docjohn

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  1. 236 votes
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    Work in progress  ·  94 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    docjohn commented  · 

    We've been an active user of Wild Apricot for over 8 years. The lack of any type of membership reporting is driving us to consider other membership platforms. (That and the new outrageous fee they want to charge monthly for not using their payment processor.) WA has really taken a hit in its ability to provide the features users actually need to be effective for their small non-profit organizations.

    docjohn commented  · 

    So 7 years after this was suggested, I still can't tell my board what our member retention rate is? So disappointing and the lack of simple reporting features like this is making us rethink staying on WA.

    docjohn commented  · 

    Is anyone listening? This is a feature suggestion that's been asked for now for 5 YEARS and still no easy way to report on the very basics of membership:

    - What is my organization's membership retention rate?

    - How many 1 year members are renewing vs how many 5-year-old members are renewing? (e.g., are we losing newer members due to lack of engagement or such?)

    - Let the report be organized by what's important to the organization: membership level, membership age

    - Let the report be defined in user-chosen time periods:
    - Monthly
    - Quarterly
    - Annual
    - Since start of org/WildApricot
    - Custom time range

    Please create this reporting option! Right now, I have to spend a long time running multiple custom queries to try and get this information from the system. It's a time-consuming and frustrating process.

    Thank you.

    docjohn supported this idea  · 
    docjohn commented  · 

    Following up with this, as I still don't see an easy way to get this statistic or report out of the current system.

    For a nonprofit, boards want to know, "How many of our members are renewing?" It's a simple question. There's a big difference between "20%" and "80%."

    1. You calculate it by looking at all the members in a specified time period, and see how many renewed versus how many let their membership lapse. If you have 100 members and your standard membership level is for one year, then if you run a one year report, you'll know how many of those members renewed in the past year.

    3. Most of us use different membership levels. So I might want to report out each specific membership level's renewal rate. Are "Gold" members renewing at a lower rate than "Bronze" level members, for instance? (The labels are just arbitrary, just to give you an example.)

    4. MailChimp does this and lets you know how your newsletter's open rates compare against the industry standard (the industry is chosen by the user, and there's only a dozen different industries to choose from). This is probably a harder stat to grab readily, so it's not nearly as important as #1.

    And #1 is super important. Today I'm trying to compile this data, but it means going in and running multiple advanced searches on the membership database trying to find who's lapsed in the past year versus years past, etc. etc.

    Thanks!

    docjohn commented  · 

    This suggestion was first made over 3 years ago, with no followup.

    The success of any nonprofit is tied to the renewal rate of their membership. Today, Wild Apricot doesn't really offer such a report. You can sort of devise a custom advanced search to get at this data, but it doesn't provide you with basic statistics any nonprofit needs to grow:

    #1 - What's your membership renewal rate over all time? Past 3 months? Past 6 months? Past year? A specified time period?

    #2 - Are older members (greater than 3 years' membership) renewing at a different rate than newer members (1 year old members)?

    #3 - What's the membership rate in different membership levels (assuming you have more than one level)? And provide the same ability to lookup the renewal statistics by data as in #1 above.

    #4 - Industry statistics. What is your renewal rate compared to other nonprofits in your specific industry who are also using Wild Apricot? Choose from a drop down of a few dozen topic areas, and then show what the industry average is. MailChimp provides data like this for open rates of mailings.

    Thanks for the consideration!

  2. 6 votes
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    2 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 59 votes
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    22 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    docjohn supported this idea  · 
    docjohn commented  · 

    Also, assuming we have 3 different organization levels (Gold, Silver, Bronze), we could sort in the organization section by these different membership levels (Gold orgs first, then Silver orgs, then bronze).

    There should probably be some sort of separator between each of these sections and membership levels too.

    Right now, I can display by membership level, which is part of what I need. But there's no separator differentiating when one membership level is done and then it's displaying the next level. This would be helpful for folks to understand the different groups, too.

    Thanks!

    docjohn commented  · 

    Yes, I would like a master membership list.

    On this list, it would have, in this example, two different sections -- one for organizational members, the second for individual members (using membership levels as the filter). All organization members would be listed first, then individual members. Assume there's a sort option as well for each section (in this case, organizations would be sorted by organization name, individuals would be sorted by individual's name). Here's a rough layout example:

    Organization Members

    ================

    Organization Name Location Some other column

    Individual Members

    ==============

    Person's Name Location Some other column

    Is that enough information? Thank you!

    docjohn commented  · 

    We have two membership levels -- organizations and individuals. Organizations need to be listed by organization (the person signing up for the organization is secondary and usually just a contact person). Individuals need to be listed by their name, since they are signing up for themselves.

    Is there a way to customize how the membership list is displayed, based upon which membership level they signup for?

    I know I can sort by membership level, but this doesn't really help the display problem. The "Search results layout" applies to the entire membership list, and can't change based upon what type of membership is being displayed. So I can either list everyone by their name first (which is wrong for the organization), or I can list everyone by their organization first (which is wrong for the individuals).

    If this is not do-able today, then please, please put it in a future release. There should be a different "Search results layout" set of boxes for each membership level (if a person needs the functionality).

    Thanks!
    John

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