Transform Your Organization with Wild Apricot: 3 Professional Magic Tricks
The document discusses three key tricks for transforming organizations using Wild Apricot, presented by NewPath Consulting. These tricks include website design with CSS, creating multi-chapter member directories, and generating professional reports and analytics via the Wild Apricot API. NewPath Consulting positions itself as a leading partner for adopting and leveraging Wild Apricot effectively.
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Transform Your Organization with Wild Apricot: 3 Professional Magic Tricks
- 1. #PFest19 BUSINESS & TECHNOLOGY TransformYour Organization with Wild Apricot: 3 Magic Tricks Alex Sirota Director, NewPath Consulting NewPathConsulting.com April 9, 2019
- 2. #PFest19 2 Wild Apricotis the best…with some magic! Since 2015, NewPath has: • Helped over 20 organizations move to Wild Apricot • Answered “Can Wild Apricot do this?” 100s of times • Addressed unusual requirements and design challenges NewPath is dedicated to the successful adoption of Wild Apricot in your organization. ©2019 PersoniFest. All information is confidential.
- 3. #PFest19 3©2019 PersoniFest.All information is confidential. The Art & Science of Magic
- 4. #PFest19 4 So withoutfurther ado... • Trick 1: Website Design with CSS • Trick 2: Multi-chapter Member Directory Magic • Trick 3: Professional Reports and Analytics ©2019 PersoniFest. All information is confidential.
- 5. #PFest19 5 Trick 1:Website Design with CSS ©2019 PersoniFest. All information is confidential.
- 6. #PFest19 6 CSS 101 ©2019PersoniFest. All information is confidential. Background on CSS
- 7. #PFest19 7 Changing arrowcolours with CSS • This CSS targets the arrows in menus to match the navigation background colour. ©2019 PersoniFest. All information is confidential. .WaGadgetMenuHorizontal .menuInner ul.firstLevel>li.dir>.item>a:after { filter: brightness(0) saturate(100%) invert(10%) sepia(82%) saturate(5481%) hue- rotate(328deg) brightness(83%) contrast(127%); }
- 8. #PFest19 8 Introducing...Wild ApricotText Manager (aka WATM) • Developed by NewPath as an open source project • Any theme can look & feel very unique • Features a reusable “dictionary” of CSS changes • Change, hide and move any text, button or label o Including system gadgets text! • Translate any Wild Apricot website into 2 languages o Don’t need to duplicate pages or events! Available for free at www.newpathconsulting.com/watm ©2019 PersoniFest. All information is confidential.
- 9. #PFest19 9 A multilingualsite: https://ccat-ctac.wildapricot.org/ ©2019 PersoniFest. All information is confidential.
- 10. #PFest19 10 Navigation, Eventdetails, Search, Login Gadget ©2019 PersoniFest. All information is confidential.
- 11. #PFest19 12 Trick 2:Multi-Chapter Member Directory Magic ● Proper database planning ensures project success ● Bundle membership levels can be used to define: ○ Families ○ Organizations ○ Teams ● Organizations with multiple chapters can use Wild Apricot ○ 1 site per chapter
- 12. #PFest19 13 Custom Multi-ChapterMember Directories ● Wild Apricot for WordPress enables a new way to publish membership directories from one or more Wild Apricot accounts. ● WordPress now runs 33% of all websites on the Internet. ● WordPress is a customizable platform with thousands of themes and plugins. ○ Can be a highly customizable front end to Wild Apricot system
- 13. #PFest19 14 Example Directoryin WordPress ©2019 PersoniFest. All information is confidential.
- 14. #PFest19 15 3 WildApricot Chapter Sites ©2019 PersoniFest. All information is confidential.
- 15. #PFest19 16©2019 PersoniFest.All information is confidential. WordPress Front-End for 3 Sites
- 16. #PFest19 17©2019 PersoniFest.All information is confidential.
- 17. #PFest19 18 Trick 3:Professional Reports and Analytics The Wild Apricot API is the secret to flexible reporting and analysis. A bit about the Application Programming Interface (API): ● Built initially to support the member and admin mobile apps ● Can be used to “tap” into the Wild Apricot database ● Access events, donations, payments, invoices, audit log and more… ● Requires some programming expertise
- 18. #PFest19 19 Microsoft ExcelDashboard for Wild Apricot ©2019 PersoniFest. All information is confidential.
- 19. #PFest19 20©2019 PersoniFest.All information is confidential.
- 20. #PFest19 21 Trending MembershipSummary ©2019 PersoniFest. All information is confidential.
- 21. #PFest19 22 A real-timeGoogle Data Studio Dashboard ©2019 PersoniFest. All information is confidential.
- 22. #PFest19 23 GDS DataFlow Diagram ©2019 PersoniFest. All information is confidential.
- 23. #PFest19 24 NewPath offersall 3 tricks as open source. Start today on GitHub!
- 24. #PFest19 25 Useful links ●Using Wild Apricot APIs ● Wild Apricot API Docs/Specification and Developer Testing ● Wild Apricot-provided API code samples ● NewPath Consulting on GitHub (all open source projects) ● Wild Apricot for WordPress Plugin
- 25. #PFest19 26 NewPath Consultingis the #1 Wild Apricot consulting partner... in the world. If you are migrating from another platform or just need some Wild Apricot coaching, give us a call. www.newpathconsulting.com (888) 781-2539 ©2019 PersoniFest. All information is confidential.
- 26. #PFest19 27 THANK YOU! NewPathConsulting - #1 Wild Apricot Partner (888) 781-2539 www.newpathconsulting.com Exclusively from NewPath Consulting: • Wild Apricot Text Manager (CSS and multi-lingual sites) • Excel Dashboard and Google Data Studio Reporting Solutions • Wild Apricot Multi-Chapter Solutions (WordPress support) ©2019 PersoniFest. All information is confidential.
Editor's Notes
- #3 NewPath Consulting is delighted to be at Personifest 2019 as a presenter. NewPath has been a Wild Apricot implementation and coaching partner since 2015. We are dedicated to our clients' success deploying and using Wild Apricot in lots of interesting and compelling ways.
- #4 Magic tricks are amazing. People are always intrigued and fascinated by them, and they almost always want to know “How did you do that?” Once you know a trick, magicians can’t stop performing them for everyone! Wild Apricot is a turnkey system – it has a very particular set of features that can be very flexible, but it may not seem like you’re getting everything out of the product. But magic tricks are still tricks. There’s a technique - a process that is both art and science. Let’s see if I can educate and entertain you with 3 Wild Apricot magic tricks.
- #6 All themes come with complementary colour palettes. But most organizations have a style guide and logo which has a specific set of colours. A good design usually maintains a clean look with attention to consistent colouring of all UI elements. Integrating a consistent set of primary, secondary and tertiary colours into a theme became an issue when we worked with a client who had red as the primary colour with grey/green-blue as secondary/tertiary colours. The iconic decorations in Bookshelf theme (arrows, dots etc) are stored in an “icon set”. The CSS “exposes” the right icon depending on where they are used. But what if we want a different colour than white? Denver Ballet Guild needed a consistent theme with their style guide. Changing all the colours through a theme requires CSS and cannot really be easily done without it.
- #7 Cascading Style Sheets (CSS) is your best friend when styling your Wild Apricot website. The starting themes are a good start, but don’t you want to make a site yours? A little about CSS... It is a way to define how every single element looks on *any* website, not just Wild Apricot. Each button on a website has a class or ID attached and that can be changed to modify the look and feel of every element.
- #8 Get filter values for your target colour https://codepen.io/sosuke/pen/Pjoqqp Filter the icons into black first and then apply the generated filter values to your target HEX colour
- #9 Wild Apricot themes can have very complex CSS selectors, so isolating the right set of selectors can take time, but critical. Talk to use after the presentation for a quick tutorial on CSS. More complete and accurate way to style a site than the somewhat limited and hard-t—use Colours & Styles feature
- #10 CCAT was struggling on how to easily manage translations. Simply not a feature of Wild Apricot!
- #11 Note the system labels throughout the site… All need translations, lots of strings, hundreds maybe even thousands depending on what gadgets you use.
- #12 hidden
- #13 People, places and things Can use fieds as “meta data” to power member directories Can use it to store “inventory” style information Contact fields are used for EVERYONE Membership fields should only apply to members.
- #14 Can create completely custom member directories and profiles Can integrate contacts and members from multiple Wild Apricot websites (eg chapters) Eliminates need for Wild Apricot “widgets” feature, which can be problematic and unfriendly.
- #16 Organization wants a unified “front end” for all 3 chapters running their own Wild Apricot websites with separate membership lists.
- #17 WordPress is the “consolidated” front end for all membership directory functionality. WordPress can present one view and leave each chapter to manage their own members, events and financial relationships through Wild Apricot. Data displayed by WordPress dynamically via the Wild Apricot API during a page load. Data is transferred on demand and is not copied anywhere.
- #18 Supports filtering and searching to create completely custom views of the consolidated directory. Future work involves adding event calendars in the same way. Styling is 100% customizable using CSS in WordPress. Our goal is to provide a design-friendly alternative to the Wild Apricot website builder! Events are next.
- #19 Wild Apricot reports are not very diverse or give you a lot of analytical capability. If your company needs custom reporting and analysis capability, this feature will make Wild Apricot a better fit for your organization.
- #21 One click access to the membership/contacts database and definition for a mass export at any time. Audit log download and membership summary “snapshot” is available today.
- #22 Can customize using Excel graphic tools into any sort of customization. NewPath can tailor the Excel Dashboard for your organization’s specific needs.
- #23 NewPath adapted Joy of Membership’s member engagement diagnostic and merged it with real-time Wild Apricot performance data and Google Analytics data. How is your organization tracking key performance indicators such as marketing, membership churn and revenues trends? ps. Thanks Joy Duling for the inspiration!
- #24 Analytic data can flow into GDS and be visualized in all sorts of ways for a custom reporting dashboard.
- #27 I am proud to say that NewPath Consulting is the #1 WA partner in the world.