Robin Sapiro

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  1. 43 votes

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    17 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →

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    Robin Sapiro commented  · 

    This idea had been around now for 8 and a half years and commented as a good idea by WA over 5 years ago.

    You already have the {MACRO NAME} function embedded in the email editor - how difficult would it be to embed same into the web page editor.
    And while that is being done - also add the ability to add site variables as Macros.
    A really simple way to do that would be to have a specific contact/member that is designated as the SiteMacro and then have all the fields in that contact defined as {SITE_FIELD_NAME} and these could be added into any web page or email. The Site macros would resolve whether a user is logged on or not.

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    Robin Sapiro 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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  2. 34 votes

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    8 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →

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    Robin Sapiro commented  · 

    Hi Karl,
    I am not at all sure if I am understanding the problem here at all.
    For years now, when adding a link to whatever text you have on a page (just a regular text gadget), you have been able to add a link to internal pages, external URLs and files in the WA File structure.
    From a file perspective however the pain has been that as you add a new file to the directory, you have to add a new link to the page.
    What is really required here is a Library Gadget - where you can link to all the files in a directory and optionally any sub-directories.
    See: https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825557-document-library-gadget
    Now an additional idea that I have implemented for about 3 years now is that you can add files to a forum article (maximum of 20 files).
    So I have a Meeting Minutes Forum and each year I start a new article (members can only read and cannot even comment). Than as we go through the year, I just edit that article and add in the most recent applicable file(s).
    I also do the same thing for my news letters (save the PDF file of these into the applicable post).
    From an administrative perspective - just edit the post, take the add file option and select the file from your PC. save the post. Under the covers, WA stores these files in the File system (there is some funky naming system).
    My email to members when a new file is added just tells them that whatever has now been posted and here is the link to the actual forum.
    I have found that getting members to subscribe to the forums is a total pain and of course WA does not provide any support for Admins to subscribe members to a forum (only to change or remove a subscription once a member has subscribed)

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  3. 139 votes

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    13 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →

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    Robin Sapiro commented  · 

    @Rosemary, have you thought about the following as a way of using Mail Chimp without having to maintain a duplicate data base which most certainly will get out of sync over time.

    Probably the best thing that WA did in the last few years was to deliver the function to access your WA data base from Integromat. Integromat also integrates with MailChimp and supports numerous operations. I am not at all familiar with MailChimp, so cannot comment on the interface as to if it would work.
    But the concept is that while you probably still design your newsletter in MailChimp, you trigger the actual send of these through Integromat. In this way prior to sending - you sync any needed information from WA to MailChimp using Integromat. Then when that step is complete - initiate the send. Looks like you can also get statistics back from MailChimp and you could then use those to update custom fields in WA if you so desired.

    You could also (with Integromat) capture any changes to the WA data base (including adds and deletes and propagate these in real time to MailChimp.

    So - yes - you are keeping a copy of your WA data in MailChimp - but the replication is automatic and hence it is always in sync

    Beyond that all that Alex says is absolutely correct

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  4. 107 votes

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    53 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →

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    Robin Sapiro commented  · 
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  5. 72 votes

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    44 comments  ·  Wishlist » Chapters  ·  Flag idea as inappropriate…  ·  Admin →

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    Robin Sapiro commented  · 

    Over the last month, using Integromat and the Wave App, I developed the scenarios in Integromat to sync my WA membership database into my Wave instance.
    This scenario can be run as and when required (but definitely before a billing cycle).
    For WA members not in the Wave instance - it adds them. For WA members already in the Wave instance it updates them with the crucial invoicing information.

    The second scenario processes a specific Membership level from WA and based on a field value for each member invoices a specific item to that member which is either the annual, semi annual, quarterly or monthly membership fee. There is also an option to invoice a discount if needed (this year due to Covid we discounted our renewal rates). These invoices are then emailed to each member.
    The Wave App is free and thus we can have an instance of that for each chapter.
    Each Wave instance can have it's own currency and target bank account for deposits.
    Pricing same named items can vary as well.
    Wave has it's own payment gateway for Canadian and US based accounts.
    For UK accounts they take payments through Stripe. Stripe would probably also work in any other country where Stripe is accepted (but seems to be limited). payments made through either the Wave gateway (actually much easier to use than PayPal) automatically reconcile to the invoice. The web interface also supports manually applying payments from other sources to the invoices. Optionally Wave can also be used as a full blown cloud accounting application.
    By using Integromat to initiate the invoices - it could also be possible to use other tools such as Invoice Ninja - just modify the Integromat scenario. Invoice Ninja integrates with many other payment processors (including PayPal which is just about universal). Invoice Ninja does however have a limit of 100 customers (ie WA members) per instance in the free version.

    Still have to figure out how to handle invoicing for donations, events and store.
    However we do not use any of these (but some of our other chapters do).
    Donations and store can probably be handled with the Wave checkout option - sort of like a PayPal button.

    A week ago we went live with this integration and ran the annual membership renewal.
    Interestingly the payment response has been significantly quicker that in previous years using the native WA invoicing. With Wave there is a link in the delivery email that allows a member to pay with a single click from the email. After that just select CC or bank withdrawal and you are done in just a few minutes.

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    Robin Sapiro commented  · 

    Ditto for us - need multiple payment gateways and also multi currency support. Also ability to protect membership data of chapters ie much more granular capability setting for Admins.

    So far no movement from WA on any of these needs other than 'not happening any time soon.

    Note that this 'wish' was originally posted by WA almost 8 years ago.

    I am also researching a replacement solution - currently 6 chapters using WA and on top of that the recent ~30% price hike.

    We currently have the first pass of our requirements document. Sending it to other chapters today for review and comment.

    So far have identified about 8 other vendors that may fit our needs.

    Expect to have comments from other chapters back early next week and will then forward consolidated requirements to above vendors with expection of having their responses by mid May.

    I would be happy to share all this information with anyone else on this forum - just send me your email address - robinsapiro+wa at gmail dot com

  6. 80 votes

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    Robin Sapiro commented  · 

    @Mike - there are a number of options out there that can do 'direct messaging'.
    many of these can be integrated with your WA database - really just a matter of what exactly you mean by 'direct messaging'.
    In other words what are the options that you would be open to in order for your membership to receive these messages.
    Text (SMS), WhatsApp, Facebook Messenger, etc etc
    Also relevant would be how many of these direct messages would you be thinking of sending out per month - ie # of messages * # of members = total message count per month and how long would these messages be (number of characters)

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    Robin Sapiro commented  · 

    So just an additional thought.

    There is a great product out there (and I have no connections with them other than being a user) - Slack. While there are various paid levels, they also offer a free version The main limitation of the free version is amount of history that you can have in a workspace and a few other less important restrictions.

    Slack provides direct person to person messaging as well as group chats. Person to person is always private and groups can be private or public. Users can access their Slack workspace with any web browser and there are also Apps for Windows, Android, IOS etc. personally I prefer the Windows desktop app. A user can be singed on to Slack on multiple devices concurrently. Also if a user is already using Slack (say at work) - just add on the Slack workspace for the WA group as well.

    Also Slack work spaces are by invitation only.

    You can get a Slack workspace setup in less than 10 minutes and then it is just a matter of adding a few channels (if needed) and inviting your members to join (getting them to join is the hardest part - they often do not respond to the invitation email).

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    Robin Sapiro commented  · 

    Hey folks - this was only posted as a suggestion about 12 years ago (and by a member of the WA team) - so just be patient ;-)

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  7. 24 votes

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    10 comments  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →

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    Robin Sapiro commented  · 

    In Settings/Password email there is a checkbox to send passwords to new contacts.
    By default it is checked..
    Edit that email and uncheck.

    WA team - the default for that should be OFF so that if the admin really wants to send clear passwords (not very smart), the admin has to consciously decide to do that

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  8. 13 votes

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  9. 8 votes

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  10. 13 votes

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  11. 31 votes

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  12. 7 votes

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  13. 17 votes

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  14. 27 votes

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  15. 11 votes

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  16. 10 votes

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  17. 4 votes

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    Robin Sapiro commented  · 

    Currently you can secure a page by either Membership Level or by Group.

    However this is an OR relationship.
    That is if you are in the Group but in a different Level - (or visa versa) you get access)

    There should also be the option to make this an AND relationship such that both have to be true to get access.

    While implementing that - also support both the level and the group as being NOT as well as the current IS

    Obviously the current implementation will be the default when this is implemented until the admin makes any changes

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  18. 11 votes

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  19. 7 votes

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    Robin Sapiro commented  · 

    What you really want is the ability to just use the same macros that we can already use in an email to be used in a web page.

    By default it would display this data from the currently signed on member, but it could also as configured by the site builder also display data from a specific member (select by member number) or from all members that meet specific search criteria as defined in a saved search.

    Email editor should also be enhanced to present data from these additional IDs.

    Another alternative would be to have the ability to embed a .TXT or .HTML file into an email or web page in the same way that a JPG or PNG etc can be done at the moment - ie resolve the content rather than just linking to it

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  20. 6 votes

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    Robin Sapiro commented  · 

    For my news ticker, I have a specific document template in Open Office (would work on Word as well) such that I create pages with the exact size of the area where I want the ticker to run. Document background color matches site background exactly.

    Print these as JPGs using Paperless Printer (free).
    Upload these to a directory in WA and then add to a slide show.
    In slide show, you can add a link to each image.

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