I use formassembly.com for my various forms and embed those into my WA site. I use FormAssemby because it allows me to both receive individual forms by email but also download a consolidated return in an Excel format. For most purposes this suits me fine and I don't care that WA doesn't provide the same functionality.
It seems I differ from many other members in that I see the sense in the Software as a Service model. It makes much more sense to me for WA to concentrate its efforts on the membership processes that engage with the database. And in that respect my criticism of the WA system is in relation to membership renewal process. It's there that I need either a form filling or file upload function as a necessary stage in membership renewal. I'm referring to tracking continuing professional education and things like professional indemnity insurance as a either a prerequisite for renewal or factors that change the level of membership for the next 12 months.
But in general I think it's more important to have interoperability with other specialist functions like form building. No matter how you design your form builder there's always going to something a member wants that you haven't provided.
I suspect that my members would feel more assured that members-only content was indeed private if there was no hint of its existence until logged in.
29 votesEvgeny Zaritovskiy responded
For now, this is not something we’re going to change – not sure if ever.
Workaround to use: create a special “entry” free level to apply to, and close “normal” ones for application. For the entry level, create also a dropdown field where a potential member can choose a level they want to apply to. Add other fields you need to assess the application. When application is successful, your admin is to change membership level to required one and generate membership invoice (membership upgrade invoice). The member will be emailed with the invoice and can pay.
I'd like to provide an alternative perspective.
After many years as the membership secretary of an organisation that customarily only invoiced via Paypal after an application for membership had been assessed and accepted, and then suffering the frustration of about 5% of applicants not following through, I find it a wonderful relief that now with WA implemented they must pay up front.
And I've edited the automatic initiation reply email to advise applicants that their application will not even be examined until payment has been made.
My experience has been that the frustration of dealing with that 5% of applicants is enough to make the unpaid task of managing memberships for a not-for-profit professional association more than anyone can be expected to bear.
Once again from a volunteer perspective, the small number of people who are reluctant to part with $100 in an application process are the same people who create ongoing excessive demands on volunteer staff. This organisation is better off without these people.
And by virtually enforcing payment via Paypal the process of reversing payment is so simple, takes about 1 minute and is simple to handle through the accounting process.