We just launched integration with Integromat platform, which helps to build automated workflows. We also provide several templates for quick start, and one of them demonstrates how to send event attendance certificates as professionally looking PDF files.
You can try the integration by this link https://www.integromat.com/en/integration/2303-send-pdf-certificate-to-event-attendees
@ben howes - check out the Wild Apricot Automation Manager -- we have a certificate automation available for event registrants.
www.newpathconsulting.com/waam -- let me know if you have any questions or just hit this link to get in touch
Do you all realize that Integromat is free for 1000 operations per month. This probably will get you 200 certificates for free per month. So the cost is not really the issue. The issue is spending the time to configure it.
Time is money. So would it help if I created a blueprint you could install for free to do this?
We can do that with the WA API, requires some 3rd party services, but that can be done today. Contact us at ***************************
92 votesEvgeny Zaritovskiy responded
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!
I see several areas of architecture in the current Wild Apricot system that could be affected in a serious way that requires deliberation:
1. Access control to pages - I am active in level1 and level2.
A page has access control to level1 but NOT level2. Can I see the page because I am in level1? But I should not be able to since I am in level 2 as well. That's a conflict. What's my primary access control to this page?
2. Access control to events - see #1
3. Access control to registration types - see #1
4. Membership fields - if you have membership fields for certain levels, I guess you would "combine" all fields from the levels assigned to you. I think there may be some issues here, still in terms of the UI as you are renewing one level - do you see all your membership fields or just the ones for that level?
5. The cascade of dependencies on the API, mobile apps, pretty much every single part of the system.
I think the only really effective and reasonable approach that doesn't affect so much of the system to have a "federated" approach where you setup multiple WA sites for each chapter and have a single sign on approach that enables you to "traverse" across multiple chapters. Of course each could have multiple different levels, effectively giving a member the perception they have different levels. At least here you could sign in with 1 email and be "directed" to the site you want to access. It would be cool for the sites to be modeled after each other too. This is directly related to the multi chapter issues brought up in another thread that ended up being resolved as simply: use a separate site when you need a separate business model, payment mechanisms, levels and policies.
Use one site when all the branches are modeled in the same way. This breaks of course when you have 1 site and DO NOT want the overhead of separate sites.
There is a way to do this. Here's a cheat sheet and a short video on how to turn sent emails into archives.
How are you going to use QR codes on membership cards? Do you expect some additional functionality in WA, which will be able to read and process these codes?
Next Friday -- you can see a way to insert a QR Code into a membership card. It's a hack but it totally works - https://www.newpathconsulting.com/2020/01/cheat-sheet-9-adding-a-qr-code-to-a-wild-apricot-membership-card.html
@docjohn - we have a template with a membership summary similar to the one in the dashboard. If you want you can scheduled this to be sent to you ever day, week or month and then compare the "snapshots" of the summary. Thus you have a trend.
Have a look at page 2 of this report - happy to provide you a copy if you'd like
I'll be presenting this in April 2020 at Personifest in Colorado Springs. Stay tuned!
NewPath Consulting has launched v1.0 of our Google Data Studio community connector for Wild Apricot. It is called Wild Apricot Reports Manager. The reporting functionality you all seek is best done outside of Wild Apricot using the Wild Apricot API. Please visit https://www.newpathconsulting.com/warm for more details.
We have fully implemented the audit log feature into the Excel dashboard we have been working on. You can now export all audit log details which enables reporting around membership renewals.
There is a limit of 200 API requests per minute and the dashboard currently is calibrated to work at about 180 or so requests per minute. Retrieving 2000 records takes roughly 10 minutes.
Please see the link below to join the slack channel to get access to the latest spreadsheet.
I just found this step by step to create newsletter archives manually. It takes 10 steps and is pretty unwieldy but it exists.
I wonder if this could be introduced eventually into the editor by simply creating an archive of the email (rather than a template) every time it is saved. I think just about all my customers would like to have an email archive in their site. Most modern email marketing packages have an HTML view of the email so it would be really nice.
In the new email editor the HTML file saved in the Files manager will have a new URL - https://gethelp.wildapricot.com/en/articles/1693. Maybe the new email editor will have saved archived newsletters eventually.
I second the wishlist to make this a much simpler feature -- make each sent email in the email module have a "web version" so you can just link it in to an archive page. This is a common feature of most email marketing apps.
I wonder why the same tax rules are not applied to the online store ? Only the default tax rule, if it is set at all, is applied but all the other tax rules are ignored. This really is a bug in my opinion.
We have implemented a way to create custom member directories from 1 or more Wild Apricot sites with our WA4WP plugin. Visit wa4wp.newpath.consulting to download the WordPress plugin.
Check out our new Wild Apricot Reports Manager -- a solution powered by Google Data Studio with full support for accessing Wild Apricot database through a powerful reporting and visualization product.
Visit www.newpathconsulting.com/warm for more details.
A limited "events coordinator" role could be useful. The role would be a scaled down version of the event manager. These features available to a full events manager would be eliminated from an event coordinator capabilities:
View contacts list
View contact details
Add new contact
Modify contact details
Run saved searches
These financial roles would also be eliminated for an event coordinator:
Along side multiple currencies, an ability to configure a bank "account" tagged to transactions would be useful. That way if Wild Apricot Payments allowed multiple bank accounts you could record transactions to different bank accounts, in potentially different currencies.
If you have multiple bank accounts, multiple currencies tied to each account would also be desired. Multiple currency support in general is missing right now.