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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.

377 votes
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Dmitry Buterin shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
Resolved  ·  Team Membership responded  · 

Hello, dear supporters!
This suggestion has accumulated many votes over years and is one of top 3 in “Members” category.
We’re happy to announce that the Membership Card is now ready for your use! Some of you already participated in beta-testing of this feature and using it already. We really appreciate your participation, time and feedback.


As all big threads, this one contains several suggestions. Some of them are covered in the release, some are not. Let’s jump into it.

What released: Members can download and print membership cards using the design you create with the templates provided. Once you design and publish your card, members can view, download, and print their cards from their member profiles.

What is not covered yet:
- Membership certificates https://forums.wildapricot.com/forums/308932/suggestions/8825803
- Certificates for attendees https://forums.wildapricot.com/forums/308932/suggestions/19171474
- Ability to put Barcodes or QR codes on the card. We are conducting technical analysis of this update. https://forums.wildapricot.com/forums/308932/suggestions/31925269
- Bulk printing or printing on plastic by using templates, like Avery, etc. https://forums.wildapricot.com/forums/308932/suggestions/31929016
- Including the card right into email templates. To notify members about the card administrator can email a link to the membership card by including the {Profile_URL} macro

And… What will be released very soon:
- Ability to put member photo on the card
- Administrator will see the card on the membership tab of specific member, to check it or print it

Check our help page for more details https://help.wildapricot.com/display/DOC/Membership+cards

We hope you’ll like it. Please leave your feedback anytime by email, by using in-product feedback form and use Wishlist for sharing your new suggestions.

Thank you for your patience!

Have a great day!


Katya, Astra crew @ Wild Apricot

159 comments

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  • Ziwc commented  ·   ·  Flag as inappropriate

    Another vote for this. We love our new WA website, but terribly miss the automatically generated sheets of address labels and name tags that our old website provided. Having to use Word Mail Merge is a nightmare for our members who are not very computer-literate.

  • sabobird commented  ·   ·  Flag as inappropriate

    I just tried Gordon's workaround with a much larger format, a letter-sized certificate. Using Thunderbird 5.0 and a color HP LaserJet, the certificate appeared by itself on the second page of the e-mail, making it easy to print. When a colleague using Thunderbird 6.0 and an HP inkjet tested it, the certificate was split between pages.

    The project is a major fundraiser, and it's critical that we get it up and running before the gift-giving season hits. If there's a way to add a hard page break to the HTML code for e-mails, I might be able to make this work temporarily. Otherwise, I'm stuck with looking for another service to make this happen.

  • Gordon commented  ·   ·  Flag as inappropriate

    Richard -

    Now sure what you are doing but mail/merge allows complete flexibility in fonts, line spacing, etc.
    * Export names from WA to Excel
    * Save Excel file as a text file.
    * Open MS Word ->Tools -> Letters and Mailings -> Mail MergeFollow the steps to create your labels. There are several steps involved but there are lots of web sites that provide Mail/Merge help if you need it. Once you've created the labels you can save the Word file and reuse it with a new name file whenever needed.

  • Richard Wells commented  ·   ·  Flag as inappropriate

    Gordon - Your solution sounds workable for many organizations. We did the export via Excel and mail merge in Word to create 4 dozen name badges. BUT, the default font and font size (not sure if it is an Excel or Word default) was not acceptable so I had to manually change each name badge. And because we wanted the Name in a larger font than the other information, the option of "select all" was not available.

    All that to ask this. Does your fix give you font control or is it also a WA system default only?

    Richard

  • Richard Wells commented  ·   ·  Flag as inappropriate

    I have to agree with the other members. A membership card or certificate is something we all do annually and it would be nice to eliminate the current multiple step work around. Similarly name badges are something we produce 6+ times each year. Our preveous product (iMIS) could do this directly from the database w/o the export step. This is the only feature I miss after moving to WA.

    If you ask Avery or another lable company what is the most popular name bage size, I would be willing to move to that size. As others have stated the name badge needs to print name, title/company, city for name badges. The certs should be an option of 2 sizes, letter size (8.5 x 11") and wallet card.

    Richard

  • Gordon commented  ·   ·  Flag as inappropriate

    I've been using a simple solution for this membership card issue for some years now. I simply embedded the membership card in the membership confirmation email that the system sends back to the member at sign up and renewal time.

    I just built a table with a dashed line outline and added a logo and the text and macros to personalize the card. Works perfectly. In my case I choose to print real membership cards every couple of weeks on business card stock using MS match/merge and they replace these email versions but the email version looks identical to the final product.

    There is no reason why the same trick would not work for event confirmation emails so event attendees can print their own ID badges.

    Member since: {Member_Since} Expires : {Member_Renewal_Date}

    Member: {Contact_First_Name} {Contact_Last_Name}

  • Women's Club commented  ·   ·  Flag as inappropriate

    Hi,

    Are you making any progress on this? Any idea of a time-line?

    Many thanks and have a nice day,

    Nicole

  • Dmitry Buterin commented  ·   ·  Flag as inappropriate

    Sorry to hear that. We understand the importance of your request - but we do have to balance this out with all the other requests in our pipeline.

  • KStompor commented  ·   ·  Flag as inappropriate

    I started this post over 4 years ago and have as of Feb 2011 have cancelled BOTH my website plans.I have been with WA for over 5 years but after 4 years this was a business deal breaker.

    I have to know that my business can grow with the support of the web providers..Since it could not I simply had to move on as certificates are a must for my members.

  • Dmitry Buterin commented  ·   ·  Flag as inappropriate

    Just to confirm, you are talking about adding a function to Wild Apricot to generate printable mailing labels, correct?

  • JanParrish commented  ·   ·  Flag as inappropriate

    I want to use membership management for my only database, but cannot use it to print out mailing labels. So, I must maintain membership in a duplicate excel file. What a waste of time!

    PLEASE consider a way to export the membership database into a printable file.

    THANKS!!!!

  • Meagan commented  ·   ·  Flag as inappropriate

    PLEASE let us know when you plan to roll out this feature or any updates you have about the delay in creating it. It seems it has been in the hopper for a while now. I know that there are many posts and requests for this... we have been waiting with our fingers crossed for over a year..... any news on when/if this will become the newest exciting feature you roll out?

    We just need something simple to prevent us from having to print and mail membership cards each month.

    Name
    Organization
    Date of renewal

    Meagan

  • jasonj commented  ·   ·  Flag as inappropriate

    I'm back. I just hand printed 100 membership cards and mailed out about 50 of them. What a drag.

    You should figure out how to include membership cards in a pdf or something that a member can print out themselves and then make that be a community or above level feature. That would make me seriously figure out how to get my lil 'ole club to pony up for the next level... Thats $300 bucks right there! Who else is in? *grin*

    -jj (a very happy wa customer that just did their first ever paypal integrated membership renewals for a lil bitty 110 member club. I touched paper 12 times this year as opposed to the 110 times last year. Very happy customer with happy members)

  • Dmitry Buterin commented  ·   ·  Flag as inappropriate

    A relevant comment received from a user:

    "..1) would be kind of like the membership certificate, but would be automatically generated in a PDF form as soon as a member is confirmed, and then would be automatically emailed. It would be nice if there could be even 2 or 3 of these documents that were possible (we'd use it for a membership certificate, membership card, and other items as they come up). 2) additional attachments--instead of having a pages-long email, having a PDF we would create and upload, and that would be sent to members (or certain levels of members) when they join...."

  • jasonj commented  ·   ·  Flag as inappropriate

    +1 (I just posted elsewhere - membership badges is what i really need)

    -jason

  • omtaexec commented  ·   ·  Flag as inappropriate

    We would LOVE this feature, especially for certificates/member verification. What would be best for us would be a landscape format, choice of some simple borders, ability to upload/use/position our logo, ability to upload/use/position the organization president's signature (or other official), and then have a choice of fields to include (as determined by an administrator, not a user).

    Additionally, it would be fantastic if this was available for events so that those who were present could later download their certificates for proof of attending (we do continuing education events for licensees that need the information for license renewal through a state agency). This would, for us, require some sort of attendance roll sheet (so that someone who registered for an event, but did not attend could NOT print a certificate).

    If you were doing labels, a 2x4 (Avery 5162/8163) and/or a 1x2 5/8 (Avery 5160/8160) would meet our needs.

    I'm not sure if there's a way to control print settings so that only the certificate portion of the web page would print. If not, a one-click export to PDF and email to member's address on file would be great.

    Thank you for considering these! It would be SO helpful to our organization and very beneficial to our members.

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