Robin

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  1. 242 votes
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      79 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  · 
    • 224 votes
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        Work in progress  ·  91 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  · 
      • 6 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  · 
        • 140 votes
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            78 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  · 
          • 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)?

              Robin supported this idea  · 
            • 6 votes
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                2 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
                Robin supported this idea  · 
              • 7 votes
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                  3 comments  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                  Robin supported this idea  · 
                  Robin commented  · 

                  Or not send the password reset email at all.

                • 13 votes
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                    4 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
                    Robin supported this idea  · 
                  • 28 votes
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                      7 comments  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                      Robin supported this idea  · 
                    • 20 votes
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                        12 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                        Robin commented  · 

                        So looks like this was proposed by WA team over 2 years ago now. No objections - only agreements. So when can we expect to see this feature added.

                        I would however suggest that this be a feature in the directory list gadget that can be enabled/disabled by the web site admin on a per instance basis. Default to be disabled to correspond to current functionality.

                        Robin supported this idea  · 
                      • 9 votes
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                          6 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                          Robin supported this idea  · 
                        • 2 votes
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                            0 comments  ·  Wishlist » Forums  ·  Flag idea as inappropriate…  ·  Admin →
                            Robin supported this idea  · 
                          • 7 votes
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                              1 comment  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                              Robin supported this idea  · 
                            • 3 votes
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                                1 comment  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                                Robin supported this idea  · 
                                Robin commented  · 

                                Now that ALL plans have the exact same functionality with the exception of number of members, why not allow any incremental number of contacts in say chunks of 25 or 50 contacts at a time. For customers paying annually - as they increase number of contacts - prorate the billing for the remainder of the year.

                              • 3 votes
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                                  0 comments  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                                  Robin supported this idea  · 
                                • 5 votes
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                                    2 comments  ·  Wishlist » Chapters  ·  Flag idea as inappropriate…  ·  Admin →
                                    Robin supported this idea  · 
                                  • 5 votes
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                                      1 comment  ·  Wishlist » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                      Robin supported this idea  · 
                                    • 8 votes
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                                        0 comments  ·  Wishlist » Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
                                        Robin supported this idea  · 
                                      • 4 votes
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                                          0 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                                          Robin supported this idea  · 
                                        • 8 votes
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                                            1 comment  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
                                            Robin supported this idea  · 
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