Generating membership cards and certificates
Membership certificates/cards can be produced by running a search, exporting records and using something like MS Word mail merge
Ability to directly setup in the system layout and fields for membership certificates/cards and then to print them using common label formats.
Details about specific desired formats/layouts/label sizes would be appreciated.
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.
Kim Skimmons commented
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 email@example.com.
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 Murphy commented
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.
When will this first step be live..
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)
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 McMahon commented
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.
I currently Photo shops business card maker to make out the 400+ cards each year
We have implemented this functionality as an extension to the standard Wild Apricot profile by integrating with the webmerge.me API to generate dynamic PDF files. I can demonstrate this to anyone interesting in seeing it in action using a sample PDF certificate. Any image can be integrated into a PDF. While we wait for WA to create this feature, we can implement this for you today. Let me know if you would like to know more.
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.
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 Pluff commented
membership cards subscribers can print from their account, and/or ability to email a membership card
Dave Glotzbach commented
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 Kerr commented
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.
Would love to see an automatic e-card in confirmation reply to new and renewing members. Please! !!!
David Galson commented
membership cards with database fields
User can only view/print their own card
Admins can see all
Very helpful. Ideally printed quality paper certificates and plastic membership cards to be sent directly to member with their assigned membership number (customisable info for both with company logo)
Arron Mansika commented
enable us to provide our members with a membership card with a unique magnetic strip so we can swipe their card at check in for events. Similar to what many gyms and recreation centers do.
Steve M. commented
There is the concept of 'badging' (which is not preparing a printed badge to be worn at an event). Badging is the insertion of a graphic image onto a member's profile so others can see their "credentials" whether it be a level of participation volunteerism, etc.
ISSRT Headquarters commented
Any movement on the membership card being able to be accessed by the member. Instead of exporting info into excel and printing out. We would really like electronic cards. it is getting costly to mail them out all the time. How close is Apricot in making this happen?