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Becky Parsons

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  1. 127 votes

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    Becky Parsons commented  · 

    There is another comment on this topic. Would be good to combine - could get more traction for this very important need!

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    Becky Parsons commented  · 

    I have read most of the 34 posted comments and my issues are the same! Please provide a "shadow" site of our website so we can migrate to a new theme and get the new menu, links, and page functionality working before "turning it on" in our website.

    We have been on the "basic green" theme since 2009 and have been trying out a new responsive theme in a clone of our website. Our current theme does not have drop-down menu lists, so we have every page set up with multiple cross-links for navigation. Migrating to a new theme with drop-down menus means starting from scratch with how to design our menu and page organization. The clone site will not let us import new photos or logos in order to work up the "look" of the new page template designs. So when we go "live" with the new theme we'll have our website down for at least an entire weekend while we have to do trial and error experimentation from scratch for the design of every page template and for every page.

    Please help to make this process not so daunting!

  2. 26 votes

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    Becky Parsons supported this idea  · 
  3. 18 votes

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  4. 32 votes

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    Becky Parsons commented  · 

    Yes please add this feature!!!!

    We will need to have our website down for an entire weekend while we upgrade our theme. I very much need the ability for a construction message and the ability to revise it in case the site will be down longer than anticipated.

    Becky Parsons supported this idea  · 
  5. 5 votes

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    1 comment  ·  Wishlist » Emails  ·  Admin →
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  6. 7 votes

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    0 comments  ·  Wishlist » Emails  ·  Admin →
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  7. 16 votes

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    5 comments  ·  Wishlist » Emails  ·  Admin →
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    Becky Parsons supported this idea  · 
  8. 17 votes

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    9 comments  ·  Wishlist » Emails  ·  Admin →
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    Becky Parsons supported this idea  · 
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    Becky Parsons commented  · 

    Currently there are 5 renewal reminder emails. After the last one, the only way we have to keep trying to get non paid members "back in the fold" is to create special reports and craft manual emails. It takes unnecessary extra time to run these reports several times a year and make manual appeals for membership renewal.

    If you would set up additional "reminder email" options, then we could have automated appeals sent out at 60 or 90 or 120 days - or even at next year's anniversary date - that would be such a time saver.

  9. 59 votes

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    10 comments  ·  Wishlist » Emails  ·  Admin →
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  10. 104 votes

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    31 comments  ·  Wishlist » Contacts  ·  Admin →
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    We’re looking into this request in much broader context – we want to simplify overall management of contacts, lists, saved searches. Saved search should be perceived as smart lists and provide quick access to various contact and member groups.

  11. 86 votes

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    24 comments  ·  Wishlist » Emails  ·  Admin →
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  12. 29 votes

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    14 comments  ·  Wishlist » Finances  ·  Admin →
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  13. 16 votes

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    1 comment  ·  Wishlist » Members  ·  Admin →
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  14. 9 votes

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    1 comment  ·  Wishlist » Events  ·  Admin →
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  15. 12 votes

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    1 comment  ·  Wishlist » Events  ·  Admin →
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  16. 66 votes

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

    I must comment again on the issue of a simple renewal process without requiring a password.

    You say "We will get to this when other higher priority items are done." For our organization this has been our HIGHEST PRIORITY since 2012 when I first made this request. We don't consider this a "bells and whistles" software enhancement. This is absolutely necessary for the financial soundness of our organization.

    We get continual complaints from our board and from members. Just yesterday I got an email that said, "I tried to renew online and gave up." When someone has given up, they have to be really motivated to get out a checkbook, write a check, address an envelope and stamp it.

    Dollars lost. More manual work to follow up and try to motivate membership renewal.

    Process should drive software design - not the reverse.

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    Becky Parsons commented  · 

    Create better functionality for members to renew their memberships. In every membership reminder email, please include a link to go straight to their member profile for renewal, without requiring a password. Our members do not use passwords, and there is a huge falloff rate in getting online renewals. Must get frustrated and either don't renew or they mail a check. This is costing us significant revenue and causing us much extra time to personally follow up with people!

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    Becky Parsons commented  · 

    Please make membership renewal available to members to be able to click on a link in the renewal email notice in order to renew their membership online - without having to have a password.

    The system allows 5 membership renewal notices: 2 before renewal date, one on renewal date, and 2 after renewal date. Our members have no need to use a password for any other reason. So why must they have a password to renew their membership? Just allow us to include a link in those 5 reminder emails for a one-click to get to their renewal page, according to the email address where the email is being sent. That doesn't have to get them to their "profile" to change their contact info, just to allow them to renew.

    We get so many comments like "well it seemed to be such a bother to go through having to get a password and then go back to your website to sign in to renew, so I thought I would just deal with it later, and then I forgot about it." We are losing money!!!! Please don't make this so hard!

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    Becky Parsons commented  · 

    Thanks Dimitry. I have used the wishlist function only a couple of times, so don't know very well how it works. Since you asked everyone for input, how does your request get broadcasted to other users for their opinion? It seems to me that I only know of wishlist items if I have an issue and happen to log in and hunt to see if anyone else has posted on the same issue. I rarely have the time to do that.

    Also, a few weeks ago I posted about a need for multiple donation forms, but today I don't see that category or know how to find out if others have made posts more recently.

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    Becky Parsons commented  · 

    Thanks for your reply and for the direct link to the membership renewal page - that is helpful to know. However, I still have the same concerns as before. Here are my follow-up comments and questions:

    1. We often find it's necessary for members to receive more than one reminder email before actually renewing membership. For you to provide only one renewal link that bypasses the login and password - in the form of an invoice - just isn't enough. If you can bypass the login and password in an invoice, why can't you bypass the login and password in the reminder emails - why is one a security risk and the other is not?

    2. When lobbying for someone to renew a membership, an "invoice" format is not a diplomatic and inviting message - we prefer to use "reminder" emails so that we can customize the language to be an inviting appeal to membership renewal. Your representative advised me to not customize the invoice wording to relate it to membership renewals because the invoice form is used for all invoices, not just for membership renewals. So for those reasons we don't have invoices automatically sent out for membership renewals. That leaves us with no direct link to a membership renewal that bypasses the login and password.

    3. Out of over 1100 "contacts", only 4 or 5 people bother to use a login and password - and those few typically try it only once just for curiosity - that is a huge disparity. It reduces the membership renewal process to something that is very laborious and cumbersome.

    4. We have gotten numerous complaints from both our members and our board members about a login and password requirement to renew a membership. The majority end up writing a check and mailing it! Then we must manually post the membership renewal and make a trip to the bank to deposit the checks. We want to be able to fully utilize your software - it has many fine features - but in this particular process the software is too limiting and needs to be broadened to better serve your clients. This leads me back to my original two requests for you to make the membership renewal process more helpful:

    (1) A direct link to the “membership renewal page”, bypassing the password requirement (the way the “invoice” form functions), should be included in every Renewal Reminder email:

    Reminder 1

    Reminder 2

    Renewal Day Notice

    Grace Period Email Notice

    Lapsed Email Notice

    (2) The link to the “membership renewal page”, bypassing the password requirement, should be one of the “link” selections in the “edit” option for emails. This would allow us to include a direct link to membership renewal in individual customized emails.

    Thank you!

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  17. 99 votes

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    33 comments  ·  Wishlist » Emails  ·  Admin →
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  18. 112 votes

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    52 comments  ·  Wishlist » Members  ·  Admin →
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    For me personally, this a great suggestion and I’ve been thinking about it for long time myself. Ideally, I’d really like completely redesign our membership levels to concurrent subscriptions model. Subscription gives you access to some information or provide privileges. There can be multiple ways of buying it – e.g. for a year or two, recurring or not, etc. Altogether, subscription-based model is very robust and easy to understand. Please, vote!

  19. 26 votes

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

    The "Finances" section needs a date range ability in the view section, in the report section, and in the export option. There needs to be more information options in this section.

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  20. 31 votes

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    3 comments  ·  Wishlist » Emails  ·  Admin →
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    Becky Parsons shared this idea  · 

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