501 results found

1. Call-out when a Course Roster change was after registration in notifications

   Currently, the course registration open and close dates are only stored on the website and not in Salesforce. This means we are unable to use this information to inform leaders/coleaders when an activity roster change happened AFTER registration closes.

   If we stored this in Salesforce, we would be able to change the email notification to make this clearer to leaders.

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   0 comments  ·  Courses, Clinics & Seminars  ·  Delete…  ·  Admin →
   Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   This has been completed! The email alerts that go to course leaders will now call out when the roster change was after registration has closed for the course.

   
   

   To keep up to date on other technology updates, check out our Technology Changelog!

2. "Late Course Roster Change" message being sent for courses that are still open

   As of approximately yesterday (October 17) the usual leader notification messages for roster changes now have a subject line of "Late Course Roster Change...", and the message body contains the sentence "This change happened after registration closed." This is presumably a new feature on the website, however the text is being included even for courses that are still open for registration. In other words, all roster changes are being described as "late" even if they are not late.

   An example is the Seattle Branch WFA class on Nov 9-10:

   https://www.mountaineers.org/locations-lodges/seattle-branch/committees/seattle-first-aid-committee/course-templates/in-person-wfa/in-person-wfa-2024-11-09

   Registration for that class is still open for another week, but the leader notification message are already describing roster changes as late.

   As of approximately yesterday (October 17) the usual leader notification messages for roster changes now have a subject line of "Late Course Roster Change...", and the message body contains the sentence "This change happened after registration closed." This is presumably a new feature on the website, however the text is being included even for courses that are still open for registration. In other words, all roster changes are being described as "late" even if they are not late.

   An example is the Seattle Branch WFA class on Nov 9-10:

   https://www.mountaineers.org/locations-lodges/seattle-branch/committees/seattle-first-aid-committee/course-templates/in-person-wfa/in-person-wfa-2024-11-09

   Registration for that class is still open for another week,… more

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   0 comments  ·  Rosters  ·  Delete…  ·  Admin →
   Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   Hello David -

   Thank you for raising this! I did make a change yesterday to our activity and course roster change emails to leaders/coleaders. This change allowed us to send notifications beyond the primary leader as well as migrate this process to the new automation process within Salesforce. However, it looks like upon review (based on your call-out) that course registration open/close times are not being stored in Salesforce like they are for activities, even though the fields are present. Since the registration closing datetime was null, it was considering the closing datetime as passed. I have altered the process to avoid this for now. I created a new idea that would store the course registration open/close dates in Salesforce so that we could call out 'late' cancellation in the future. You can find it here: https://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/48983225-call-out-when-a-course-roster-change-was-after-reg

3. Allow leaders to set a later opening date for instructor/assistant sign up

   Allow activity leaders to set a later opening date for instructor/assistant leader sign up for an activity. Right now, you can only set a registration date for participants. Instructor opening date is automatically open as soon as the activity is on the website. This allows instructors/assistant leaders to sign up for activities potentially before the leader is ready for sign ups -- for instance, while a course is in the unpublished status, or when an activity is a backup date that the leader might not want to fill until the originally scheduled date is canceled. It would be better in such circumstances if the leader could set a later date for instructor/assistant leader sign up.

   Allow activity leaders to set a later opening date for instructor/assistant leader sign up for an activity. Right now, you can only set a registration date for participants. Instructor opening date is automatically open as soon as the activity is on the website. This allows instructors/assistant leaders to sign up for activities potentially before the leader is ready for sign ups -- for instance, while a course is in the unpublished status, or when an activity is a backup date that the leader might not want to fill until the originally scheduled date is canceled. It would be better in… more

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   1 comment  ·  Activities  ·  Delete…  ·  Admin →
   Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   This idea has been completed! We have added a new field to courses and course activities, Instructor Registration Start Date, which is designed to give course leaders more control when instructors can sign up. Right now, when a course or course activity is created instructors can sign up immediately. This new field, if given a date, will then prevent instructors from registering until that date, similar to how registration dates work for participants.

   Check out more feature updates in our Technology Changelog!

   
   

4. Automated Notification about upcoming reservations

   For volunteers that book a space at the Seattle Program Center, it would be helpful to receive several notifications in the weeks/days leading up to their event prompting them to check that all details/times/dates are accurate, or to cancel if the event is no longer happening in order to help decrease overbooking space.

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   0 comments  ·  Volunteers  ·  Delete…  ·  Admin →
   Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   This is now live in production! Email reminders will be sent 30 and 7 days in advance of a Seattle Program Center event.

5. Change GTM to MapBox

   Change the way we have the map set up on the site for GTM to support a new Mapbox approach.

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   Completed  ·  0 comments  ·  Books  ·  Delete…  ·  Admin →

6. Create "add to calendar" link in registration confirmation email

   A link for iCal or google calendar so that when registrants get a confirmation email they can immediately put it on their personal calendar. Primarily thinking about events, but would be great for trips too!

   32 votes

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   4 comments  ·  Events  ·  Delete…  ·  Admin →
   Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   This is being marked as complete now given we have added the iCal and Google calendar links to email confirmations for events and activities!

   Thank you for submitting this idea! If you have another one, we encourage you to share it.

   In the meantime, we recommend you check out our technology changelog blog as we have recently made quite a few new updates to our website.

7. Update climbing route pages to link the current Priority Climbs List

   All popular basic climbing route pages include a link for climb leaders to check the dates/branches with booking priority. The PRIORITY CLIMBS LIST that is linked towards the bottom of each of these route pages seems to be hard linked to the 2021 pdf. The current year list is a bit cumbersome to navigate to and it would be amazing if the climb route page simply linked to the current year in a live way that allows each new year to be updated instead of having to change the link on each page each year. Not sure how this works in the background but would love a savvy solution, thx!

   All popular basic climbing route pages include a link for climb leaders to check the dates/branches with booking priority. The PRIORITY CLIMBS LIST that is linked towards the bottom of each of these route pages seems to be hard linked to the 2021 pdf. The current year list is a bit cumbersome to navigate to and it would be amazing if the climb route page simply linked to the current year in a live way that allows each new year to be updated instead of having to change the link on each page each year. Not sure how this works… more

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   Completed  ·  1 comment  ·  Infrastructure  ·  Delete…  ·  Admin →

8. Book Purchase - Customize Confirmation Email

   Right now, the order confirmation sequence to purchasing books is as follows:

   1. Customer gets one immediately from Plone/Website/Saleforce that is generic and not book specific.
   2. Acumen sends an email automatically and sends an update.
   3. Acumen then sends out an order with the tracking number.

   Ideally step #1 could be more specific to books if they purchased a book vs. programs.

   1 vote

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   Completed  ·  0 comments  ·  Books  ·  Edit…  ·  Delete…  ·  Admin →

9. CAMP STEVENS TEEN WEEK: THE BEST EXPERIENCE

   Going to Mount Stevens was such a fun experience. The activities were fun and kept us all entertained, I ran into a couple old friends and made some new ones, and the lodge was very nice and open. My personal favorite activities were going out in the evening with my friends, or rafting. At first I was nervous for rafting, but it ended up being a fun experience. The food was good, and the room where we slept was as well. I would definitely come back here if I was with the same people I was with originally or was with my own friends. The counselors were really chill and laidback, but also enforced rules in a way that could be fun. I had a great time overall. The only advice I would give would be to try and make friends to share the experience with, and don't be nervous for any of the activities, because I can guarantee that you'll have fun afterwards.

   Going to Mount Stevens was such a fun experience. The activities were fun and kept us all entertained, I ran into a couple old friends and made some new ones, and the lodge was very nice and open. My personal favorite activities were going out in the evening with my friends, or rafting. At first I was nervous for rafting, but it ended up being a fun experience. The food was good, and the room where we slept was as well. I would definitely come back here if I was with the same people I was with originally or was… more

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   0 comments  ·  Youth  ·  Delete…  ·  Admin →
   Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   Glad you had a great time! I will make sure to pass this feedback on to our camp staff.

10. Improve Event Registration process for non-members

    The issue: We currently do not have a way for non-members to register/RSVP for Ms events that are open to the public. Our process requires guests to create a guest account before they can register for an open event, which can be a barrier or deterrent. On the back-end, this process makes managing an event roster nearly impossible as the "Add People to Event Roster" requires a member name to be added first. If there is no Current Path with the guest's name, you can't proceed.

    6 votes

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    3 comments  ·  Events  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    Hello All -

    I am marking this idea as complete as we recently made a fix to how event RSVPs are stored in Salesforce which should help alleviate some of the previous issues/concerns. We have seen this successfully done with Bike & Brew and Walking the Wild events led by Volunteers. The fix still does require manual workarounds for some smaller staff use cases. Below is a summary of options moving forward:

    1. Create a Public Event w/ Free Ticket Option
    2. If an event has a paid ticket option (does not need to be the only option) then people can register without signing up. The new add here is that the record will go to Salesforce even without a contact. This is used to sent a registration confirmation and can be edited to assign a contact if there is one in Salesforce by staff if staff led event.
    3. With this option, staff could "sign up" for someone by logging out of their account.
    4. Many events use this today as suggested ticket pricing to help boost their committee/branch budgets. This could also be used to gather donations (although work would need to be done in Salesforce to convert them from purchases to donations).
    5. Create an RSVP Event but Add Contacts Manually
    6. If the event requires an RSVP or has no paid ticket option, then staff could still add someone by assigning themselves as the contact when adding someone to the roster. They could then add the guest details of that person. Again, change here is that guest will get an email confirmation now. Staff could later on update the contact to that RSVP in Salesforce.

    Hello All -

    I am marking this idea as complete as we recently made a fix to how event RSVPs are stored in Salesforce which should help alleviate some of the previous issues/concerns. We have seen this successfully done with Bike & Brew and Walking the Wild events led by Volunteers. The fix still does require manual workarounds for some smaller staff use cases. Below is a summary of options moving forward:

    1. Create a Public Event w/ Free Ticket Option
    2. If an event has a paid ticket option (does not need to be the only option) then people can register without signing up. The new add here is that the record will go to Salesforce even without a contact. This is used to sent a registration confirmation and can be edited to assign a contact if there is one in Salesforce by staff if staff led event.
    3. With this option, staff… more

11. Make 'alternative place' names visible from Routes (see GH1476?)

    The alternative place names that are accessible partway through setting up a trip are of limited usefulness when you cannot view them beforehand. For example - I tried to set up a hike going to West Tiger #2. I couldn't see that there was such a route under the WT 1-2-3; I ended up setting up the trip under WT 3, using the Section Line alternative (at least partly correct). Learning of the existence of the WT#2, I was unable to Edit the trip via the WT 1-2-3 as the alternatives don't appear.

    1 vote

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    0 comments  ·  Activities  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    Frank has confirmed via email that his needs are met. This idea is being marked as complete!

12. Donation & membership from IRA

    It would be good to have clearly indicated instructions for sending a check for donations and membership. For older members, making a QCD requires a check and cannot be made via credit card.

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    0 comments  ·  Fundraising  ·  Delete…  ·  Admin →
    Completed  ·  Kristina Ciari Tursi responded

    This information lives at the top of our Donate page: https://www.mountaineers.org/donate.

13. Generate iCal calendar for any course activities, regardless of participation status

    I often have to manually transcribe the multiple events from a course into my personal google calendar. This is error prone and time consuming, and I bet most people do this.

    It would be awesome if the "course requirements" section of a course page that shows all the events would also contain a link to the iCal of that course so I can add all the events to my personal google calendar with a single click.

    This would be useful to do with any course, not just the ones I am signed up with:
    - for the courses I want to instruct at, it would be helpful to put all the course events in my personal google calendar even if I myself am not part of the class
    - if I am not yet accepted into a course, I would still want to see all its events in my google calendar to make sure I don't overbook those dates.

    I often have to manually transcribe the multiple events from a course into my personal google calendar. This is error prone and time consuming, and I bet most people do this.

    It would be awesome if the "course requirements" section of a course page that shows all the events would also contain a link to the iCal of that course so I can add all the events to my personal google calendar with a single click.

    This would be useful to do with any course, not just the ones I am signed up with:
    - for the courses I want… more

    17 votes

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    3 comments  ·  Courses, Clinics & Seminars  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This is being marked as complete now given we have added the iCal and Google calendar links to email confirmations for events and activities!

    Thank you for submitting this idea! If you have another one, we encourage you to share it.

    In the meantime, we recommend you check out our technology changelog blog as we have recently made quite a few new updates to our website.

14. Confirmation email for rolling enrollment classes is confusing in some cases

    Currently when a student registers for a course that has rolling enrollment they receive an automated confirmation that includes the following paragraph:

    "This course is a rolling enrollment style course meaning there are multiple sets of lectures and field trips. Please make sure that you are signed up for the specific field trip and lecture dates that are available and/or fit your schedule.You should have received additional activity email confirmations for these specific dates."

    This is confusing in cases where 1) the course consists solely of lectures or field trips but not both, or 2) the course consists solely of multiple offerings of a single activity from which students choose one. In both of these cases the automated email suggests that the student was supposed to have registered for multiple activities or multiple types of activities (combo of lectures and field trips) and that the student is in error if they have not. This causes some students confusion and distress.

    It would be helpful if this email could be modified so that 1) the language is generalized to also include courses with single and/or multiple lectures and/or field trips, or 2) the language is chosen dynamically based on the activity structure of the specific course.

    Currently when a student registers for a course that has rolling enrollment they receive an automated confirmation that includes the following paragraph:

    "This course is a rolling enrollment style course meaning there are multiple sets of lectures and field trips. Please make sure that you are signed up for the specific field trip and lecture dates that are available and/or fit your schedule.You should have received additional activity email confirmations for these specific dates."

    This is confusing in cases where 1) the course consists solely of lectures or field trips but not both, or 2) the course consists solely of… more

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    1 comment  ·  Courses, Clinics & Seminars  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    Thanks for confirming! The email template has been updated.

15. Change mobile view for books side to show cart instead of donate button and/or login

    Currently when you visit a product page on mobile the two primary nav options are "donate" and "log in/join" - both of which don't serve books as well as a cart would. If someone clicks on an ad, is directed to this page, they won't even know they are able to buy the book without scrolling down, and the login portion feels like we are gatekeeping our books.

    •  

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    Completed  ·  0 comments  ·  Books  ·  Delete…  ·  Admin →

16. Update webpage text for how to close an activity

    On https://www.mountaineers.org/volunteer/schedule-manage/activities#closing-activities

    it states 'When viewing the activity, click on the "Roster" button in the orange admin panel on the left side of the screen. Under "Set Activity Results", you can choose a Trip Result, then click the "Save" button.'

    It seems that 'close activity' has been moved out of the Roster section, and into a 'Manage Activity' section on the right hand side of the page. The text should be updated to indicate that.

    Thank you!

    1 vote

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    1 comment  ·  Activities  ·  Delete…  ·  Admin →
    Completed  ·  Kristina Ciari Tursi responded

    This has been updated. Thank you!

17. Senior Membership Notification Email

    Members Services receives a lot of inquiries from members about wanting to switch their membership from family or adult to senior, mid-membership cycle. They reach out in response to an email that we send, alerting them (on their birthday) to enroll in our senior membership now that they are 65. Since they pay upfront for the year, it doesn't make sense to retroactively refund each person that turns 65 mid-membership cycle. And if they enroll in the senior membership, they would be paying two separate membership costs for the year. Could we prompt the "senior membership invite" email via their profile on the renewal date of the membership instead of on their birthday?

    Members Services receives a lot of inquiries from members about wanting to switch their membership from family or adult to senior, mid-membership cycle. They reach out in response to an email that we send, alerting them (on their birthday) to enroll in our senior membership now that they are 65. Since they pay upfront for the year, it doesn't make sense to retroactively refund each person that turns 65 mid-membership cycle. And if they enroll in the senior membership, they would be paying two separate membership costs for the year. Could we prompt the "senior membership invite" email via their… more

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    1 comment  ·  Members  ·  Delete…  ·  Admin →
    Completed  ·  Jeff Bowman responded

    Completed Sep 2023. We updated the text of the email we send to clarify when the Senior membership may be chosen.

18. Mid-level Supporter membership type

    A new family-style membership type for those who want to support our mission with a higher giving level (somewhere between Family and Peak Society)

    3 votes

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    0 comments  ·  Fundraising  ·  Delete…  ·  Admin →
    Completed  ·  Jeff Bowman responded

    Completed Oct 2023.

19. Swap "Meeting place and time" and "Leader's Notes" on trip listing

    A frequent leader pain point is participants who obviously don't read the entirety of the trip listing before signing up and especially before requesting leader permission.

    Most leaders will put instructions on information they want for leader permission in the "Leader's Notes" section, but many participants don't see it because it ends up hidden under the "More+" collapse link. Some leaders even make a point in ALL CAPS to try to get participants to click "More+".

    I believe that swapping these two sections and making "Leader's Notes" the headline that doesn't get hidden would improve this situation and make it more likely that a participant would immediately see words related to requesting permission and actually follow the instructions. It also doesn't seem a huge problem default hiding the meeting time and place because that information usually comes in the planning email anyway, and participants intuitively know they need to find that information.

    Obviously, this could be a confusing change to people who are now used to the current format, so it's understandable if it would be more trouble than it's worth or create objections.

    A frequent leader pain point is participants who obviously don't read the entirety of the trip listing before signing up and especially before requesting leader permission.

    Most leaders will put instructions on information they want for leader permission in the "Leader's Notes" section, but many participants don't see it because it ends up hidden under the "More+" collapse link. Some leaders even make a point in ALL CAPS to try to get participants to click "More+".

    I believe that swapping these two sections and making "Leader's Notes" the headline that doesn't get hidden would improve this situation and make it… more

    4 votes

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    1 comment  ·  Activities  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    Hello All -

    This idea has been completed! Leader Notes are now the first thing listed in the activity details.

    Keep up to date with changes by reviewing our Tech Changlog!

20. Stop stripping line breaks from Leader Permission request comments section

    Most people (myself included) when entering information for the leader in the permission request comment box, make an effort to format it as cleanly as possible with line breaks to organize provided information.

    However, the code appears to strip all these line breaks from the text and drop a super messy blob of text in the request email that comes to leaders. This makes the leader's job unnecessarily harder because we have to mentally parse the blob back into the requester's intended presentation.

    Could we please stop stripping the line breaks and preserve the intended format?

    9 votes

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    0 comments  ·  Activities  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    Thank you Jon for the original idea! I wanted to send out a note that this has been completed for both Activity Leadership Permission Requests and Course Leadership Permission Requests. The comment field is now a Rich Text field which will allow for advanced formatting of text and allow for bullet points, tables, and images. This should make it easier for Leaders to review requests - especially when a lot of information was requested.

    For more tech updates, check out our Technology Changelog!