Becky Parsons
My feedback
132 results found
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5 votesBecky Parsons
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7 votesBecky Parsons
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17 votesBecky Parsons
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59 votesBecky Parsons
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103 votes
Evgeny Zaritovskiy
responded
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.
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86 votes
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67 votes
An error occurred while saving the comment An error occurred while saving the comment 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!
Becky Parsons
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An error occurred while saving the comment 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!
An error occurred while saving the comment 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.
An error occurred while saving the comment 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!
Becky Parsons
shared this idea
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102 votes
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115 votes
Concurrent membership is not something easy to implement - it would require fundamental redesign of how membership works in WA. However, I have couple of thoughts here that I wanted to hear your feedback on.
As I understand, there are 2 sides of the problem:
1. Collecting additional dues for services. E.g. Member is associate and board member, so you need to collect both dues.
- This can be addressed using our extra fields functionality. Maybe it's a bit clunky, but it should work. E.g. setup associate member as primary membership and add extra charge checkbox for being a board member.
- You can easily filter down any members you need with advances search by that extra field.
2. Setting correct permissions on website pages - here there's no workaround we could suggest, but adding permissions based on saved searches seems to feasable option.
Am I missing something? Will the…
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26 votes
An error occurred while saving the comment 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.
Becky Parsons
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32 votesBecky Parsons
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6 votesBecky Parsons
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Becky Parsons
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29 votesBecky Parsons
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An error occurred while saving the comment Becky Parsons
commented
I agree. Please give us the ability to have "child" pages for non-menu pages. After being on WA for several years, our "non-menu" page list is getting large and it's not organized well.
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4 votesBecky Parsons
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An error occurred while saving the comment Becky Parsons
commented
Yes, please give us the ability to drag a corner to re-size a picture! The time spent in trial and error going back to "settings" and trying out different sizes is frustrating, especially when trying to create an engaging and interesting newsletter email or webpage. It shouldn't be this hard and time consuming.
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39 votesBecky Parsons
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An error occurred while saving the comment Becky Parsons
commented
In order to send an email to a “Group” already established in “Group Management”, Wild Apricot first requires that we create a “search” of that group, then we can send the email to that “search”.
My request is for Wild Apricot to add to the email recipient selection options “Group” with a drop down of the established groups to select from.
All standard email systems easily allow sending an email to an established group. If I want to send an email to my Board of Directors or to a specific donor group that is already established, it doesn’t make sense that we should we be required to do this extra function in order to send an email to the group.
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18 votesBecky Parsons
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An error occurred while saving the comment Becky Parsons
commented
Dimitry,
This is very similar to my wishlist request to add to the search criteria: "email last opened date", "number of emails opened", and "percent of emails opened".
Can these requests be combined so we can get more traction and comments from others?
An error occurred while saving the comment Becky Parsons
commented
This request for options to determine member engagement in emails is strongly related to a wishlist conversation about "bulk changes to contact records". On May 9, 2013 I added to that Wishlist conversation a request to add these search features:
“last email open date” with selection options of “on or before” and “on or after”, and
“number of emails opened” with selection options of “greater than” and “less than”. I want to be able to identify those contacts who are the most engaged (who open emails). I also want to identify those contacts who don't open emails so I can clean out and archive those. We need to have management tools to control the size of our contacts list for our WA subscription cost control, and also to have a clean list to evaluate the effectiveness of our communications. Then, once we have identified our list with these search options, we need a tool to make a bulk online change, for example, to archive contacts, etc.
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.