Type in your suggestion - new feature or improvement idea

Simplify Wild Apricot Account Setup

Current situation
When setting up an account for the first time it's difficult to understand what should be setup first, how things are connected and what triggers exist in the system (e.g. emails are sent to members)

Desired situation
Simplify account settings and create a clear tour through the system, that explains what must be setup and how various pieces are connected, without having to study help and or contact support.

7 votes
Sign in
(thinking…)
Password icon
Signed in as (Sign out)

We’ll send you updates on this idea

Frank shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

2 comments

Sign in
(thinking…)
Password icon
Signed in as (Sign out)
Submitting...
  • Alex Sirota commented  ·   ·  Flag as inappropriate

    In my estimate, if you include a test phase, there are about 60+ discrete steps to properly setup a Wild Apricot account. This includes various data, website and configuration options. It is by no means trivial, but a simpler account setup, maybe from a set of "vertical" target segments would be a good idea.

    As you all know I have some thoughts on this.

  • Michael commented  ·   ·  Flag as inappropriate

    A very good Idea!
    And plz find a way to simplify the general look of the mails.
    Just to set up each templet to all the automatically generated mail takes forever.

    Layout/content separation of sort...

Feedback and Knowledge Base