Walt Bilofsky

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      198 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
      Walt Bilofsky commented  · 

      Thanks for the initial implementation of this in release 5.16: https://help.wildapricot.com/display/DOC/Release+5.16

      But this won't help us merge our husband-wife memberships. Having two emails is the only reason we use bundles for those, and that creates other problems.

      This feature won't help because typically the two people have different email preferences. If they can't individually reduce their email stream from us, members will either read fewer of our emails or else unsubscribe.

      For those who need invoices copied to a financial contact, it would be helpful for that contact not to have to wade through event announcements and email blasts.

      So I hope you'll work on the ability to set preferences for each secondary email.

      And how are you handling unsubscribe in this release? This should be in the documentation.

      Walt Bilofsky commented  · 

      If you're not going to allow the members to set separate preferences for primary and secondary emails, then at least do not let one email addressee unsubscribe the entire account.

      If a secondary email unsubscribes, it should remove "Automatically send copies to secondary emails." It should not unsubscribe the primary email. The unsubscriber(s) should be warned that all secondary emails will unsubscribe from all types of emails, not just the type they are unsubscribing from.

      If the primary email unsubscribes, and there are secondary email(s), they should be told that the secondary email(s) will also be unsubscribed and asked to confirm.

      Walt Bilofsky commented  · 

      Thanks for the redesign, which has a lot in it. It gives us some good tools, and there are obviously complicated implementation issues constraining what you are able to offer. I see one small and one serious problem.

      1. Can secondary emails can receive a type of email and the primary member not receive them? It's important to allow this. An executive might want to receive newsletters but only have his assistant receive event workflow.

      2. The serious problem is the Unsubscribe link unsubscribing all emails on the account.

      Member communication is critical to an organization. Unsubscribe handling must be accurate and not lead to undesired results. As designed, one email recipient can unsubscribe everyone on the account, cutting off all our email communication with the membership. An unsubscribing member is likely to be irritated and in a hurry, so may not take the time to read and understand what they are doing.

      Here's what I suggest;

      Currently clicking Unsubscribe brings up:

      member@org.com - please confirm: do you want to unsubscribe from email blasts?*
      [Submit] [Cancel]

      (* - or whatever type of email)

      Ideally the Unsubscribe link would only unsubscribe that addressee, not other addresses. Let's try to come as close to that as we can.

      The Unsubscribe link should not automatically unsubscribe all email addresses connected to an account.

      If the clicker is the primary address, or is the only secondary address on the account, then no problem, just unsubscribe their one address. This assumes you have taken my suggestion #1 above; if not, then you have to tell them that the secondary will also be unsubscribed unless they make it the primary, and give them some choices.

      If they are one of several secondary addresses on the account, then their Unsubscribe link would give:

      secondary1@org.com - WARNING: secondary.2@org.com shares your email preferences. So it is also subscribed to receive email blasts.
      Do you want to unsubscribe all these addresses from email blasts? [Yes] [No] [Explain]

      No or Explain gives:

      All the email addresses on your account, except for the login email primary@org.com, share the same email preferences. To only unsubscribe secondary1@org.com, you must remove it from your account completely.
      [Edit your profile to make that change] [Go back to unsubscribe all addresses] [Cancel]

      Finally, every email address that is unsubscribed should get a confirming email telling them how to resubscribe.

      Walt Bilofsky commented  · 

      Most of our members are couples (two person bundle). If the Bundle member doesn't want emails, we don't want to force the Bundle administrator to opt out too.

      So in order to make use of this feature, we will have to have two fields - one with the Bundle member's email address for our directory and the other that can optionally be filled in with the Bundle member's email for them to opt into emails.

      We could set this up initially by exporting all the Bundle members who have opted in to emails, and then importing their emails into the new Secondary Email field. (First it would be necessary to switch roles in those memberships where the Bundle administrator opts out but the Bundle member opts in.)

      Initially I filled out the survey (the comment field isn't working) that this wouldn't work for us. But I think this way we can make use of it. (And I'm glad of that because I always agitate for partial solutions soon rather than perfection eventually.)

      Walt Bilofsky commented  · 

      Thanks! One secondary email address would satisfy our club's needs.

      Please provide user profile settings for each email address to separately opt in or out to:

      Workflow emails
      Event announcements
      Email blasts
      Subscriptions

      Walt Bilofsky commented  · 

      It looks like only the primary member (what WA calls the Bundle Administrator) can renew a membership.

      So we have the touchy duty of telling our members (mostly couples) to please renew, but we only consider the husband (usually) qualified to do it. The wives might well find this offensive.

      I hope I'm misunderstanding this. But if not, could you please provide an option for all bundle members to renew?

      Or even better, implement the suggestion https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825614-allow-secondary-alternate-emails-for-members so we can get rid of bundles entirely in our organization.

      Walt Bilofsky supported this idea  · 
      Walt Bilofsky commented  · 

      Katya, yes, my club needs the ability to turn emails on and off for each of the two email addresses, independently.

      But my suggested design gives even more control than that.

      And since it is an extension of an existing setting, it will be familiar to users.

      In our case, we need to create a second member just to have the additional email address. If you implement my design, we could export the existing preferences for the second member, tweak the spreadsheet, and import the preferences back as the preferences for the second email address.

      Walt Bilofsky commented  · 

      Your design says this is intended to cover cases where two people, such as spouses, share a single membership.

      That's our situation. However, in many of our memberships the primary member doesn't want to receive emails, and the secondary member does. Regardless of who gets emails, we want both the primary and secondary members' email addresses in our directory.

      This design does not allow for that.

      Here is my suggested addition to your proposed design:

      Currently each member has the following email preferences on their profile's email settings tab:

      Workflow emails
      Event announcements
      Email blasts

      I suggest that you add a fourth one - Subscriptions.

      Then provide two columns of check boxes, one for the preferences for the primary email address (login) and one for the secondary email address. The secondary address itself would be a system field.

      This separates the question of who is the login email from who gets which emails.

      It also gives the member better control over email flow. For example, an executive may want to receive announcements and e-blasts, but want workflow emails to go only to his or her assistant. My proposal allows that control.

      Walt Bilofsky commented  · 

      @Keith: I like that design. Then we could each name the field(s) appropriately for our organization. For us it would be "Spouse or partner's email," but for another organization it could be "Assistant's email".

      If adding a field type is a problem for WA, a less flexible way to accommodate more than one alternate email address would be to permit a secondary email address field like "tom@aol.com,dick@gmail.com,harry@yahoo.com".

      Walt Bilofsky commented  · 

      Ah, but that's not the only reason. We want the spouse's email in the directory for other members to see and email to her. We want it in the database when we export it to create our printed member directory.

      Of course we could make a separate field for it. But then when the spouse email changes, the member would have to update it in two places, and they would probably not know to do it, or not bother.

      Walt Bilofsky commented  · 

      Evgeny, if I'm understanding this design correctly, it lacks one point of flexibility.

      For our couples members, we need a field for the primary member's email and another for the spouse or partner's email. The spouse doesn't always want to receive copies of emails.

      Under this design, the spouse's email would have to be entered twice, once under "Spouse's email" and then again as this alternate email (if the spouse wanted to receive emails). This is a complication for the member maintaining their own profile.

      Can you enable the secondary email field for all contacts (or all members), but then put a checkbox in the member's profile so each member can decide whether the secondary email address will receive copies of emails?

      This would still not address John Schroeder's issue below, which our club also has, where both people in a couple need their own email preferences and identification. For that, they would both have to be contacts in a bundle membership. Not all memberships would need to be treated that way, although that would create a complication for the admin.

      This proposal would also not address the need for more than two emails for a membership. But it's a good start. Our club hopes it can be implemented soon.

      Walt Bilofsky commented  · 

      We are coming up against a number of limitations in WA in doing our first membership renewal. This is one of them.

      We want to send out a renewal email listing all the contact information for both the member and spouse/partner, so they can update any changes. WA can not insert the bundle member's information into an email sent to the bundle administrator. It's silly to send out two emails, each with one spouse's information.

      The fix is to have one login for the membership, with both the member and spouse/partner's information. And we can do that - except that we need to keep the partner's separate account because of that email address.

      Please accommodate this situation in WA soon.

    • 142 votes
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        Collecting comments  ·  50 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
      • 9 votes
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          Collecting comments  ·  9 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
          Walt Bilofsky commented  · 

          We find the invoices a mixed blessing. The nag popup for events and renewals is useful. We can print out a registration list to use at the door to see who still needs to pay.

          But we don't do our bookkeeping in WA, so it would be helpful to be able to just void out all invoices in an event, or better yet, have them automatically void themselves after the event.

          And please, please - an option to never email an invoice to a member. It's just noise to them, and the more useless emails they get, the less likely they are to read the ones we want them to.

          This goes for both events and membership renewal, although I think there's a way to avoid the email in membership.

          Walt Bilofsky supported this idea  · 
        • 5 votes
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            Collecting comments  ·  6 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
            Walt Bilofsky commented  · 

            One easy way to simplify registration for ALL events would be to eliminate the initial email screen, where the member confirms their name and email address. This is an unnecessary speed bump for almost all member registrations.

            Instead, they should go straight to the registration form. On that form, logged-in members could see a button "Use different name or email" to go back to the email screen.

            And of course if they are not logged in, they still start with the email screen.

            Walt Bilofsky shared this idea  · 
          • 11 votes
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              Collecting comments  ·  0 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
              Walt Bilofsky supported this idea  · 
            • 194 votes
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                135 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                Walt Bilofsky commented  · 

                Searching on "listserv" will bring up this much-discussed feature.

                Walt Bilofsky commented  · 

                The Wishlist is set up for customers to give you input on specific missing features.

                What we lack is a support forum more suited to exchanging tips with each other and with your support staff about ways we have found to use WA and work around issues and problems.

                We've discussed this before, and I maintain it will cost you less staff time in the long run to have their answers visible to multiple customers instead of just the one who asks, and for users to be able to help each other and reduce the load on your support.

                Lacking that forum, I'll do what I can here to free you up for managing improvements. :)

                Walt Bilofsky commented  · 

                Thanks for your response.

                We talk a lot on the wishlist about what WA doesn't have, and the things we need to work around, but overall it is a tremendous asset for us. Since switching, we've been able to advertise events, get registrations, have options for online and at-the-door payment, and look so much more professional than our old website with less effort, even though we are a volunteer organization. Our members are more engaged and our membership records more complete.

                I also appreciate your plan to implement top wishlist items this year, and the features you have already added. I particularly like your workaround for color coding events; it has made our calendar more attractive and useful.

                As a programmer since 55 years ago, I've always looked for the most results from the least effort. You at WA have a more meticulous and thorough process and look for complete solutions. This serves you well, and it's necessary in implementing large systems with hundreds or thousands of different users. I understand that it takes time and resources.

                I'm just hoping to persuade you that my fast and cheap approach will be beneficial for this particular feature. :)

                Walt Bilofsky commented  · 

                This feature has the 9th highest vote total of the suggestions not already being worked on. It can be largely addressed with modest development resources. I know you don’t like partial solutions, but please don’t let the perfect be the enemy of the good.

                With apologies for mostly repeating myself, here’s a design that can make this better, in two or three steps:

                Phase 1:

                1. Include full text of posts in Immediate forum notification emails.
                2. Include a link marked "To reply to this post ..." that goes to the post.
                3. Tighten the subject line to feature the topic subject and remove unnecessary words.
                4. When a user posts, automatically subscribe them to that topic with frequency Immediate.
                5. Default topic subscriptions to Immediate instead of Daily.

                This will provide a lot of the functionality of listservs. It’s a big improvement for relatively little effort. It requires no UI changes or additional mechanism inside WA. It shouldn’t require much testing since it only affects the content of the email notifications and one subscription setting.

                Phase 2: Provide some functionality for admins to mass subscribe members to a forum. For example, add a “Subscribe to forum(s)” function to search results. Or add forum subscriptions to member record export and import. No need to include mass unsubscribe; members get an unsubscribe link in notification emails.

                Then later, or instead, implement "Managing email subscriptions to forum updates": http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826331-managing-email-subscriptions-to-forum-updates-941 . The design is already there and just needs a little tweaking.

                This will get almost all listserv functionality. The only difference is having to click a link to reply instead of replying by email, and there are advantages to having it that way: keeping the chatter down and reducing the email load on the servers.

                I hate to beat on you guys. I know there are a lot more needs than resources. But doing at least Phase 1 gets you a lot of customer satisfaction for relatively small effort. I’m trying to get an online discussion going in our club, and the existing forums put up barriers that don’t have to be there.

                Thanks for your consideration.

                Walt Bilofsky commented  · 

                You say above:

                "The biggest challenge is how to enable this without overloading our servers with email traffic. This can ramp up quickly."

                There are two ways you can reduce this load:

                1) Require the user to click a link in the email and go to the forum in order to reply, rather than allowing them to just reply to the email.

                2) If you do allow reply via email, let the admin optionally set the forum so that email replies go to just the sender of that email, rather than to the whole forum.

                I've mentioned both of these before, but want to highlight that they will help solve the server load problem.

                Walt Bilofsky commented  · 

                Those needing this as a critical function may be interested in our interim workaround. Our old website used GNU Mailman. When we switched over to WA, we didn't want to lose that functionality and have people complain that the new site was worse than the old one.

                So we still use the Mailman listserv. My co-webmaster implemented a nightly API task which keeps the mailing list synchronized with our member list in WA.

                Walt Bilofsky commented  · 

                Another important detail (if it hasn't already been mentioned):

                The Forum gadget needs to have settings for the default notification (immediate, daily, weekly) for subscriptions to (a) the forum and (b) individual posts. Currently the default is "daily" but for a good discussion listserv or forum it should default to immediate.

                Note that a thorough implementation of this would actually have four notification settings in the Member profile: immediate, daily, weekly and default. So changing the forum default would change any subscribed member unless they had selected something else.

                Reviewing the latest design (1/14/16):

                I don't see the ability to specify whether replies go to (a) everyone and post on the forum, or (b) only the author of the post, and not be posted on the forum. As mentioned below, if you don't provide this then you have not provided listserv functionality.

                You don't say that the subject line of the email notifications will be improved as Oleg and I discussed last year, down this thread. This is also important to get the users to pay attention to the emails.

                I again note that if you implement everything in your design except the ability to respond by email, you will have 90% of the benefit of this feature with maybe 25% of the work. The message recipient will still have an easy way to respond using the link in the email. So if that can make this happen faster, I urge you to do it that way first and add email response (if it is needed) later.

                Walt Bilofsky supported this idea  · 
                Walt Bilofsky commented  · 

                Evgeny, I just noticed a serious design issue in your October 5 comment below.

                Kim had emphasized the need to allow for email replies to go to (a) the full forum, or (b) only the individual posting.

                You replied "The design we created works simpler: email reply posts a comment (or event a new topic) into a forum and then each participant is notified according to their notification preferences on the forum."

                So you only allow (a) - reply to the full forum.

                This would not meet your goal to provide listserv functionality, which almost always includes this admin setting. It would create a problem in having effective group communication with forums.

                As Kim said, "Almost always I choose (b) as the default to avoid the slew of reply-all's that just say "Thanks!" or "I agree." or similarly trivial messages that just annoy the majority and cause people to unsubscribe because of too many emails."

                Please revisit your design and allow the admin to specify option (a) or (b) for each forum. All this requires is for the reply-to address on the notification emails to be set to the forum reply address for (a) or the email address of the poster for (b).

                Walt Bilofsky commented  · 

                Good catch, Kim. Yes, very important. Choice (a) is for a discussion list. Choice (b) is for an announcement list. Both are needed.

                Just to clarify choice (b): In this case the listserv sends an email with Reply-to the sender, but From is still the email address of the list. So Reply will go only to the sender. If someone consciously wants to reply to the whole list, they must use Reply All, which will go to the sender, any cc's (from a forum there won't be any) and the entire list.

                In this Reply All case, the listserv needs to look at the other addressees on the email (for a forum, only the sender of the previous post) and not send them a duplicate email, even if they are on the list.

                Walt Bilofsky commented  · 

                As I see it, there are three pieces to this (restating what I posted earlier):

                1. Include full text of posts in Immediate forum notification emails. Include a link marked "To reply to this post ..." Tighten the subject line.

                This should be simple and should be fast-tracked.

                2. Implement "Managing email subscriptions to forum updates": http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826331-managing-email-subscriptions-to-forum-updates-941 . This is already designed and should be prioritized.

                At this point, you would already have full listserv functionality except for the requirement to click a link to reply (not a huge problem IMO, and will help keep the email traffic down) and moderation (not in the current design but should be, IMO).

                Then at a later date, consider adding:

                3. Post reply via email (and maybe moderation of posts?)

                When our club goes live on WA this month, as a temporary workaround we will keep our existing Mailman listserv. We are implementing a cron job using the API that will automatically keep the Mailman mailing list synchronized with the email addresses and preferences in our WA members database.

                Walt Bilofsky commented  · 

                Fantastic!

                (Edit: The other half of the listserv functionality will be Admin control of forum subscriptions http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826331-managing-email-subscriptions-to-forum-updates-941 , which the roadmap http://help.wildapricot.com/display/DOC/Product+roadmap currently shows in the development queue.)

                Could I also suggest that you consider (now or later) tightening the subject line of the immediate notification?

                Current header:

                ("Members' Chat is the name of the forum.)

                Suggested:

                The From field is sufficient to identify the organization; it doesn't need to be repeated in the subject line. If we want it there, we could make the forum name "TYC Members' Chat."

                "Summary" is still good for a digest.

                Walt Bilofsky commented  · 

                [quote user="OlegN"]In scope of Listserv we plan to change subscriptions to forums, so they will contain full text of topic/reply.[/quote]

                In view of the delay, can this be split off and implemented sooner? It seems like a low effort change.

                You already include the full text of the post in a Topic subscription.

                Could you please just do the same thing for Forum subscriptions? (At least for Immediate notifications; maybe also for Daily and Weekly.)

                (Edit:) This would provide most of the full Listserv functionality with very small effort. The vast majority of members could just follow the discussion in the emails. For the few that want to reply, clicking a link in the email is a speed bump but not a huge one. (It might even filter out some noise.)

                When we transition to WA shortly, there will inevitably be complaints about things that don't work the same as the old system. We need some benefits. This would be a big one.

                Members have mostly tuned out on our listserv emails. This would let us set up different interest groups as announcement forums. Members could subscribe to just the email (forum notification) streams they want. But it needs the full text in the email.

                Walt Bilofsky commented  · 

                [quote user="OlegN"]This is better to leave requests in related thread http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826331-managing-email-subscriptions-to-forum-updates-941 if there is any or create new - otherwise it is nearly impossible to find and prioritize them. [/quote]

                OK.

                Another problem with forums and email is that the email only contains a link to the post. It should contain the entire text of the post or the first part of it.

                I have posted this in the related thread http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826256-forum-include-full-posting-text-in-email-digest , but note it here because most people following this thread are interested in the more general issue of member-to-member communication.

                Walt Bilofsky commented  · 

                I hope this will be implemented swiftly.

                This is the remaining stumbling block for our webmasters to propose WA to our Board of Directors. We're facing the same hassle as so many others in this thread of maintaining our existing listserv in parallel with WA when the whole point is to consolidate.
                So we really need this and the associated Managing email subscriptions feature http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826331-managing-email-subscriptions-to-forum-updates-941 .

                Additional helpful features:
                * Ability to link a particular forum to group membership, so that anyone joining/leaving the group will automatically be subscribed/unsubscribed. If I understand correctly, at present a forum could be placed on a group-only page, but the subscribe/unsubscribe would have to be done by the individual members (see #3 above). And could the member leave the group and still get forum notifications?
                * Ability to moderate (pre-approve) forum posts. This becomes more important when texts of posts are included in email notifications.

              • 6 votes
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                  Collecting comments  ·  1 comment  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
                  Walt Bilofsky supported this idea  · 
                • 1 vote
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                    Collecting comments  ·  2 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
                    Walt Bilofsky commented  · 

                    Katya, yes, you could always display "Click invoice below for payment instructions." on the profile page. This is the minimum fix.

                    I would like it better if, in the case that there is only one invoice, you display the payment instructions from the invoice.

                    But since I am always saying not to delay a quick fix now for a perfect one later, I will have to accept this if you say it. :)

                    Walt Bilofsky shared this idea  · 
                  • 7 votes
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                      1 comment  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                      Walt Bilofsky commented  · 

                      On Settings / Finances / Payment instructions you can enter a special payment instruction that will appear on membership application and renewal invoices and manual invoices.

                    • 23 votes
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                        Collecting comments  ·  12 comments  ·  Wishlist » Usability  ·  Flag idea as inappropriate…  ·  Admin →
                        Walt Bilofsky commented  · 

                        Could this please be merged with "Allow 0 and Negative Price in Extra Cost Items" - https://forums.wildapricot.com/forums/308932-wishlist/suggestions/19709806-allow-0-and-negative-price-in-extra-cost-items?tracking_code=4a14a2a09553145b4a4e8606caf1f75a

                        And please consider the relatively modest resources needed to implement this, compared to higher priority requests for massive changes or new features.

                        Walt Bilofsky commented  · 

                        This easy* change could solve a number of problems, especially if the price calculation were not shown for zero cost.

                        1) It would allow discounts - e.g., Number of attendees x cost, and then Number of members included in that x discount.

                        2) After a deadline, I want to switch from a prepay online price to a higher pay at the door price, but not generate an invoice. Setting the cost to 0 would do that, but the system won't let me.

                        * - (I know, Evgeny - nothing is easy. But this is easier than most requests.)

                        Walt Bilofsky supported this idea  · 
                        Walt Bilofsky commented  · 

                        And if the cost amount could be zero, we could use this for the numeric-only field we need but don't have.

                      • 1 vote
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                          7 comments  ·  Designers  ·  Flag idea as inappropriate…  ·  Admin →
                          Walt Bilofsky commented  · 

                          It just worked for me.

                          I don't know why, but the session number has never showed in our Upcoming Events gadgets. But when I added a new UE gadget, it was there. And when I added this global javascript, it went away.

                          We're using Skyline Downtown theme, if it matters.

                          Walt Bilofsky supported this idea  · 
                        • 3 votes
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                            Collecting comments  ·  2 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
                            Walt Bilofsky commented  · 

                            Looking at this further - if an organization chooses not to enable this policy, non-paying members will still be blocked from registering once their status becomes Lapsed.

                            Walt Bilofsky commented  · 

                            We are trying to implement the online renewal process. Our members remain in good standing for two months past the renewal date.

                            So for us this is a bug. As is, we simply can't use member-only registration at all from the date we send out the invoice until we drop unpaid members.

                            The renewal process needs to accommodate organizations with policies like ours and Ines's.

                            Unfortunately it's not simple, because other organizations may want to prevent registration until renewal dues are paid. This needs to be an option for each organization.

                            (Where to put it is unclear. Maybe on the Settings | Events page, which now has no settings.)

                            Walt Bilofsky supported this idea  · 
                          • 6 votes
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                              Collecting comments  ·  5 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                              Walt Bilofsky supported this idea  · 
                            • 182 votes
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                                120 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →

                                Current design suggestion: https://docs.google.com/presentation/d/1bysAcJFAs9-lVEbNBSyqhT-QSDt6TvTDPz8k2nvaJ3I/pub?start=true&loop=false&delayms=15000

                                Key Change:
                                We’ve extended the ‘Event calendar’ gadget settings by adding a new option ‘Members-driven events’ – allows members to submit their events from the calendar page by using a simple form.

                                We’ve also included a few features to help you organize and restrict these events. These changes are:

                                1) Restrict the submitting events option to specific members
                                2) Automatically assign tags to these events so you have easily include/exclude them from various calendars
                                3) Options to send a confirmation email to the submitter and or administrator
                                4) Separate filter in Event list for administrator to show Members events
                                5) Members that submit events can access a list of the events they’ve submitted to view, edit and delete them

                                Excluded for now:

                                1) No options to submit events with advanced registration options. Only minimal details, like Title, Description, Dates and Location. However an administrator can add…

                                Walt Bilofsky supported this idea  · 
                              • 8 votes
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                                  Collecting comments  ·  11 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  Walt Bilofsky commented  · 

                                  OK, I understand.

                                  Walt Bilofsky commented  · 

                                  We need to do this, and I was surprised to find that it's not possible. Is there any logic behind providing this for membership fields and not for contacts?

                                  Walt Bilofsky supported this idea  · 
                                • 6 votes
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                                    Collecting comments  ·  4 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                                    Walt Bilofsky commented  · 

                                    The following fields should be available in the Directory gadget:

                                    Member since
                                    Renewal due
                                    Membership level
                                    Last login
                                    Balance
                                    Total donated
                                    Subscribed to emails
                                    Event announcements
                                    Member emails and newsletters

                                    Some of these would obviously only want to be used on limited access pages.

                                    And perhaps the title of this item should be more general: Additional fields available in Directory gadget.

                                    Walt Bilofsky supported this idea  · 
                                  • 112 votes
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                                      Collecting comments  ·  42 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                                      Walt Bilofsky supported this idea  · 
                                    • 64 votes
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                                        39 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                                        Walt Bilofsky commented  · 

                                        We want Pending - New members to be able to register for events while awaiting the formality of Board approval. They no longer can, since the feature https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827963-do-not-allow-event-registrations-for-members-in-pe was introduced in March 2017.

                                        This could be fixed by creating a new status "Pending - Trial" which has membership privileges. In the membership level, specify the number of days after which it automatically converts to "Pending - Renewal" and goes into the renewal process.

                                        The online application would need a configuration to set whether the applicant could apply for a trial or regular membership, or both.

                                        If the trial member renews, the membership would not convert from Pending to Active until the conditions:

                                        o Membership applications must be approved by administrator
                                        o Payment has to be received in full before membership is activated

                                        are satisfied, if they are checked in the New Applications workflow settings for that Level.

                                        Walt Bilofsky supported this idea  · 
                                      • 44 votes
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                                          Collecting comments  ·  12 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                                          Walt Bilofsky supported this idea  · 
                                        • 123 votes
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                                            Collecting comments  ·  44 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
                                            Walt Bilofsky supported this idea  · 
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