Does Wild Apricot Integrate With Sales Force

wild-apricot-review

It can be difficult to keep track of all your members. Apart from monitoring each member’s statuses, you need to organize events, ensure everyone is updated and oversee funding and budget. Large organizations often assign different tasks to different people. However, smaller companies must do each task independently.

If you’re short on staff, doing it all can eat up your time. These tasks will be your sole focus to keep your organization running.

If you want to save up on money and time, Wild Apricot enables you to manage your organization through the cloud. Wild Apricot is a membership management tool that will allow you to take control over your online marketing and presence.

If you’ve been wondering what Wild Apricot is all about, then this article should give you an overview. We’ll take an in-depth look at its benefits and how it can help you.

If you prefer watching videos instead, here’s a review by Wild Apricot Membership Software on YouTube that can give a short overview of Wild Apricot. They’ve also given a few insights that can help you utilize Wild Apricot.

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What is Wild Apricot? Does Wild Apricot Integrate With Sales Force

Wild Apricot is a popular solution for membership management that is used by associations, non-profits, chambers and chambers of commerce as well as charities and clubs.

It’s a great way to track and easily communicate with your members. Administrators can create event reminders, track new member signees, and even send newsletters to members. It can also be used to scale up and manage events. You can manage up to 15,000 members depending on which plan you choose.

Apart from tracking member information, it has features that enable users to organize events, sell goods and merchandise, and even send emails. It’s simple to use Strip and PayPal when you shop at the organization’s website.

There’s even a website builder where Wild Apricot members can choose to make a private page or a public website that can be accessed by their administrators, committees, and members. It’s easy to keep track of events since they included widgets. On your site or page, you can add directories, donation forms and event calendars.

Does Wild Apricot Integrate With Sales Force

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What are the Benefits of Using Wild Apricot?

Wild Apricot can help you keep track of your growing organization. Wild Apricot is a comprehensive membership management platform. This will allow you to spend more time on your other activities.

Using this platform can help you in many ways. Below are some of its benefits.

Integrates member data with events

Wild Apricot will manage all your events without you having to purchase a separate service. It integrates its data with the organization’s database.

It’s much easier to manage and create events. You only need to add images, details and attach an online registration form. The best thing? The best part? It takes only a few minutes. It’s not hard to do either.

You can also send reminder emails to your members if you have an event coming up.

Their app can be downloaded to allow you to manage your members and register for walk-ins right from your smartphone.

If your event is paid, the transaction process is also simple. Wild Apricot is able to accept Stripe and PayPal so you don’t have to cash in or make checks. The database records every transaction, making it easy to track income.

Application processes simplified

When you have new applicants and members, it can become a lot of paperwork. Keeping track of all these processes can be time-consuming too. It’ll allow you to easily manage the old members and the new ones through its built-in database.

If you also need membership renewals, you won’t have to chase them one by one. Wild Apricot makes it easy to create automatic reminders and invoices regarding membership fees. Since it’s fully integrated, payment can be accepted online.

Your members can make some changes to their profiles if they wish.

They can update their information anytime they want. This information is available through their mobile app, or on the website.

As mentioned before, the pages for members are fully customizable. You can add their access levels or tiers to their page depending on the membership plan. They can even look at other member’s profiles, too, using a membership directory if you allow it.

Additionally, one of the best things about data accessibility is that Wild Apricot allows you to import data from a different management service. Transitioning to the software is easy and doesn’t take up too much of your time.

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Your online presence can be optimized and improved

Everyone uses social media today to promote their company and events. Although social media has many benefits, it is not sufficient to increase your visibility. You can still have your website, but it’s less flexible than social media.

But creating your website is difficult. With Wild Apricot, you won’t need to study coding or spend money on a web developer. AWS allows them to host and build websites.

They have a template for making websites too. You just need to choose the template that works best for your needs. You can customize the template by adding your photos, choosing a color scheme and creating your own.

They also indicate the changes you’ve made in green so you can track your progress and changes. Additionally, you won’t need to make adjustments for different devices. It is optimized for PC and mobile users.

Wild Apricot lets users with a website add widgets to their applications, calendars, or donation forms. The plugin for WordPress is also available.

What is Wild Apricot’s relationship with other apps?

To make it easier to manage your website, Wild Apricot has allowed customized integrations that will be based on what your company or organization needs. These are the ways you can integrate it to other websites or applications:

For WordPress, all you need to do is to download and install Wild Apricot’s Login plugin. It will give your users a single sign on screen. It also allows you to restrict any WordPress content to some of your members.

Integromat was also added to aid in the creation of workflows. It’s great for connecting in between apps and automating any manual process. You can connect to 230 apps with no programming required.

Wild Apricot uses webhooks to notify external services when there are any changes or updates in your account.

Wild Apricot’s single sign-on service can be used to integrate with another website. The widgets can be added too.

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Wild Apricot Summary

Here’s a short summary of Wild Apricot. We have included key features and the pros and cons to using their service. Does Wild Apricot Integrate With Sales Force

These are the main characteristics of Wild Apricot.

  • Has a public website and private page builder
  • Membership directory
  • Register and donate electronically
  • Timer and event management
  • Email marketing

Pros

  • Supports Android & iOS
  • Can be accessed through the web
  • Cloud-based
  • Can help with membership tracking
  • You can import the database from another service
  • Easy to customize

Cons

  • Payment options are either Stripe or PayPal
  • Membership without ID is not possible
  • The system tends to make duplicate reports

Conclusion

Wild Apricot is a software that can help you manage your organizations seamlessly. It includes tools to assist you in managing your memberships and organizing upcoming events. Does Wild Apricot Integrate With Sales Force

It’s an all-in-one program that can help you with administrative tasks such as making financial reports and sending emails to all the members in one go. Although it’s not a great stand-alone tool when it comes to social media management, Wild Apricot alone can help you build your online presence.

The tools incorporated in the software are great for small to medium membership-based clubs and organizations.

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FAQ Does Wild Apricot Integrate With Sales Force

Are there any system requirements for Wild Apricot?

If you’re using a PC or laptop, the resolution screen needs to have at least 1280 pixels for the width.

Can Wild Apricot be used on any browser?

Yes, Wild Apricot can be accessed using any kind of browser. If you want the best Wild Apricot experience, however, Microsoft Edge, Google Chrome and Safari are the most compatible browsers.

Are there any additional charges?

Wild Apricot charges no additional transaction fees. You get what you paid for. If you want to see the complete list of the plans and the corresponding features, just head over to their website.

Is there a free program?

Wild Apricot has a pricing structure. Wild Apricot offers a 30-day trial for those who want to give it a try.

Does Wild Apricot have tutorials?

Wild Apricot provides video tutorials to help you get started. They can be found on their website — just log in and go to Tutorials and Webinars.

What time do email confirmations go out?

It depends on the type of event that you are hosting. If the event is free, an email confirmation will be sent once the administrator or member has completed registration.

If there is a registration fee for the event, it will be sent once the team confirms that it has been paid.

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