Andrew Steele
My feedback
87 results found
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11 votes
An error occurred while saving the comment Andrew Steele
supported this idea
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51 votes
An error occurred while saving the comment Andrew Steele
commented
I'm setting up an event and am very frustrated by the limitations of the "guest" feature. For this event, members attend for free, and non-members AND guests of members are $5. Many of our members are couples and are accustomed to registering together, i.e. one person registers both members plus a few non-member guests. Because the "guest" price can only be set to one price, it’s impossible for two members to register on the same order and both attend for free.
Does anyone have a good workaround for this? Requiring both members register separately will confuse our members and throw off our registration packets. We are considering not using Wild Apricot at all for this event because it's too confusing for members. This is very unfortunate, because one of the main reasons we switched to WA was so that we could do event registrations online!
Andrew Steele
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9 votes
An error occurred while saving the comment Andrew Steele
commented
I agree that the linked registration needs improvements so that the list of attendees can be sorted alphabetically by the host's last name, while keeping the host's guests grouped with the host. This is how we like to organize our Will Call List, check-in packets, name tags, etc. It's currently very tedious work in Excel to put it in the correct order. Even when the registration is for a single person, WA should still put their name in the linked registration field so that the whole list can be sorted alphabetically by host's last name.
Andrew Steele
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58 votesAndrew Steele
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2 votes
An error occurred while saving the comment Andrew Steele
commented
I think what Stuart is referring to is being able to include a specific call-to-action "register" button or link for a specific event. For example, when writing a blog post about the event, the direct link to register could be included. Or when putting a blurb on the website home page, a direct link to "Register Today!" or similar could be included. This link would go directly to registering, rather than to the event page. It would be similar to the email macro {Registration_buttons} but wouldn't automatically log the person in.
Andrew Steele
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32 votesAndrew Steele
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34 votes
An error occurred while saving the comment Andrew Steele
commented
I completely agree. Eblasts get reviewed by multiple people. It's a pain to send the email to a select few as a test, and then duplicate it in order to send the final version. Either that or I have to send it to myself as a test, and then forward it on to the others, but this sometimes messes with the formatting.
Andrew Steele
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180 votes
Evgeny Zaritovskiy
responded
Merged together several closely related by meaning ideas – so we can properly resolve them all together, in different live scenarios
An error occurred while saving the comment Andrew Steele
commented
The reply-to field of an eblast currently defaults to the administrator who is creating the email. This means I have to change it every single time I create an eblast, so that it's the main organization's email instead of my personal one. The reply-to field should be associated with the eblast template, so that it customized for different types of mailings.
Likewise, the reply-to field should be customizable for each system email, so that replies to membership emails can go to one staff member while replies to event notices can go to another person, donations replies to yet another, etc.
Andrew Steele
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59 votesAndrew Steele
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29 votes
An error occurred while saving the comment Andrew Steele
commented
This is very important to our organization. We are fairly lenient with our annual members paying late, but don't want them to get free months as a result.
We also prefer all annual members be due on the first of the month after their join date. Setting their renewal to the date they paid throws this off. We can't just use the "specific date" feature, because they get a year's membership starting on the first of the month after they join. We don't want to deal with prorating.
Andrew Steele
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21 votesAndrew Steele
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An error occurred while saving the comment Andrew Steele
commented
This would be useful in other situations too, such as only listing guests for an event registration if there are in fact registered guests. Otherwise it looks like something is missing when the confirmation email contains "Guests:" with a blank afterward. We also have added a middle initial field, which we need to include on some materials, but leaves an awkward double-space for those who don't have this information.
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13 votesAndrew Steele
supported this idea
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13 votesEvgeny Zaritovskiy
responded
This is a known limitation of Wild Apricot. See printing instructions – https://help.wildapricot.com/display/DOC/Printing+in+Wild+Apricot
An error occurred while saving the comment Andrew Steele
commented
I'd like members to be able to print their own invoice so they can mail it in with a check. They may also wish to print a page from the member directory or the details for an event (e.g. driving and parking instructions). Using the browser's print function yields poor results on all these pages, at least in the Whiteboard theme. The text continues off the right side of the page and is cut off in portrait mode. The header takes up a large chunk of the first page. There should also be the option to add a "Print" button to pages. Please revisit the CSS print stylesheets within the themes to ensure they are functioning well.
Andrew Steele
supported this idea
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14 votes
An error occurred while saving the comment Andrew Steele
commented
This is another one of those things that I expected to be default behavior. We have many couples that are both members. It's disappointing that if they register themselves, we won't have an accurate record of member attendance because one will be recorded as a guest.
Andrew Steele
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86 votesAndrew Steele
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48 votesAndrew Steele
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23 votesAndrew Steele
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An error occurred while saving the comment Andrew Steele
commented
This is similar to this Wishlist item: Add Boolean logic to Advanced Search. We are also advocating that Advanced Search allow radio button field searches to have multiple selected. It sound like you want the same thing for dropdowns, which makes a lot of sense. https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825653-add-boolean-logic-to-advanced-search?tracking_code=d9b4a0c59c20d6678d6e539deb74dfc5
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148 votesEvgeny Zaritovskiy
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Old design proposal, not working on it yet and can be changed if we start working on it – https://drive.google.com/file/d/0B0f9kMyQqlBsZ3FQOWRiMERRNkk/view?usp=sharing
An error occurred while saving the comment Andrew Steele
commented
There's a new topic that's similar to this one. It suggests that dropdowns should also allow multiple selected in search, which makes a lot of sense. E.g. If you have a dropdown for states, and you want to find members in set of specific states, you currently have to add a new criteria for every single state. https://forums.wildapricot.com/forums/308932-wishlist/suggestions/15719559-filter-for-multiple-items-within-a-single-advanced
An error occurred while saving the comment Andrew Steele
commented
I concur that a partial solution would be to make searches on radio button fields allow multiple selected. Combo AND/OR searches could be added later if that's more complicated to implement.
An error occurred while saving the comment Andrew Steele
commented
The proposed solution to allow nested criteria would work well for our reporting needs.
I also agree with Walt who posted previously. In advanced search, radio button fields should be treated the same as check boxes. Although the member has to choose only one radio button, admins should be able to specify a single search criterion to select several alternatives (any of selected, all, or none). The proposed solution would allow a workaround by nesting and then listing that criteria multiple times, but is inefficient for this purpose.
An error occurred while saving the comment Andrew Steele
commented
I recently started a trial and was surprised to find the limitations on the Advanced Search logic. To pull a mailing list, I'd like to have a saved search: Any of multiple, but not all, Member Levels AND my custom field Newsletter Preference set to Mail or Email & Mail. We also have a lot of reporting that we have to do, and I'm sure I will run into other instances where this is needed.
Andrew Steele
supported this idea
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24 votes
An error occurred while saving the comment Andrew Steele
commented
While it's possible that what Evgeny suggested is true - that people are unsubscribing from your emails via the unsubscribe link - I too think it's important to name things appropriately for your organization within the Profile pages on the website. There's no direct way to change the text, but here's a workaround. It's not the ideal solution, but it gets the job done. Every theme may be different, but you can use custom CSS to hide the original text and replace it with your own. This example is for the Whiteboard theme. You may have to figure out what the particular CSS selectors are in your theme.
/* Mod: Email Subscriptions Text: "Manual email blasts" */
/*Hide the original text*/
#subscribeToNewsContainer h4 span {
display:none;
}
/* Replace with your text in between the single quotes */
#subscribeToNewsContainer h4:after {
content: 'Newsletter, News & Updates';
}/* Mod: Email Subscriptions Description Text: "Mass emails from administrators, such as newsletters and other important notifications" */
/* Hide the original text */
#idEmailNewsContainer .fieldBody span {
display:none;
}/* Replace with your text in between the single quotes */
#idEmailNewsContainer .fieldBody:after {
content: 'Occasional updates, news, event notices, and the monthly newsletter';
} -
39 votes
An error occurred while saving the comment Andrew Steele
commented
1. What kind of newsletters/campaigns do you have?
Monthly newsletter, event announcement/reminder/thank you for attending, news and updates.2. How often do you send emails via Wild Apricot?
We currently don’t send any emails via Wild Apricot (WA) because we still use Constant Contact (CC). Our goal is to eventually use WA, but I’m not looking forward to the eventual switchover. We send about 2-4 emails per month.3. What is the starting point of creating a recipient list?
In CC, if we want to send to a subset, we typically have that list of emails in an Excel file. It’s easy to import those emails and add them to an Email List or to Tag them with an identifier. CC automatically looks for duplicates. We are then able to add individuals – or multiple individuals using searching and checkboxes next to records – to that Email List or Tag through CC’s interface.In WA, if we want to send to our “whole” list, I would select the custom Members Saved Search I created for “Email List.” This includes criteria for two custom fields and one WA system field: Newsletter Preference (set to any of: “Email and Mail” or “Email Only”), Do Not Email (set to none of: “Individual Requested” or “Bad Email” or “Organization Requested”), and Email preferences (set to none of: “Email delivery disabled”). Although I just realized that I can’t use this to then send to a subset who have attended an event, as I’ve set it up as a Members Saved Search and not a Contacts Saved Search...
I would like to be able to send “Thank You for Attending” type emails to those who attended an event. Rather than email all event registrants, I would like to be able to email only those who checked in. I can’t find any way to do this in the system.
See my answer to question #5 for more on recipient lists.
4. What parts/modules of the system do you usually send emails from?
We don’t currently send any of the WA automatic emails (which were a real pain to hunt down and turn off!). Our member self-service area is not fully prepared yet. Eventually we would like to send membership renewal notices and event reminders through the system. It would be nice to actually be able to fully customize these emails – not just the text, but the HTML too, like is possible for the email blasts. Until that becomes available, we’ll likely only use WA to send our 2-4 email blasts per month from the “Emails” section of Admin.5. What are the pros and cons of the current "add recipient" dialog?
We need a way to add “recipients” plural at one time (how about some checkboxes next to records?). And we need a way to save custom lists that have had recipients added to or removed from them. This is important to store exceptions to a Saved Search. There’s currently no way to create a custom saved list that is not based purely on search criteria. This equates to adding/removing recipients every time you’re trying to target a particular group.Rather than just pulling from the Contact and Member Advanced Searches (although those can still be included as options), it would be nice to have “Email Lists” to keep this separate and organized. Members could be added to Email Lists on an individual basis, or by an Administrator adding all of those from a search to the Email List.
If the Administrator allows it, the members from their profile could then opt to add or remove themselves from various interest lists. For example, an animal rescue organization may send out emails about cats and separate emails about dogs – the member could choose which email lists to be on: dogs, cats, both, or neither. Allowing each individual Email List to have the option “For Administrator Use Only” would still allow for Email Lists that the Admins don’t want the members to have control over.
Right now, the only way to achieve this is to have a custom Contact Field called Mailing List that is a checkbox field, but even this isn’t a great solution, as the items can’t be shown/hidden on an individual basis. And then, in order to actually email those folks, a custom Saved Search has to be made for each selection on that checkbox list…not very user-friendly. Plus, the settings for the member to change their preferences would be under the member’s main profile tab, instead of the “Email subscriptions” tab…again, not user-friendly.
Other
Please allow better customization of the “Email subscriptions” tab of the member profile. Our organization doesn’t use forums and I don’t want members to be able to opt in/out of event reminders, just emails in general. I also wanted to change the text of the “email blasts” line (our members may not know what this means). I’ve accomplished these changes with CSS, but that’s not an ideal solution; if anything changes this gadget in an update, I’ll have to revisit and ensure everything is still hidden and altered appropriately.Thank you for your time and consideration on these matters!
I agree that guests of a main registrant should have all the original ticket options that the main registrant does. Or preferably, admins should be able to choose which ticket types are available to guests of the main registrant type.
Case A: Senior/Child/Military/etc. pricing, such that each guest might have a different price.
Case B: Member vs Non-Member Price - such that multiple members and non-members can register on the same order and each be priced appropriately. Currently, members have to register completely separately if the guest price is different than the member price (i.e. a member cannot be registered by another member if the guest price is different than the member price; it will charge the 2nd member the guest price).
Case C: Add branching logic - e.g. the main registrant is Exhibitor, and that opens up "guest" ticket types of Professional Saturday Badge, Professional Sunday Badge, etc. at different prices and quantity limitations.
The word "guest" needs to be modifiable too. In some cases, "register additional attendees" or other language may be more appropriate. "Guests" tends to be associated with "non-member," which isn't always accurate for "guest registrations" by the main registrant.