Ruthi
My feedback
26 results found
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98 votesRuthi
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83 votesRuthi
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225 votes
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14 votesRuthi
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An error occurred while saving the comment Ruthi
commented
I'd like to be able to integrate Wild Apricot with any CRM....
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366 votes
We're considering to take Donations during registrations/applications into development right now, but during analysis of the feature we ran into an issue where we would love to hear your feedback.
Essense of question: how would you like donations during applications or registration to be processed for offline payments (when your member/prospect decided to get an invoice and pay later)?
Some more details:
We can implement donations during event registrations/membership renewals for online payments - not a problem.
But when we're talking about offline payments, straighforward solution seems to be a bit expensive - we don't have invoices for donations or pledges yet.
So right now we're considering going on with straighforward online payments solution (donation will be added to payment transaction) and for offline payments - just include an invoice memo to buyer to add $XXX to his payment as donation for event/membership he has selected.
This way administrators would…
Ruthi
supported this idea
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71 votes
An error occurred while saving the comment Ruthi
commented
Why not let the admin set fields for finding duplicates? (perhaps with suggestions)
Personally I've found mobile phone number to be nearly 100%.
First and last name are worth a look but not definitive.
There should be an ability for an admin to bring up suspected duplicates and compare and merge if necessary.It would be trickier to spot duplicates 'in real time' when someone is registering for an event with a different email, because of the privacy concerns mentioned below. But at least give the admins the tools.
An error occurred while saving the comment Ruthi
commented
Please, please give us a way to find/merge/remove duplicates. At least on the admin side. Swansea and sysadmin seem to be on the right track.
At the moment I'm trying to do it with our 2500+ contacts by exporting to Excel and finding them there. Not happy...
Ruthi
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35 votes
An error occurred while saving the comment Ruthi
commented
Agree with Randall here.
>Even I am not sure what they're opting out from. From the type of email they clicked on, I suppose, which may not be what either of us intended.
Exactly
it's pretty confusing.
1. At the moment opt-out is silent and we can't really keep tabs on it. We need a notification of some sort and reports.
2. We don't know what exactly they opted out from, and if that's what they really wanted to do. They need to have a choice.
3. It would be really helpful to know why someone opted out if they choose to tell us - do they consider it spam? Are they not interested in event notifications? Do we send to many emails? etc
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47 votes
An error occurred while saving the comment Ruthi
commented
This ability would be very helpful to us as well in a few different scenarios.
#1. (as mentioned by Katrina) Where we have limited space and want people to complete payment before being registered - Yes! Yes please!
We have a continuing problem that people register for events that fill up fast, and then we have to chase them for payment while others are relegated to the waitlist. Specifying "online only" doesn't help as they can simply not complete payment.
In this case we need:
paid = automatically accepted and registered (no screening necessary)
unpaid = pending / waitlisted until paid, **and not affecting the registration limit**. The already existing 15-minute timer could be used.If someone else registers and pays in the meantime and the limit is reached, they're just out of luck and remain on the waitlist unless a space opens up (limit is increased or there is a cancellation).
#2. Where people may be willing to pay (or the event is free) but we need to screen attendees - we could use this as well.
For example, we have a program (it's a series of weekly meetings over the course of a few months) which can take a limited number of people, and the program organiser has to speak to the prospective participants first. If they're accepted the course has a charge, but we can't take money until they've been accepted.
In this case we need:
to have all registrations pending
to accept/reject registrantswhen accepted, either
- register and send notification (for free events) or
- send notification+invoice (for paid), then confirm registration as soon as they pay.when rejected, to send appropriate notification.
We probably need some sort of manual override for VIP's and other special snowflakes :)
Thanks and hoping this can be implemented, have always appreciated your listening to us here.
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30 votesRuthi
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112 votesRuthi
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109 votes
Team Mobile
responded
Hello everyone!
Seeing your activity on this thread we would like to present you with three new templates using the third-party app called “Integromat”. They could help you to:
- Copy an event with registrants
- Export registrations into a Google sheet
- Import registrations from a Google sheetThese need a short one-time setup and then you’ll be able to do the actions above in just a few clicks!
For more info see our blog: https://www.wildapricot.com/blogs/newsblog/2019/04/30/event-registration-integromat
We absolutely understand this is not a solution but more of a workaround for this request, so we won’t close this thread. But feel free to share your thoughts about these templates as well!
Please note, these workflows have some limitations and might not suit everybody. But we hope they will make your life a bit easier.
An error occurred while saving the comment Ruthi
commented
Adding my vote here.
Would like to be able to import either from Excel or directly register according to search results (eg Wednesday Seniors volunteers).
As it is I have to print out a list, go to event, add registrant, search for name, create registration, go back, add registrant.... This gets pretty frustrating when you've got 50 participants.
Ruthi
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107 votes
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62 votes
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239 votes
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9 votes
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215 votes
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10 votes
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62 votes
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21 votes
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9 votes
Hi Amy, actually it's easy to send to attendees only by filtering by "checked in" status.