Nancy Scanlan

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  1. 282 votes
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    87 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
  2. 67 votes
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    13 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
  3. 26 votes
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    5 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
  4. 115 votes
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    60 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan commented  · 

    I agree, let us combined Saved Searches. Would allow us to do a Boolean search divided into smaller steps. Could be easier for staff who are not clear on how to set up a single complicated Boolean search

    Nancy Scanlan commented  · 

    That would definitely work much better for us.

    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    If you could at least start with the AND function, it would really be helpfful. We do a lot of direct targeting emails: we have our meetings in a different state each year, some parts of the meeting have an attraction to a subset of our members,.Instead of doing 3 separate member level searches in 4 separate states and combining all 12 searches, it would be a lot easier to just be able to search on level 1 AND 2 AND 3 and leave 4, 5 and 6 blank, PLUS to search on one state AND surrounding states at the same time: such as CA and AZ and WA and NV, rather than a different search for each of these states.

  5. 61 votes
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    14 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
  6. 71 votes
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    48 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan commented  · 

    Every item in this post is almost exactly what we need

    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    I echo Becky's plea. See my posts in 2012 and 2014. We have multiple causes to donate for and multiple ways of donating. We never even started with the donor forms because it is impossible for the current option to work for us. But the only thing we need is the ability to make unique donor forms with choices and a fill-in option. Right now we track things through Giftworks and Quickbooks, and make individual forms on our website, with each cause on different pages, and separate Authorize.net and Paypal buttons. Would be so much easier to do it all through WA. And their workaround with membership forms does not work for us. We already have many membership classes, and additional membership forms would be a nightmare.

    There must be many more out there who take donations and need this option. Please, somebody, chime in.

    Nancy Scanlan commented  · 

    Once again I agree that WA really needs this if you are going to continue to market yourself for non-profit organizations. I work with 2 organizations, and one relies so heavily on donations as a big part of their website and income that they are not part of the WA community. They get many donations offline (through checks) and have an online donation form that can be downloaded, with a link that can be inserted into the online donation form. They get almost as many donations through Paypal as through Authorize.net and so need both of those gateways available. Their campaigns vary a lot, and so need to be able to choose or create different fields/forms, depending on the details of the events. All of those things have been requested/discussed since 2009. None have been implemented.

    I am sad that there is no movement on any of these items. Unlimited, easily customizable donation forms would go far towards meeting the needs of any organizations that take donations, and would meet a critical need for organizations which rely on donations for a large part of their income.

    Nancy Scanlan commented  · 

    As I said last year, I use a different site for our donations, because I can create forms on that site with as many or as few fields as I need. In addition, we have quite a few donors who prefer to use Paypal, but the majority prefer not to. So I am signed up with Authorize.net on our Wild Apricot site, but have both options on the other site. We receive only slightly less income from the Paypal button than we do from the Authorize.net button on that site, so it is not an option to drop Paypal.

    Nancy Scanlan commented  · 

    We just ran our first big matching push for our One in a Million campaign and received a little over $140,000. Over $80,000 was in checks, so some kind of "other" field besides credit cards would have really been helpful. This campaign is for the entire public.

    The campaign allows for donations in the memory of people/pets as well as restricted donations. There will be 2 to 3 of these matching pushes per year, with other donations allowed at any time, so all fields for this campaign need to be available at all times. We can't turn them on or off.

    As I said in my post in April, we also have our memoriam fund.That is very restricted: just in the name of pets who have been euthanized by member veterinarians, and all money goes to scholarships (only) for veterinary students. This money cannot be otherwise restricted by donors. Very different fields needed here: we do this as a service for veterinarian members so it is a members-only campaign, and each person gets a letter from us that says their veterinarian donated in their pet's name. We have a suggested amount per pet, and a minimum that is more than the minimum for the One in a Million campaign. We do not want to delete any of those categories because this is an ongoing service.

    We have finally decided that we have to run these campaigns on our other website using different software because of the lack of flexibility in the Wild Apricot donor forms. Otherwise, it is too confusing and does not look professional.

    Nancy Scanlan commented  · 

    I would also like to have different fields on different forms. Here is an example why:

    we just started a campaign where people can agree to give $1 per month for 12 months (we make them prepay the $12 rather than $1 each month). They can donate in multiples of $12, and can do multiple donations, in the name of beloved pets, relatives, favorite staff members, etc.

    Some members request that people send us money in lieu of flowers, upon their death. Not good to have a page with multiples of $12 for those people.

    Some vets donate money to us when one of their patients die, and we send a letter to clients to let them know what their vet did. Would be nice to have a separate page for them;

    We are getting ready for a "dog jog for cancer" campaign, where people will enter to walk their dog for a mile (like an event) but also collect pledges from people who donate money to individuals or teams who compete (which is a fundraiser with donations).

    Much better to have unique fields for each of these. (And unique emails also.)

  7. 261 votes
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    93 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
  8. 28 votes
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    11 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    Direct marketing experts used to say that it took 3 mailings (or emailings) with people for maximum direct mail response. Now they say it takes 7. In the past we used to do 3 mailings and/or emailings, but we have just changed over to the 7 mail/email model. So it would be nice to be able to automate more than 3. We would usually do at least 2 snail mails as part of the campaign (a "Save the Dates" postcard and mailing our program). 5 automatic emails would work better for us, too. (And I know we can do this manually right now. Just would be nice to automate it fully.)

  9. 83 votes
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    24 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    I agree.

  10. 73 votes
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    32 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    We would like this for both administrators and for the public. The public uses our site to find members in their state or city. Administrators would love to have it for print directories or to generate a pdf file for an online directory.

  11. 65 votes
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    40 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    Having a renewal date helps remind us to look at the comp memberships each year to see whether we want to continue with all of them. Most are in honor of long-term membership and service. Two come as part of being a chairperson of a specific committee. When they go off, then it changes to somebody else. The somebody else is not always aware that they are supposed to get a free membership so we can't rely on them to remind us.

    Nancy Scanlan commented  · 

    I was directed to post my auto-renew problem here.

    We have free memberships and we cannot make them auto-renew. We have 2 types:

    free to first year graduate veterinarians (do not want auto-renew)

    free as a way to honor special people. These are the ones we want to make auto-renewable. There are only a few of them, and it is usually free for life. They get irritated if asked to renew when given a free life membership, especially when the amount is zero and they get confused because they try to pay sometimes.

    We name these as 2 different membership levels (first year grads and comp members) so we would set them up differently - one would be auto-renew but not the other one..

    I would like the option of making free memberships auto-renewable. .

  12. 28 votes
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    17 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    This is what we would like:

    For pledges, online self-service pledges and pledges entered by admins

    Automatic email that says thank you for your pledge. Should have option to attach a pdf file of a form for the person to fill out and send in with their check or credit card info

    Record online donations against pledge (both by self-service and by admins)

    Automatic followup email in 2 weeks (option to go to admins only or to pledges) that says we have not received the pledge (if that is the case).

    Pledges are a separate function from online donations

  13. 21 votes
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    11 comments  ·  Wishlist » Widgets  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    The email link should again open in a new window, which will go to the WA site. They reset their password, and the final message should say the password has been reset, and again have a link that says "close window" instead of "Home."

    So it would work like this:

    Client is on Other Page on different site with login widget.

    Click on forgot password.

    New window #1 opens, into WA site, with either a header or no header, and no menu, and instructions to enter email and code. Message appears in this same window, with a link to close window (not a link to Home), and a message to close the window. So they can close the window themselves, or click on the close window link or button, but they cannot go anywhere else, because there is no menu. Original window is still open. When they click to close new window #1, they will see original window (Otherr Page).

    Member checks their email. Clicks on the email link. New window #2 opens with request for new password.This is like the other window: same or no header, no menu. Member would fill in new password, click on the button, and in this same window would be the message about their password has been changed. Again, instead of the Home link, a click here to close window button or link. They can close the window or click on the button. Window closes, and they see Other Page again. Now they can use the login widget.

    You can use this method for people who use widgets, and the method you have now for people who use WA for their website.

    Nancy Scanlan commented  · 

    I have the same problem for our members. This is how it could be fixed:

    When they click on the link to reset their password, it should open in a new window. And instead of a link to "home" on the message page about checking your email for the password, the link should close the window (and it should say "close window.") That way they will be taken back to whatever the original window was (with an embedded widget, or to a WA page).

  14. 55 votes
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    34 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    As I stated 2 years ago, this is also an area where we really need that functionality. Although this can be done by spending more money with an outside vendor (see the reply to my email above), it would be much better if this were part of your package.

    Nancy Scanlan commented  · 

    I agree, would like to be able to put information together in blocks. Also would like to mingle some contact info with some member info. For example, many of our contacts are not veterinarians. Most of our members are veterinarians. In our membership fields we include "veterinary degree" so that their name will be, for example, "Nancy Scanlan, DVM" or Nancy Scanlan, VMD" (the actual degree depends on where they graduated, so we can't just fill in "DVM" for every veterinarian). We had addresses as part of all contact info. So right now the profile says (for example):

    Nancy
    Scanlan
    Address
    City
    CA
    96094
    530-555-5555
    DVM

    Would like this to look this way:

    Nancy Scanlan, DVM
    Address
    City, CA 96094

  15. 275 votes
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    Work in progress  ·  118 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    I would like to be able to print them without the search criteria at the top of the report. Even better would be to be able to export to a word processor.

  16. 122 votes
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    70 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    We have the following categories of people to track:

    Board members

    Standing Committee members

    Task force members (short-term committee)

    Moderators (for lectures at our annual conference)

    Event participants (for a specific job, like our silent auction, door monitors at conferences)

    We would like to track days, hours, specific job tasks, mileage (where appropriate)

    We would like the ability to post jobs, days/hours required, and to let them choose their slots

  17. 7 votes
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    11 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    I think page and email should be somewhat different - the page could include more about what the funds are being used for. The email is more personal and includes more personal information. And I think both email and page should be customizable so that different emails/pages can be set up for different campaigns.

  18. 13 votes
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    9 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    Back to sub-registration types:

    We have a meeting where people can attend the whole thing, or one or more single days. Single day option is cheaper for students than for graduate members. Also, to only let someone in on the single day, we color their badges accordingly.

    Would be nice to have the main heading as "single day(s)" and then the individual days below. Like this:

    Veterinary Student Single day registration (Please check each one that you want)

    Saturday 35
    Sunday 35
    Monday 35
    Tuesday 35

    Graduate veterinarian Single Day Registration

    Saturday 135
    Sunday 135

    etc.Would also like to branch to a separate registration form for techs, vets, and students attending the same event. Current form has a LOT of different registration types.

  19. 52 votes
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    36 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    I will be a little more specific about our request to bulk update membership levels.

    We have some (not many) student members. They have to pay a little bit, not much, and will usually continue as student members until they graduate.

    First year graduate membership is free, and we include all graduates from the 10 veterinary schools which work with us (by promoting holistic veterinary medicine in some way, such as having an acupuncturist on staff). So every year we add 800 new members who are first year graduates. About 2 request to be taken off the list, and the rest are happy to have a free membership.

    The following year they are second year graduates, which is a different membership level. Second year graduates pay half the full membership fee. About 750 do not want to pay for items they almost never use (such as a database of research on supplements and herbs), but about 50 or less want to stay on.It does not make sense to snail mail dues letter to 800 people.if only 50 or less wish to stay on as members.We delete them as we get time, but it is really, really slow. We KNOW that we do not want these 750 back.We transfer them in bulk to the archives, by exporting, changing the archived column, then importing. Since dues time is a very busy time it takes even longer than you would think to have enough staff time to eventually delete them.

    Nancy Scanlan commented  · 

    Bulk deleting of contacts will be very useful for us also.

    Would also like to be able to do a bulk change of membership level: we have different levels (with different membership fees) for student, first year, second year, and member. After their first year, they (obviously) become a second year member, and that is how their renewal notice goes out, but students can be students for years so we can't force them to upgrade. In the past a few students have taken advantage and been "student" members for a few years until we have spotted them.

  20. 26 votes
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    17 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
    Nancy Scanlan supported this idea  · 
    Nancy Scanlan commented  · 

    Yes, I would like it also.We are still playing with the database, and it would be good to be able to prevent members from changing anything while we are tinkering with some fields.

    Currently I am able to shut down on my Joomla site, and Apricot is integrated into the Joomla site through widgets. So I can shut down the main site and people can't get in that way. But because every so often people get bounced into the Apricot site (like if they are clicking a link in an email), I would like to be able to shut it down also, since I know there are aways those who will see the ahvma.info Apricot site at some time instead of ahvma.org, and go experimenting.

    And this is one reason I am keeping the Joomla site instead of migrating everything to Apricot.

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