Wharton Global Alumni Club Website Project Timeline
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This document serves to keep all Wharton alumni club leaders abreast of Nationbuilder projects and priorities, in response to club leader feedback. If you have an experience that is not addressed here, please send your feedback to us at globalclubs@wharton.upenn.edu
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PROJECTDESCRIPTION
PROJECTED PILOT DATE
UPDATEFIXED?
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Organizational Strategy Document with NationbuilderWebsite strategy for Wharton Club LeadersJune 2016Available hereYes
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Removing Tax deductible language
This language is unwanted on club websites and receipts Dec 2016This language will disappear if it is unchecked Under: Settings> Payment ProcessorsYes
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Membership Loop IssueWhen non-members tried to access member-only pages, they would find themselves in a never-ending login loop Nov 2016Messaging created to inform site visitors that pages are restricted to members, with a link to the club contact.Yes
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Event WidgetVisually improved event widget for club website home pagesNov 2016Yes
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Membership Renewal reminders
Auto-generated message to alert members of upcoming membership expirationDec 2016All membership renewal messages have been turned on. Information about them hereYes
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Profile Membership Status Visibility
The ability for website users to login and see their membership status and expiration dateDec 2016Yes
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Event Tool Pilot (Eventgrid)Wharton investigated a new event ticketing system that offered many of the requested updates Dec 2016Proven insufficient to meet Wharton Global club needs. Moving forward with alternative, better integrated optionPilot Complete - Failed. See event ticketing below
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Provide training toolsWebsite training tools including instructional videosOngoing Instructions available hereYes
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Receipt DetailsEvent ticket receipts do not provide event details or descriptionMarch 2017Available hereYes
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CookiesIssues with: missing transaction tracking codes, missing RSVPs, purchase price changes, untagged mobile transactionsMar 2017Nationbuilder and Cstreet edited the website theme to prevent this from happeningYes
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Unclear website textRegister versus sign up language, encouraging wharton alumni to only use wharton alumni account (to prevent duplicate accounts), "do not publish this transaction", "do not post this publically"April 2017Cstreet implemented updates Yes
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Transaction experienceAbility to see subtotal before entering card information; clarity of ticket price vs. number of ticketsSummer 2017Available with new event ticketingYes
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Global events calendarCalendar of all Wharton Alumni Club EventsFall 2017Complete!Complete
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DatasyncInformation is currently syncing from Atlas to Nationbuilder, but not vice versaWinter 2017-2018Alumni data is currently syncing from Wharton’s database down to the club databases, and back up! Alumni may make updates on the club websites. It will be reviewed and updated in whartonConnect. If alumni make updates in WhartonConnect, they will see them reflected on the website within 24-48 hours. Complete
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Adding Club links to Global Footer
Clubs have requested that (similar to Omnimagnet footers) links to all other club websites be included there2018Link to clubs directoryComplete
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Alumni directorySearchable directory similar to Whartonconnect, of club constituents and membersMay/June 2017Complete! Complete
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Event Widget Textfix dates, and option to click for more eventsCompleteComplete
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Event ticketingNEED: Ability to restrict ticket types to membership types; guest information collection; restricting number of tickets available; visibility of all ticket types to all website visitors, free tickets, individual calendar integrationQ2 2018Event improvements are expected in Q3 2018In progress
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Reporting Tools: Membership - Membership history snapshots from past points in time
- Current active/inactive members with columns for current or most recent membership types, starting dates and expiration dates
- A report with renewal information – new vs. renewed members
- Number of new members (of a certain type i.e. gold members, platinum etc.) in a given month
Fall 2017Pilot completed. Rollout pending NationBuilder reporting updatesIn progress
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Membership auto-Renewal Annual membership auto renewal feature requested; notification to say which membership a patron previously had; more automated renewal remindersQ2 - 3 2018This is expected to be availble through NationBuilder Payments,which is currently being launched with wharton Global clubs in teh US and Canada. Auto renew capabilities are expected in Q3 of 2018In progress
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Universal posting from Wharton
Webinars, Wharton events2018Included in cstreet roadmap 2018In progress
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Restricting Membership accessAbility to restrict alumni memberships to alumni2018Ready to testIn progress
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Reporting Tools: FinancialTransaction amounts need to be broken down by line itemTimeline TBDPending NationBuilder reporting improvementsNo
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Eblast and newsletter templates
Updates requested - newsletter building process cumbersome2018Included in csreet 2018 roadmapNo
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Global Removal of "Donation" LanguageUse of more club-relevant language to describe website transactionsTimeline TBDNationBuilder-related. Not on 2018 RoadmapNo
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Unnecessary Membership Renewal ReminderIndividuals who have bought a new memberhsip still receive the membership renewal reminderTimeline TBDShould come with membership renewal feature from NationBuilderNo
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