Brian Leatherman
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143 votes
We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.
As a first step, we suggest to redesign how level change is working and add prorating there:
- Level would be changed immediately, as now - Remaining portion of old membership level payment will be applied to new level - For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications: - Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal…Brian Leatherman
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178 votesBrian Leatherman
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123 votesBrian Leatherman
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I just watched the webinar on the new email editor and I'm very excited about it. I can't wait for those editor improvements to get pushed out to other areas of the system. One thing I was really hoping it would have (but it didn't) is a gadget to automatically bring in upcoming events into an email. Almost all of the emails we send to our members are regarding our upcoming events, so it would be nice if I could have a gadget (similar to the "Upcoming Events" gadget in the website editor) that would automatically display upcoming events. The person composing the email could set a number of events or an upcoming time frame or a type of event (event tag) that they want to display in the email. Then the events could be shown in a list in the email with links to the event pages. Please consider adding this feature. Thanks!