23 posts categorized "Wild Apricot"

12/09/2018

Wild Apricot, Condo Residents and their Electrical Vehicles (EVs)

Over the last 60+ years, the internal combustion engine (ICE) automobile has seen a dramatic rise around the world. Every year there are more cars produced, and that trend is towards one car for every person in the world. Since the 1950s, the number of automobiles has considerably increased, especially in developed countries. This trend has caused a significant reduction in the number of people per automobile, from 48.2 in 1950 to 9.7 in 2010. There are consequently more vehicles per person, which is a good indicator of potential mobility. Even though an automobile is an expensive product, second to only housing, the penetration of vehicle use around the world is astounding.

Vehicle Use Indicators 1950-2016

Vehicle Use Indicators 1950-2016, courtesy of Dr. Jean-Paul Rodrigue, Dept of Global Studies & Geography Hofstra University

 

Internal combustion engine powered cars (ICE) emit CO2 and are not very environmentally friendly. A typical passenger vehicle emits about 4.6 metric tons of CO2 per year. ICE cars also are also more expensive to maintain. And it appears we are not, on average, travelling more than about 12,000 miles per year in cars. The world's automobile utilization has leveled off at about 1,000 miles per month on average, or about 30 miles per day.  Peak mobility has been reached, especially in the US. It appears we are ready for a transformation in the use of vehicles. We are not using them that much, and traveling by car more than 30 miles per trip is an exception rather than the rule, with a vast majority of our trips taking less than 30 miles.

And guess what? It takes on average  30 minutes on 240V chargers to power a car to go about 30 miles -- not that long if you think about it. All things considered, we can safely make the change now, as EV chargers continue to be deployed in earnest across North America. we will save money  in the long term and help reduce emissions with a transformation to EV cars. All it takes is a one time infrastructure investment, and it turns out the places where EV transformation is happening fastest are urban centres, and in particular condominiums.

Recently we encountered a very interesting use case with one of our Wild Apricot customers: a condominium using Wild Apricot as a resident management system. The condo told us that there are 4 or 5 electric vehicles among the 250 units, and the EV owners would like to setup charging stations in the garage. This presents a variety of questions that the board to this point has not been able to address:

  1. Can the electrical system of the condominium support the concurrent charging of several EVs? How about 50 of them? Or several hundred EVs?
  2. How are charging stations deployed? Does the condominium invest in them for all residents or do they rough in parking spots for EV charger installations for future use? Or do they let owners invest in their own stations willy-nilly?
  3. How does the condo manage the electrical use and recover the costs of the electricity and capital expenses?

In general, it seems like a large risk that most have to evaluate sooner or later. The concentration of EV cars in Toronto has increased dramatically in 2018,  and property managers and board of directors are searching for solutions.

SWTCH-Deck_Page_02
Canadian EV adoption since 2011 by quarter, courtesy of Swtch.com


We think we have one, which is not only friendly and affordable but also very easy to deploy! We have started to build an integration with SWTCHEV.COM - a charging station integration partner who focuses on condominiums in Toronto. They have tied up with electrical contractor Pacific Light & Energy to create a cost-effective and easy to deploy solution for charging stations. And in turn, we have created an integration with Wild Apricot to display various information about your car. The benefits of the solution are many:

  1. Condo residents with EV cars can benefit from an effective 0.10 to 0.20 c per liter of gasoline, a dramatic decrease in the operating cost of a vehicle. This useful calculator will calculate your savings on many popular EV cars on the market today. On average you can expect $700 in fuel savings per year but it really does depend on how much you drive and the cost of gasoline. The more of a gas-guzzler you drive today (or more stop and go urban driving you do), the more savings you can expect. Savings can exceed $1000 per year.
  2. The condo board is able to recoup costs of installed chargers by charging a fixed per-hour fee for charging. Level 2 240V/32A chargers span between $1,000 and $20,000 per charger, with the average charger costing about $4,000-$6,000 installed. Most EV cars can charge a battery from empty in as little as 4 hours, with plugin hybrids taking as little as 1 hour.
  3. The SWTCH chargers are able to manage the load of multiple cars charging without needing to install new transformers or retrofitting the electrical system of the condominium.
  4. The deployment can be both shared (in visitor spaces, for example) as well as dedicated for every parking space and be rolled out in phases.
  5. Condominium property managers are able to comply to Ontario Regulation 48/01 (Operation Part IV) that established a new process for obtaining approval to install electrical vehicle supply equipment (EVSE) in condominium buildings.  As of January 1, 2018 the Ontario Building Code require 20% of inside parking spaces in covered buildings to have EVSE installed, with the remainder of inside space be EVSE-ready.
  6. Most importantly, EV and hybrid EV cars are better for the environment!

We are investing in integrating Wild Apricot to support the ability to integrate a SWTCH account with your resident management system. Once logged in to the Wild Apricot portal you will have easy access to check your bill, pay through one website and reserve a charging station if so equipped.

It can look something like this once you connect your SWTCH ID to your account on Wild Apricot. If you want to know more, get in touch.

Condo home page

11/21/2018

11 Steps to Membership Management Success - Planning Your Database I - Managing Membership Levels and Bundles

Step 2 - Membership Levels and Bundles
Step 2 - Membership Levels and Bundles


In Step 1 of “11 Steps to Membership Management Success,” you read about planning and managing your membership database. In Step 2, you’ll learn about preparing your data for migration to Wild Apricot: managing memberships grouped around common elements.

One of the most important features of any membership management system is configuring membership levels (or tiers) and renewal policies. Membership management can be a complex topic, with several things to consider. We are going to try to make this topic easy to understand.

What are your membership levels and renewal policies?

A membership level is tied to one or more of the benefits your organization offers, and membership levels can be free or have a cost. Membership levels also have an optional renewal policy that specifies when members will have the option  to renew. As you assess your renewal policy, ask these questions:

  • How are your membership levels currently advertised, and how do you wish to implement these features into Wild Apricot?
  • What will your membership renewal policy be -- monthly, yearly, quarterly, or no renewal at all?
  • Do you want to take advantage of offering paid options or collect specific information for each member who signs up or renews at a particular level?

Do you offer membership bundles (such as a family or group plan)?

Membership levels can be configured as “individual” or “bundle” membership levels. The type of membership level will identify whether an individual can only renew their own membership or if they can renew on behalf of a group of others through membership bundle. All of this is easily configurable when setting up membership levels.

A membership bundle is a collection of members who are linked together under an “umbrella” membership managed by a bundle administrator — the lead member of the bundle.

Your organization can use membership bundles to offer group memberships to companies, teams or families. A membership bundle enables a group to renew together, rather than requiring each individual to sign up or renew on their own. Each bundle member receives the same access to benefits as the bundle administrator.

Read more on membership bundles from Wild Apricot

 

Priorities for a membership bundle

Members in a membership bundle share several important attributes:

  • a common renewal date
  • a common membership status
  • a common membership level

The entire bundle is charged a single membership fee, paid by the bundle administrator. That’s why identifying the bundle administrator is critical.

If you plan to use membership bundles, your database must be set up to support the “bundling” process during the database import. For example:

  • All members in a bundle must have a database field unifying them together into the bundle: in Wild Apricot, this is the User ID or email address of the bundle administrator.
  • You will need to decide whether you will bundle using the email address of a bundle administrator or whether you will use the unique number (aka User ID) of the bundle administrator.
  • To create the membership bundle, you will need to assign the  bundle key of the bundle administrator (email address or User ID) to each member of the membership bundle in the import file..

 

An simple import file will illustrate this process. In this file we are designating Sarah as the bundle administrator, using Sarah’s email address as the bundling mechanism.

 

Email Address

First Name

Last Name

Member Bundle ID or Email

sarah@gmail.com

Sarah

Bundle Admin

sarah@gmail.com

jim@aol.com

Jim

Bundle Member 1

sarah@gmail.com

liana@outlook.com

Liana

Bundle Member 2

sarah@gmail.com

 

Note that each membership level can be designated with a maximum or unlimited number of bundle members. This business rule will be enforced during the contact import process or when you are adding or removing bundle members.

 

Critical input to the planning process


In one popular CRM system, CiviCRM, the bundling mechanism is called a “household” and can be exported as part of the membership record. Other systems may have some other indicator of a membership bundle. In some systems you may have to create the membership bundle manually if there was never a bundling mechanism in place.

This can be a complex, iterative process — in fact, it’s usually one of the most complex and somewhat abstract parts of getting started with Wild Apricot.


We can help you navigate this key planning process — Contact NewPath Consulting for a free consultation.

In the next chapter in this series, you’ll look at some final considerations in preparing your data for migration to the Wild Apricot platform: Step 3 – Tips and Prep of Your Master Import File.

11/19/2018

Introducing the Wild Apricot Text Manager

Wild Apricot Text Manager logo
Wild Apricot Text Manager

 Wild Apricot allows any content gadgets to be edited by a website administrator. When placing your cursor over a content gadget you can see the option to edit, like below:

Content editor

However, many gadgets in the System Pages are marked as (System) and do not allow editing whatsoever:

System gadget

Now it is possible to change the text on form labels and buttons inside these System gadgets. You can also publish Wild Apricot websites in 2 languages!

The Wild Apricot Text Manager (WATM) is a simple to configure JavaScript library that levers the jQuery library already included with every Wild Apricot website. WATM will help any administrator manage and replace nearly every piece of system text in Wild Apricot. You can also use it to change CSS for any class or ID. WATM can be used optionally to enable 2 language Wild Apricot websites without needing to create any additional site pages or page templates. A list of replaceable elements is included in the easy-to-edit Excel configuration file. You can make a variety of changes such as global search and replace, modifying form labels and buttons, changing CSS properties on any class or ID and hiding certain labels or buttons altogether.

The configuration for the Wild Apricot Text manager is made inside a comma separated configuration file which can be edited in Microsoft Excel or another text editor. To activate WATM, a few lines need to be added to Wild Apricot’s Global Javascript. You will also need  to edit and upload  the WATM configuration file which includes the text edits and translations. The full WATM package is added to your site using Wild Apricot’s website Files manager.

Support for WATM is available by getting in touch.

 Download Wild Apricot Text Manager

 

Version History

0.1 - Initial Release 11/19/18

0.2 - Added support for many more system flags, added French translation into CSV configuration file, changed testing button toggle label 11/27/18

0.3 - Added support for adding a style, added several more system labels, added support for limiting the language toggle display "flicker" 12/5/18

0.4 - Added support for effective primary menu design changes, added support to override any CSS class or ID 12/13/18

10/18/2018

Modifying Text Labels on Wild Apricot Form Fields

Wild Apricot has a terrific system to manage website content, integrated with various membership management, event and ecommerce forms and workflows. In certain situations, it may be necessary to modify a form field label on one or more built-in Wild Apricot forms. These forms have hard-coded field labels as part of the various system pages maintained in Wild Apricot. It is possible to add other gadgets including content to a system page, but it is not easily possible to modify the content, formatting, placement or design of any fields.

One common suggestion is to use theme overrides to fix this problem, but at NewPath, we don't take kindly to theme overrides. They are not trivial  to create and are reserved only for specialized programmers and theme designers. Theme overrides are best for bespoke themes that require pixel-perfect placement of design elements, but for simple label changes and layout changes in system pages, we recommend jQuery.

jQuery is a code library already used by Wild Apricot and loaded by default on every Wild Apricot website. It is a really powerful set of JavaScript functions that can modify any part of a web page, on the fly as soon as a web page loads. 

The following code changes the labels on the form behind the "Send Message" button on a Wild Apricot member profile. In order to change the field labels (in the green boxes) we will modify the Email Member system page.

Email member system page

1. Add a Custom HTML gadget anywhere on the page

Custom html gadget

 

2. Select the Custom HTML gadget and click the Edit code button and copy and paste the code below into the editor. Click Save.

<script type="text/javascript">

jq$(document).ready(function(){
$( ".fieldBody h4" ).text( "Send Referral" );
$("#idMessageSubjectContainer .mandatoryLabel").text ("Subject of Referral");
$("#idBodyContainer .mandatoryLabel").text ("Referral Information (include type of referral, contact information, and any other important information)");
$("#idReplyNameContainer .mandatoryLabel").text ("Name of Referral");
$("#idReplyEmailContainer .mandatoryLabel").text ("Email Address of Referral");
});
</script>

Jquery code for email members

3. The field labels should instantly change. You can now Save the edited system page with the jQuery code snippet. If the labels did not change, check that you copied and pasted the code correctly into the Custom HTML gadget.

Changed email members system page
Using this technique it is possible to modify any hard-coded piece of text in any system page that is not easily accessible through the website page editor. One of the ideas we are tossing around is to create an easy to install code library that will allow easy customization of all labels and support mutli-lingual for Wild Apricot.

Note that the functionality of the underlying forms does not change in any way at all. Different labels may create alternative ways of thinking about the various functions. Similarly with this function the event registration, member signup and renewal, donations, store and just about all other parts of Wild Apricot can be modified.

10/17/2018

11 Steps to Membership Management Success - Planning Your Database I

Staff sitting around a table deciding on database
Planning your membership database helps you pull together your data to create one source of the truth about your contacts and members.

Step 1

Now that you’ve gotten set up and familiar with Wild Apricot in Step 0, you’re ready to start planning how you’ll set up and manage your membership database.

In these next three articles in this series, you will complete Step 1, which will help you:

  • understand how and where your information about contacts and members is organized
  • understand membership bundles and when they can be used
  • make decisions about archiving and cleaning up your data

Your database plan will help you create your master import file, which will contain all the information you will be adding or migrating into your membership management system. The database plan and related considerations are key to the process of defining your database and help work toward full membership management system implementation.

We’ve broken Step 1 into three parts, to give you time to think through and carry out this critical first step in the process.

Let’s start by understanding what your organization’s data looks like now. 

What’s the current state of your organization’s database?

From the wide range of organizations we’ve worked with at NewPath Consulting, we have found a small to medium-sized organization’s data is usually “organic” in nature. That’s a nice way of saying it has evolved and passed through many hands. It is also possibly quite disorganized, potentially lacking important pieces of information. In short, it’s probably useful for people—but not for computers.

So answering the question about what your database looks like now involves doing some digging and housekeeping.

  • Do you know where all of your data about members and contacts resides? Can you easily collect, understand and use this information?
  • Do you already have your data stored in a database system, or is it spread across multiple systems or storage methods?

Sometimes when volunteers manage a database, they make it useful for themselves, but not easily accessible for your members or your systems. When volunteers change, the integrity and accuracy of your database may suffer.

If you do use a system, is it:

  • a spreadsheet?
  • a commercial or open source database like CiviCRM or Salesforce.com?
  • one or more custom, legacy databases?

Even if your contact management system comprises a drawer full business cards and sticky notes, the starting point is the same – establishing what you have now, and deciding which fields you’ll want to use in your new set-up. You will also need to establish the “business rules” around certain fields in terms of what is allowed in those fields.

If your information is coming from different places or systems, you want to anticipate the issues that might arise with exporting or manipulating the data. Knowing what you want to keep, what each field means and what data needs to change to conform to Wild Apricot will help you manage this process more seamlessly.

Think of it as paving a smooth and manageable path to creating one "source of the truth" where everyone – your contacts and members, your stakeholders, your staff and volunteers – will be fully and accurately described.

Do you know how to export data from your current systems, if necessary? If not, do you have the documentation or access to the people who can help get access to your data?

NewPath Consulting can help with this part of the process. We have experience with all sorts of complicated and “messy” systems.

The steps and estimates in this series are based on our experience migrating diverse customer groups to Wild Apricot. We believe these steps have an intrinsic order, so it’s important that you follow the steps in the order we’ve described in this series. If you can’t finish one before we publish the next, you can always come back to it when ready.

Watch for the next chapter in this series, in which you’ll start the second step in preparing your data for migration to the Wild Apricot platform: Step 2 – Managing Membership Bundles.


Do you have questions about Wild Apricot or managing your member and contact database? Contact NewPath Consulting for a free consultation.

09/24/2018

11 Steps to Membership Management Success – Introduction

Digital_members
The types of organizations that need an association management system have widely-ranging missions: from religious and community groups to foundations and charities, to conference organizers and subscription services, to associations and clubs of all kinds.

Are you an executive or staff at an organization considering adopting Wild Apricot, or a similar association management system (AMS)? Then this guide is for you.

Associations

Nonprofits

For-Profits

Clubs

 MEMBERS Supporters of a COMMUNITY or CAUSE  CUSTOMERS Enthusiasts of a SPORT or  HOBBY
  • Professional and Trade Associations
  • Political Advocacy and Campaigns
  • Subscription Website
  • Service
  • Condominium or Homeowners Associations (HOAs)
  • Foundations
  • Support Assistance Services
  • Special Interest
 
  • Charities
  •  Event/Conference
  • Sports
 
  • Faith-based Communities
  • Education and Training
  • Singles or Seniors Clubs
     
  • Student and Alumni Clubs

Your mission might be different – but you share a common need. Your business model requires you to deliver on your mandate and become sustainable by establishing a steady flow of membership dues and event fees into your organization. But volunteers and time commitment available to is usually very limited in smaller organizations.

And, you need powerful and flexible software features that assist you in managing your most precious asset: the information about your organization’s key stakeholders – members, communities and other supporters of your mission. You also may need an online store and a secure and mobile-friendly website to provide a “front door” into your organization.

Set up your system in manageable steps

This series of articles will take you through 11 comprehensive steps that will get you up and running on Wild Apricot, even on a budget. You’ll learn:

  • how to plan, implement and administer your account, membership database and finances
  • how to plan and design your organization’s website and events pages using Wild Apricot.

And, you’ll be able to move through the steps in the order that will help you do each one right while making the best use of your time.

The time estimates for each step are based on the effort required from your employees and volunteers. We developed these steps with knowledge gained in more than 20 implementations and migrations for Wild Apricot customers all over the world. These are not “ideals” or “marketing” – the steps are based on real-world experience!

For each step, we’ll provide an estimate of the time to completion, based on our experience helping clients migrate to Wild Apricot and similar association management systems. The total length of the full set-up process might vary, depending how much time you might need between each step to manage other priorities. If you are not migrating from an existing system, you may find some steps take a drastically shorter amount of time, or you may not need to take them at all. We will identify those steps when they occur.

Whatever your setting and resources, we’re confident that with these steps achieved, you’ll benefit from Wild Apricot’s range of features. If you plan right, your organization can rely on a quality association management system to drive activities like:

  • marketing
  • revenue generation and fundraising
  • online membership and event sign-up
  • membership renewals
  • automating various business processes
This guide is not meant to be a complete all-in-one documentation of Wild Apricot (that’s available on Wild Apricot’s Help website).

What you’ll get here is an overview of what sort of work is realistically required to take advantage of the benefits of the  platform, and how long you can plan to take to get it done.

Step 0: Sign up for a free Wild Apricot Account

Before you’ll be ready to start planning your database in Step 1, you need to obtain a free trial account. Got ten minutes? You can get started right from here.

Free or paid plan? You choose

Trial Wild Apricot accounts allow up to 50 contacts or members and five administrative accounts. The free trial website also has Wild Apricot branding in the website footer on every page

Get your Free Wild Apricot trial If you upgrade to a paid plan, you get more contacts and can add your own branding elements.

Choose a subscription term

Price

pay-as-you-go

$120 per month (avg.)

prepay for one year

10% off

prepay for two years

15% off

On average, Wild Apricot costs about $120 per month, or $0.40 per year per contact. Wild Apricot’s monthly and annual fees are current as of April 2018.  As you can see, the larger your contact database, the less you pay per contact to securely and capably manage your organization's growth on Wild Apricot.

 

Set-up advice from Wild Apricot

Before you start in earnest, get a high-level overview of all the features from:

 

We’ll help you do the right steps – in the right order

The steps and estimates below are based on our experience migrating diverse customer groups to Wild Apricot. Your mileage may vary, depending on your resources, but we’ll help by breaking the steps down into manageable, logical units.

It will be important to follow the steps in the order we’ve set them up here. If you can’t finish one before we publish the next, you can always come back to it when you’re ready.

Lots of organizations fall into the trap of focusing on their website first. It’s tempting to want to hang a sign up and invite people through your front door as soon as possible.

But if your database and the content within it is in disarray, you will not get what you ultimately want in the way of concrete, usable information about your members. Following the steps in a different order can mean putting the cart before the horse – and ending up with apples all over the road!

Think about the quality of your database as directly relating with your organization’s long-term sustainability.

A quality membership management system is key to a sustainable organization

Here is a preview of the  11 steps and publication timelines that will provide the greatest long-term benefit to your organization:

 

Structure

→ Fall/Winter 2018

Website look and feel

→ Winter 2019

Test and launch

→ Early spring 2019

Planning your Database I

Planning Your Website I

Import Your Database and Complete Payment Configuration

Planning your Database II

Planning Your Website II

Test and Launch

Planning your Database III

Creating Your Website I

 

Creating a Master Import File I

Creating Your Website II

 

Creating a Master Import File II

   

Benefits will multiply!

Your organization may not see the benefits of all the features from day one, but if you use our guide to get started, we’re confident you’ll benefit from more of Wild Apricot’s features to grow your organization’s membership and ensure its sustainability.

Watch for the next chapter in this series in the coming weeks.


Do you have questions about Wild Apricot or managing your member and contact database? Contact NewPath Consulting for a free consultation.

08/14/2018

Why You Should Use Wild Apricot Payments - Powered by Affinipay

2C4FBE9A-5399-4A6A-91C8-5BA9C979B044 image from d2de4os9heh93v.cloudfront.netWild Apricot Payments, powered by Affinipay, is now the preferred payment vendor in Wild Apricot. In this article we will use Wild Apricot Payments and Affinipay interchangeably. The main features of Wild Apricot Payments are:

  • No monthly fee, no startup fee
  • A standard 2.9% + $.30 per transaction fee, collected in the standard currency of the account (CAD or USD)
  • Payments are transferred to directly your bank account within 48 hours.
  • When members check out they stay on your site, rather than leaving your site (eg PayPal Standard forces you to PayPal.com).
  • Recurring payments (aka scheduled payments) are supported.
  • There are a variety of financial reports that are available.
  • Wild Apricot provides integrated one-stop support for the product and the payment gateway.
  • Currently, only US and Canada residents can apply for a Wild Apricot Payments account in USD or CAD currencies.

As of October 1, 2018 only 4 payment gateways will remain -- Wild Apricot Payments, various PayPal flavours, Stripe and Authorize.net. Our informed opinion is simple:

Wild Apricot customers should all consider moving to Wild Apricot Payments, the preferred payment gateway, as soon as possible.

We forecast that support for all other payment gateways will be discouraged and eventually Wild Apricot Payment gateway will be the only supported online payment mechanism.

Many Software as a Service products that offer financial support (eg online invoicing systems) are amalgamating support around 1 payment gateway due to the nature of the evolving markets and availability of specialized gateways like Affinipay. Wild Apricot has created not only a technical relationship with Affinipay, but a financial one as well. Affinipay incents Wild Apricot financially to use them as a gateway, and that helps Wild Apricot to continue to keep software subscription costs down. When using any other payment gateway, Wild Apricot does not get any financial incentives. With Affinipay, this changes forever as Wild Apricot receives a commission based on the volume of transactions that flow from Wild Apricot to Affinipay. In effect the more online transactions you pass through Wild Apricot Payments on your Wild Apricot website, the more money flows to Wild Apricot effectively subsidizing your monthly Wild Apricot fee -- without costing you, the customer, one extra cent!

As a Wild Apricot customer, this only benefits you because not only can Wild Apricot focus on supporting just 1 payment gateway, but they can use the added revenue to create new features and benefits while working to keep the price of Wild Apricot low. This is smart business strategy, but it does create some uncertainty for current customers. We hope you will reach out to NewPath Consulting to assuage those fears and prepare to migrate your payment gateway when you are ready.

The Good

  • USD accounts can be setup in 2-3 days using a simple onboarding form
  • Affinipay has an easy to use and secure dashboard
  • You can send requests for payment (called Quick Bill) by email, and your customers can pay right from the email. This is an alternative of paying for an invoice directly from Wild Apricot.
  • You can also  charge credit cards on the fly using the virtual terminal feature
  • You can make same day voids and refunds up to 6 months after the transaction
  • Deposits happen daily - available in your bank account within 1-2 business days

     

Affinipay Dashboard
Test Mode Dashboard
Wild Apricot Payements Quick Charge Page
Wild Apricot Payments Quick Charge Page

 

Not so good

  • The Affinipay account setup for CAD accounts for Canadian customers requires some paper shuffling and is manual for now. I have assurances that this will improve eventually. For now NewPath can help CAD customers get up and running with a fancy form we are developing. Stay tuned!
  • Currently First Data Canada is the payment processor for CAD accounts and they can be somewhat bureaucratic for account setup. Hopefully this will change eventually without affecting existing or new CAD customers.
  • For now the payment information collection is still done on a separate Wild Apricot payments page (payments.wildapricot.com). This is not ideal because setting up conversion and goal tracking is hard to do on a page you do not control. I am told this is required for PCI DSS compliance.
  • There is currently no support for Interac transfers or debit cards.

05/09/2018

Hide the Search in Member Directory Gadget

The search function on a Wild Apricot member directory gadget is really handy. It allows you to search the member directory by keyword. Unfortunately when a page loads, the search box receives the browser focus and the page scrolls automatically to wherever the search box is on the page. Sometimes that is near the bottom of a page, scrolling the page below important content. There is a simple fix: hide the search box or use JavaScript to disable the focus.

JavaScript to disable the focus. This keeps the search box on the screen and available without scrolling the window. You should insert this into the Global Javascript under Settings > Site > Global Javascript

<script type="text/javascript">
jq$(function()
{
function noFocus() {
console.log('nofocus here');
if (jq$('.WaGadgetMemberDirectory').length) {
var refreshId = setInterval(function() {
if (jq$('.WaGadgetMemberDirectory table#membersTable').length)
{ document.activeElement.blur(); window.scrollTo(0,0); clearInterval(refreshId); }
}, 50);
}
else if (document.activeElement && (document.activeElement.tagName=="INPUT")) {
document.activeElement.blur();
window.scrollTo(0,0);
}
}
BonaPage.addPageStateHandler(BonaPage.PAGE_PARSED, noFocus);
});
</script>

 

Or you can use the CSS below to just hide the search box. Place this code in the raw headers of each page where you want to hide the search box on. Note that the styles affect the IDs of the elements separately.

 

/* search box */

<style>
#FunctionalBlock1_ctl00_ctl00_search {
display:none;
}
</style>

/* search label */


<style>
#FunctionalBlock1_ctl00_ctl00_searchLabel {
display: none;
}
</style>

/* advanced search link */
<style>
#FunctionalBlock1_ctl00_ctl00_advancedSearchStatusPanel_advancedSearchLink {
display: none;
}
</style>

02/19/2018

General Data Protection Regulation (GDPR) and Wild Apricot: May 25, 2018 is GDPR Deadline

On May 25, 2018, the European Union will begin enforcing a new set of data protection regulations, known collectively as the GDPR (General Data Protection Regulation). The GDPR regulates the collection and storage of personal data for EU residents (including UK residents), regardless of where the organization doing the collecting is located.

The GDPR replaces and expands upon the 1995 Data Protection Directive. The biggest change is the extended reach of the regulations, now applying to all organizations that collect the personal data of European residents, even if those organizations are based outside of Europe.

Consequently, Wild Apricot and any of its clients with members in Europe need to understand the requirements of the GDPR, and set up procedures for complying with them.

If your Wild Apricot database contains information about any European Union residents, please let us know and we can help you identify whether your organization is compliant with GDPR. Wild Apricot has begun auditing their processes and software for GDPR compliance, but as of February 2018 Wild Apricot staff have not completed the audit or any remediation actions. Organizations in breach of the GDPR can be fined up to 4% of their annual global revenue or €20 million (whichever is greater). There is a tiered approach to fines, whereby an organization can be 2% for not having their records in order, 2% for not notifying about a data breach, and so on.

 

02/16/2018

VIDEO: Using CSS to Customize the Main Menu System in Wild Apricot

The Kaleidoscope theme in Wild Apricot is beautiful! Changing the main menu design though is not something that can be done by pointing and clicking. You need to use CSS to modify the menu. This snippet of CSS code will help you modify the main menu in Kaleidoscope and Bookshelf, two themes that share the same menu styles.

Step 1. Download the CSS code

Step 2. Use the Website > CSS  option to copy and paste the CSS code, or use the WebDAV approach to create or edit the user.css file.

Step 3. Modify the various color and background options to your heart's content until you have the menu working just like you would like.

Hint: Popular colors are available online at W3Schools. You may wish to use your own hexadecimal colour values that start with #.