Membership Management and More in Wild Apricot - My Experience

Lori Halley 08 June 2012 0 comments

A few weeks ago, I published a post about my experience Creating a Membership Website In Wild Apricot. I promised to offer an update when I revised the look and feel of my website and ventured into the membership management module of the software – so here it is. 

Updating the Visual Appeal: 

When I started creating my new Wild Apricot website, I chose one of the standard “theme” templates. But since the website is all about travel, I wanted to add in some pictures from a recent trip to Italy.  The first thing I did was to find a shot that would work as the main visual with the existing theme.  Since the one I found didn’t fit as originally configured, I simply used a basic editing tool to reduce the size of the image until it fit perfectly. Here’s the new look: 

I also added a number of photos to existing pages.  It was just as easy as inserting an image in a Word doc and even easier than using this blog's CMS!

Blogging in Wild Apricot: 

I also checked out the blogging feature in Wild Apricot – writing a quick post about the trip to Italy that sparked the idea for the travel association. I found it to be an easy-to-use, basic blogging tool and I included a few visuals throughout the post as well. Here's an excerpt:

Membership Management in Wild Apricot:

Next, I learned how to import my membership list (which was in Excel) by reviewing the “Import Guide”  – available in the online help docs. I uploaded the member list without any trouble. The system automatically created a membership directory from my existing member list. When I was viewing the member directory, I realized that I didn’t want this to be visible to public right now, so I found out how to make it an “Admin view only page” – changed it, saved changes then checked the site – all good!

Next, I thought I was going to have to spend a lot of time creating a membership application, but realized that the standard template available through Wild Apricot worked fine! As a final step, I tested it to ensure it was working with the membership levels that I had created. I signed up as a new member and all worked fine!

 

Once again, I have to say that if I can do this – anyone can!

For my next update, I’ll have a look at the Events module – creating, managing and promoting an event for my travel association. 

Reminder about our Membership Renewal Survey

In the meantime, I hope you've had a chance to participate in our online Membership Renewal Survey.  We'll be sharing the details in a post soon,  so please complete the survey as soon as you can - here's the link:  GO TO MEMBERSHIP RENEWAL SURVEY.

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Lori Halley [Engaging Apricot] Lori Halley [Engaging Apricot]

Posted by Lori Halley [Engaging Apricot]

Published Friday, 08 June 2012 at 8:40 AM

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