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Becky Parsons

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  1. 31 votes

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    Becky Parsons supported this idea  · 
  2. 67 votes

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    Becky Parsons commented  · 

    We have three different donation categories that people select when they make a donation. Previously in PayPal these donation categories were transmitted to our bank account categories. In AffiniPay, we must look up every donation in order to categorize them in our bank records and financial statements.

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  3. 6 votes

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  4. 26 votes

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    6 comments  ·  Wishlist » Events  ·  Admin →
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  5. 178 votes

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    55 comments  ·  Wishlist » Emails  ·  Admin →
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    Becky Parsons commented  · 

    I would like to add an additional request to this item. We post 30-40 events per month on our calendar, as we include events of sister organizations, rallies, webinars, etc. In a newsletter email I would want the ability to manually select the events to include in the Events Gadget. For example I would want to select for inclusion only our own hosted events.

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  6. 7 votes

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    2 comments  ·  Wishlist » Events  ·  Admin →
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    Becky Parsons commented  · 

    Calendar View on Mobile Device:
    In desktop mode our calendar events are readable and easy to identify in order to choose which event to select.

    However, on a mobile device the calendar events are not at all identifiable in order to choose which event to select.

    We have many events on our calendar, sometimes 3 or more events on a single day. Our calendar is our second highest accessed web page, and it is a major service we provide to our 1300+ members and contacts.

    We get numerous complaints from people who only access our site on their mobile devices, because the calendar is entirely useless on their phones.

    We specifically changed our Website Theme to one that was promoted as fully mobile compatible. However, now we learn that the calendar is not intended to be mobile compatible.

    Attached are screen prints to illustrate this issue. Please fix!! This is extremely important. Thank you.

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  7. 8 votes

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    2 comments  ·  Wishlist » Members  ·  Admin →
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  8. 32 votes

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    16 comments  ·  Wishlist » Members  ·  Admin →
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    Becky Parsons commented  · 

    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.

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    Becky Parsons commented  · 

    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!

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  9. 142 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…
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  10. 6 votes

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    0 comments  ·  Wishlist » Emails  ·  Admin →
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  11. 5 votes

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    2 comments  ·  Wishlist » Emails  ·  Admin →
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    Becky Parsons commented  · 

    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!

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  12. 145 votes

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    13 comments  ·  Wishlist » Emails  ·  Admin →
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  13. 40 votes

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    13 comments  ·  Wishlist » Emails  ·  Admin →
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    Becky Parsons commented  · 

    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.

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    Becky Parsons commented  · 

    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.

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    Becky Parsons commented  · 

    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.

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    Becky Parsons commented  · 

    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.

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    Becky Parsons commented  · 

    Thanks!

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    Becky Parsons commented  · 

    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!

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  14. 35 votes

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    7 comments  ·  Wishlist » Emails  ·  Admin →
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  15. 5 votes

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    0 comments  ·  Wishlist » Emails  ·  Admin →
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  16. 3 votes

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    0 comments  ·  Wishlist » Emails  ·  Admin →
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  17. 3 votes

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    0 comments  ·  Wishlist » Emails  ·  Admin →
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  18. 7 votes

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    0 comments  ·  Wishlist » Reporting  ·  Admin →
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  19. 23 votes

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    1 comment  ·  Wishlist » Reporting  ·  Admin →
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  20. 19 votes

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    5 comments  ·  Designers  ·  Admin →
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    Becky Parsons supported this idea  · 

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