CP Rodriguez

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  1. 82 votes
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    27 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    CP Rodriguez commented  · 

    So I think this could be done in WA which is preferred option for us. We could use the email feature of WA to generate a CPE certificate but to do this is would require a few things:

    1) The ability to send an email per Event using an existing template that allows your filter on things like registration status, payments status, etc.

    2) Custom event fields. To generate the certificate I would need event level fields that can be customized and that are invisible to end users to store things like (Presenter Name, Learning Category, Credit Hours, etc.)

    The integromat solutions is WAY TOO cumbersome for most of your users and not a good solution. Plus it requires that we join at least one other service.

    A few of our sister chapters are using a competitor and they are able to do this in their systems.

    PLEASE Tell me you'll look into this. It's to the point that we are considering not renewing and looking for an alternative.

    CP Rodriguez supported this idea  · 
    CP Rodriguez commented  · 

    Another problem with this is it doesnt allow for 'one-offs.' Let's assume that the original email was blocked by the recipients mail server. If it only triggers for the next day how would it be resent. What is someone lost their automatic email. How do i regenerate and send?

    CP Rodriguez commented  · 

    Dmitry, Agreed this is not a feasible option, especially with the recent price increase. I could potentially 'work around' and use WA Email features but would need customizable event fields that I could use to generate emails. (e.g. CPE Hourse, CPE category, etc.)

    CP Rodriguez commented  · 

    Any update on this? I've noticed items with few votes show up on the "Hot" ideas list. Has this been discussed?

    CP Rodriguez commented  · 

    This would be HUGE for us as well. About 99% of the events we hold require us to generate a certificate of attendence as proof for CE(CPE). We currently do this from an export of attendees and generate in PDF form. WE then upload these to our site under files and provide a unique link to each member via a separate mail merge. It would be ideal if we could generate these via WA and have them linked to each members account or event history so they could retrieve them independently.

  2. 18 votes
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    1 comment  ·  Wishlist » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    CP Rodriguez supported this idea  · 
  3. 5 votes
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    2 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    CP Rodriguez supported this idea  · 
  4. 74 votes
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    7 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    CP Rodriguez supported this idea  · 
  5. 18 votes
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    1 comment  ·  Wishlist » Polls / Surveys  ·  Flag idea as inappropriate…  ·  Admin →
    CP Rodriguez supported this idea  · 
  6. 34 votes
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    3 comments  ·  Wishlist » Polls / Surveys  ·  Flag idea as inappropriate…  ·  Admin →
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  7. 34 votes
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    2 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 89 votes
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    10 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    CP Rodriguez supported this idea  · 
  9. 30 votes
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    3 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 39 votes
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    7 comments  ·  Wishlist » Polls / Surveys  ·  Flag idea as inappropriate…  ·  Admin →
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  11. 59 votes
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    4 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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  12. 105 votes
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    13 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  13. 111 votes
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    11 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  14. 146 votes
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    46 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    CP Rodriguez commented  · 

    We currently export event registrants and use Dymo printer to print a label for events. Doing this directly from WA to a Dymo printer with name badge labels would be a great feature.

    CP Rodriguez supported this idea  · 
  15. 448 votes
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    208 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →

    Sorry for the late update.

    The first step was finished and emails can now be carbon copied to contact’s alternative emails. To do so the contact fields which store the alternative emails must be explicitly marked on the email setting page.

    Unsubscribing will unsubscribe all alternative emails simultaneously because they all belong to the very same account. The person clicking “unsubscribe” is warned about this on the unsubscribe page.

    For now we paused the development of this feature. but not for good. :) So I’m changing this wish status back to “collecting comments”.

    Thank you everyone for a valuable feedback.

    CP Rodriguez commented  · 

    For us we do monthly updates of our 'contacts' with a list from our national organization. It would be fantastic if there were a way to use the secondary email to avoid duplicated accounts.

    This would mean we would need to be able to designate a different field to use as a 'match' to determine if the account already exists. In our case it would be our national membership ID. Then the address if different than the one on file would be added as a secondary email

  16. 73 votes
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    17 comments  ·  Wishlist » Integration  ·  Flag idea as inappropriate…  ·  Admin →
    CP Rodriguez supported this idea  · 
  17. 8 votes
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    0 comments  ·  Wishlist » Integration  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 178 votes
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    74 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
    CP Rodriguez commented  · 

    I added this comment under another post relating to generating certificates of attendance but they are related. One of our primary objectives as a professional organization is to provide ongoing education (CE/CPE) to our members. I need to add that this missing element is the one thing that has come up at each of our semiannual board meetings as a reason to consider an alternative to WA, which I"m hesitant to do.

    This [the ability to generate and maintain CPE] would be HUGE for us as well. About 99% of the events we hold require us to generate a certificate of attendence as proof for CE(CPE). We currently do this from an export of attendees and generate in PDF form. WE then upload these to our site under files and provide a unique link to each member via a separate mail merge. It would be ideal if we could generate these via WA and have them linked to each members account or event history so they could retrieve them independently.

    I think personify has some similar functionaliy and APIs. Is this something that the new relationship/ownership could benefit /be leveraged?

    CP Rodriguez supported this idea  · 
  19. 244 votes
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    101 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
    CP Rodriguez supported this idea  · 
  20. 121 votes
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    21 comments  ·  Wishlist » Polls / Surveys  ·  Flag idea as inappropriate…  ·  Admin →
    CP Rodriguez supported this idea  · 
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