Dr. Nanette Johnson-Curiskis, ILA Executive Director

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1. recurring payments message

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   0 comments  ·  Wishlist » Gadgets  ·  Delete…  ·  Admin →
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   Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Jul 18, 2019

2. recurring payment as a macro for email renewal notices

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   7 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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   Dr. Nanette Johnson-Curiskis, ILA Executive Director commented  ·  Jun 17, 2019  ·  Edit…  ·  Delete…

   As I wote below: On our yearly reminder emails we include the following Macro info from the members' profile. It would be nice to include something such as “you are signed up for recurring payments: yes or no”
   Your current profile indicates the following:
   Phone: XXX-XXX-XXXX
   Street
   Anytown
   State Zip
   United States
   You are/are not signed up for recurring payments

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   Dr. Nanette Johnson-Curiskis, ILA Executive Director commented  ·  Jun 16, 2019  ·  Edit…  ·  Delete…

   I have never heard any update or comment from WA about this request. HELP

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   Dr. Nanette Johnson-Curiskis, ILA Executive Director commented  ·  Oct 3, 2018  ·  Edit…  ·  Delete…

   I was chatting with Mark and he referred me to you. I see my previous posting you responded with a question. In our current email reminder we use macros to list the following for each member. I am hoping for a macro that would allow me to someone include the status of a member's payment status--auto recurring payment or year by year payment. I don't know how else to describe this; I would be happy to talk to you if that is possible.

   Our reminder letter states: In the menu on the View Profile page you will see ‘Membership details’ - Scroll down slightly to renew. If you prefer, you can mail your renewal to the address below, or call with your credit card information.
   Your current profile indicates the following:

   Phone: 952-594-5697
   943 Park Dr.
   Belle Plaine
   MN 56011
   United States
   Level and Fee: Gold Member ($10.00 (USD))

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   Dr. Nanette Johnson-Curiskis, ILA Executive Director commented  ·  May 28, 2018  ·  Edit…  ·  Delete…

   On our yearly reminder emails we include the following Macro info from the members profile. It would be nice to include something such as “you are signed up for recurring payments: yes or no”
   Your current profile indicates the following:
   Phone: XXX-XXX-XXXX
   Street
   Anytown
   State Zip
   United States
   You are/are not signed up for recurring payments

   Save Submitting...
   Dr. Nanette Johnson-Curiskis, ILA Executive Director shared this idea  ·  May 28, 2018

3. Event Manager without being Event Admin

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   85 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   AdminKatya Tyukina (Senior Director of Product, Wild Apricot by Personify) responded

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager - help with accepting and managing registrations, including waitlist, before/during/post event. Has access above, plus edit and cancel registrations, run the waitlist, export their own list, and email their own registrants.
   3. Event lead - complete event management, including tickets, emails and event details, for assigned events. Can duplicate an event they run.

   
   

   Imptortant note: At every level there is no access to full contact list and details (only registration information), member records, invoices or payments, no refunds, and no sight of any event they haven't been assigned to.

   
   

   I'd like your reaction to some of that:

   1. Do these three levels match how your events are actually staffed, or is something sitting in the wrong one? Maybe overkill even.
   2. Assignment is per event. If you run 100 or more events a year, does that work? We will copy the assignment with event.
   3. A person gets one level across all their events, you will assign the new role same way as you do now. Does that break anyone who wears two hats — a committee chair at one event, a door volunteer at another?
   4. Any other concerns?

   
   

   On the admin mobile app, you'll probably notice the quickest benefits. It already performs the essential functions of a check-in assistant — QR and manual check-in, managing registrations, guests, waitlists, and recording payments. Currently, door volunteers can't use it because it needs full event manager access. Once access can be limited, the app will be accessible to those requesting it for their assigned events.

   
   

   Please let me know your thoughts.

   
   

   Best,

   Katya Tyukina,

   Sr. Director of Product, Momentive software.

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager -… more
   Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Jan 18, 2019

4. Online Forms

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   81 comments  ·  Wishlist » Website / Content  ·  Delete…  ·  Admin →
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   Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Jan 18, 2019

5. Issue with the term "Email Blast"

   24 votes

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   6 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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   Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Jan 10, 2019

6. Macros in the Email Editor

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   5 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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   Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Jan 10, 2019

7. Generalize Macros to All Text and Allow Custom Macros

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   7 comments  ·  Wishlist » Usability  ·  Delete…  ·  Admin →
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   Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Jan 10, 2019

8. Custom macros for email blasts

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   13 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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   Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Jan 10, 2019

9. financial macros for email blasts

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   2 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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   Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Jan 10, 2019

10. Add ability to apply default email change to selected membership types

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    Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Jan 7, 2019

11. Customize all emails sent from WA using centralized email library

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    24 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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    Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Jan 7, 2019

12. event payment reminders

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    16 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Oct 1, 2018

13. Make event announcement emails work the same as registration reminder emails

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    4 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Sep 30, 2018

14. Validate e-mail addresses

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    46 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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    Dr. Nanette Johnson-Curiskis, ILA Executive Director commented  ·  Sep 20, 2018  ·  Edit…  ·  Delete…

    This would be incredibly helpful

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    Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Apr 5, 2017

15. Event Report

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    1 comment  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Sep 17, 2018

16. Simplify contacts and saved searches - easy rename or update searches, combine Contacts and Members tabs

    104 votes

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    31 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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    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.

    Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Sep 17, 2018

17. Warning message on limitations of search function

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    0 comments  ·  Wishlist » Website / Content  ·  Delete…  ·  Admin →
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    Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Sep 17, 2018

18. Add functionality to advise admin if links on pages are broken.

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    0 comments  ·  Wishlist » Website / Content  ·  Delete…  ·  Admin →
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    Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Aug 22, 2018

19. update email template for renewal

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    0 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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    Dr. Nanette Johnson-Curiskis, ILA Executive Director shared this idea  ·  Aug 22, 2018

20. Option to choose the email for unsubscribing

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    1 comment  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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    Dr. Nanette Johnson-Curiskis, ILA Executive Director supported this idea  ·  Jun 12, 2018