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Generating membership cards and certificates

Current behavior:
Membership certificates/cards can be produced by running a search, exporting records and using something like MS Word mail merge

Desired behavior:
Ability to directly setup in the system layout and fields for membership certificates/cards and then to print them using common label formats.

Notes:

Details about specific desired formats/layouts/label sizes would be appreciated.

368 votes
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    Dmitry ButerinDmitry Buterin shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    Thanks to all who commented here and participated in our UX test. We analyzed all comments and feedback and started development of this feature.
    This thread contains a lot of comments and requests and changes look pretty huge, so we decided to ‘eat the elephant’ bit by bit.
    The first step will be implementing membership cards for new / renewed members. Administrators can create the card and publish it in the member profile automatically so that members could download and print it.

    157 comments

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      • pbyers7pbyers7 commented  ·   ·  Flag as inappropriate

        Ability to provide an membership card, including when membership expires, that can be displayed or printed or emailed when requested by a member. This should be provided for all members in the DB, not just for new or renewing members.

      • Adam FrostAdam Frost commented  ·   ·  Flag as inappropriate

        Automatic certification (PDF) file
        - can be emailed to members when they sign up
        - or better, can be viewed by the member online at any time; and they can send a link to others for purpose of evidence of membership

      • Jason FreshlyJason Freshly commented  ·   ·  Flag as inappropriate

        Does this thread include the ability to issue a website badge members can stick on their website? Possibly coded to their profile page on the website or at least the site in general.

      • AlexSirotaAlexSirota commented  ·   ·  Flag as inappropriate

        Just wanted to let everyone know we've created an automated system using the Wild Apricot API that:

        1) checks your membership status and if active let's you generate a digital certificate/wallet card/etc

        2) a separate custom system extracts ANY information from a member/contact profile

        and

        3) routes it to a system called WebMerge.me that will auto merge the Wild Apricot data into one or more PDFs.

        This is a 100% self serve system that does NOT require ANY administrative access to use. Your members use their logged in profiles to generate their own secure, unalterable digital documents.

        You can use a custom design, Word, PDF or PowerPoint template for the input and all files are generated as PDF. They can also be automatically emailed with custom messages and attachments.

        The use of the Wild Apricot API is key for this solution, and unlike other custom solutions that require manual work this one is 100% self-service.

        Here's a video of the process:
        https://www.dropbox.com/s/udep97ccibe5eag/How%20to%20generate%20a%20certificate%20in%20WA.mp4?dl=0

        Please contact us for more at sales@newpathconsulting.com

        Stay well!

      • Kim SkimmonsKim Skimmons commented  ·   ·  Flag as inappropriate

        I have a very nice solution for this that allows you to automatically (1) generate certificates/cards, (2) save each as a separate PDF file, and (3) automatically email them to each member. If interested, contact me at kim@sisterwebs.com.

      • Team AstraAdminTeam Astra (Membership features, Wild Apricot) commented  ·   ·  Flag as inappropriate

        Dawn, we just start the development and unfortunately don't know when it will be released. Our nearest release will be in a month, without this feature. Probably the next one, in summer.
        We will post the update here as soon as it will know.

        Katya, Astra crew
        Membership management features @ Wild Apricot

      • Dawn MurphyDawn Murphy commented  ·   ·  Flag as inappropriate

        Is there an ETA on this feature? Our membership renewal is June 1 and would love to be able to generate new membership cards this year.

        Thanks!

      • zachzach commented  ·   ·  Flag as inappropriate

        It would also be great if these could be used to track CEUs or a certification that is in addition to membership. And tracking expiration dates with email reminders would be even better! (I apologize if this has already been said)

      • dssccsfadssccsfa commented  ·   ·  Flag as inappropriate

        We use a 3" x 4" card that we print in bulk avery stock and then have to cut an mail thousands of these every year. The holy grail for us is having the member receive access to the new badge after payment is made and be able to print them. We would need to be able to design the card and put elemets like Membership type, Name, member number, classification along with a background photo and possibly the member photo (currently we don't have member photo). We would want to customize font size. All of our members must wear the badge on property. We use electronic cards to control access that are bulk enabled/disabled after our yearly renewal deadline, so the card is only used for ID.

      • Margaret McMahonMargaret McMahon commented  ·   ·  Flag as inappropriate

        We do an export after adding each new/renewed member to a 'needs card printed' group, then save the export to a specially formulated Excel spreadsheet. The printer reads from this and we print onto plastic cards pre-made with our club information, logo, etc preprinted. Zebra card printer ZXP series 3. The mailing labels have to be done via mail-merge to Word and printed via our office printer on 3x7 label sheets. All a long process and prone to falling over when changes are made and formulas lost. The card printer we use isn't very good and the ink finish is scrappy, so open to a quicker, easier option. We have to print over 3700 per year.

      • lken_50lken_50 commented  ·   ·  Flag as inappropriate

        I currently Photo shops business card maker to make out the 400+ cards each year

      • TabathaTabatha commented  ·   ·  Flag as inappropriate

        I currently send every member a credit card type membership card. It is printed on a Fargo DTC1250e and the ability to export or print direct to my machine would be extremely helpful. Every time a member renews or signs up they get a member card.

      • AlexSirotaAlexSirota commented  ·   ·  Flag as inappropriate

        This is a feature I have been doing some thinking about recently. There are really lots of use cases for the ability to generate a dynamic document. It's essentially a riff of the email personalization feature, except instead of an email you are personalizing a PDF document.

        A product called webmerge.me is available to be used for this purpose and accepts API calls. So in theory it would be possible to create a Google Spreadsheet that downloads WA contact data via API (or just export/import) and then use WebMerge API to generate PDFs in batch outside of WA. This is something I have been working on using Google Sheets.

        The general application of such a PDF generation capability could be built into the product on the admin first to essentially allow admins to generate pre defined PDF files much like webmerge does it.

        I think self service is an interesting idea, but I would vote for having this be doable in the backend first. Once the general PDF-merge engine was available, it can be used in a variety of ways.

        Coupled with the email notifications the feature could be extended to fire off email notifications attached with the PDF file to members.

        One note: it is a must to be able to merge some unique ID (WA user ID) or some user defined counter into a certificate. That way this information can be used to validate a certificate. It can also be used for other processes like creating swipable plastic cards which would be done with the generated PDF files but then outsourced to the printer of the cards.

      • Barbara PluffBarbara Pluff commented  ·   ·  Flag as inappropriate

        membership cards subscribers can print from their account, and/or ability to email a membership card

      • Dave GlotzbachDave Glotzbach commented  ·   ·  Flag as inappropriate

        We print badges for each meeting from the registration list. To be able to do this through the web site would be a true time saver.

      • Debborah KerrDebborah Kerr commented  ·   ·  Flag as inappropriate

        I'd like to add - when producing / exporting / printing Membership Cards, I'd like to include the member's Profile Photo.
        We use membership cards as IDENTIFICATION cards - so we need to produce a credit card sized card containing their name, details and photo.

      • RhondaRhonda commented  ·   ·  Flag as inappropriate

        Would love to see an automatic e-card in confirmation reply to new and renewing members. Please! !!!

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