Hi Amy, actually it's easy to send to attendees only by filtering by "checked in" status.
I'd like to be able to integrate Wild Apricot with any CRM....
Good news on recurring donations: the core is ready. You can make recurring donation and Wild Apricot will charge it automatically.
However we got a bit stuck with management of donations, so we seek for your input here. If you have 5 spare minutes – please check out this prototype and answer a few simple questions. You will help us significantly:
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.
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...
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.
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
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 registrants
when 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.
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 sheet
These 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.
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.
We need this as well, not just for information's sake but because we pay our parent organisation a fee based on how many active members we have on the 31st of March every year.
So far I haven't missed taking a screenshot on the day but...