Robin

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  1. 88 votes
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    78 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
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  2. 9 votes
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    1 comment  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 94 votes
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    49 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 32 votes
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    25 comments  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
    Robin commented  · 

    This is really only 1 of several limitations with the menu system and page access.

    What I have done for many of my pages now is within the WA menu structure to NOT place them in any menu.

    Then I build my own initial pages (either public or restricted) and on those pages manually add the links to whatever pages I want to make available.

    This has a few advantages.

    It gives you a totally open hirachy in respect of what is accessible from where.
    Your links to these pages are always visible if the member or public have access to the parent page, but if they do not have access to the target page it will give them a message if they try to access that page.

    Also have a look at the system pages - it may be possible to customize those errors when someone tries to access a member only page as public and/or a member page that their membership level is not authorised to

    Robin supported this idea  · 
  5. 102 votes
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    8 comments  ·  Wishlist » Mobile  ·  Flag idea as inappropriate…  ·  Admin →
    Robin commented  · 

    If you are looking for direct member to member chat type messaging I actually think that requiring that a member be on the WA site is a disadvantage.

    Consider setting up a Slack account for your organization (both free and $$ versions are available - their site will give you the differences).

    Then you simply invite all your members to join Slack (those who are interested in using this chat feature). Within Slack you can set up multiple channels, eg complete organization, just the executive team, various committees and so on. Access to these channels can be managed. Slack also supports 1/1 (private) chats and adhoc group chats.

    You can use Slack with any of the following:

    Through your web browser
    A Windows desktop client
    A smartphone App

    Slack has integration with Integromat (as does WA), so you could easily use that integration to add/invite members to Slack, automatically send Slack messages based on event activities etc

    Robin commented  · 

    For what it is worth - I am now using Integromat to pick up events from my GMail calendar and then pulling applicable list of members from WA and integrating with MessageBird to send the desired SMS message.

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  6. 117 votes
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    67 comments  ·  Wishlist » Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
    Robin commented  · 

    Roger,

    Why not then just make your Box or Google Docs etc folder shareable to anyone with the link to that folder and then add that link to a page on your WA website (presumably on a WA page that has restricted access).

    We have been using this approach for a long time now to provide member access to our photo galleries which we host on SmugMug.

    To keep these rather ugly looking links more usable - just bury them behind some text or a graphic.

    Robin commented  · 

    As an interim workaround for the missing 'Library Gadget' - I have created a forum for meeting minutes. Currently you can add up to 20 documents to a forum topic, so I create a topic in the forum for each calendar year. I only allow select users to create topics and from the Public View - only the owner of the topic can edit (add more documents). Any admin with sufficient authority can edit from the Admin View.

    Take care when adding documents as they are displayed in a sequence of first added to last added

    Robin supported this idea  · 
  7. 300 votes
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    65 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
    Robin commented  · 

    So while not actually implementing forms in WA, consider the following.

    With a free GMail account you can create forms (https://docs.google.com/forms). Log on with you GMail ID.

    Data entered into a form is stored in a Google sheet in this account.

    Integromat has a function that will pick up any new rows added to a Google sheet, so you even have the option of adding the data added through the Google form to a WA contact record.

    For access to the Google form, you can either embed this in a WA web page or provide a link to a stand alone copy of the Google form.

    If you are using the standalone version - consider customizing the form with your WA web page banner.

    Also of interest is that you are using the standalone method, you can also create a URL that that will prefill any fields that you select. So for example if sending out the URL in an email from WA, you can use the email macros to embed any of the existing membership data into that URL

    Robin commented  · 

    Just 1 thing to consider about allowing anonymous submissions.

    You open yourself that way to spamming.

    Any anonymous option should be something that each site admin can turn on/off. Default should be off.

    Anonymous submissions should also have the option of requiring a captcha - captcha option by default to be enabled

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  8. 169 votes
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    65 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
    Robin commented  · 

    Agree to some extent with last post, however the default for all these system emails should remain the same as at the moment so as not to push any changes to existing setups.

    Also consider that a template beyond the header and footer includes a lot of other stuff that would essentially be different for all the different documents.

    What is really required is that we could define headers and footers separately from the actual templates. That we can define multiple headers and footers. Then in any email template we should have the ability to select from any of the defined headers and footers.

    With this approach we then just change our 'global or default' footer as and when required and this gets populated across all templates that use that footer.

    Of interest, it should also be noted that any images included anywhere in an email are resolved at email read time rather than at email send time. That is when you send an email where you have included an image as your header, what is included in the outbound email is actually the URL of the image rather then the actual image.

    Recently, I changed my website banner on my page templates. I use the same banner as a header image in all my email templates. I made this change by dropping in a new image into my system files structure with the same name as the previous.

    When composing a new email, the original image still shows (strange), but once email is sent and opened in email client, the new image displays. What is really interesting however is that when reading emails sent long before the header change, these now also the new header

    Robin commented  · 

    Ability to send an email from directory search results on a Public page.

    This ability would need to be enabled by the web page administrator when setting up the directory search gadget (default would be OFF).

    If turned on - it would need to specify the template to be used.

    During the processing of the email workflow - user sending the email would only have ability to edit text and then send (no ability to edit the recipient list).

    Would also suggest that while the template may include macros and links that ability for user edit/add macros and links not be available.

    Robin commented  · 

    As well as Save without quitting - add Quit without saving

    Add ability within the email flow to specify additional email field(s) to apply only to the current send of the email

    Add ability within the template definition to specify additional email field(s) to be always used for that template. Of course with the ability when actually sending the email to edit that.

    We have the ability to send a specific email at a future date and time. How about the ability within the template to on a recurring schedule - say first Sunday of every month, or every Monday and so on - essentially the typical functions that you have in a calendar for scheduling recurring events.

    Robin supported this idea  · 
  9. 8 votes
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    7 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 36 votes
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    14 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
    Robin commented  · 

    While rather limited in function - you can try the following either in an HTML gadget or also in an HTML Snippet within a regular text gadget.

    <script type="text/javascript">(function() { var container = document.querySelector('.loggedName') || document.querySelector('.loginBoxProfileLink'); if (container) { document.write(container.innerText.replace(/[\n\r]/g, '') || 'Guest'); } else { document.write('<div class="userClass_FirstName"></div>');

    WA.PageParsed(function() { var container = document.querySelector('.loggedName') || document.querySelector('.loginBoxProfileLink'), out = document.querySelector('.userClass_FirstName'); if (out) { out.innerHTML = (container ? container.innerText.replace(/[\n\r]/g, '') || 'Guest' : 'Guest'); }}, window);}})();</script>

    For a signed on member it will show their full name.
    Not at all sure where I found this or if it can be tweaked to show any other data relating to the member

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  11. 89 votes
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    10 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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  12. 279 votes
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    85 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
    Robin commented  · 

    Hi Carolyn and others.

    With the use of the new Integromat integration and my existing Message Bird account - I now have a very neat SMS messaging process running.

    Every users needs are going to be slightly different. For myself I generally send 2 different but otherwise consistent SMS messages out per month.

    For this in each instance, I pull my list of contacts meeting my selection criteria from my WA database. Included in that data is their complete cell phone number in the context of +14161231234 and also their name and any other filtering criteria that I may need.

    Then for each instance, I send my specified message to Message Bird using their integration module.

    I also embed each members name in the SMS message as part of building the SMS text. This is optional.

    To trigger the messages, I initially look in a specific GMail calendar (another Integromat integration module) for certain meetings. I let this trigger run every week day at 8am. While our meetings are usually on a specific day of the week and week of the month - sometimes due to circumstances they are rescheduled.

    For those circumstances where my text would be different on each occasion, I would have a scenario that I would run manually and modify the text manually each time before sending.

    Yes this is outside of WA but the key thing here is that I still keep all my contact and SMS numbers inside of WA - so no duplication of contact data in another location

    Robin commented  · 

    123456@pcs.rogers.com as an example, also works in Canada. However not all mobile carriers provide this function. My cell provider (while being a subsidiary of Rogers and using their network) does not offer this.

    In addition for this to work, as well as knowing the member's mobile number, you also need to know their carrier. And good luck with them updating that info when they port to another mobile carrier.

    My recommended solution for this as mentioned earlier is to set up an account with Message Bird and then the message gets sent to 12345@sms.messagebird.com. Message Bird is carrier agnostic.

    Of course the next challenge now is do you want to send ALL emails as text messages? If you do - great - change the members email address to their phone number. But most probably you do not - so then you add an SMS address field to each member record and when you want to send an SMS message - add that field as an additional field. Send your message - wait for all messages to be delivered - then turn off the additional field again. Challenge with this of course is that there is no logging of what messages were sent to any additional addresses.

    Robin commented  · 

    Possible simple method of doing this would be to to route the SMS through a service such as Message Bird. Message Bird as well as providing a web based interface also supports the sending of an email to 14161231234@sms.messagebird.com or group@sms.messagebird.com

    Yes, you would have to have a Message Bird account - but cost of messages - per 160 characters is about $0.01

    Robin commented  · 

    This would be a great option to have - both the sending of a voice file to a phone as a bulk dialler. Ideally customized with the members name and the ability to send a merged SMS text. Great for last minute reminders of events etc. Should use a similar interface to the current email blast interface (macros).

    Robin supported this idea  · 
  13. 273 votes
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    Work in progress  ·  118 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Robin commented  · 

    Hi Steve,

    So whenever a member renews (or any other change is made to the contact/member record) if you use the new Integromat integration your flow can monitor for any contact changes in your WA DB. While this module only returns limited data - it does return the contact ID. This can then be used with the get contact details module in Integromat. From that module you can extract whatever fields your want and then write them to a Google Docs sheet.

    You can then sort or select whatever data you are interested from the Google Docs sheet.

    Robin supported this idea  · 
  14. 9 votes
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    7 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
    Robin commented  · 

    Agreed that it would be useful - but absolutely MUST by default be turned off. Also when enabled - this must be in such a way that it is restricted to being used only from a specific page in the 'Public (signed on members view of the site)'

    Here it should be an option within a specific member search.

    This would mean that you would be able to control which members are able to do mail blasts and to whom they can do mail blasts.

    I can say from previous experience prior to using Wild Apricot, when we handled our emails by just adding in a list of recipients in an Outlook (or whatever) email that we had way too many inappropriate emails going to our complete membership as some recipients collected these email addresses (when an approved sender sent as To: or CC: instead of BCC:)

    Yes - only allowing your Admins to send email blasts can be a pain - but it does manage far better the quality and volumes of emails going to members. And believe me - 'Too many' emails to members from the organization is a very common complaint.

    If/when such email blast capability is added to a directory search results, it also needs to be a much simpler workflow that the current email blast process - otherwise we will have way too many disasters.

    I also think that the forums should be enhanced to operate in a listserv mode.

    Bulk emails and Listserv/forum are really 2 totally different things

    Robin commented  · 

    Agreed that it would be useful - but absolutely MUST by default be turned off. Also when enabled - this must be in such a way that it is restricted to being used only from a specific page in the 'Public (signed on members view of the site)'

    Here it should be an option within a specific member search.

    This would mean that you would be able to control which members are able to do mail blasts and to whom they can do mail blasts.

    I can say from previous experience prior to using Wild Apricot, when we handled our emails by just adding in a list of recipients in an Outlook (or whatever) email that we had way too many inappropriate emails going to our complete membership as some recipients collected these email addresses (when an approved sender sent as To: or CC: instead of BCC:)

    Yes - only allowing your Admins to send email blasts can be a pain - but it does manage far better the quality and volumes of emails going to members. And believe me - 'Too many' emails to members from the organization is a very common complaint.

    If/when such email blast capability is added to a directory search results, it also needs to be a much simpler workflow that the current email blast process - otherwise we will have way too many disasters.

    I also think that the forums should be enhanced to operate in a listserv mode.

    Bulk emails and Listserv/forum are really 2 totally different things

    Robin supported this idea  · 
  15. 150 votes
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    90 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Robin commented  · 

    While I am not going to be using this feature, it is abundantly clear that all data should be passed at a line by line level even any sales tax components.

    It needs to be the actual recipient of the data who does any form of summing or aggregation according to the needs or their specific organization.

    There is absolutely no way what so ever that WA could do any summing or aggregation that would meet the needs of each and every WA user - simply because there are just far too many possibilities of how to handle the data.

    Robin supported this idea  · 
  16. 3 votes
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    2 comments  ·  Wishlist » Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
    Robin commented  · 

    So tried this piece of code as shown and it works just fine.

    However some questions:

    1. Can it be used in any other way to display any other fields from the logged in user? Example: First name only, email address, phone number and any other fields that have been defined for that membership level by the system administrator. If so what would the revised code look like?

    2. Can it be used to display any fields from a specified contact (member) that is hard coded (not derived from the current logged in member)?

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  17. 6 votes
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    2 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 7 votes
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    3 comments  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
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    Robin commented  · 

    Or not send the password reset email at all.

  19. 13 votes
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    4 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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  20. 25 votes
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    6 comments  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
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