NewPath Consulting

The Formstack Date/Time field can now be used with conditional logic. Formstack has also introduced the capability to use Date/Time field in calculations to evaluate the number of days, months or years between two dates on a form. This could be very useful to determine calculated time spans.

Formstack new feature: Date-based calculations and conditional logic - NewPath Consulting Formstack new feature: Date-based calculations and conditional logic

MCABC asked NewPath Consulting to create a digital platform to enable the organization to grow their major business objectives. The business requirements for the project were vast, complex and exciting. Integration between WordPress and Wild Apricot were one of the main challenges we took on. Read this post about how we met the challenge successfully.

MCABC Modernizes Online Presence with WildApricot and WordPress - NewPath Consulting MCABC Modernizes Online Presence with WildApricot and WordPress

Have you ever wanted to change the style of a gadget, a menu or hide a few elements in your event registration process? Is the Colors and Styles under Websites feature failing to help you? The key is understanding CSS, aka Cascading Style Sheets. This short video shows you how to inspect and experiment with CSS and apply a change in Wild Apricot.

VIDEO: Beginner's Guide to CSS in Wild Apricot - NewPath Consulting VIDEO: Beginner's Guide to CSS in Wild Apricot

Last fiscal year, NewPath Consulting spent just a tad over $6,000 CAD (about $4,600 USD) for SaaS products. The top SaaS in terms of cost were , , and . These 4 products accounted for almost 70% of our yearly technology spend. This is not surprising because all 4 products are integral to our efforts to sell to our prospects and service our customers.

Software Services Tech Spend at NewPath Consulting - NewPath Consulting Software Services Tech Spend at NewPath Consulting

NewPath Consulting is adopting Google Data Studio as a custom reporting solution for Wild Apricot and related analytics systems like Google Analytics. Google Data Studio allows you to connect, visualize and share powerful reports and dashboards to anyone with a network connection. Your web browser is all you need to view and edit a report, without the need to install complicated and expensive desktop software. This blog post shows you the ins and outs of building a Partner connector for Data Studio.

Lessons Learned: Building a Google Data Studio Partner Connector - NewPath Consulting Lessons Learned: Building a Google Data Studio Partner Connector

There has been a lot of material posted online that explains the value of the Business Model Canvas. We now use this canvas during our on-boarding exercise for every new customer to understand their business model currently and where the business wants to evolve to.

The Business Model Canvas: More examples, tools and techniques - NewPath Consulting The Business Model Canvas: More examples, tools and techniques

Wild Apricot does not provide an option to archive a newsletter or other manual email by creating an online version of the message. However, you can create one yourself by following these steps. You can also create an email newsletter center with this technique.

Wild Apricot Cheat Sheet #8 - Creating and Managing a Newsletter Archive in Wild Apricot - NewPath Consulting Wild Apricot Cheat Sheet #8 - Creating and Managing a Newsletter Archive in Wild Apricot

If you would like to create an installment payment plan for a contact or member, use the concept of "partial payments". Recording one or more partial payments against a partially paid invoice is actually quite easy. Note that this technique applies only to unpaid or partially paid invoices processed as offline payments.

Wild Apricot Cheat Sheet #13 - Recording Partial Payments (Installments) - NewPath Consulting Wild Apricot Cheat Sheet #13 - Recording Partial Payments (Installments)

Setting up custom domains in Wild Apricot can be tricky. If all goes well you're good, but what if you don't know where to start? This video will show you how to find your registrar, which domain name settings you need to update and some final steps on what you can do for a successful launch.

VIDEO: Setting up a custom domain with Wild Apricot: what can go wrong? - NewPath Consulting VIDEO: Setting up a custom domain with Wild Apricot: what can go wrong?

Business owners wear many hats and feel a lot of pressure to be good at everything they’re trying to juggle. Relax! Even though we’re about to tell you about five essential areas you need to cover in your business, you don’t need to be amazing at all of them. With that in mind, here are the five core business capabilities that we at NewPath believe are fundamental to any successful business.

The 5 Core Business Capabilities Every Business Must Master - NewPath Consulting The 5 Core Business Capabilities Every Business Must Master

Adding percentage-based credit card charges and convenience fees into a Wild Apricot invoice can be accomplished by using the Tax Rules feature of the Finance/Taxes settings. This short video will show you how to implement a percentage based credit card charge or convenience fee to any invoice.

Wild Apricot Cheat Sheet #14 - Adding Credit Card Transaction Charges and Convenience Fees - NewPath Consulting Wild Apricot Cheat Sheet #14 - Adding Credit Card Transaction Charges and Convenience Fees

Your mission as a membership-based organization might be different – but you share a common need. Your business model requires you to deliver on your mandate and become sustainable by establishing a steady flow of membership dues and event fees into your organization. But volunteers and time commitment available to is usually very limited in smaller organizations. In Part 1 of the 11 Steps to Membership Management Success we cover the basics of selecting a membership management system.

11 Steps to Membership Management Success – Introduction - NewPath Consulting 11 Steps to Membership Management Success – Introduction

We have worked with many customers over the years and one consistent complaint comes up over and over: customers want better reporting capabilities to understand more about their organization's performance and membership demographics.

Introducing the Wild Apricot Reports Manager - NewPath Consulting Introducing the Wild Apricot Reports Manager

Now that you’ve selected a theme and created a few page templates, you can use start to create your organization’s website pages.

Based on several Wild Apricot customers we have worked with, we recommend making pages in parallel with the master file import process. Setting up access control for website pages depends on the database configuration that is defined during database configuration and populated during the master file import, so it is good idea to work on this step and the import together. This is where the rubber hits the road and you can see how the website interacts with the Wild Apricot database closely.

11 Steps to Membership Management Success - Create Your Website - NewPath Consulting 11 Steps to Membership Management Success - Create Your Website

Here are some of our favourite picks for nonprofits that will not only save you money, but will also provide you with a robust solution to your daily hours of manual work.

Useful Resources for Nonprofit Organizations - NewPath Consulting Useful Resources for Nonprofit Organizations

The various standard themes in Wild Apricot are beautiful! Changing the main menu design though is not something that can be done by pointing and clicking. You need to use CSS to modify the menu. This snippet of CSS code will help you modify the main menu in the Kaleidoscope and Bookshelf themes, two themes that share the same menu styles.

VIDEO: Using CSS to Customize the Main Menu System in Wild Apricot - NewPath Consulting VIDEO: Using CSS to Customize the Main Menu System in Wild Apricot

In 2020, we helped several customers attach WordPress to their Wild Apricot site. However, we were disappointed by the complexity of available tools. So, we decided to write our own suite of plugins to connect new and existing WordPress sites to Wild Apricot. The result? Wild Apricot Press!

Using WordPress with WildApricot - NewPath Consulting Using WordPress with WildApricot

Google Analytics helps you track and report on visitor traffic to your Wild Apricot website. The free analytics system records information such as what page link and page title was loaded and how the visitor found your website. Google Analytics can also record events such as button clicks and file downloads, but this capability is not always taken advantage of because it seems difficult to setup tracking of Google Analytics events. In this article we will describe just how easy it is to setup an event that tracks all file downloads from a Wild Apricot website.

Measuring File Downloads on Wild Apricot with Google Analytics and Google Tag Manager - NewPath Consulting Measuring File Downloads on Wild Apricot with Google Analytics and Google Tag Manager

All the user-friendliness of WordPress with all the power of

WildApricot Press - NewPath Consulting WildApricot Press has given me so much flexibility in managing and customizing every part of our customer’s WildApricot-driven website! Calum McGonigle, Converge Design Build beautiful, ... Read More

The Wild Apricot Cheat Sheet series will give you an edge when maintaining your Wild Apricot site. You may even get inspired to build something new!

WildApricot Cheat Sheets Archives - NewPath Consulting Wild Apricot Cheat Sheet #16 – Setting Up a Job Board with Wild Apricot Discussion Forums May 30, 2021November 10, 2020 “Setting up a job board in Wild Apricot is easy as 1, 2, 3. This post will take you through the steps by using the discussion forum gadgets and customization with NewPath’s W...

Building custom software is expensive and can trap you in a cycle of constant expenditures. Modern cloud apps are offering a new style of convenience with automatic updates to their configurable, subscription-based services. The number of subscription-based, on-demand services available to consumers is increasing every day – think Netflix, Amazon Prime, or your mobile phone plan.

Remember that whether you build or buy, you’re still responsible for configuring the tool to your own needs. You'll still need installation, configuration and adjustments over time - the maintenance is your responsibility. Just think of the last time you bought a new phone or computer and you spent time configuring and personalizing it just for you.

Should You Build or Buy Your Small Business Software? - NewPath Consulting Should You Build or Buy Your Small Business Software?

Pro Reports for Wild Apricot (aka WARM) is NewPath Consulting's solution to extending Wild Apricot's reporting functionality. All Wild Apricot administrators can create “dashboards” to gauge goals, performance metrics and or even report across a network of Wild Apricot sites. Best of all the solution is completely free!

Making Better Decisions with Real-Time Analytics Using the Wild Apricot Reports Manager - NewPath Consulting Making Better Decisions with Real-Time Analytics Using the Wild Apricot Reports Manager