123 results found

1. 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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2. Allow users to add items to Promo Codes based on product/activity characteristics

   Currently, items that are on promotion can only be added per product. For large promotions, this is very tedious as it requires users to add products one by one. If we could add a category of products to a promotion, this would save significant amounts of time. Example - Add All Green Trail Maps to a promotion.

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3. 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!

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4. Display discounted pricing for Books/Activities

   Right now, if you change the price of a book or activity for a "sale", there is no way to distinguish that new sale price for the past regular price. The ask is to create a way to clearly call out discounted prices.

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5. 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.

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6. Change Author Contributor Types to Match Onyx

   The contributor types that the website can accept and that Onyx accepts differ. This requires the team to select a certain role to sync to Onyx and then change it to sync to the website. The reason they are different is so that the website contributors reads "Photography by __" vs. "Photographer __'. If we can separate the way that Acumen syncs with the website from what is presented on the web page we should be able to use the roles Onyx requires.

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7. 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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8. Delayed Send for Auto Email for Activities/Events

   I like to hold off on sending emails until the 1-2 days before and the registration has been closed. These emails include things like my personal number, weather conditions, and overall serve as a reminder. Most people find accessing an email from a phone easier than accessing it from the website (and I don't want to include my phone number on postings).

   Sometimes the ideal time to send an email conflicts with other activities (ie I might be leading a conditioning hike or doing a race the night before a morning run). To get around this, I will sometimes send an email 2-3 days before, but then new people join and I don't get a chance to email them before the event.

   It would be great if I could input the email into the activity somewhere, schedule a time to send, it would auto-send on that specific date/time, then get send to any additional registrants who sign up after the originally scheduled time.

   I like to hold off on sending emails until the 1-2 days before and the registration has been closed. These emails include things like my personal number, weather conditions, and overall serve as a reminder. Most people find accessing an email from a phone easier than accessing it from the website (and I don't want to include my phone number on postings).

   Sometimes the ideal time to send an email conflicts with other activities (ie I might be leading a conditioning hike or doing a race the night before a morning run). To get around this, I will sometimes send… more

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9. Request new Opportunity type for auction purchases (salesfroce)

   Auction purchases are a transaction type of its own, that typically do not count as a donation. Unless the amount paid over value is $1000 or more over the value of the item, we do not consider it as part of peak society.

   I've been thinking about this for years, and fully believe this will help us better track and manage a donor experience and identify / qualify someone as generally transactional in nature or philanthropic. It will also allow us to easily filter out auction support from donation rollups. It will require some significant clean up of past transactions, but fully believe it will serve us in the longrun

   Auction purchases are a transaction type of its own, that typically do not count as a donation. Unless the amount paid over value is $1000 or more over the value of the item, we do not consider it as part of peak society.

   I've been thinking about this for years, and fully believe this will help us better track and manage a donor experience and identify / qualify someone as generally transactional in nature or philanthropic. It will also allow us to easily filter out auction support from donation rollups. It will require some significant clean up of past transactions,… more

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10. People Search

    This was spawned off from an existing thread:
    https://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/37230223-integrate-fuzzy-logic-to-text-search-gh2837

    It was clear that "fuzzy search" as implemented there did not translate into a good people search experience.

    BACKGROUND

    Currently, the only way to search for members (contacts) is through the sitewide search mechanism. While we have dedicated search pages for "Find Activities", "Find Routes & Places" and "Find Courses, Clinics & Seminars", we have no such dedicated page for finding members. Your options are to either find them on some roster you have access to or to rely on the sitewide search.

    The problem is that the general sitewide search is not tuned to finding people, and when applied in this use case, it does a terrible job unless you get the member's name (first and last) EXACTLY right.

    Examples:
    "Travis Prescot" Finds ZERO hits, even though the most logical result should be "Travis Prescott"
    https://www.mountaineers.org/search#SearchableText=Travis+Prescot&b_start=0&type=mtneers.contact

    "Danielle G" returns a whole lot of "Dan"s and "Daniel"s, most of which don't have a last name starting with G, and few "Danielle"s.
    https://www.mountaineers.org/search#SearchableText=Danielle+G&b_start=0&type=mtneers.contact

    This can be improved by putting a wildcard after the G
    "Danielle G" still returns a bunch of "Dan"s and "Daniel"s but more "Danielle"s and at least most of the last names actually start with G! However, the average user of the website is NOT going to know how to use wildcards in search, so this is not a workable solution.
    https://www.mountaineers.org/search#SearchableText=Danielle+G&b_start=0&type=mtneers.contact

    And finally, an exact search for "Danielle Graham" returns me two results, both with this name, but the top search result has no information whatsoever.
    https://www.mountaineers.org/search#SearchableText=Danielle+Graham&b_start=0&type=mtneers.contact

    Bottom line, all of these non-exact search results are awful, and the exact search result could be improved.

    REQUEST

    Please add a "Find Members" search page that is tuned, optimized and tailored to finding members.

    Assume wildcards--we should never force users to put them (it's a techy trick that is not intuitive to regular users). That means if I put "Daniell" it should match "Danielle" but NOT "Dan", "Daniel" or anything else.

    In terms of the number of actual search fields, one is ideal, but only if it actually produces good results. If it doesn't then consider having multiple search fields:

    • First Name
    • Last Name
    • Email
    • Username

    Right now the general search field works for email and username ONLY if they are exact (otherwise it turns up nothing) but has serious problems generating rational results with a single search for first and last name.

    Since the search is specific to people, it should have facets relevant to finding people.

    • Checkbox for "Show expired members" (should default to off)
    • Checkbox for "Show guest members" (default to on?)
    • Multicheckbox for Branch affiliation
    • Committee Affiliation ("tag" style field where you type and it autocomplets)

    This was spawned off from an existing thread:
    https://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/37230223-integrate-fuzzy-logic-to-text-search-gh2837

    It was clear that "fuzzy search" as implemented there did not translate into a good people search experience.

    BACKGROUND

    Currently, the only way to search for members (contacts) is through the sitewide search mechanism. While we have dedicated search pages for "Find Activities", "Find Routes & Places" and "Find Courses, Clinics & Seminars", we have no such dedicated page for finding members. Your options are to either find them on some roster you have access to or to rely on the sitewide search.

    The problem is that the general sitewide search… more

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    New  ·  Kristina Ciari Tursi responded

    
    

11. Exportable PDF Feedback Reports

    BACKGROUND

    I have the ability to see my feedback history. As a committee admin I have the ability to see a portion of the feedback history for anyone who has led a trip for my committee. I cannot see the feedback history for someone who has led trips for some other committee.

    USE CASE

    As a Leadership Chair for various committees (current and past) I review leadership applications. Often these prospective leaders are already leaders for another branch and/or committee. As part of the feedback gathering process, it is important for me as the Leadership Chair to gather as much relevant feedback as possible.

    This includes soliciting direct feedback from references listed in the application, open comment from our committee, and a review of the prospective leader's Participation Notes. It also should include review of any feedback the leader has received over time from trip participants.

    What I have had to do in the past is email committee chairs and ask them to review the feedback and provide a qualitative assessment. What I would prefer is to simply be able to review all of the feedback directly, without bothering the committee chairs. Participant feedback is imperfect, but valuable.

    What I would like is a system where:

    1) The member can export their feedback history (filtered using existing filters) directly to a PDF they can submit to me directly

    2) I can request such a PDF export of feedback from staff

    Ultimately, regardless of the mechanism to obtain, the key component is that feedback can be exported. It would be great to export the graphs first, followed by the comments, exactly how it is on the website.

    I uploaded an example (created using Camtasia)

    BACKGROUND

    I have the ability to see my feedback history. As a committee admin I have the ability to see a portion of the feedback history for anyone who has led a trip for my committee. I cannot see the feedback history for someone who has led trips for some other committee.

    USE CASE

    As a Leadership Chair for various committees (current and past) I review leadership applications. Often these prospective leaders are already leaders for another branch and/or committee. As part of the feedback gathering process, it is important for me as the Leadership Chair to gather as much… more

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    Proposed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This idea is moving to proposed. To learn more about the updated feedback status options and process, visit this blog: https://www.mountaineers.org/blog/new-technology-experience-manager-feedback-management-improvements

12. Difficulty Label Changes

    The long-form of this proposal with better formatting and screenshots is here:
    https://docs.google.com/document/d/1Vef3Nw-ulHzJdeKUhYSv95PX7FcAcigM7R2z6H5tn8g/edit?usp=sharing

    This is a copy-paste and loses formatting:

    ==========================

    Problem
    All trips posted have a “Difficulty” rating and a “Leader Rating” value, but trip listings only display the Difficulty rating. Sometimes the difficulty of a trip is indicated by the combination of the difficulty field and the trip template. For example, an Intermediate Snowshoe is posted using an “Intermediate Snowshoe” template and will have a difficulty label to indicate how strenuous the trip is expected to be. Other activities, such as Cross-Country Skiing, indicate the trip difficulty solely through the difficulty label.

    There are some major problems with the website’s current approach to difficulty labels.

    There is a global list of difficulty labels for all activities
    Each place listing can have (and usually does have) a default value for difficulty. This means for places that support multiple kinds of activities, there will be multiple different labels here for each activity.
    This field auto-populates with the default for the place. Because it has a default, the trip leader is not required to look at or change this field and in the overwhelming number of cases, does not. This means that the trip will be listed with a bunch of confusing, irrelevant difficulty labels that participants find extremely hard to reason about.

    Other times, the default value is “Varies” and that gets carried through. In many many cases, using the default difficulty value is incorrect.

    Proposal
    I propose some changes that will better set our leaders up for success:
    Restrict Difficulty Values: Instead of maintaining a global list of difficulty labels, tie the list of possible difficulty values either to the trip template or the activity type. This way when the trip leader selects the field, they will only be given options relevant to the activity type.

    Activity Template
    Labels
    Day Hike
    Easy, Moderate, Strenuous, Very Strenuous
    Alpine Scramble
    Strenuous 1-5, Technical 1-5
    Winter Scramble
    Strenuous 1-5, Technical 1-5, Winter Scramble
    Cross-Country Ski
    G-XC1-4 Groomed, U-XC1-4 Ungroomed
    Basic Snowshoe
    Easy, Moderate, Strenuous, Very Strenuous
    Intermediate Snowshoe
    Easy, Moderate, Strenuous, Very Strenuous
    Backcountry Ski
    M1 Intermediate, M2 Advanced, M2G Advanced Glacier, M3 Expert, M3G Expert Glacier
    Bikepacking
    Easy, Moderate, Strenuous, Very Strenuous
    Basic Rock Climb
    Strenuous 1-5, Technical 1-5
    Basic Glacier Climb
    Strenuous 1-5, Technical 1-5
    Sea Kayak
    Sea Kayak I-VI
    Trail Running
    Easy, Moderate, Strenuous, Very Strenuous, Ultra, Advanced Ultra 1, Advanced Ultra 2

    Opt 1 - Template: Internally, this would mean that the template object would need a new field called “Difficulty Tags” (or something) that would include all of the possible difficulties. When creating a trip, the “Difficulty” field would work the same as it does today, except that the list of tags you are allowed to add is restricted to the possible difficulties from the activity template, rather than the global list it looks at today.

    Opt 2 - Activity Type: The above would require each activity template to have the difficulty field set the same. For example, all three Snowshoe activity templates would require you to go in and set the difficulty values to the same labels for each template. It might be more convenient to leverage the “Activity Type” field to get the list of possible labels. In that way, since all three snowshoe templates are already marked as “Snowshoeing” activity types, you would just need to associate “Snowshoeing” with the relevant tags to get the validation, and you would not need a template-specific list (instead you’d need a table linking activity type to the allowed tags).

    On trips, make Difficulty a required field and, in cases where there are multiple potential activities, do not attempt to set any default value. This will force leaders to put something here. An exception here would be when the place listing only has one difficulty rating (for example, a peak is only ever a scramble peak, so the default scramble rating is fine, or a sea kayak trip), but any place where there are a bunch of labels, they should probably be removed as the Difficulty default and moved into the route description, like this example from the website: Pinnacle, Plummer, Denman, Lane & The Castle — The Mountaineers

    This also makes sense given that many places have a bunch of routes that you select from the “Alternate Names” dropdown, and the odds that the default difficulty is correct for all of those routes is… low.

    An alternative you could consider would be to allow the difficulty field to remain for multi-activity types, but to prune the list when the template is used to erase any labels that don’t match the activity template or activity type.

    For example, consider Amabilis Mountain, which has labels for backcountry skiing, cross-country skiing, and snowshoeing.

    Difficulty: M1 Intremediate Ski, Strenuous, G-XC 4 Advanced Groomed, U-XC 3 Intermediate Ungroomed
    Depending on the template I use to post this, by cross referencing this field allowed value, I will get a different result, because any label that’s not in the allow list for the activity type would be removed.

    Snowshoe
    Strenuous
    Backcountry Ski
    M1 Intremediate Ski
    Cross-Country Ski
    U-XC 3 Intermediate Ungroomed, G-XC 4 Advanced Groomed

    While it’s still not perfect–cross-country ski still ends up with two default labels–it’s going to be more accurate overall than what someone would see today, which is just all four labels.

    While there is a link to “Activity Overviews” for this field, it would be nice if the template could have a custom link to the activity-specific page. For example, the Alpine Scramble and Winter Scramble templates would link to (Scrambling — The Mountaineers).

    Summary
    To require the fewest changes for maintainers, my recommendation would be:
    Associate the “Activity-Type” label with a list of “Allowed Difficulty” tags and make the dropdown for the “Difficulty” field look at the allowed tags. If there are multiple activity types, then union the list of allowed tags.
    Make “Difficulty” a required field (i.e. cannot be blank).
    Leave all default values alone. When a trip is posted from a template, validate the default values against the allowed difficulty tags and remove any that aren’t allowed. If the activity type is changed, re-validate and update the Difficulty field (for example, if I change Amabilis from a snowshoe to backcountry ski, the difficulty field should auto-update from Strenuous to M1 Intremediate Ski by virtue of the validation).
    Add the activity-specific link to the trip template (this is nice-to-have, but absolute lowest priority).

    The long-form of this proposal with better formatting and screenshots is here:
    https://docs.google.com/document/d/1Vef3Nw-ulHzJdeKUhYSv95PX7FcAcigM7R2z6H5tn8g/edit?usp=sharing

    This is a copy-paste and loses formatting:

    ==========================

    Problem
    All trips posted have a “Difficulty” rating and a “Leader Rating” value, but trip listings only display the Difficulty rating. Sometimes the difficulty of a trip is indicated by the combination of the difficulty field and the trip template. For example, an Intermediate Snowshoe is posted using an “Intermediate Snowshoe” template and will have a difficulty label to indicate how strenuous the trip is expected to be. Other activities, such as Cross-Country Skiing, indicate the trip difficulty solely… more

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13. Add a "Tag" option to pages and a "Suitcase" where i can store pages i want to consult again

    Like on Alltrails, WTA, etc. I'd like to be able to build my own bespoke repository of pages from the portal that i want to be able to easily access again and again -- whether it be references to how to use the portal, or blog entries, or trailheads, routes, etc.
    Best would be to be able to sort them into something like sub-folders, or tag them with my own memorable tags to be able to manage them when it starts bulking up.

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    Proposed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This idea is moving to proposed. This request is technically possible, although would be a large lift based on how our website functions today. This idea will be considered for prioritization if it gains additional following. To learn more about the updated feedback status options and process, visit this blog: https://www.mountaineers.org/blog/new-technology-experience-manager-feedback-management-improvements

14. 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

    6 votes

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    New  ·  Kristina Ciari Tursi responded

    
    

15. demographics updates

    I noticed that my demographic in my member profile had the wrong age group (unfortunately I continue to age). I only noticed it because I've been doing website testing today. Maybe there can be a prompt (or even a forcing function) for members to review their entire profile including preferences and demographics annually, as I'm sure other things change for members as well (marital status, activity interests, student status, etc). Maybe a button to go along with the waiver that forces them to scroll through their profile and select "I have reviewed and updated my profile" or something like that.

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    Proposed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This idea is moving to proposed. To learn more about the updated feedback status options and process, visit this blog: https://www.mountaineers.org/blog/new-technology-experience-manager-feedback-management-improvements

16. Add a menu option for "My Committees"

    Currently users can get to their committee pages by going to "My Profile" and clicking on the appropriate link. This works fine for experienced website users. The logical place to look for your committees is through the "My Branch" page, but this is tedious and requires scrolling through all the committees and subgroups in the branch. Please add a menu option for "My Committees" that will take all users directly to a list of their committees (or even to the section of their profile with the links).

    3 votes

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

    This idea is moving to proposed. This request is technically possible and will be considered for prioritization if 1) it gains additional following or 2) can easily be added to a prioritized profile change. To learn more about the updated feedback status options and process, visit this blog: https://www.mountaineers.org/blog/new-technology-experience-manager-feedback-management-improvements

17. Provide a way to tell if leader has unread feedback

    Currently, there is no indication if a participant has submitted feedback after a leader has viewed the feedback. Personally, I check for feedback a few days after the activity, and if someone adds feedback after that I probably won’t ever see it.

    4 votes

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    0 comments  ·  Feedback Surveys  ·  Delete…  ·  Admin →
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    Proposed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This idea is moving to proposed. This request is technically possible and will be considered for prioritization if 1) it gains additional following or 2) can easily be added to a prioritized roster change request. To learn more about the updated feedback status options and process, visit this blog: https://www.mountaineers.org/blog/new-technology-experience-manager-feedback-management-improvements

18. 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

    1 vote

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

    This idea is moving to proposed. This request is technically possible and will be considered for prioritization if 1) it gains additional following or 2) can easily be added to a prioritized roster change request. To learn more about the updated feedback status options and process, visit this blog: https://www.mountaineers.org/blog/new-technology-experience-manager-feedback-management-improvements

    
    

    I believe what Travis mentioned in the notes would help, but depending on the level of detail provided in meeting place, it may or may not solve the problem.

    
    

    In the meantime, some leaders have chosen to write a comment in the trip Details > Summary telling students to look for the Leader Notes.

19. 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?

    2 votes

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

    This idea is moving to proposed. This request is technically possible and will be considered for prioritization if 1) it gains additional following or 2) can easily be added to a prioritized roster change request. To learn more about the updated feedback status options and process, visit this blog: https://www.mountaineers.org/blog/new-technology-experience-manager-feedback-management-improvements

20. 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

    1 vote

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

    This idea is moving to proposed. To learn more about the updated feedback status options and process, visit this blog: https://www.mountaineers.org/blog/new-technology-experience-manager-feedback-management-improvements