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Kim Skimmons

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  1. 9 votes

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    Kim Skimmons shared this idea  · 
  2. 9 votes

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    3 comments  ·  Wishlist » Events  ·  Admin →
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    Kim Skimmons commented  · 

    An additional wrinkle has to do with Bundle memberships where the bundle as a whole is allotted X number of FREE guests plus Y number of paid guests. The individual bundle members pay the individual registration price set for that membership level. However, we need to be able to control the number of guests each bundle is allowed to bring in total so that each bundle member doesn't bring a full complement of guests. Does that make sense?

    Example from above:

    - Gold membership level is a bundled membership.
    - Assume I belong to this level and that there are 10 total members in my bundle membership (myself and 9 others).
    - There's an upcoming luncheon event to which members can bring guests.
    - Gold level members are free and can bring up to 4 free guests per bundle, and up to 4 paid guests per bundle.

    We don't want each of the 10 members in my bundle to be able to bring up to 8 guests because that'd be 80 guests plus the 10 members (90 total max) when actually the intention was a max of 8 guests for this bundle plus the 10 bundle members (18 total max).

    Other times this might be a desirable arrangement where we allow each bundle member to bring 1 guest (either free or at a guest rate) or even 2 guests (1 free and one at a guest rate).

    Kim Skimmons shared this idea  · 
  3. 121 votes

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    Kim Skimmons commented  · 

    Evgeny: You should be able to give a discount for non-credit-card transactions without violating the merchant contract. So instead of a 3% surcharge for credit card transactions, set the base price higher and allow a 2.9% discount (the equivalent).

    Kim Skimmons supported this idea  · 
  4. 12 votes

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  5. 47 votes

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    Kim Skimmons commented  · 

    I'll take it a step farther and suggest being able to duplicate gadgets across pages, not just on the same page.

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    Kim Skimmons commented  · 

    I'd like to be able to duplicate a gadget too. Content gadgets are easy to dup by simple copy/paste, but things like directories, calendars, forums, blogs, etc. are more difficult because of all the settings involved.

    ~ Kim

  6. 58 votes

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    11 comments  ·  Wishlist » Events  ·  Admin →
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  7. 275 votes

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    177 comments  ·  Wishlist » Emails  ·  Admin →
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    Kim Skimmons commented  · 

    One very important suggestion on the 'reply-to' default address. This is from my experience managing Yahoo Groups listservs for many years. You need to allow the admin to specify the default reply-to address for each forum. Choices are (a) reply to the forum in which case replies go to everyone (i.e., "reply all" equivalent), or (b) reply to the poster directly but not the entire forum. 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.

    I am really looking forward to having this listserv capability. Please couple it with the other WishList item to allow admins to subscribe members, have subscription option in membership app, and default subscription settings for new members.

    Kim

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    Kim Skimmons commented  · 

    Any idea when this will be ready?

    - Kim

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    Kim Skimmons commented  · 

    I agree with the previous comments. Having email notifications from forums is better and accomplishes the same objective.

  8. 47 votes

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    13 comments  ·  Wishlist » Forums  ·  Admin →
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    Kim Skimmons supported this idea  · 
  9. 169 votes

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    119 comments  ·  Wishlist » Forums  ·  Admin →
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  10. 71 votes

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    28 comments  ·  Wishlist » Blogs  ·  Admin →
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    Kim Skimmons commented  · 

    Will this ever be implemented? How hard can it be? You've already done it for forums. It's been talked about since at least 2010 and it's still in "Development Queue" status.

  11. 106 votes

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    20 comments  ·  Wishlist » Members  ·  Admin →
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  12. 4 votes

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    4 comments  ·  Wishlist » Emails  ·  Admin →
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    Kim Skimmons supported this idea  · 
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    Kim Skimmons commented  · 

    I'm referring to the emails that come from the WA company to admins of WA sites, not the "system emails" that a particular site generates (e.g., membership application confirmation emails) because those can be edited by the admins to include the URL macro if desired.

    I'm talking about emails that WA sends to its customers (i.e., site admins) such as billing and upgrade notifications, account-related emails, even the periodic WA newsletters you send out that contain tips, information, notices about impending WA updates, and so forth. Pretty much anything WA sends to its customers.

    The problem for me is that I manage so many WA sites that when I get an email from WA I'm not sure which site the email is referring to. This isn't so important for general newsletters from WA and such, but it is important when I get an email, like I did the other day, with the subject "Your Free Wild Apricot Account" and it begins with:

    The account number doesn't help me quickly figure out which WA site this email is referring to. This is just one example, but there are others. Sometimes you mention the site name or URL in the email (e.g. when a site is about to get deleted due to inactivity), other times you don't. I'd just like it if you could always put the site URL somewhere consistent in all emails to your customers (like at the top or bottom of the email, or both) so that I can keep track of which emails are for which WA sites.

    Does that make sense?

    - Kim

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  13. 47 votes

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    23 comments  ·  Wishlist » Events  ·  Admin →
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  14. 11 votes

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    1 comment  ·  Wishlist » Gadgets  ·  Admin →
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  15. 3 votes

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    0 comments  ·  Wishlist » Emails  ·  Admin →
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  16. 89 votes

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    36 comments  ·  Wishlist » Events  ·  Admin →
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    Kim Skimmons supported this idea  · 
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    Kim Skimmons commented  · 

    Anything new with this topic? I have clients who would like this also. Right now, it seems to tell the member to contact the site administrator to change a registration.

    Kim

  17. 72 votes

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    41 comments  ·  Wishlist » Events  ·  Admin →
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    Kim Skimmons commented  · 

    Would like this too. Prefer having the option to specify both opening and closing times.

  18. 6 votes

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  19. 16 votes

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    10 comments  ·  Wishlist » Members  ·  Admin →
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    Kim Skimmons supported this idea  · 
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    Kim Skimmons commented  · 

    Another alternative approach might be to alter the Privacy tab (in the Member Profile) so that there are two checkboxes in the Profile Access section instead of the one that is there now:

    Just a thought... Thanks.

    Kim

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    Kim Skimmons commented  · 

    Sure. Here's an example. A non-profit organization relies on corporate sponsors and needs a Sponsors page where all their sponsors are recognized. They used to simply use an ordinary content page onto which they uploaded a logo for each sponsor, but there was a maintenance issue as sponsors come and go -- they would forget to update the page -- and also there wasn't a good way to retain the sponsor's contact information in the database. So they decided to have each Sponsor in the membership database as a special type of member. That way they could capture all the information about the Sponsor that they want and they could always be sure that the Sponsor directory was up-to-date.

    So the organization creates two membership levels:

    Member (a human member of the organization) -- collect a full range of data on membership application: Contact Person's First Name, Contact Person's Last Name, address info, and lots of other member-specific information.

    Sponsor (a financial supporter, usually a corporation) -- collect less data on membership application: Business Name, Logo, Contact Person's First Name, Contact Person's Last Name, Contact Person's Phone, mailing address info, Website URL

    They have two membership directories on the site: one for Members and a second for Sponsors. The Sponsors directory is for public display. The member directory may be public or private -- doesn't matter. However, for the Sponsors directory, they really only want to show the directory page (and not the Profile page) for two reasons. 1) All the relevant information that they need to show the pubic appears in the directory listing: Business Name, Website URL, and Logo. There's nothing additional to be gained by going to the Profile page for the Sponsor. 2) They do not want people to be able to click into the Profile for each sponsor and see the contact person's name, address, email, phone, etc.because this information, for Sponsors (not for Members), is for administrative use only and they certainly do not want their sponsors being solicited by people who find them in this Directory.

    The Member directory is different. On the Member directory, all the Members (humans) are displayed -- no Sponsors here. They do want visitors or other members to be able to click through to a Member's profile and see things like Contact Person's Name, address, phone number, email etc. because these fields are not admin-only for Members as they are for Sponsors.

    When setting up the database fields, the default access level can be setup as either Anyone, Members Only, or No Access (admin only). The problem is that whatever setting you choose for a given field applies to all membership levels that use that field. So for a given field (e.g., Last Name), you can't set one level of access for Membership Level A and a different level of access for Membership Level B. Furthermore, field-level privacy can be set for individual membership records (via the Profile screen), but not for an entire groups/level of members which becomes a maintenance issue to remember to always manually change the field access levels each time a new member of a certain type is added. (I hope that makes sense.)

    So a good (quick) solution would be to disable the ability to link through to the Profile page for certain directories or have a new type of functional page that is just a Simple Directory Listing.

    A longer-term enhancement might be to implement membership-level-based field access settings so that a setting could apply to "anyone (contacts and members)", "all membership levels (not contacts)", or "specific membership levels (check all that apply)" and you could have different access settings for the same field depending on the Membership Level. But that seems hard to do and I'm not entirely sure that it's necessary. ~:)

    Kim

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  20. 143 votes

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    73 comments  ·  Wishlist » Members  ·  Admin →
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    We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.

    As a first step, we suggest to redesign how level change is working and add prorating there:

    - Level would be changed immediately, as now - Remaining portion of old membership level payment will be applied to new level - For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications: - Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal…
    Kim Skimmons supported this idea  · 
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    Kim Skimmons commented  · 

    [quote user="Chief_Apricot"]Currently, changing levels is not connected to the renewal at all, As this thread shows, this is a frequent request and something our product design team plans to work on this year. [/quote]

    I run into this frequently with my Wild Apricot clients. Typically, they have a fixed annual renewal date, say July 1 every year, which is the same for all levels. A member receives a renewal notification email, and on, say, 6/25 goes to the WA site to "renew" but they actually do a level change (in their mind it's a renewal and level change). [Side note: Some common reasons for changing levels are student->regular member, regular member->retired, silver->gold to get higher level of benefits. It's very common.] So they change levels and are charged the full fee for the new level on 6/25 (6 days prior to the annual renewal date of July 1). However, their renewal date is unchanged even though they just paid -- still 7/1 (six days from now) and they continue to get renewal reminder emails even though they just paid their annual fee when they changed levels.

    It's very confusing for both members and admins alike. Hard to train people on how to do it because it's counter-intuitive. The bigger the organization, the bigger the hassle for the admins.

    Any idea when/if this logic will be changed?

    Thanks,

    Kim

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