90 results found

1. 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.

2. 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.

3. 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.

4. 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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   9 votes

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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.

5. 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.

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. 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.

8. 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.”

9. 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.

10. 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.

11. Add a My Blog Posts Page GH2829

    Add a "My Blog Posts" page to the My Profile area so that members can find their own blog posts and blog posts by their favorite member bloggers more easily.

    2 votes

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    Completed  ·  Kristina Ciari Tursi responded

    This was completed as part of the website 4.5 upgrade in February 2024. https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more.

    
    

    Thank you for your patience and feedback.

12. Remember me function on log in page is broken GH2020

    "Remember me" on the log in page is not working and when I open new windows or close my browser I have to log in again.

    12 votes

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    Completed  ·  Jeff Bowman responded

    We now have this fixed. Please let us know if you have any issues with the “Keep me logged in” feature.

    Remember that when you use this it will last for 30 days for each device/browser combination so long as you do not log out.

13. Send "Your waiver is about to expire" email ~SFOnly

    Send an automatic email out to folks before their waiver expires.

    4 votes

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    Completed  ·  Jeff Bowman responded

    Completed Mar 2022. We set up reminders to be sent 30 and 7 days before a member's waiver expires.

14. Add Email Alerts & Notifications Preferences to My Profile SD508/599/600/601

    This could be allowing people to request an email notification for an activity or course when it becomes available. It could include notifications to committee chairs when leaders list activities sponsored by that committee. Please describe below what you'd specifically like to see as far as email notifications go that would help you sign up for the activities you want or help you manage your committee etc.

    April Leader Survey showed interest in:

    1. Ability to receive a calendar reminder when registration is opening for an activity

    2. Ability to receive a reminder notification about your trip this weekend

    50 votes

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    17 comments  ·  Members  ·  Delete…  ·  Admin →
    Completed  ·  Jeff Bowman responded

    Completed Jun 2019.

15. Show Badge Dates on Mouse Over Tool Tip GH1598

    When viewing a person's My Profile page, show the earned date and expiration date of the badge in a tool tip that appears on mouse-over.

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    Completed  ·  Jeff Bowman responded

    You can now see badge assigned and expiration dates when you “mouse over” the badge on your My Profile page.

16. Feature Request - Expiring Badge Notification ~SFOnly

    As a user I would like to be notified prior to my badge expiring so that I can arrange to meet requirements or arrange for an extension given that I have a badge that has an expiration date. The problem to avoid is people losing their privileges without notice and being unpleasantly surprised.

    Then, when the expiration date is within 90 and 30 days from expiring:

    • A notification of what badge is about to expire and when will be sent to me (User) 90 days and 30 days prior to the expiration date.

    • A notification will be sent to the Branch/Activity committee members 30 days prior to the expiration date listing the:

      • User’s Name
      • User’s email address
      • The Badge that is about to expire and its
      • Expiration date

    Exceptions to this rule would be badges with no expiration date attached to them.

    Examples of where this would be useful include
    - Intermediate Climbing Student Status: privileges to sign up for Intermediate climbs
    - Trip Leader Status: privileges to post trips
    - Instructor Status: privileges to instruct

    As a user I would like to be notified prior to my badge expiring so that I can arrange to meet requirements or arrange for an extension given that I have a badge that has an expiration date. The problem to avoid is people losing their privileges without notice and being unpleasantly surprised.

    Then, when the expiration date is within 90 and 30 days from expiring:

    • A notification of what badge is about to expire and when will be sent to me (User) 90 days and 30 days prior to the expiration date.

    • A notification will be sent to the… more

    18 votes

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    6 comments  ·  Members  ·  Delete…  ·  Admin →
    Completed  ·  Jeff Bowman responded

    Completed Apr 2022. And email will be sent for all course, skill, and QYL (Qualified Youth Leader) badges that have a duration when the badge holder's expiration date is within 90 days and then 30 days.

17. Make Peak Pins and other awards more public and interactive on the website

    Make Peak Pin and Paddle pins public on the website so members can see all of the neat awards their fellow members have completed and/or are working on. Plus we need to have good descriptions of the requirements for each of the awards.

    27 votes

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    3 comments  ·  Members  ·  Delete…  ·  Admin →
    Completed  ·  Jeff Bowman responded

    We just completed editing and publishing the award badges that existed on our old website. They are at Membership > Badges, https://www.mountaineers.org/membership/badges/award-peak-pin-badges.

    There are two for which we need badge images. We should have those by the end of March.

    We’ll next work on adding badges; including content, images and roster; for our organization and branch service awards. We do not yet have this scheduled.

    Please take a look and let us know if you have any questions or find anything that needs corrected.

    Thanks to all you helped us get these done!

18. Save Credit Card Info for Purchases SD328

    Allow members and guests to save credit card info when checking out and use saved credit card info to pay when checking out. We should allow multiple cards, choice of which one to use when checking out, ability to update (usually expiration date and CCV), remove, or add from the Shopping Cart. Allow the user to update, remove and add credit card info from their My Profile area too. We need to consider the implications to the recurring payments (automatic annual dues and monthly donations) too.

    2 votes

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

    This idea is partially complete, allowing members to save one preferred card through the Plone update. The idea of saving multiple cards is not a priority item that the team would like to pursue at this time, so we are completing this ticket.

19. Remember Me Checkbox on login screen GH1051

    Add "Remember Me" option so that my login persists until I deliberately logout. Or maybe increase the expiration timer to 24 hours or something like that. I just get tired of logging in 10 or 15 times a day. I'm not that concerned about the security risk--what's a hacker going to do...sign me up for a course?

    15 votes

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    2 comments  ·  Members  ·  Delete…  ·  Admin →
    Completed  ·  Garrett Arnold responded

    When you log in there is a box now that you can check that says “Keep me logged in.” Checking this box will keep you logged in for 30 days if you are simply closing your browser rather than logging out.

20. 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