chapka
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54 votes
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…chapka
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236 voteschapka
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[quote user="Apricot Kernel"]Sorry, no plans yet. Why hidden registration types do not work for you? Or you want to suggest registration without actually showing any price until code is entered? [/quote]
In the past, we've sent out individualized single-use registration codes to large numbers of members; for example, this year we'll probably be sending out about 500-1,000, which are redeemable at any of a certain category of event.
This is a pain in our current event management software, but as far as I can tell it would be completely impossible at WildApricot, at least without showing everyone 500 different registration options.
Here's what I would like to see in discount codes, from most desirable to basic functionality that would let us move over from our current software:
1) My ideal solution would be to do this completely in WildApricot. Create a field for the 500 people who get discounts this year, and have WA generate and send discount codes that apply to a certain class of event. They type the code in a box and the code is used. I don't have to do anything else.
2) A more realistic solution: I write a script that generates 500 single-use codes. I manually assign them to users and send the users an email (probably by exporting, adding the codes in Excel, and re-importing).
Now I have a list of 500 codes that have been sent out. WildApricot gives me a box somewhere to copy and paste in the 500 codes, one per line or comma-separated, and assign them all to one event with the same characteristics.
3) The bare minimum. As above, but I have to type in all 500 codes one by one for each event. Users don't see 500 different registration options.
Here's the problem we've run into.
Our org has two membership levels, one free and one paid. Membership is always for the calendar year; we run events pretty much every week from March through November.
Our membership campaign for the new year starts in late summer or early fall. This was the first year running it in Wild Apricot. We set up the "new applications" settings for the membership level so that anyone joining after September 1 or so would get a renewal date of January 1, 2013 ("charge full regular fee AND extend by one period").
So far, great--that's exactly the functionality we wanted.
The problem is, if someone was already a member at the "free" membership level, they don't get to take advantage of this logic. Instead, they get their existing membership level bumped up to the paid level...but their membership then expires a few months later, before the 2012 events start.
It would be very helpful if there was some way to apply this new member logic to upgrading members as well. Maybe a fourth tab in the membership options, called "level changes"?
Is there any way around this problem? I hate to tell people who want to pay for memberships in September to wait until January.