This is very important! We want to encourage our members to change to a higher priced member level, particularly to a monthly sustaining membership level, and it is critical that should be a very easy change for them to make.
They are made aware of their membership level only when they get our renewal reminder notices. And then - you have made that an impossible time period for them to make the change. That is so counter-intuitive! You are making your software functionality drive and limit the "user experience"!
Please allow the "user experience" to drive your software functionality!
Because of this limitation, we are required to post this statement on our website regarding changing member level: "You may change your membership level at any time, other than during the membership renewal time for annual renewing memberships, which is the period that reminder emails are sent to you regarding membership renewal, a period of about three weeks before and after your membership anniversary date."
Now, how can that message encourage members to change their member level??
Please, please revise this process to make the "user experience" optimal! And to enhance your clients' ability to increase member level changes to a higher dues amount.
Please make revisions to the Member Summary Chart to correct the misleading layout. There is a difference between “Members” and “Memberships”. The Summary Chart confuses the two. The Summary Chart should provide an accurate count of “Memberships”.
I’ve attached an example to illustrate, along with a recommendation for an improved and accurate layout.
When our board asks "How many memberships do we have?" the Membership Dashboard should provide an accurate total. Now I have to do a math calculation to find out. Bundled memberships should count as 1 membership, because it is one payment. The Member List Summary is very confusing - the numbers in the columns do not add up in an easy fashion. Much improvement is needed!
We need to be able to customize the “Member Level Change Initiated” and the “Member Level Change Succeeded” automated emails.
The Membership emails screen states, “Note: the following emails cannot be customized: "Member level change initiated" and "Member level change succeeded".
Please allow these emails to be customized! This system email format looks awful! We want all our emails to have our logo, branding message, and a welcoming and appreciative content. It’s critical to look professional and appreciate our members when they increase their membership level!
We are starting a campaign to appeal to our members to change their membership levels from annual memberships to monthly sustaining memberships, which will increase the amount of their financial commitment and support. It will be an embarrassment to have this automated email sent to them.
Please allow us to make these emails professional looking!
This is important - we have the same challenges. I want to customize the automated membership emails for a couple of our membership levels, but then would have to make a separate manual procedure as to which membership levels use the "default" email and which others use a "custom" email. Very cumbersome!
I first made this request in 2013, then made a follow-up request in 2016, and now it is April, 2019! We have 1285 email contacts/members, and having to look at them all manually in order to determine LEVEL OF ENGAGEMENT is impossible.
I want to (1) use the previously requested criteria to identify non-member contacts who read all our member in order to create a membership campaign, (2) weed out non-member contacts who don't open emails.
I think it's ridiculous that WA offers webinars to teach us how to increase membership, yet will not provide this very important - and easy to program - tool that will make this possible!!!
Further, I use Google Analytics to evaluate our open rate and click through rates. It's important to weed out those who never open in order to gain accurate analytics information.
I added this request in Oct 2016, and now as I look through the "wishlist" items, I have found a request asking for the same search criteria, "Add ability to search by last email opened date and number of emails opened", that I had submitted back in 2013. Each of these two requests has gotten 5 votes. Would you please look at combining them so that perhaps this request can get more traction?
Having to manually search our large database, person by person, for people who are actively engaged (ie, opening emails), in order to identify those we want to tap for membership and volunteer appeals is nearly impossible.
I need to mine our email database to select people who regularly read our emails in order to create special appeals for membership, for volunteer involvement, and for donations. This is a fundamental need for non-profit organizations. Without this ability, we lose too many opportunities for increasing our supporters, volunteers, and income.
Please add to the search criteria:
- Date last email opened.
- Number of emails opened.
- Percent of emails opened.
Would like to have report criteria include the NUMBER and PERCENT of EMAILS OPENED in a TIME RANGE. We need to be able to determine the engagement level of email contacts and members.
(1) It will help to identify very engaged readers to ask them to volunteer or be on our board.
(2) It will help us target people to reach out to in order to increase engagement.
(3) It will also help to identify inactive contacts to weed out and archive.
At present identifying all of these requires a manual process to look up each person and check their email history - horribly cumbersome.
Dimitry, sorry about the delay in responding. Is there a way we can be emailed or notified when there is a response to a wishlist item?
Yes a percentage of emails opened would also be a valuable addition to the search parameters. I haven't seen anyone else comment on this request, yet I know it would be valuable to all!
We are working on significant changes in email composing tool. As a part of this work we will use another rendering engine, which creates more predictable results for most email clients.
Yes, please give us the same layout flexibility in emails that we have on web pages.
Will be available in the next system update.
A couple years ago I requested an Admin level for Newsletter editor, who needs to be able to send out a newsletter email, and insert photos from Files. The only way to do this is to give the Newsletter editor FULL ADMIN access. Yikes. I don't want the Newsletter Editor to have access to web page design, be able to change contact and member info, post payments, move images and files to new folders, etc. I can no longer find this item in the wishlist under Account administration or Security. Will you please reactivate this request?
Add more admin levels.
For example: I need an admin level for our newsletter writer that doesn't allow access to member records. The newsletter writer should have access only to select contact categories (ie, all contacts, members only, all but archived, etc.) to send out newsletters.
I also have a need for a separate administrative level for Communications Manager. We are using a non-board member volunteer to create our newsletters and I need to restrict access to the database.
The Communications Manager should be able to to send the newsletter/emails to members, all contacts, or non-member contacts; and should be able to select items (logos, pictures, etc.) in File Management to embed in newsletters or emails;
The Communications Manager should not be able to:
View information about contacts (such as address, phone, financial, notes, etc.),
Make database changes,
View Page Management,
Make changes to web pages,
View automated emails or emails sent by others,
View settings, donations, finances,
Use search criteria and export database.
* In addition, there needs to be a way to make a DRAFT newsletter/email visible to either all or selected administrators, so that a draft of a newsletter can be proofed and approved by another before being sent out by the Communications Manager. Very important.
* At present we aren't using forums or blogs so I can't comment on those. I hope this is something you will include in the next update. Without this ability we are exposing our entire website and database to risk.