95 results found

1. Align Badge Graphics

   As a UX design choice the badges currently sit above the bottom-aligned text of the badge description on User Profiles. This results in a disjointed misalignment of the badge graphic, which is very noticeable when there are more than a few grouped together, and appears distracting and unprofessional.

   Option 1: align them by the top of the graphic border, as the size is standardized. This benefits readability by coincidentally aligning the top of the title text as well.

   Option 2: place the aligned text at the top of the badge instead and keep the current alignment with text.

   Option 2 is likely less optimal as it changes the badge formatting.

   As a UX design choice the badges currently sit above the bottom-aligned text of the badge description on User Profiles. This results in a disjointed misalignment of the badge graphic, which is very noticeable when there are more than a few grouped together, and appears distracting and unprofessional.

   Option 1: align them by the top of the graphic border, as the size is standardized. This benefits readability by coincidentally aligning the top of the title text as well.

   Option 2: place the aligned text at the top of the badge instead and keep the current alignment with text.

   Option 2… more

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

   This idea is complete! The badges are now aligned starting at the top within a person's profile.

   
   

   To stay up to date on any website changes, feel free to visit https://www.mountaineers.org/blog/technology-changelog.

2. 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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   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.

3. 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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   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.

4. Create "Out of Region" Branch Option & Branch Newsletter Opt-ins

   (1) We would like to add a “Out of State” or “Out of Region” branch option for folks. The reason is that we have~400-500 folks who do not live within a reasonable driving distance from any of our branches, and it makes sense from a reporting standpoint to have an accurate count for membership association, particularly because historically most of these people have been added to the Seattle branch. The need for this is to get accurate reporting and also because it impacts our communications strategies.

   (2) We want to automatically subscribe people to branch newsletters.

   (2a) For Seattle branch, I’d love for you to determine, based on adding a new Out of State branch option, if we want to automatically opt people in to receive the branch newsletter when they select Seattle as their branch affiliation. We want to add a Seattle Branch List to reduce the confusion when we send out events just happening in Seattle, because right now we pull from a number of different (and old) reports for email sends, and we are getting a reasonable amount of complaints about that.

   (2b) For all other branches, automatically have the branch opt-in checked based on their branch selection. We want to keep a list going for all branches, even though we don’t currently send the list for Bellingham.

   (2c) We want to manually opt people in to all of the branch newsletters now, and then potentially revisit Seattle monthly/quarterly/as-needed.

   (1) We would like to add a “Out of State” or “Out of Region” branch option for folks. The reason is that we have~400-500 folks who do not live within a reasonable driving distance from any of our branches, and it makes sense from a reporting standpoint to have an accurate count for membership association, particularly because historically most of these people have been added to the Seattle branch. The need for this is to get accurate reporting and also because it impacts our communications strategies.

   (2) We want to automatically subscribe people to branch newsletters.

   (2a) For Seattle branch,… more

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

   The website changes to support two new branch options has been completed. The two new branches that members can select under their profile are:

   • Unaffiliated - Washington
   • Unaffiliated - Out-of-State

   These branch options will support things like opt ins for branch emails, targeted communications, and more. As a start, our team will review all contacts under 'Unaffiliated' and use address information to sort them into the two new groups.

5. Add "Checkout as Guest" Option for Purchasing Gift Memberships

   Currently, there is no option to checkout as a guest when attempting to purchase a gift membership and no error message or prompt to login. The item is removed from cart at checkout screen without explanation.

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   Completed  ·  Jeff Bowman responded

   It turns out this has been working. The error report red was either a rare glitch or the result of needing to have cleared an individual's browser cache.

6. Trigger a notification for Senior Rate Eligibility when Members turn 65 ~Salesforce

   Many members appreciate the convenience of the auto renewal feature for membership dues but for members who begin their enrollment at the Adult rate and turn 65 before card expiry, this may result in several years of paying at a higher rate than necessary. Including a notification on their 65th birthday, similar to the one sent out when members turn 18, will allow these members to make a fully informed decision about their options.

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   Completed  ·  Jeff Bowman responded

   Completed Apr 2022.

7. Limit adding more than 1 duplicate profile and limiting duplicates overall GH3636

   Member services has seen a significant increase in the overall number of duplicates in the past 6-12 months. This has meant there have been a significant increase in login troubles for members, an increase in login-related inquiries. Member services has also been unable to keep up with the constantly growing number of duplicate accounts. Since December 2020, we have seen approximately 3000 duplicate pairs emerge - that's approximately 1000 pairs or 500 duplicated accounts per month.

   We believe there are a few things that could be done to reduce the number of duplicates overall.
   1. Prevent/block folks from adding more than one duplicate account per day
   2. Prevent/block folks from adding more than one duplicate account ever, not including checkout as guest/donate as guest
   3. For 'checkout as guest' and 'donate as guest', we might want to add a warning message about a potential duplicate, asking folks to login then complete their transaction

   Screenshots attached for the following: I have also noticed that when not logged into the website, if I go to create another account for myself using the same first name, last name, email, and username, it only warns me that the username is already in use, rather than indicating there may be a duplicate account. I also received a popup that said, 'The Mountaineers says 'there has been an error' - but it didn't indicate anything in the popup about there being a potential duplicate, and the popup can be dismissed. It seems to me that there needs to be a direct warning indicating a duplicate account rather than just indicating the username is taken - otherwise someone will just use a different username and create another duplicate. But if I misunderstand something or if there is a feature that I didn't get to trigger, I may be wrong about the duplicate protections on the 'join' page.

   Jeff is right that we shouldn't completely block folks from creating a new account, however right now it seems like there are very few barriers to doing so and very few prompts that a person is even creating a duplicate. A more robust design that makes it harder for folks to make a duplicate account would mean a minimum of approximately 20 hours less work potentially every 3 months (minimum of .75 minutes per merge, 1500 merges = 18.75 hours of work per 3 months). Please let me know if you have any more questions!

   Member services has seen a significant increase in the overall number of duplicates in the past 6-12 months. This has meant there have been a significant increase in login troubles for members, an increase in login-related inquiries. Member services has also been unable to keep up with the constantly growing number of duplicate accounts. Since December 2020, we have seen approximately 3000 duplicate pairs emerge - that's approximately 1000 pairs or 500 duplicated accounts per month.

   We believe there are a few things that could be done to reduce the number of duplicates overall.
   1. Prevent/block folks from adding more… more

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   Completed  ·  Jeff Bowman responded

   Completed Mar 2022. We added the same duplicate warning for anyone who is checking out as a guest or donating as a guest that we have for joining. If there are items in the person's shopping cart or if they have made selection on the donation form, those selections will be transferred if they log  into their account.

8. Clarify language for profile management when adding family member GH3554

   We've received a number of calls lately from folks who have a family membership. They go to add an adult family member, but get stuck when they are required to select whether 'I will manage the account for the youth' or 'the youth will manage their own profile, but I will sign their waiver and manage their account.' It is confusing that they have to choose one of these options when they are not adding a youth family member to their account.

   I think changing the language to something like these two options would suffice to reduce confusion:
   -This is a youth family member and I will manage their account.
   -The adult or youth will manage their own profile. If it is a youth family member, I will sign their waiver and oversee their account.

   Here is a screenshot of that Jeff created pointing out the field that should be changed:

   We've received a number of calls lately from folks who have a family membership. They go to add an adult family member, but get stuck when they are required to select whether 'I will manage the account for the youth' or 'the youth will manage their own profile, but I will sign their waiver and manage their account.' It is confusing that they have to choose one of these options when they are not adding a youth family member to their account.

   I think changing the language to something like these two options would suffice to reduce confusion:
   -This is… more

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   6 votes

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   Completed  ·  Jeff Bowman responded

   Completed Nov 2021.

9. Multiple Blog Authors

   Allowing for multiple blog authors would be a great way to recognize all volunteers who contribute to a piece.

   4 votes

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

   This idea is now live in production, allowing multiple blog authors to be showcased and receive credit for their contributions.

   
   

   See more updates here: https://www.mountaineers.org/blog/technology-changelog

10. Develop Support for Non-English Script

    Currently our website rosters and the mailings we send do not support non-English scripts. Our members would like for their names, written in their native languages, to display correctly.

    More information from Super Volunteer Ananth Maniam:

    When participants Sign up for my trip and on mailers sent to my home and when leaders email back to me. My contact name comes like below
    Ananth Maniam (??????? ??????)

    This is because the (?????? ?????) are supposed to be my native script
    Ananth Maniam (ஆனந்த் மணியம்)

    This feature sometime works when I print roster - It works, it doesn't work when participants get their registration emails for trips - or when the Mountaineers mail something to me and the envelope has (??????? ??????)

    Is this something you can take it up as a feature request. As I've been working with a lot of my Non-English friends to be proud of their language and have it in the Mountaineers website as well - as a part of the Inclusivity work in the Mountaineers and overall

    Currently our website rosters and the mailings we send do not support non-English scripts. Our members would like for their names, written in their native languages, to display correctly.

    More information from Super Volunteer Ananth Maniam:

    When participants Sign up for my trip and on mailers sent to my home and when leaders email back to me. My contact name comes like below
    Ananth Maniam (??????? ??????)

    This is because the (?????? ?????) are supposed to be my native script
    Ananth Maniam (ஆனந்த் மணியம்)

    This feature sometime works when I print roster - It works, it doesn't work when participants… more

    11 votes

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

    Hello All -

    We’ve now completed the final steps to either include non-English script where we have control, or to request our external vendors make adjustments on their end. There are a few areas, like direct mail, where our vendors currently do not support non-English script. However, we have formally submitted this as a client request for them to consider adding as a feature in the future.

11. Password Change/Reset GH3322

    I was trying to change my password and couldn't figure out how despite looking at profile settings and searching for 'change password' on the site. In the end, I emailed info@mountaineers and found out that you have to use the forgotten password flow to do so.
    It seems like most sites have a 'change password' feature in the 'profile' section. It would be great to have a way to do so on the site. Alternatively, publishing a page about that might be helpful if people do search for it.

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    Completed  ·  Jeff Bowman responded

    Completed Jan 2020.

12. Trip report input improvements

    On the trip report page, allow for multiple photo uploads, have the "upload" tab come up by default when clicking to add a photo, keyboard shortcut to add a photo, and tell people upfront to save often, that they can edit after saving (I lost a ton of work).

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    Completed  ·  Jeff Bowman responded

    Completed May 5, 2020.

    This is the date we launched the Plone 5 Update which came with the ability to upload multiple files or images at one time.

    We also added this to the help text for Trip Report rich text fields: “You can edit your trip report after saving it, so save your work early and often, especially if you’re writing a lengthy trip report.”

13. Improve My Profile Preferences View GH3064/3573/3534

    Improve how a member’s preferences are displayed on the bottom of their My Profile page and to minimize confusion on where and how to change (edit) them.

    Notes:
    - Don't show checkboxes or data entry boxes with their “values,” because it makes them look editable.
    - Remove help text, so that essentially only the field labels and their values are displayed and so that the view is more compact.
    - Some of the “answers” will need to be “calculated” to make the view more user-friendly.
    - Move items on the Profile Edit Form to match the My Preferences view (both the tab and order in the tab) and move carpool field to the My Preferences area.
    - Hide "retired" committees.
    - Match header profile menu and profile left nav order.

    Preferences
    - Rename to “Email Newsletter Preferences”
    - Fields and their order:
    - Routefinder and Events & Activities
    - Conservation Currents
    - Membership Matters
    - Branch Communications
    - Leader Lines
    - Mountaineers Books

    Membership Preferences
    - Rename to “Membership & Donor Preferences”
    - Fields and their order:
    - Mountaineer Magazine
    - Paperless Billing
    - Make My Membership Private
    - Default Preferred Donor Listing
    - Carpool Preferences
    - Carpool Notes

    Improve how a member’s preferences are displayed on the bottom of their My Profile page and to minimize confusion on where and how to change (edit) them.

    Notes:
    - Don't show checkboxes or data entry boxes with their “values,” because it makes them look editable.
    - Remove help text, so that essentially only the field labels and their values are displayed and so that the view is more compact.
    - Some of the “answers” will need to be “calculated” to make the view more user-friendly.
    - Move items on the Profile Edit Form to match the My Preferences view (both… more

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    Completed  ·  Jeff Bowman responded

    Completed Nov 2021.

14. Automate updating profile URL when a member changes their name

    Automatically update profile url when a member changes their name in the system to avoid negatively impacting people (one example of a demographic that could be negatively impacted is trans folks). Right now, if a member updates their name in the system, it updates everything except URL generation automatically. The user then has to personally email someone to manually update it. It would be good if this process was automated to decrease the need for this extra step.

    4 votes

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

    The solution mentioned previously is now live on the website! It is now clear to members on how to request a URL change for their profile.

    
    

    Stay up to date on website changes here! https://www.mountaineers.org/blog/technology-changelog

15. Exception for seniors.

    Exception for seniors.
    Reference: BAKER’S DOZEN Offered by the Bellingham Branch, asks that you climb no more than 5 peaks per year to achieve this, but since I will be just short of 65 next year when I attempt it, I was wondering if an exception might be made for seniors, since we may not live long enough for multi-year attempts.

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    Completed  ·  Tess Wendel responded

    Hi Charlee, Where do you see the info re: 5 peaks a year? If so we should update it because that doesn’t sound quite right and should be modified. This is where I normally find information about the peak pin requirements. Here is the link directly to Bellingham branch bakers dozen https://www.mountaineers.org/membership/badges/award-badges/bellingham-branch/bellingham-branch-bakers-dozen

16. Only Count Trip, Clinic/Seminar Activities for Guest activity limit GH2769

    We'd like new guest members to be able to sign up for courses that have two activities associated with them and be able to join for two regular hikes and right now the course related activities count towards your "guest count"

    5 votes

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    Completed  ·  Jeff Bowman responded

    Completed Jun 2021.

17. Add Pronoun Field to Profiles - Part 1 GH3031

    We not only want people to be comfortable being themselves, but also to be celebrated for their identities and what makes them unique. In addition, we try to build a culture where we don’t make assumptions or pass judgment on each other. So if a person chooses to tell you their pronouns (in their profile or otherwise), they are simply letting you know how you can refer to them, without you having to make any assumptions.

    Part 1 - Add pronoun field to profile edit form and profile display.

    Part 2 - Add pronoun field to roster displays and downloads.

    12 votes

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    Completed  ·  Jeff Bowman responded

    Pat 1 was completed in Dec 2019.

    See http://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/41632774-add-pronoun-field-to-rosters-part-2-gh2887 for Part 2. Vote for or subscribe to the “Part 2” idea to receive status updates.

18. Functionality for youth in family memberships who age out GH2747/2773

    When a youth who is a Mountaineers member turns 18, they should receive a "happy birthday" email (with the primary account holder copied) saying:
    "Happy birthday! We're so grateful that you and your family have given The Mountaineers a chance to play a role in your formative years. We hope you feel like you're part of the family. We know that your late teens and early 20's are busy years. We hope you can still stay involved, but even if life takes you on new adventures, we want you to know that we still consider you part of our family, and we hope you'll stay connected.

    That's why, for your 18th birthday, we've given you a 1-year adult membership! And, we'd also like to give you a one-time offer to extend that membership for another 4 years, to help take you through those busy early 20's. Log in anytime between now and when your 1-year free adult membership expires to purchase another one-year adult membership, and use this coupon code to extend it for another 4 years. You'll end up with a 5-year membership for the price of one. A little birthday gift from us, and our way of saying "thanks for being part of our family."

    When a youth who is a Mountaineers member turns 18, they should receive a "happy birthday" email (with the primary account holder copied) saying:
    "Happy birthday! We're so grateful that you and your family have given The Mountaineers a chance to play a role in your formative years. We hope you feel like you're part of the family. We know that your late teens and early 20's are busy years. We hope you can still stay involved, but even if life takes you on new adventures, we want you to know that we still consider you part of our family,… more

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    Completed  ·  Jeff Bowman responded

    Jun 2018

19. Add Financial Assistance Link on Course/Activity Layout GH2749

    Should say "Apply for Financial Assistance"
    We'd also like to move the Cancellation and Refund link below Availability so we have text that breaks up the two links.

    https://www.mountaineers.org/membership/financial-assistance

    1 vote

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20. Deceased member information ~Salesforce

    What needs to happen to membership accounts when a member passing- including but not limited to unsubscribe from emails, change contact for communication on membership etc.

    Website:
    ○ If part of a family membership, adjust as needed for the survivor(s)
    ○ Set membership expiration to the date when marked as deceased
    ○ Unsubscribe from all email newsletters
    ○ Unsubscribe from magazine mailing if not part of a family membership
    ○ Remove from all committees

    Salesforce:
    ○ Set Email Opt Out to True

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    Completed  ·  Jeff Bowman responded

    Completed Mar 2019