3395 results found

1. 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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2. 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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3. 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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   8 comments  ·  Contacts  ·  Delete…  ·  Admin →
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4. 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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5. 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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6. 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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7. Ratings and Reviews

   Is the option available for members to comment and rate/rank
   
   * blog posts
   * business ads
   * forums
   * events
   * members

   This would be so useful and my our community more dynamic.

   Thanks!

   16 votes

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   14 comments  ·  New features  ·  Delete…  ·  Admin →
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8. 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… more

   5 votes

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   5 comments  ·  Forums  ·  Delete…  ·  Admin →
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9. 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

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   14 comments  ·  Contacts  ·  Delete…  ·  Admin →
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10. 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… more

    11 votes

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    15 comments  ·  Contacts  ·  Delete…  ·  Admin →
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11. 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… more

    7 votes

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    3 comments  ·  Events  ·  Delete…  ·  Admin →
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12. 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… more

    10 votes

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    9 comments  ·  Members  ·  Delete…  ·  Admin →
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13. 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… more

    20 votes

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    9 comments  ·  Online payments  ·  Delete…  ·  Admin →
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14. Batch update of contacts or members

    As an administrator I would find it really helpful to be able to make bulk changes online. Two reasons:

    1. Import/export is clumsy, and foces me to use Excel's interface, which I find quite awkward.

    2. There is no "lock" on the data while I am changing it. Members can change data while I am making changes to the exported file.
       To give an idea of the sort of problems #2 generates: if I do an export and a member comes along and changes his/her data while I am playing with the exported file, then there's a problem. The way that WA seems to handle this is by generating an error on reimport. I now have to download the error file to see what the error is (since of course I don't know what caused the error -- as a separate request, I'd really like it if these errors were shown live on the webpage), make the fix or export yet another file, make my changes all over again, and re-import -- hoping that no further changes were made so that I don't have to go through the process yet again!

    As a side note, the advanced search feature is fantastic! If bulk changes could be incorporated into that, I'd be very, very happy.

    As an administrator I would find it really helpful to be able to make bulk changes online. Two reasons:

    1. Import/export is clumsy, and foces me to use Excel's interface, which I find quite awkward.

    2. There is no "lock" on the data while I am changing it. Members can change data while I am making changes to the exported file.
       To give an idea of the sort of problems #2 generates: if I do an export and a member comes along and changes his/her data while I am playing with the exported file, then there's a problem. The way that WA… more

    62 votes

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    37 comments  ·  Contacts  ·  Delete…  ·  Admin →
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15. Copy membership levels or copy settings to other levels

    Hi,

    As an admin, I would appreciate to be able to duplicate existing membership levels instead of starting from scratch. This will ease the work for example if you have 3 levels (child, adult, senior) which share absolutely all the same parameters except for the price.

    PS: I apoligize if this is already open, I just couldn't find it. I also apologize if this is possible, but I haven't yet found how.

    32 votes

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

    Updated title to reflect that it’s not just about levels copying – which is about adding new levels, but also about copying of (some) settings from one level to some or all others

16. Fast registration or Simplify buying registrations to multiple events or multiple registrations in one event

    At the moment, it is not possible to register for multiple events at the same time, or link to the next event after registering for one event on Wild Apricot. This functionality would have been extremely helpful for a recent conference for Children's Hospital that we set up through you...would it be possible to add this feature?

    (Malcolm de C) I represent two organisations where the ability to register for multiple events in a single visit would encourage more to registrations and reduce the burden on central administrators who are often asked to register for multiple events on behalf of members.

    Perhaps from the List view of upcoming events it might be possible to add a check box to the dialogue box displaying the summary of the event. If there is then a general registration button that looks for all 'checked events' could it be possible to take the user through all 'checked' registrations. The problem, I believe, is always having to find your way back to the event list following each registration - not easy for everyone!

    At the moment, it is not possible to register for multiple events at the same time, or link to the next event after registering for one event on Wild Apricot. This functionality would have been extremely helpful for a recent conference for Children's Hospital that we set up through you...would it be possible to add this feature?

    (Malcolm de C) I represent two organisations where the ability to register for multiple events in a single visit would encourage more to registrations and reduce the burden on central administrators who are often asked to register for multiple events on behalf of… more

    •  

    • 

    372 votes

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    176 comments  ·  Events  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    I merged another very similar thread into this one, they should be solved together – the registration to multiple events should be simple and fast if possible. There are a number of suggestions in comments on how to achieve this.

17. Make Member Since field available in Member Directory

    See note below. Our members would benefit to learn when everyone become part of our organization. It offers continuity and a since of longevity. I contemplated just creating a field, but that was too easy, so I decided to add this to the wishlist to see if others agree and it would save me the time to create the field and maintain it since it is already a system fields. Do all of you agree?

    Albert,

    Unfortunately it is currently not possible to show the Member since system field in the member directory http://help.wildapricot.com/display/DOC/Member+directory . If you could post this request in our wishlist http://forums.wildapricot.com/forums/308932-wishlist forum then we can gather feedback from others as well and gauge the need for this functionality

    Regards,
    Jim Sympathy, Fluid Apricot

    See note below. Our members would benefit to learn when everyone become part of our organization. It offers continuity and a since of longevity. I contemplated just creating a field, but that was too easy, so I decided to add this to the wishlist to see if others agree and it would save me the time to create the field and maintain it since it is already a system fields. Do all of you agree?

    Albert,

    Unfortunately it is currently not possible to show the Member since system field in the member directory http://help.wildapricot.com/display/DOC/Member+directory . If you could post this… more

    19 votes

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    11 comments  ·  Members  ·  Delete…  ·  Admin →
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18. Logout button for widget mode

    My site is http://cityfitlist.com/.

    I currently use the widget feature for members/profiles.But how do I add a log out without making the member go to their profile,scrolling down to find it?

    Also,I want to add a retricted access page for a certain level of members using the "widget box" but don't want the links from the wildapricot site to pop up too.

    10 votes

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    3 comments  ·  Widgets  ·  Delete…  ·  Admin →
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19. Simplifying embedding videos

    I've started putting video on our website, and I have to go into the HTML and embed the code. This can be a pain when I don't know HTML almost at all, and the code from youtube looks different than some other site's code. In fact I did try to put a video up, and the section of the site was blank for a bit, till I got help from Chris at Nicasio.I also had problems putting video in the blog section.

    So it would be most helpful to have some tools to more easily embed audio/video files. You really shouldn't have to go into the HTML to do it.

    Thanks.

    I've started putting video on our website, and I have to go into the HTML and embed the code. This can be a pain when I don't know HTML almost at all, and the code from youtube looks different than some other site's code. In fact I did try to put a video up, and the section of the site was blank for a bit, till I got help from Chris at Nicasio.I also had problems putting video in the blog section.

    So it would be most helpful to have some tools to more easily embed audio/video files. You really… more

    29 votes

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    11 comments  ·  Website / Content  ·  Delete…  ·  Admin →
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20. Task list for Organizations

    Current behavior:
    All organizations have tasks tied to recurring deadlines (pay taxes collect dues, etc). Specific people need to be apprised and reminded of these deadlines, and need to have the ability to designate the task as having been completed. At present, the system provides no way to assign and follow up on these tasks.

    Desired behavior:
    A task system that allows administrators to create a list of tasks and define due dates, recurrence, and either a member or a group with member(s) assigned to it to complete the task. Alerts can be sent to the member/group as the date approaches, or if it is not completed. When the task is completed, it can be checked off and all dates on it are reset.

    Note:
    1) Any system like this could grow and become very powerful, but also very confusing. What would be the most basic, yet still useful, aspects of the behavior for you?

    Current behavior:
    All organizations have tasks tied to recurring deadlines (pay taxes collect dues, etc). Specific people need to be apprised and reminded of these deadlines, and need to have the ability to designate the task as having been completed. At present, the system provides no way to assign and follow up on these tasks.

    Desired behavior:
    A task system that allows administrators to create a list of tasks and define due dates, recurrence, and either a member or a group with member(s) assigned to it to complete the task. Alerts can be sent to the member/group as the date… more

    22 votes

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    17 comments  ·  New features  ·  Delete…  ·  Admin →
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