Alex Sirota
My feedback
125 results found
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22 votes
An error occurred while saving the comment -
7 votes
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121 votes
Dmitry Smirnov
responded
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
An error occurred while saving the comment Here is a scenario that uses Google Docs to populate a template certificate with Wild Apricot data. The resulting "merged" Google Doc can be downloaded in PDF and emailed to the contact. This can be done in batch format for multiple certificates at a time. The scenario can be altered to be trigged on an event registration or a membership application too.
Contact www.newpathconsulting.com/waam for more details or if you have questions.
An error occurred while saving the comment @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
An error occurred while saving the comment 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?
An error occurred while saving the comment We can do that with the WA API, requires some 3rd party services, but that can be done today. Contact us at ***************************
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1 vote
An error occurred while saving the comment Have a look at our member directory plugin available in beta at https://waxm.newpathconsulting.com/wawp . It's a native directory you can integrate into WordPress with searching capability.
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382 votes
An error occurred while saving the comment 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).
An error occurred while saving the comment 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.
An error occurred while saving the comment 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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83 votes
An error occurred while saving the comment 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)
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74 votes
An error occurred while saving the comment 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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18 votes
An error occurred while saving the comment 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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241 votes
An error occurred while saving the comment 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.
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111 votes
Evgeny Zaritovskiy
responded
Merged multiple thread into this one. Please, vote (click Vote button) to increase its priority
An error occurred while saving the comment There is a workaround that we document on our website here:
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.
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116 votes
Concurrent membership is not something easy to implement - it would require fundamental redesign of how membership works in WA. However, I have couple of thoughts here that I wanted to hear your feedback on.
As I understand, there are 2 sides of the problem:
1. Collecting additional dues for services. E.g. Member is associate and board member, so you need to collect both dues.
- This can be addressed using our extra fields functionality. Maybe it's a bit clunky, but it should work. E.g. setup associate member as primary membership and add extra charge checkbox for being a board member.
- You can easily filter down any members you need with advances search by that extra field.
2. Setting correct permissions on website pages - here there's no workaround we could suggest, but adding permissions based on saved searches seems to feasable option.
Am I missing something? Will the…
An error occurred while saving the comment 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.
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73 votesDmitry Smirnov
responded
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?
An error occurred while saving the comment 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
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163 votes
An error occurred while saving the comment 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#archiveI 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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22 votes
An error occurred while saving the comment 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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11 votes
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127 votes
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60 votes
An error occurred while saving the comment 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.
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2 votes
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51 votes
An error occurred while saving the comment 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.
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180 votesEvgeny Zaritovskiy
responded
Merged together several closely related by meaning ideas – so we can properly resolve them all together, in different live scenarios
Folks, CSS is the currently recommended way to make these changes. Indeed there are many styles to work through and the level of customization is very high. Any complex dynamic website like Wild Apricot will have hundreds of styles.
We use https://waxm.newpathconsulting.com/watm and it is an effective way to maintain these styles. Have a look.