3369 results found

1. Tracking message sent to registered members from visitors

   "Send Message" feature is great feature that we requested for about a year and we eventually got it this August. Thanks very much for that!

   Now we are looking for an additional feature to that:

   We really want to track how many visitors ahve sent message to our registered members - we want to track the lead that our website generated to our members - a number to attract more new members for sure.

   When visitors send message to the member, we would like to receive a copy of the message - it's that simple.

   We think most of WA websites will need this feature too.

   Please put this on your to-do list.

   Vote for this feature if you want to track the leads that your website bring to your members!

   "Send Message" feature is great feature that we requested for about a year and we eventually got it this August. Thanks very much for that!

   Now we are looking for an additional feature to that:

   We really want to track how many visitors ahve sent message to our registered members - we want to track the lead that our website generated to our members - a number to attract more new members for sure.

   When visitors send message to the member, we would like to receive a copy of the message - it's that simple.

   We think most of WA… more

   5 votes

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   5 comments  ·  Members  ·  Delete…  ·  Admin →
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2. Installments / Payment plans for events and memberships

   Could Wild Apricot users offer their members an introductory trial rate for, say 30 or 7 days, followed by, say quarterly or six-monthly payments to spread the cost over the year?

   That is very helpful during a recession, when many WA website users will find revenue dropping as their members cut back. To be able to spread payments looks very attractive to new prospective members: four quarterly payments of $10 is much easier on the budget than one payment of $40.

   The introductory trial could be free, or at a pro-rata cost for 30 or 7 days. During the trial the member can cancel and either pay nothing (free trial) or pay just the pro-rata cost (low-cost trial). If he doesn't cancel, the next payment kicks in and is renewed automatically for each period chosen.

   So a typical membership trial would look like one of these:

   1. Free 7-day trial. Then $10 quarterly until cancelled.

   2. $3.00 low-cost trial for 30 days. Then $20 every six months until cancelled.

   Could Wild Apricot users offer their members an introductory trial rate for, say 30 or 7 days, followed by, say quarterly or six-monthly payments to spread the cost over the year?

   That is very helpful during a recession, when many WA website users will find revenue dropping as their members cut back. To be able to spread payments looks very attractive to new prospective members: four quarterly payments of $10 is much easier on the budget than one payment of $40.

   The introductory trial could be free, or at a pro-rata cost for 30 or 7 days. During the trial… more

   239 votes

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   176 comments  ·  Events  ·  Delete…  ·  Admin →
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3. Purchase of concurrent subscriptions e.g. have members on multiple levels

   Create an option to allow a member to maintain two or more concurrent subscriptions for a paticular site. This is useful if you running a site and selling a subscriptions for information.

   An exmaple of this is that I run a site that sells repair information. A customer signs up and then can choose to signup for Automotive Repair for $50 or Airplane Repair for $100 or both for $150. We need to keep the infromation and forums seperate and only limited to the actual subscribers.

   My understanding that we can only have levels of a paticular membership, not concurrent memberships.

   Create an option to allow a member to maintain two or more concurrent subscriptions for a paticular site. This is useful if you running a site and selling a subscriptions for information.

   An exmaple of this is that I run a site that sells repair information. A customer signs up and then can choose to signup for Automotive Repair for $50 or Airplane Repair for $100 or both for $150. We need to keep the infromation and forums seperate and only limited to the actual subscribers.

   My understanding that we can only have levels of a paticular membership, not concurrent… more

   114 votes

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   54 comments  ·  Members  ·  Delete…  ·  Admin →
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   AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

   Concurrent membership is not something easy to implement - it would require fundamental redesign of how membership works in WA. However, I have couple of thoughts here that I wanted to hear your feedback on.

   
   

   As I understand, there are 2 sides of the problem: 

   1. Collecting additional dues for services. E.g. Member is associate and board member, so you need to collect both dues.

    - This can be addressed using our extra fields functionality. Maybe it's a bit clunky, but it should work. E.g. setup associate member as primary membership and add extra charge checkbox for being a board member.

    - You can easily filter down any members you need with advances search by that extra field.

   
   

   2. Setting correct permissions on website pages - here there's no workaround we could suggest, but adding permissions based on saved searches seems to feasable option.

   
   

   Am I missing something? Will the suggested approach work for your setups

   Concurrent membership is not something easy to implement - it would require fundamental redesign of how membership works in WA. However, I have couple of thoughts here that I wanted to hear your feedback on.

   
   

   As I understand, there are 2 sides of the problem: 

   1. Collecting additional dues for services. E.g. Member is associate and board member, so you need to collect both dues.

    - This can be addressed using our extra fields functionality. Maybe it's a bit clunky, but it should work. E.g. setup associate member as primary membership and add extra charge checkbox for being a board member.

    - You can easily filter down any members you need with advances search by that extra field.

   
   

   2. Setting correct permissions on website pages - here there's no workaround we could suggest, but adding permissions based on saved searches seems to feasable option.

   
   

   Am I missing something? Will the… more

4. Ability to use date range for date-type fields

   The database column "Renewal Date last Changed" is essential when we need to send out membership cards and other new member items.

   I produce member cards twice a month - once for the first half and then for the last half of the month. Any time on or after the 16th of the month I extract all those with a renewal date of the 1st thru the 15th and then after the first I extract all those with a renewal dated of the 16th thru the 31st.

   Given the current tools, this is a tricky selection that requires two criteria - everyone whose renew date is greater than or equal to the 1st of the month AND less than or equal to the 15th of the month. There is a different set of criteria for the last half of the month. Also, these searches cannot be saved since next month the dates have to be changed to reflect the new month.

   This process would be greatly simplified with a pair of new search criteria :

   Select all members with a "Renewal Date last Changed" between day X and day Y of this month.

   and

   Select all members with a "Renewal Date last Changed" between day X and day Y of last month.

   I would use option 1 on the 16th of the month in the form

   "Select all members with a "Renewal Date last Changed" between day 1 and day 15 of this month."

   and after the first of the next month I'd use option 2 in the form

   "Select all members with a "Renewal Date last Changed" between day 16 and day 31 of last month."

   Users who send out weekly member cards could set up additional ranges for whatever dates they are interested in,

   Also, these searches could be saved and re-used each month since the terms "this month" and "last month" are based on the current date and are always meaningful.

   Gordon

   The database column "Renewal Date last Changed" is essential when we need to send out membership cards and other new member items.

   I produce member cards twice a month - once for the first half and then for the last half of the month. Any time on or after the 16th of the month I extract all those with a renewal date of the 1st thru the 15th and then after the first I extract all those with a renewal dated of the 16th thru the 31st.

   Given the current tools, this is a tricky selection that requires two criteria… more

   3 votes

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   4 comments  ·  Members  ·  Delete…  ·  Admin →
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5. Show event time on Calendar RSS feed

   On the RSS feed for calendar events, the event title shows the date of the event but not the time as in:

   It would be really helpful to show the time too such as:

   or even

   3 votes

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6. Advanced options for event registration types pricing

   We are finding the we would like to have sub-registration items available under main registration types. Hopefully, other will see a need for this. Here is what we are looking for.

   For instance, we set up an event and want to offer a exhibitor only pass as a registration type, however, we want to charge a daily rate for this pass. So similar to how the registration form "multiple choice with extra cost" function works, we would like the registration type to work the same way as follows:
   Exhibits Only Registration (no price listed)

   The user would select one or more of the sub-category items listed. This same logic could be use in many different ways, for instance, a registration type called Full Registration could have a sub-category called student rate and a non-student rate. The possibilities are extensive and would help make the registration process much cleaner.

   Under the current design, we would have to set up three different registration types to get the same options as what we want above. This make the registration process unreasonable because of the excess list of alternatives attendees have to filter through and figure out which one works for them. The only other option under the current design is to set up a "free registration type" and then set up the registration form with a "multiple choice with extra cost" option; hoping the attendee can figure out that because they picked the "free" registration type that they also need to select one of the extra cost options on the next page in the registration process. Really confusing and difficult to figure out under the current design.

   It would be great if the design used for the "multiple choice with extra cost" logic used on the registration form pages could be moved over to the registration type pages so that the same logic could be used to simplify the event registration process. Hope others see this as something they would like to use and we can get this on the roadmap.

   We are finding the we would like to have sub-registration items available under main registration types. Hopefully, other will see a need for this. Here is what we are looking for.

   For instance, we set up an event and want to offer a exhibitor only pass as a registration type, however, we want to charge a daily rate for this pass. So similar to how the registration form "multiple choice with extra cost" function works, we would like the registration type to work the same way as follows:
   Exhibits Only Registration (no price listed)

   The user would select one or… more

   17 votes

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   9 comments  ·  Events  ·  Delete…  ·  Admin →
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7. Display members as a tag cloud using custom fields as tags

   I don't know if this has been mentioned before, but several of my members would like to have their membership searchable based off of certain meta tags that they can define. I would love to see a criteria in the membership profile for member imputed meta tags.

   6 votes

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   4 comments  ·  Gadgets  ·  Delete…  ·  Admin →
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8. Member Certifications / Achievements / Courses

   Hi,

   Great software – life just got easier ;-)

   If you’re looking for new things to add then my suggestion would be something for Achievements/Courses. Basically they would work a lot like events except they go against a “Member’s Achievement History” (new concept).

   So, some of the function points might be:

   · New Functional web page type with a Page Template of “Achievements Calendar”

   o Access to Selected Groups

   · Achievement Settings

   o Achievement E-mails

   § Email Event Triggers (Registration, Approval, Rejection – to Member and/or Mentor/Trainer, Achievement End Date – to Mentor/Trainer)

   · Achievements

   o Add Achievement

   § Registration Types

   · Availability

   o Selected Groups

   § Mentor/Trainer (New)

   · Select Member

   · Register

   o Add to Member Achievement History with Status of Pending

   o Add to Mentor/Trainer Approvals Section

   · Achievement Confirmation

   o On logon and after the Achievement End Date, prompt Mentor/Trainer to approve pending Achievements

   § Approve, update date and status to “Achieved” on Member Achievement History

   § Reject, update date and status to “Not Achieved” on Member Achievement History

   o Logon Links

   § “View Approvals” underneath “View Profile” (only for Mentors/Trainers with Approve/Reject buttons)

   § “View Member Achievement History List” (only for Mentors/Trainers – see Members point below with the ability for Mentors/Trainers to “Save” their own searches, the list would be filtered to only those Achievements that they are a Mentor/Trainer for)

   § “View Achievements” (only for Member)

   · Members

   o Member Achievement History List

   § Allow same functionality as per Member List except Level will be Member Group as opposed to Membership Level

   This would really round out what is already a functionally rich product. Most of the above are just extensions of existing objects, the only really new object is the Member Achievement History.

   Regards,

   Richard

   Hi,

   Great software – life just got easier ;-)

   If you’re looking for new things to add then my suggestion would be something for Achievements/Courses. Basically they would work a lot like events except they go against a “Member’s Achievement History” (new concept).

   So, some of the function points might be:

   · New Functional web page type with a Page Template of “Achievements Calendar”

   o Access to Selected Groups

   · Achievement Settings

   o Achievement E-mails

   § Email Event Triggers (Registration, Approval, Rejection – to Member and/or Mentor/Trainer, Achievement End Date – to Mentor/Trainer)

   · Achievements

   o Add Achievement

   § Registration… more

   79 votes

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   14 comments  ·  Contacts  ·  Delete…  ·  Admin →
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9. Event Registration / Donation form to update contact profile

   I noticed that the contact fields automatically get loaded to event registration forms which is a nice feature and saves the user time when registering.

   I'd like to request that updates made to contact field information by individuals who are "recognized" users of WA be back loaded to their permanent contact record.

   For instance, if someone sees an error in their contact field information (like mailing address) while registering for an event and they update that field (like their mailing address or phone number) while registering for an event, I'd like that change updated to their permanent contact profile record instead of just getting saved with the event record.

   If you add this function, it would be a good idea to add a warning message as they page through the registration form to ask "You have made changes to a profile field, do you want those changes to update your profile?". Then given them a yes or no option. Yes means you allow the update to the profile, no means the change only gets stored with the event registration form as you do now.

   Hopefully other will like this idea and encourage this to be added. I would anticipate that end users would think that an update made while registering for an event would carry back to their permanent contact file record, when in fact it is not. It would be a nice capability. We will see what other say.

   I noticed that the contact fields automatically get loaded to event registration forms which is a nice feature and saves the user time when registering.

   I'd like to request that updates made to contact field information by individuals who are "recognized" users of WA be back loaded to their permanent contact record.

   For instance, if someone sees an error in their contact field information (like mailing address) while registering for an event and they update that field (like their mailing address or phone number) while registering for an event, I'd like that change updated to their permanent contact profile record… more

   82 votes

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10. Need to limit Group Participation field access by membership level

    When editing membership fields, we cannot set the membership levels that the "Groups" field applies to. We can edit any other membership field of type text, and we can say it applies to certain membership levels only, but not for the field that has groups. We have a new membership level that is for "Friends" of our organization, and they are not eligible to join groups. We don't want to mislead them. What to do?

    3 votes

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    2 comments  ·  Members  ·  Delete…  ·  Admin →
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11. Provide reporting on member logins

    I'd like to have the ability to get more data on recent logins. Currently, the dashboard displays "most active members" but I think a "recently active members" feature is equally if not more useful. I'd also like to be able to see more than just the top 5 results for these categories.

    I think this would be beneficial for monitoring campaigns or promotions. Right now we are trying to get members to use the features of our new site or just log in at all, so if we put together a promotional email, for instance, "The top 5 things you can do on the new website" then we could see how many people logged following that promotion.

    We do have google analytics installed, but I think this would be more targeted.

    Also, I'd like to easily see who hasn't logged in recently or at all to target members at risk of leaving our club.

    I'd like to have the ability to get more data on recent logins. Currently, the dashboard displays "most active members" but I think a "recently active members" feature is equally if not more useful. I'd also like to be able to see more than just the top 5 results for these categories.

    I think this would be beneficial for monitoring campaigns or promotions. Right now we are trying to get members to use the features of our new site or just log in at all, so if we put together a promotional email, for instance, "The top 5 things you… more

    245 votes

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    58 comments  ·  Members  ·  Delete…  ·  Admin →
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12. Free trial period for membership

    I would like to offer a free trial access period for all payment levels. Rather like Wild Apricot does, but not necessarily for 30 days. Paypal offer this delayed action payment and it works very well. You can choose how long the free trial period is, and then the payment automatically kicks in.

    Asking people for money upfront puts a lot of people off.

    111 votes

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    48 comments  ·  Members  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    Merged multiple thread into this one. Please, vote (click Vote button) to increase its priority

13. After-Event Materials Link for Presentation Documents

    It would be great if there was a logical place to add a copy of the presentation and any other event documents after the event is over so that members can download them (especially for those members who couldn't attend the meeting). Is there anyway to do this?

    18 votes

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14. Importing from old blogs into WA blog

    We have a blog page on our site. It would be very handy to import all articles from an outside RSS feed. Is that possible already now? Thanks!

    12 votes

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15. Integration with external email systems like Constant Contact, Mailchimp

    Constant Contact just launched AppConnect -- a destination for software providers, and developers who want to integrate or connect an application to Constant Contact. AppConnect gives others access to their web service APIs so they can create tie-ins with their contact and reporting data. Constant Contact gives their service away to many non-profits and chambers of commerce. At present, companies export email lists out of W/A and into Constant Contact. The downside is the extra work involved with moving the data and keeping both data sets up to date; plus the "email history" is being lost from the member's record. The upside is Constant Contact's ability to track deliveries, opens, click throughs, etc. It would be great if it were possible to link the two programs using this new AppConnect capability.

    Constant Contact just launched AppConnect -- a destination for software providers, and developers who want to integrate or connect an application to Constant Contact. AppConnect gives others access to their web service APIs so they can create tie-ins with their contact and reporting data. Constant Contact gives their service away to many non-profits and chambers of commerce. At present, companies export email lists out of W/A and into Constant Contact. The downside is the extra work involved with moving the data and keeping both data sets up to date; plus the "email history" is being lost from the member's record.… more

    97 votes

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    60 comments  ·  Emails  ·  Delete…  ·  Admin →
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16. Provide ability to set group join policy by each group

    I keep wanting to love Wild Apricot. But time after time I run into limitations that truly make no sense to me. I am glad that WA instituted some other way than Member Level to limit access to Restricted Pages. That was way too limiting. But the way Groups work to limit access is an all or nothing affair because of the way Group Participation works.

    Let's start off with an example of various groups you might have in a HOA: Board Member, Volunteer Group, Newsletter, Swim Team, Tennis, etc. Now let's say that you want a restricted page for Board Members only. Well this won't work in the current schema in WA. Because my choices in setting up Group Participation in the Database Fields section are to allow users to opt in to all Groups or to none at all. So if I allow them to opt in to all groups, anyone can make themselves a Board Member and get access to the restricted pages. And if I do not allow each member to opt in to groups of their choice, they cannot add themselves to social groups like Volunteer, Newsletter or Tennis. An admin would have to field requests to add people to groups and that is way too cumbersome. [pulling my hair out].

    I keep wanting to love Wild Apricot. But time after time I run into limitations that truly make no sense to me. I am glad that WA instituted some other way than Member Level to limit access to Restricted Pages. That was way too limiting. But the way Groups work to limit access is an all or nothing affair because of the way Group Participation works.

    Let's start off with an example of various groups you might have in a HOA: Board Member, Volunteer Group, Newsletter, Swim Team, Tennis, etc. Now let's say that you want a restricted page for… more

    37 votes

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    26 comments  ·  Members  ·  Delete…  ·  Admin →
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17. New field type - rich text formatting

    It would be a nice feature to allow the members to bold, underline, italicize and make list using this word processing control for thier descriptions.

    11 votes

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18. Allow Member profile Access Control by Member Level

    Bottom Line: The matrix for controlling "Access to Others" for Profiles is insufficient. Currently the only choices are: Anyone, Members and No Access. We need another layer between Anyone and Members. This way we can use the full functionality of Wild Apricot and control access to information by delineating between the Public/Prospects and all real Members.

    Discussion: What this is about is how Wild Apricot allows us and our Members to control access to the information they provide in their profiles and how they and we control everyone's privacy.

    We have created two member levels:
    *

    Guest
    
    *

    Member

    In order to make use of the full functionality of Wild Apricot, each level is given the status of Active Member.

    We want Guests to be able to freely register on our web site and we want to be able to add them to our e-mailing list. We also want Guests to receive notice of our weekly speaker series. The Guests are in effect prospective members.

    Our organization is run entirely by volunteers and assists experienced professions in job search and job transition. The majority of our Members are unemployed. One becomes a Member by participating in our intensive job search training program which costs several hundred dollars.

    One of the services we want to provide to our Members is the ability to post detailed profiles of their professional experience and job skills. The kind of profiles we want to provide would be similar to those found on LinkedIN. This allows current Members to learn about networking opportunities among one another and it also lets them learn about inactive Members who might be willing to help in their job search. Wild Apricot handles this quite well.

    In addition, we want to be able to afford our Members the option of a public listing. After all, many of them are looking for jobs. The Wild Apricot field Directory Listing Text is just what we need for this and the Public Directory page is made to order for this too. The Member can create a mini-profile promoting their own job search without revealing just the amount of information they feel comfortable.

    We are restricting the profile details available to Guests and we are not placing the Guests on the Public Directory. Again, we can do this with the member level controls currently available.

    So far so good. The problem arises in that we want to distinguish services provided between Members who pay a lot of money and invest considerable volunteer hours and Guests who register for free on the web site to receive notice of our events, etc. Remember our Guests are really members of the public who are prospects and we really don't want to afford them the privileges of Members. But to use the Wild Apricot features we have to give Guests the status Member Active in Wild Apricot.

    So, here is the rub. We created our Public Directory which excludes Guests. We limited the profile available for Guests. Members can write short promotional profiles, if they want, for the Directory Listing Text field. Our Members who have substantial detail available to them for their profiles can control what is seen by “Anyone”, “Members”, and “No Access.” We would hope that most if not all Members would allow access to their profiles to fellow Members. Their only choice to do so is to select the Wild Apricot choice of Member, which really means ALL member levels which have been created, without distinction.

    This means that all Guests who go to the Public Directory and click on any Member name will see all of the profile information that Member has available (which might include phone numbers and addresses, etc). But we DO NOT want Guests to be able to do this.

    (repeating the) Bottom Line: The matrix for controlling "Access to Others" for Profiles is insufficient. Currently the only choices are: Anyone, Members and No Access. We need another layer between Anyone and Members. This way we can use the full functionality of Wild Apricot and control access to information by delineating between the Public/Prospects and all real Members.

    Bottom Line: The matrix for controlling "Access to Others" for Profiles is insufficient. Currently the only choices are: Anyone, Members and No Access. We need another layer between Anyone and Members. This way we can use the full functionality of Wild Apricot and control access to information by delineating between the Public/Prospects and all real Members.

    Discussion: What this is about is how Wild Apricot allows us and our Members to control access to the information they provide in their profiles and how they and we control everyone's privacy.

    We have created two member levels:
    *

    Guest
    
    *

    Member

    In… more

    21 votes

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    10 comments  ·  Security / Privacy  ·  Delete…  ·  Admin →
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19. New admin role - membership manager limited to specific groups or levels

    Hi,

    I'm currently setting up a club membership system on WA and would like to know if it is possible to assign people as admins of a group. Basically we have little mini clubs for our regional members and these are looked after by a local member for that area, I would like that member to have access to only the members in that group and put members in and out and the like. They would also need to be able to email that group and it would be nice if they could manage the web pages associated with that group too.

    if there is nothing like this and others would find it useful I'll post in the wishlist.

    ta

    Hi,

    I'm currently setting up a club membership system on WA and would like to know if it is possible to assign people as admins of a group. Basically we have little mini clubs for our regional members and these are looked after by a local member for that area, I would like that member to have access to only the members in that group and put members in and out and the like. They would also need to be able to email that group and it would be nice if they could manage the web pages associated with that… more

    79 votes

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    35 comments  ·  Security / Privacy  ·  Delete…  ·  Admin →
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20. Transfer attendees between different events

    Our organization has multiple events that have the same content. After registering, some attendees need to transfer to a new date. I'd like to see a simpler way of doing this other than re-registering the attendee manually under the new date and then deleting the old registration.

    44 votes

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    23 comments  ·  Events  ·  Delete…  ·  Admin →
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