Alex Sirota

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  1. 310 votes
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    69 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    We are working on an idea to use Ninja Forms, a WordPress plugin for forms, that will interact with the Wild Apricot API to create forms that can populate Wild Apricot (membership application, event reg, profile update).

    Of course then you can start to leave the CMS behind in Wild Apricot, start using WordPress as the CMS and use the native form building functions in Ninja Forms as well to your heart's content.

    I would not wait for Wild Apricot to build advanced form building in the product any time soon. It's an innovation that is extremely complex to "reinvent" and there are lots of solutions that can embed a form into a Wild Apricot site (typeform, jotform, formstack, google forms etc).

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    Alex Sirota commented  · 

    We use formstack.com to accomplish this very thing. Works well and integrates quite well with Wild Apricot.

    wufoo, google forms and typeform are other products. While WA works on the vast amount of feature requests in this forum., this is the approach I'd take.

    This is an extremely complex feature request that really would make wild apricot something very different than it is today.

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    Alex Sirota commented  · 

    We use formstack.com to accomplish this very thing. Works well and integrates quite well with Wild Apricot.

    wufoo, google forms and typeform are other products. While WA works on the vast amount of feature requests in this forum., this is the approach I'd take.

    This is an extremely complex feature request that really would make wild apricot something very different than it is today.

  2. 69 votes
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    23 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    There are some small steps that can be taken towards the implementation of some of the requests in this omnibus sort of request. I noted a need to allow membership fields to be available to bundle admins only, or to bundle members only or to both (as is currently the cases for all membership fields applicable to a bundle membership level)

    https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827555-simplified-membership-fields-for-adding-members-to

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  3. 67 votes
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    15 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    This request is actually quite important for a number of reasons. One of the basic constructs in Wild Apricot is that all records are contacts. There is not the notion of a parent/child relationship between a company and its staff or employees. In many use cases Wild Apricot is used to maintain this sort of relationship using a bundle membership.

    The bundle administrator can be either be:

    a) a person at a company responsible for the billing and administration of a company's membership with an association/club

    or

    b) the company itself with an admin email address like sales@company.com.

    Then the staff/employees at the company are all bundle members enjoying the benefits afforded by the bundle administrator renewing the membership in a timely basis.

    The core issue is that any membership fields that are assigned to the bundle membership level are applicable to ALL records in a bundle. In some cases a certain set of membership fields are applicable to a bundle administrator (say in the use case b above). And in other cases certain membership fields are only applicable to the bundle members.

    It would be really useful to have a configuration parameter on a membership field for bundle membership levels that does the following

    Enable the field on members

    1) only for the bundle administrator
    2) only for the bundle members
    3) for both (which is the current default case for all applicable membership fields)

    This could be implemented as another configuration parameter when defining a membership field. To be sure this should only be available when the membership field is assigned to a bundle membership level.

    The use case would enable the ability to have a bundle administrator have a "complete record" for an organization and for each bundle member to have a membership record more applicable for a person without the need for the extended organizational "bundle administrator" set of membership fields.

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  4. 84 votes
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    24 comments  ·  Wishlist » Online store  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    We are going to add order details from Invoices into v2.1 of WARM -- have a look www.newpathconsulting.com/warm

    You're right -- the API has order details and our custom reporting plugin will have the ability to retrieve these details in any format you wish.

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  5. 17 votes
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    9 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    What would be actually nice is to allow more granular control of taxation on items in the online store and being able to set an override tax rate on registration types.

    Adding taxation on extra charge items seems overly complex.

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  6. 311 votes
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    132 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →

    We almost complete the development of the first report – the number of active members on a date and changes in this number for a period. We expect to make it publicly available in May.

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    Alex Sirota commented  · 

    @Robin is absolutely correct in his analysis. But the WARM connector we built does exactly what Robin suggests below without the need to pay one single cent. The connector is *free* to use for anybody with a Google account. Go here and create your own report for free

    www.newpathconsulting.com/warm

    NewPath Consulting charges only for when someone wants us to spend *time* to build a custom dashboard but the connector has a free dashboard built in that can be scheduled monthly to do membership trending, TODAY!

    You're welcome!

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    Alex Sirota commented  · 

    @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

    https://datastudio.google.com/s/nJsHHFSJ1BQ

    I'll be presenting this in April 2020 at Personifest in Colorado Springs. Stay tuned!

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    Alex Sirota commented  · 

    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.

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    Alex Sirota commented  · 

    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.

  7. 75 votes
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    28 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    Here's specifically the screen shot where we should be able to schedule the exact time and date.

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  8. 198 votes
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    163 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    I would think one workaround until partial payments is available is to use shorter term membership levels. For for a year membership could be instead modeled as x month membership levels. So if you want a 4 payment plan subscribe to the 3 month membership level and you renew every 3 months.

    Here's a way to create these "trial" memberships or smaller term memberships that will need to be renewed but make it affordable for people who don't want to commit for a full year.

    https://www.newpathconsulting.com/2020/02/wild-apricot-cheat-sheet-10-setting-up-a-free-trial-in-wild-apricot.html

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  9. 100 votes
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    48 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →

    Merged multiple thread into this one. Please, vote (click Vote button) to increase its priority

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    Alex Sirota commented  · 

    There is a workaround that we document on our website here:

    https://www.newpathconsulting.com/2020/02/wild-apricot-cheat-sheet-10-setting-up-a-free-trial-in-wild-apricot.html

    There is a PDF and a video to describe the setup of a membership level, renewal settings and renewal policy actions. It's a work around but we think it works well until there's a formal trial feature in Wild Apricot.

  10. 86 votes
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    31 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    @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

    https://www.newpathconsulting.com/wild-apricot-customization-services.html

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    Alex Sirota commented  · 

    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?

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    Alex Sirota commented  · 

    We can do that with the WA API, requires some 3rd party services, but that can be done today. Contact us at ***************************

  11. 94 votes
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    46 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →

    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!

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    Alex Sirota commented  · 

    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.

  12. 127 votes
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    10 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    There is a way to do this. Here's a cheat sheet and a short video on how to turn sent emails into archives.

    https://www.newpathconsulting.com/2020/01/cheat-sheet-8-creating-and-managing-a-newsletter-archive-in-wild-apricot.html

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  13. 55 votes
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    21 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    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

  14. 61 votes
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    7 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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  15. 145 votes
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    45 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    I just found this step by step to create newsletter archives manually. It takes 10 steps and is pretty unwieldy but it exists.
    https://gethelp.wildapricot.com/en/articles/35#archive

    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.

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    Alex Sirota commented  · 

    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.

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  16. 2 votes
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    0 comments  ·  Wishlist » API  ·  Flag idea as inappropriate…  ·  Admin →
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  17. 8 votes
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    7 comments  ·  Wishlist » Online store  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex Sirota commented  · 

    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.

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  18. 3 votes
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    0 comments  ·  Wishlist » Chapters  ·  Flag idea as inappropriate…  ·  Admin →
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  19. 120 votes
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    54 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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  20. 28 votes
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    1 comment  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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