487 results found

1. 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.

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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

2. 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.

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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!

3. 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.

4. 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.

5. 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 →

6. 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!

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

   This has been updated. Thank you!

7. 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.

8. 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.

9. 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!

10. 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?

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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!

11. Course-Activity Late Cancellation Management

    We have noticed that students are able to cancel from course-related activities after registration has closed. Some volunteers have requested a website improvement that would either prevent cancellations after registration date is closed, or better allow volunteers to manage this process. No-shows and late-cancellations have a big impact on volunteers' ability to successfully run programs.

    Our tech team identified that the ability to cancel after registration closes is not a glitch, but rather, has always been the way the website has operated. Currently roster email notifications can be used to manage when students cancel from an activity roster, but this does not prevent the late cancellations.

    Further testing will be required, but it looks like there may not be any warning sign or indication for students cancelling from the "manage registration' pop out window that the registration period has closed. On the activity page, however, there is text that indicates that the registration has closed, and to contact the leader to be added/removed from the roster. After the close date, it is no longer possible to sign up from the "manage registration" pop out.

    Ideally we'd like to find a solution that balances the importance of supporting our volunteer leaders while also making it easy (and continuing to provide education and training) for our members to participate.

    We have noticed that students are able to cancel from course-related activities after registration has closed. Some volunteers have requested a website improvement that would either prevent cancellations after registration date is closed, or better allow volunteers to manage this process. No-shows and late-cancellations have a big impact on volunteers' ability to successfully run programs.

    Our tech team identified that the ability to cancel after registration closes is not a glitch, but rather, has always been the way the website has operated. Currently roster email notifications can be used to manage when students cancel from an activity roster, but this… more

    12 votes

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

    This idea has been completed! Course participants will no longer be able to update their checkbox (and uncheck) after registration is closed. The checkbox will freeze as-is and become grey. If a participant needs to cancel, they must follow standard practices of reaching out to the leader directly.

12. Warning when you click "Copy E-mail Addresses" if you have private and public profiles checked

    The Mountaineers has a policy that if you are emailing people with a profile set to Private, you should put them in BCC. It would be helpful if the site gave a warning pop-up when you have selected both public and private profiles and click "Copy E-mail Addresses" as the next logical step is that those emails get pasted into a "To" line.

    The warning could simply remind leaders that they should put Private profiles in BCC and maybe link to the policy.

    I'm not entirely sure if using the "Send E-mail" button will properly sort the emails into the right categories. When I tried it said "To: blah + 3 others" so I didn't want to risk it by actually sending something.

    Assuming that button does the right thing, it would be better if the form showed the To field and the Bcc field. FWIW I don't use the "Send E-mail" button because I prefer to compose my emails directly in Gmail.

    The Mountaineers has a policy that if you are emailing people with a profile set to Private, you should put them in BCC. It would be helpful if the site gave a warning pop-up when you have selected both public and private profiles and click "Copy E-mail Addresses" as the next logical step is that those emails get pasted into a "To" line.

    The warning could simply remind leaders that they should put Private profiles in BCC and maybe link to the policy.

    I'm not entirely sure if using the "Send E-mail" button will properly sort the emails into the… more

    3 votes

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

    This idea has been completed! We have changed the title of the copy email box to state "BCC Only" and have altered the email template that sends emails directly from the website to clearly show that all participants are under BCC vs. TO.

13. Provide more detail for course-related activities in 'Manage Registration' signup box

    Right now when you click on Manage Registration for a course related activity all you can see in the signup box is the name of the activity, the date, and a Request Leader Permission link. We have different mentors posting these activities for their students but the leader of the activity isn't visible in the signup box (plus the formatting is terrible). The students have to flip back and forth between the activity listing imbedded in the course and the Manage Registration box to know who they're signing up with. Would be great to have everything that a student might want to know about an activity in that Manage Registration signup box.

    Right now when you click on Manage Registration for a course related activity all you can see in the signup box is the name of the activity, the date, and a Request Leader Permission link. We have different mentors posting these activities for their students but the leader of the activity isn't visible in the signup box (plus the formatting is terrible). The students have to flip back and forth between the activity listing imbedded in the course and the Manage Registration box to know who they're signing up with. Would be great to have everything that a student might… more

    14 votes

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

    Hello All -

    This idea has been completed and is now live on the website! The leader of an activity and a link to their profile is now present for each activity listing on the course registration pop-up to assist students in their selection process.

    https://www.mountaineers.org/blog/technology-changelog

14. Org-wide Award Badges

    We'd like to explore options for giving committee members the ability to self-administer org-wide award badges. Currently the only volunteers who directly manage badge rosters are branch admins for their award badges. That said, we have some award badges that are org-wide and we'll have to think about how we might allow a group of volunteers to manage that.

    Example is the Climb Leader Emeritus badge: https://www.mountaineers.org/membership/badges/leader-badges/climb-leader-emeritus

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

    This idea was completed during our Tech 4.5 Update. To learn more about this update, see his blog: https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more

15. Add "Submit Incident Report" to Lodge stays

    Add incident reporting button to lodge stays. Lodges have their own inherent dangers, like falling out of bunks, falling down stairs, sliding down hills out of control, or having a bench fall over on someone's foot while she vacuums.

    6 votes

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

    This has been completed! Lodge stays and events are now linked to a new General Incident Report Form which will capture any safety concerns that may have happened during that stay/event. This form is linked to the Feedback Form to direct people to report an incident if they stated they had a safety concern.

    To keep up to date on our technology improvements, visit our blog!

16. Donor affinity checkboxes

    Checkboxes to track donor affinity across major fundraising categories to ensure people can hear about the impact and opportunities that mean the most to them. For internal use only - no plone integration.

    2 votes

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

    This has been resolved by adding a multi-select “Donor Interest” field on the household.

17. Add the words " &/or Charts" to wording in "Routes/Places Recommended Maps"

    Under Routes/Places tab it states: "Recommended Maps". Since salt water based trips use "Charts" rather than "Maps" I suggest making the statement read "Recommended Maps &/or Charts".

    Some activities may use both a land based map and a water based chart so having " &/or" covers activities that only require a map or only require a chart as well as activities that require both a map and a chart.

    This is a small issue, and it is certainly not critical however using the correct terminology improves the overall validity and accuracy of the website.

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

    This has been completed in production and now states maps and charts under recommended maps.

18. Make horizontal scroll bar always visible on large rosters

    I've mostly noticed this with events, but Jeff said it is true across all our rosters. It would be great to have the horizontal scroll bar always visible on the screen - for large rosters with more rows and columns than fit on a screen, you have to scroll down to scroll across, then go back up ... at which point you can't see the info in the leftmost column to know what you're looking for. It makes for a very clunky user experience trying to go back and forth between horizontal and vertical scrolling.

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

    This idea was included in our Tech 4.5 update that went live this Spring. See roster improvements here: https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more

19. Clarify that "Add 3% to cover credit card fees" is only for donations

    Consider adding some clarifying language or different shading to the script for the '3% for credit card fees' check box. Although it is clearly displayed in the donations section, folks often want to cover the fees regardless of it's for a donation or a course/activity/program fee, and it can be confusing when the cart total does not change. I suggest updating the below language to "Add 3% to over credit card fees (for donations only)."

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

    This has been completed in production and now clarifies that the 3% added only covers credit card fees associated with a donation.

20. Change trigger for Event Ticket Notify Me list

    Modify the trigger for sending an email to the 'notify me' list for events from 1 ticket available to at least 2 (maybe up to 5). Currently when folks sign up to be notified of tickets, they often go to the event page to find no tickets are available anymore.

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

    This idea was completed during our Tech 4.5 Update. To learn more about this update, see his blog: https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more