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Brandon Longley

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  1. 108 votes

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    51 comments  ·  Wishlist » Events  ·  Admin →
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    Team Mobile responded

    Hello everyone! 

    Seeing your activity on this thread we would like to present you with three new templates using the third-party app called “Integromat”. They could help you to: 
    - Copy an event with registrants 
    - Export registrations into a Google sheet 
    - Import registrations from a Google sheet 

    These need a short one-time setup and then you’ll be able to do the actions above in just a few clicks! 

    For more info see our blog: https://www.wildapricot.com/blogs/newsblog/2019/04/30/event-registration-integromat 

    We absolutely understand this is not a solution but more of a workaround for this request, so we won’t close this thread. But feel free to share your thoughts about these templates as well! 

    Please note, these workflows have some limitations and might not suit everybody. But we hope they will make your life a bit easier.

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    Brandon Longley commented  · 

    Thank you Evgeny the API Call function works GREAT!

    Now I'm going to get my excel list of registrants, merge their details with MS Word into the API code and import all of my registrants.

    Can't wait to begin online check-ins for membership events!

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  2. 21 votes

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    0 comments  ·  Wishlist » Events  ·  Admin →
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  3. 35 votes

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  4. 32 votes

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    Brandon Longley commented  · 

    Alex, I have created a Donation Cause field (which categories the donations into areas of our org) similar to a category that you're suggesting. You would just need to assign the category to the donation after it has been made and then it can be exported and filtered accordingly.

  5. 10 votes

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    Brandon Longley commented  · 

    Yeah this is for tax purposes and would make EOFY a lot easier, can this be something that can be sent via email as well?

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  6. 106 votes

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    Brandon Longley commented  · 

    This would useful, it would be good for me to know what information is updated by members and donors, I see there is a date of profile last updated but a log of information about changes would be good.

    Mainly important because I'm updating a volunteer database with information that comes from Wild Apricot such as contact information and addresses and it would make it easier to determine the most up to date information.

    Also it would be easier for me to keep track of the changes I have, and haven't made to contacts such as deleting an address because of a return to sender (RTS), but not making a note in their notes of removing their address due to RTS, otherwise I look at a contact that has a blank address and want to populate it with the one that's from the volunteer database (that could be incorrect).

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  7. 108 votes

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    20 comments  ·  Wishlist » Members  ·  Admin →
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    Brandon Longley commented  · 

    I don't like this, if someone doesn't want to renew their membership they will unsubscribe to emails - which is available at the bottom of each email you send out.

  8. 8 votes

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    Brandon Longley commented  · 

    This option works well, thanks Evgeny

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  9. 98 votes

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    30 comments  ·  Wishlist » Emails  ·  Admin →
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  10. 12 votes

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  11. 46 votes

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    5 comments  ·  Wishlist » Events  ·  Admin →
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  12. 361 votes

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    We're considering to take Donations during registrations/applications into development right now, but during analysis of the feature we ran into an issue where we would love to hear your feedback.


    Essense of question: how would you like donations during applications or registration to be processed for offline payments (when your member/prospect decided to get an invoice and pay later)?


    Some more details:

    We can implement donations during event registrations/membership renewals for online payments - not a problem. 

    But when we're talking about offline payments, straighforward solution seems to be a bit expensive - we don't have invoices for donations or pledges yet.


    So right now we're considering going on with straighforward online payments solution (donation will be added to payment transaction) and for offline payments - just include an invoice memo to buyer to add $XXX to his payment as donation for event/membership he has selected. 


    This way administrators would…

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    Brandon Longley commented  · 

    Add to that, sending out mail is costly and takes time. And we only sent out our letter drive to 40% of our members because most of our members have email addresses and prefer for us to send them email rather than mail.

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    Brandon Longley commented  · 

    This would be fantastic, this year we did a letter donation campaign with our membership drive and we raised twice the amount of money that we would normally raise, with 80% of the donations coming from paper replies. 20% came from online donations however this would be much higher if members could add a donation to their renewal at the time of renewing. Most of our members are generally happy to pitch in an extra 2-5x the membership cost if it is easy - it's easy to fill out a form and send it back using a reply paid letter but it's not as easy to do it online.

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    Brandon Longley commented  · 
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    Brandon Longley commented  · 

    This would be fantastic to have, currently testing with the additional costing feature in memberships however my appropriation of it will not benefit me and I've realized it causes more problems than good.

  13. 89 votes

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    I’m making this not just about events, but other lists too – this is a common usability problem.

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  14. 15 votes

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    1 comment  ·  Wishlist » Events  ·  Admin →
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  15. 73 votes

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    39 comments  ·  Wishlist » Emails  ·  Admin →
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  16. 59 votes

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    24 comments  ·  Wishlist » Contacts  ·  Admin →
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  17. 7 votes

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    Brandon Longley commented  · 

    We have a field like this in Admin only (Internal Use) within member's profiles, it works well - and is easily searchable.

  18. 33 votes

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    I'm happy to say that we have started working on providing prebaked PDF for donation receipts and include them into our emails.

    Couple of details about how we designed it:

    - it will be a link to download pdf of donationavailable throughout the product (including emails sent to contacts)

    - as of now it will be static PDF, but later on we plan on adding capability to edit these PDFs as well

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  19. 86 votes

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  20. 9 votes

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