Susan Culligan

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16 results found

1. Custom macros for email blasts

   28 votes

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   13 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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   Susan Culligan commented  ·  Sep 2, 2015  ·  Edit…  ·  Delete…

   Excellent! We would also use this for Events, for adding fields such as Presenter. I can think of many uses for custom macros.

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   Susan Culligan supported this idea  ·  Sep 2, 2015

2. Event Manager without being Event Admin

   213 votes

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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
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   Susan Culligan commented  ·  Aug 14, 2015  ·  Edit…  ·  Delete…

   Yes! We need a way to send system emails regarding educational events to our Education Coordinator and non-educational events to our Event Coordinator. Currently they both have to get each others' emails and this is annoying.

   So, the ability to add separate Event Managers would be great! Also, if there is a way to add categories within the other Managers (System, Membership, Donation, etc.) that would be helpful as well.

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   Susan Culligan supported this idea  ·  Aug 14, 2015

3. Zip code or address radius search for member directory

   85 votes

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   29 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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   Susan Culligan supported this idea  ·  Aug 14, 2015

4. Ability to export backup of the whole account

   122 votes

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   68 comments  ·  Wishlist » Account administration  ·  Delete…  ·  Admin →
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   Susan Culligan supported this idea  ·  Aug 14, 2015

5. Event templates

   52 votes

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   19 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Susan Culligan supported this idea  ·  Aug 14, 2015

6. Surveys

   137 votes

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   21 comments  ·  Wishlist » Polls / Surveys  ·  Delete…  ·  Admin →
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   Susan Culligan supported this idea  ·  Aug 14, 2015

7. Routing of Emails for Events to different email address per event

   11 votes

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   15 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Susan Culligan supported this idea  ·  Aug 14, 2015

8. Using macros in a page content

   45 votes

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   17 comments  ·  Wishlist » Website / Content  ·  Delete…  ·  Admin →
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   Susan Culligan supported this idea  ·  Aug 14, 2015

9. Show restricted access page in menu but require password to access

   43 votes

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   29 comments  ·  Wishlist » Website / Content  ·  Delete…  ·  Admin →
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   Susan Culligan supported this idea  ·  Aug 14, 2015

10. New admin role - membership manager limited to specific groups or levels

    80 votes

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    35 comments  ·  Wishlist » Security / Privacy  ·  Delete…  ·  Admin →
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    Susan Culligan supported this idea  ·  Aug 14, 2015

11. Customize event registration form, fields for each event ticket type

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    218 votes

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    90 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Susan Culligan supported this idea  ·  Aug 14, 2015

12. Online Forms

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    382 votes

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    81 comments  ·  Wishlist » Website / Content  ·  Delete…  ·  Admin →
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    Susan Culligan supported this idea  ·  Aug 14, 2015

13. Managing email subscriptions to forum updates

    173 votes

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    119 comments  ·  Wishlist » Forums  ·  Delete…  ·  Admin →
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    Susan Culligan supported this idea  ·  Aug 14, 2015

14. Recurring events: separate registrations for each occurrence (e.g. monthly board meetings)

    321 votes

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    80 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    Collecting comments now.

    Susan Culligan supported this idea  ·  Aug 14, 2015

15. Allow admin to define multiple sender emails and use them across the system

    180 votes

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    79 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    Merged together several closely related by meaning ideas – so we can properly resolve them all together, in different live scenarios

    Susan Culligan supported this idea  ·  Aug 14, 2015

16. Allow a single registration type have multiple prices depending on date

    54 votes

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    6 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Susan Culligan supported this idea  ·  Aug 14, 2015