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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…
79 votes -
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…
82 votes -
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 -
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…
247 votes -
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
Evgeny Zaritovskiy
responded
Merged multiple thread into this one. Please, vote (click Vote button) to increase its priority
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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 -
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 -
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.…
97 votes -
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…
38 votes -
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 -
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…
21 votes -
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…
79 votes -
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 -
Ratings and Reviews
Is the option available for members to comment and rate/rank
* blog posts
* business ads
* forums
* events
* membersThis would be so useful and my our community more dynamic.
Thanks!
17 votes -
Add a Report Post link in Discussion Forum Posts [7490]
I see a Wish List about forum moderation. But I would like to see a "Report Post" link in every post that would allow any reader to report the post to the site owner. Nothing fancy. Just click the link and a message comes up that says "This post has been reported to the site administrator. Thanks for your concern". The admins would then get an email or maybe it would show up in a section in the dashboard that would let the admins investigate any posts flagged by users and then they can decide whether to edit, delete or leave it as is. We have a large user base and hundreds of posts. So It is not feasible for one or even several of the admins to read all the posts and make sure they are in bounds". This lets the users help police the site. This is very common on forums today.
I see a Wish List about forum moderation. But I would like to see a "Report Post" link in every post that would allow any reader to report the post to the site owner. Nothing fancy. Just click the link and a message comes up that says "This post has been reported to the site administrator. Thanks for your concern". The admins would then get an email or maybe it would show up in a section in the dashboard that would let the admins investigate any posts flagged by users and then they can decide whether to edit, delete or…
5 votes -
Ability to set limits to text field entries
Is there a way to limit the characters in a database text field. I want a member lever to have a 500 character description and another member lever to only have a 250 character description. Is this possible?
13 votes -
Search criteria - NOT
We are a new user and have uploaded the member lists from data in our desktop database. Now we need to be sure that all our users have reset their passwords (senior group, some with limited computer skills).
We did find a way to see everyone who had logged in at least once. Admin area > Members > Advanced Search criteria: Last login date. This suited our situation because if they were able to login, that meant they had reset their passwords.
What we couldn’t get, however, was a search list of those who had never logged in. We worked around it by creating a Logged In = Yes or No field and populated it with yes for those who had logged in, then created search on No to find the others. Doable, but requires manual manipulation to keep it up to date.
One solution is to have 'Never logged in’ and ‘Not logged in as of <date>’ in the search criteria choices.
Even better would be a general search feature that excludes the searched records. You have AND & OR - it would be nice to have NOT for all searches.
We are a new user and have uploaded the member lists from data in our desktop database. Now we need to be sure that all our users have reset their passwords (senior group, some with limited computer skills).
We did find a way to see everyone who had logged in at least once. Admin area > Members > Advanced Search criteria: Last login date. This suited our situation because if they were able to login, that meant they had reset their passwords.
What we couldn’t get, however, was a search list of those who had never logged in. We worked…
11 votes -
Customization of event list view - and persisence of selected view
It would be very helpful for administrators to have multiple options for viewing the Event list, including:
* by date/time ascending (next event first)- alphabetical by event name.
We're managing dozens of small events each year and need to have up to six months' worth of events listed at a time. This would help in reviewing/editing upcoming events and in copying lists of events to e-mail messages, HTML newsletters, and text documents. The current reverse chronological order of the list forces me to copy and paste each event individually in order to get them in chronological order.
It's also frustrating that anything I enter in the Event List search box is gone and the entire list restored when I return to the list page after going to the event page I need to edit. Often I need to edit a block of related events, so I have to reenter the same search term in the box over and over until I find them all and get them edited. (Opening the event link in a new tab or window just defaults to the dashboard.)
It would be very helpful for administrators to have multiple options for viewing the Event list, including:
* by date/time ascending (next event first)- alphabetical by event name.
We're managing dozens of small events each year and need to have up to six months' worth of events listed at a time. This would help in reviewing/editing upcoming events and in copying lists of events to e-mail messages, HTML newsletters, and text documents. The current reverse chronological order of the list forces me to copy and paste each event individually in order to get them in chronological order.
It's also frustrating…
7 votes -
Send automatic emails for manual admin actions
This is a relatively minor request but something I find to be a workflow pain. As an admin, when I add a new member to the database the new member activation email does not automatically get sent out to the new member if I set their status to 'Active' initially. I have to add the member in two steps to get the email to go out -- first add them as 'pending', save it, then either go back into their record and record receipt of their payment or change their status from 'pending' to 'active' to trigger the email.
It would be nice if I could just add the member as "Active" and check a box or something when I'm to cause the activation email to go out, all in one step.
I manually entered about 200 new members this way this year b/c our organization has old-fashioned manual registration forms in addition to the online registration and many people prefer the manual form. Each one took me about 2-3 minutes to enter because of the two-step process. It adds up.
This is a relatively minor request but something I find to be a workflow pain. As an admin, when I add a new member to the database the new member activation email does not automatically get sent out to the new member if I set their status to 'Active' initially. I have to add the member in two steps to get the email to go out -- first add them as 'pending', save it, then either go back into their record and record receipt of their payment or change their status from 'pending' to 'active' to trigger the email.
It…
10 votes -
Ability to embed Google Adwords Code to track advertising effectiveness
Google AdWords has a great function that allows you to set up a variety of codes that track "actions".
I am trying to use AdWords to get people to sign up for our annual conference and to join the organization. Both actions require a credit card transaction to be considered a "success".
I understand that I cannot put google code on the shopping cart -- (because WA controls those pages) but I must have some means of tracking the effectiveness of our advertising dollars.
Can you please add a page that I can use that appears right after the point of purchase? Something where we can say "thank you" and put that code right on the page?
Many thanks!!!
Wendy AIIP
Google AdWords has a great function that allows you to set up a variety of codes that track "actions".
I am trying to use AdWords to get people to sign up for our annual conference and to join the organization. Both actions require a credit card transaction to be considered a "success".
I understand that I cannot put google code on the shopping cart -- (because WA controls those pages) but I must have some means of tracking the effectiveness of our advertising dollars.
Can you please add a page that I can use that appears right after the point…
20 votes
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