Possibility with WPMU modules

We have a client http://www.treadlighly.org which is non-profit. They need the ability to track memberships etc. I have a list of what they need below and wanted to see if the following modules would handle this. I think some custom coding will be needed

Marketpress

Membership

Fundraising

Events

Here are their “need to haves” I believe we can get most of the functionality with the modules above, but would like your help

Oops it didnt keep my structure for the bullet points. Kind of looks messy let me repost

store & manage data for all constituents (31,000) in one place

differentiate between different categories of constituents

members – individual, retailer, club, etc.

• current vs. lapsed – This means active subscribers vs expired

• giving history – membership integration with fundraising???

• expiration date – membership

• how long they’ve been a member – membership?

• other relevant information

friends (non-paying)

• receive newsletter & general fundraising pushes – these are users that have requested info..but probably need to be created as users so they can upsell them

• push to convert to paying members – Related to above

corporations

• different contacts for one corp in one place – Be able to view all members belonging to a group/taxonomy/category

• keep track of proposals they’ve received – not 100% sure what this is

• total $ donated – how much they have donated through fundraisers or purchases

• notes – notes about corporation

targeted fundraising efforts

o easily generate targeted emails & mailings – Fundraising plugin

o track results of each fundraising campaign – Fundraising plugin, associate with users too??

targeted communication efforts

o easily generate emails & mailings – Newsletter?

o i.e. activity-specific newsletter – how many people opened a newsletter and possibly converted into a member?

reporting

o campaign effectiveness – dont’t think there are any reports worpdpress can run

o individual donations & giving history

o member retention rates

o current members numbers by category

automation

o donor fills out form – automatically entered into database & thank you email is automatically generated

o somebody emails us with a question or orders something from the store – into database

o automatically pull in members, donations, member renewals

course registration & payment & reporting

simple integration with accounting

payment processing

auto renewal option

payment by check – online

let people update their own information (like their email or mailing address) online & access their welcome letter

STORE

o People who make store purchases entered into database

o Membership discount

o Accounting

  • Timothy
    • Chief Pigeon

    store & manage data for all constituents (31,000) in one place

    differentiate between different categories of constituents

    members – individual, retailer, club, etc.

    There isn’t a way to categorise them, but if you did something over a multisite each site could be the category perhaps?

    You could use the profile feature of BuddyPress to add a custom field for their profiles, these could categories?

    • current vs. lapsed – This means active subscribers vs expired

    It will show inactive. Screenshot attached.

    • giving history – membership integration with fundraising???

    Not sure how you mean here?

    • expiration date – membership

    You can see the users expiration date.

    • how long they’ve been a member – membership?

    You could take the members registered date in WordPress to show this.

    Or do you mean how long on an active subscription?

    • other relevant information

    friends (non-paying)

    Not sure what you mean here?

    friends (non-paying)

    • receive newsletter & general fundraising pushes – these are users that have requested info..but probably need to be created as users so they can upsell them

    • push to convert to paying members – Related to above

    Membership does have an auto mailing feature for X days after purchase or X days before renewal.

    Other email type plugins:

    E-Newsletter:

    https://premium.wpmudev.org/project/e-newsletter/

    Mail Chimp:

    https://premium.wpmudev.org/project/mailchimp-newsletter-integration/

    Mass Email Sender

    https://premium.wpmudev.org/project/mass-email-sender/

    Subscribe my Email:

    https://premium.wpmudev.org/project/subscribe-by-email/

    corporations

    • different contacts for one corp in one place – Be able to view all members belonging to a group/taxonomy/category

    • keep track of proposals they’ve received – not 100% sure what this is

    • total $ donated – how much they have donated through fundraisers or purchases

    • notes – notes about corporation

    Not sure how they envisage all this working?

    Fundraiser will show all donations, but you would probably need something if you wanted ordering by taxonomy, category, etc.

    I suppose someone making a pledge could be a company account, but there isn’t a way to add multiple contact details to a single account. Perhaps BuddyPress profile could help there also?

    targeted fundraising efforts

    o easily generate targeted emails & mailings – Fundraising plugin

    o track results of each fundraising campaign – Fundraising plugin, associate with users too??

    targeted communication efforts

    o easily generate emails & mailings – Newsletter?

    o i.e. activity-specific newsletter – how many people opened a newsletter and possibly converted into a member?

    Not direct from that plugin, perhaps one of the ones mentioned previously might help?

    To track results maybe Mailchimp would be a solution?

    reporting

    o campaign effectiveness – dont’t think there are any reports worpdpress can run

    o individual donations & giving history

    o member retention rates

    o current members numbers by category

    automation

    o donor fills out form – automatically entered into database & thank you email is automatically generated

    o somebody emails us with a question or orders something from the store – into database

    o automatically pull in members, donations, member renewals

    I think a number of these will need custom developers like retention rates, members by category,

    Emails can be sent for donations automatically.

    Donors would pay by Paypal currently.

    course registration & payment & reporting

    simple integration with accounting

    payment processing

    auto renewal option

    payment by check – online

    let people update their own information (like their email or mailing address) online & access their welcome letter

    STORE

    o People who make store purchases entered into database

    o Membership discount

    o Accounting

    Events could handle course registration.

    We have no integration with accounting softwares.

    Renewals are handled by the gateway.

    There are no options to store letters.

    Currently there are no options for purchases in MarketPress to give a membership discount.

    Payment by cheque would need a custom gateway in Fundraiser and Membership.

    This whole spec is a little complex because much of the details are vague and some seem to repeat themselves. For example:

    o automatically pull in members, donations, member renewals

    I’m really not sure what this means.

    I see there are questions marks and a comment “not 100% sure what this is”.

    It would be worth seeking clarification on everything here and being precise with them. I think it would be best if you had a play with the plugins to understand how they work as well, this will let you know of any limitations where you will need custom work.

    Hopefully some of this helps.

    Take care.

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