Robbi

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  1. 8 votes
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    13 comments  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
    Robbi supported this idea  · 
    Robbi commented  · 

    Yes Dmitry and Evgny, you have both deduced the situation correctly.

    Thanks for clrarifying

    .

    Robbi commented  · 

    Thanks for your feedback.

    Personally I don't see an issue with access for us because we are staff. As staff we should have a higher-level access than any of our members, because we control what they see. Administrator settings can be set for each of our different staff members, but at the highest level we should be able to see everything that our members see so that we can ensure, as the staff of the membership organization itself, that our members are seeing what we want them to.

    Does that make sense?

    Robbi shared this idea  · 
  2. 83 votes
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    22 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
    Robbi supported this idea  · 
    Robbi commented  · 

    We also have need for a sponsorship option. As a not-for-profit industry association, we rely on sponsorships, and not donations, for a huge share of our revenue.

    I think sponsorships would be just as relevant for many of your customers, if not more so than donations. We've never dealt with donations.

  3. 15 votes
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    5 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Robbi supported this idea  · 
    Robbi commented  · 

    This function would be important to us.

    We have many businesses who are members, and several large ones. Occasionally the person inchange of the invoice is in another city as the member/registrant, and they have nothing to do with eachother.

    Some of our members have requested that any financial information/invoices be sent to adifferent department rather than themselves, so this option is important for our members.

  4. 17 votes
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    13 comments  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
    Robbi supported this idea  · 
    Robbi commented  · 

    I agree. The solutions above sound perfect.

    It is fairly standard now to have at least a basic password enforcement protocol. I would expect no less for our membership data.

  5. 441 votes
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    208 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →

    Sorry for the late update.

    The first step was finished and emails can now be carbon copied to contact’s alternative emails. To do so the contact fields which store the alternative emails must be explicitly marked on the email setting page.

    Unsubscribing will unsubscribe all alternative emails simultaneously because they all belong to the very same account. The person clicking “unsubscribe” is warned about this on the unsubscribe page.

    For now we paused the development of this feature. but not for good. :) So I’m changing this wish status back to “collecting comments”.

    Thank you everyone for a valuable feedback.

    Robbi supported this idea  · 
    Robbi commented  · 

    For our association, member companies join based on the size of their organization. To make communication possible, there are one primary and one alternate contact idenifitfied per organization, even if they have (for example) 50 employees. In this case, all 50 employees are entitled to benefits of membership (like discounted registrations), and are considered members.

    When we signed up for Wild Apricot, we were under the understanding that all of our contacts would be migrated to function how we currently use them. We had one email distribution list for our primary members, one for our alternate members, and one for general contacts or "friends" who receive promotion specific, non-member-priveleged information. We also have many contacts for members who are not designated as primary or alternate, but who we have contact information for. We also had other contacts, such as government contacts, etc.

    Keeping these lists and contacts up to date between multiple staff members was a time consuming process that we were excited to have resolved by joining WA, where it was understood we could have all our members, alternates, and other contacts in our system. We were under the understanding that we could filter and send emails to those we wanted (i.e. members and non-members only), or search and export information based on these and other criteria, such as board members, committee members, etc (all of whom are members: some of whom have not been identified as "primary" or "alternates", but all of whom are members nonetheless.)

    Upon moving our information to WA, it appears that we can only have one email tied to an organization/company name in our member contacts. An alternate contact can be added, but that information seems to be tied into the primary contact's profile information, which through the primary contact's email address, operates as the company's profiile.

    Therefore this alternate contact information becomes a mere detail on the primary contact's profile, and the alternate contact is not searchable in the contact database, nor is an individual contact created for them.

    This creates several problems that render WA ineffective:

    1. We cannot communicate with our alternate contacts through WA because they do not have a contact "card" through WA. Rather their email becomes information tied to the primary contact, whose profile hosts the company's profile. The alternate contact information can be looked up, but not broadcasted to, which is a major setback.

    2. For event registration, only the primary member (and perhaps the alternate, but probably only the primary) member will be able to access the membership discount, even though everyone who works for the organization is entitled to the discount.

    3. We cannot search all contacts by organization name through WA if we import their contact information into the general contacts pool. We were under the impression we could have all of our contacts imported, which would include organization name. Although you can enter this field, it does not make a connection with a matching name in the member contact database.

    Please let me know if there is a workaround that we simply don't understand (we are relatively new to WA). If not, the functionality we thought we were purchasing doesn't exist.

    I appreciate any feedback, and apologize for the long description. However this is an important and complex problem we will need to work out as soon as possible.

    Thanks

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