show up when I go to email.
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Sally, I'll reply to you by email.
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Sally Smith commented
I send email blasts about 3 times a year to all our 100 members.
I can't get the all members group to add to the email (grrr). So I can't send it. There is no next button in the add recipients box - no flow.
I used to be ablet to do this. What has gone wrong?
Please help. -
Lee Anne Stone commented
1. What kind of newsletters/campaigns do you have? Periodic newsletters to inform classmates of upcoming reunion events, deadlines, etc.
2. How often do you send emails via Wild Apricot? Blasts -- once or twice per month. Groups -- once or twice a week. Individuals -- many times per week.
3. What is the starting point of creating a recipient list? Member Summary or Member List. Occasionally a Saved Search
4. What parts/modules of the system do you usually send emails from?? Email/Templates for blasts and groups. Member/Email settings and log/Send email for individuals
5. What are the pros and cons of the current "add recipient" dialog? PROS - It DOES work, just clunky. CONS - anything I type in the search field is still present in the search field when I want to search and select the next person. I have to delete or backspace over the previous search. Really annoying.
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Cindy Cooper commented
We send emails to most of our membership for events. However we would sometimes like to exclude a group (i.e., Past Presidents) from a mailing. We would like to be able to EXCLUDE a group from a mailing. Currently once a group is included in a mailing, there is no way to remove individuals or groups from it. With over 400 members, it is too time consuming and error prone to add each one individually to a mailing just to exclude 15 people.
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HECA Admin Assistant commented
I would also add that being able to select the membership level as well, would be a useful function instead of only the "all members" option!
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Thanks, Colby.
I added your vote to this thread: https://forums.wildapricot.com/forums/308932/suggestions/8936389
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Colby commented
It would be a HUGE help to be able to control the "From" person's name. Currently it only is from the Organization name. I know we can now add contacts to the send - GREAT, thank you. But it would be so helpful to have flexibility in designating the sender's name. It would be great to personalize so the recipient receive emails from different staff members in our Organization. We're a hospitality organization and this is just good relationship building for any organization's outreach. Thanks.
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Melanie King commented
1. Upcoming Events, Monthly Newsletters, Member Only Updates, Specific Group Email Updates, Invoice to individual, Individuals email.
2. Two - Three a week on a good week. Minimum, weekly.
3. ?
4. From Templates, Finance, and Events. The automatic email with new memberships are great!
5. NA
Looking forward to Scheduled email!!! Thanks team Husky!
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a) Name + Email is not enough. Please add also Membership level, Membership Status and Organization. These are important fields.
b) in the list of contacts, it's not clear I can click on a name. What about using checkbox on the left? This will also solve another problem: when a contact is already added and appears on the left column, it's not clear from the main list that the contact is already selected. Checkbox will solve both problems: learnability (that I should click to select) and selected state (contact has been already selected)
c) missing number of selected contacts and/or groups
Wonder what other will say...
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Please see our design solution in the following presentation:
https://docs.google.com/presentation/d/1KmcU9B9Kzj9G_5rO5CTv6ZAGXMaIlEt4DDwesqM9lWo/edit?usp=sharingKey changes:
1. Removed modal dialog for adding recipients
2. The ability to add multiple recipients
3. The ability to navigate between saved searches, member groups, and contactsExcluded for now:
1. The ability to manage recipients from saved searches -
Please see our design solution in the following presentation:
https://docs.google.com/presentation/d/1KmcU9B9Kzj9G_5rO5CTv6ZAGXMaIlEt4DDwesqM9lWo/edit?usp=sharingKey changes:
1. Removed modal dialog for adding recipients
2. The ability to add multiple recipients
3. The ability to navigate between saved searches, member groups, and contactsExcluded for now:
1. The ability to manage recipients from saved searches -
Thanks for your reply, we really appreciate it!