Salesforce And Wild Apricot Integration

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.

Wild Apricot allows you to manage your company through the cloud, saving you time and money. 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. This article will provide an in-depth overview of the benefits of Wild Apricot and how you can benefit from it.

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? Salesforce And Wild Apricot Integration

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 set up reminders for events, track new signees and send out newsletters to members. It can be used for scaling up and managing events. It can handle up to 15,000 members, depending on the plan that you choose.

It tracks member information and allows users to sell merchandise and organize events. It’s simple to use Strip and PayPal when you shop at the organization’s website.

Wild Apricot members have the option to create a page on a website builder. This allows them to choose between a private or public site that can be accessed only by their committee members, administrators, and members. Widgets make it easy to keep track and monitor events. On your site or page, you can add directories, donation forms and event calendars.

Salesforce And Wild Apricot Integration

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What are the benefits of Wild Apricot?

Wild Apricot can help you keep track of your growing organization. It’s a complete membership management platform that will simplify menial tasks, so you have more time to focus on other activities.

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

Integration of member data and events

With Wild Apricot, you won’t need to buy a separate service to manage your events. It integrates with the company’s database.

It’s much easier to manage and create events. Only add photos, details, and an online registration form. The best thing? It can be done in just a few minutes. It is also easy to do.

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

You can even download their app so that you can easily manage your members and register event walk-ins from your phone.

The transaction process for events that have been paid is easy. You won’t need to process any cash or checks since Wild Apricot accepts PayPal and Stripe. Every transaction is recorded in the database making income tracking easy for the team.

Simplifies application processes

When you have new applicants and members, it can become a lot of paperwork. It can also be tedious to keep track of all the processes. You’ll be able to manage your old members with the new ones with ease through its built-in database that can be accessed easily.

You don’t need to contact each one individually if you have membership renewals. Wild Apricot allows you to create automated reminders and invoices for the membership fees. Since it’s fully integrated, payment can be accepted online.

If your members want to make a few tweaks, they can also do that by accessing their profile.

They have the ability to update their information whenever they wish. This is in sync with their mobile app or when they access their profile through the website.

The pages for members can be customized as mentioned above. Depending on your membership plans, you can include their tiers or access levels on their page. If you allow it, they can also view other members’ profiles using a membership directory.

Wild Apricot also allows you to import data from another management service. It’s easy to transition to the software and won’t take too much time.

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Your online presence can be optimized and improved

Nowadays, everyone uses social media to promote their organization and their 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. All you need to do is choose which template works best for you. You can also customize it by creating your template, selecting a color scheme, and adding your photos.

They also indicate the changes you’ve made in green so you can track your progress and changes. You won’t have to adjust 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.

How Does Wild Apricot Integrate 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:

Wild Apricot’s Login plugin is all that you need for WordPress. It will give your users a single sign on screen. You can also restrict access to WordPress content to certain members.

Integromat was also added to aid in the creation of workflows. It is great for automating manual processes and connecting between apps. 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 quick overview of Wild Apricot. We have included key features and the pros and cons to using their service. Salesforce And Wild Apricot Integration

These are the main characteristics of Wild Apricot.

  • A public and private website.
  • Membership directory
  • Register and donate electronically
  • Event management and timer
  • Email marketing

Pros

  • Supports Android & iOS
  • Can be accessed through the web
  • Cloud-based
  • We can help you with your membership tracking
  • The database can be imported from another service
  • Easy to customize

Cons

  • You have two payment options: Stripe and PayPal
  • No ID membership system
  • The system tends to make duplicate reports

Conclusion

Wild Apricot software can be used to manage your organization seamlessly. It has tools that are made to help you oversee membership status as well as organize events and upcoming occasions. Salesforce And Wild Apricot Integration

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 Salesforce And Wild Apricot Integration

Does Wild Apricot have system requirements?

A minimum of 1280 pixels is required for a laptop or PC with a resolution screen.

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.

Does the plan have additional costs?

Wild Apricot charges no additional transaction fees. Wild Apricot gives you what you pay for. Visit their website to view the full list of plans and the associated features.

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?

To help you get started, Wild Apricot offers video tutorials. These tutorials can be found on Wild Apricot’s website. Log in to access Tutorials or 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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