Wild Apricot Adding An Email Link To Pdf

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. Most huge organizations segregate the tasks to different people, but the smaller ones have to do it independently.

If you’re short on staff, doing it all can eat up your time. You’ll end up focusing on these tasks alone to keep the organization up and 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. 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? Wild Apricot Adding An Email Link To Pdf

Wild Apricot is one of the most popular membership management solutions used by organizations, associations, nonprofits, chambers of commerce, and even charities and clubs.

It is a great way for you to communicate and track 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. Because of their payment integration, it’s easy to use Strip or PayPal if you buy from the organization’s online store.

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. 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.

Wild Apricot Adding An Email Link To Pdf

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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.

This platform can be a great help in many ways. Here are some of the 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. You only need to add images, details and attach an online registration form. The best part? It can be done in just 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.

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

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. Every transaction is recorded in the database making income tracking easy for the team.

Simplifies application processes

It can be a lot of paperwork when you’ve got new members and applications. Keeping track of all these processes can be time-consuming too. 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 makes it easy to create automatic reminders and invoices regarding membership fees. It integrates seamlessly with PayPal so you can pay online.

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

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.

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

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.

It can be difficult to create a website. Wild Apricot makes it easy to learn coding and save money on hiring a web designer. 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 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. You won’t have to adjust for different devices. It is optimized for PC and mobile users.

For users who already have a website, Wild Apricot allows you to incorporate widgets in your applications, calendars, and even in your 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. You can integrate it with other websites and applications through the following ways:

For WordPress, all you need to do is to download and install Wild Apricot’s Login plugin. Once you have, it will allow your users to have 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. Without coding involved, you will be able to connect with 230 apps without any difficulties.

To notify external services, Wild Apricot utilizes webhooks whenever updates or changes are happening in your account.

Wild Apricot’s single sign-on service can be used to integrate with another website. You can also add widgets.

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Wild Apricot Summary

Here’s a quick overview of Wild Apricot. We included their key features as well as the pros and cons of using their service. Wild Apricot Adding An Email Link To Pdf

Here are the main features of Wild Apricot:

  • A public and private website.
  • Membership directory
  • Automated donation and registration form
  • Event management and timer
  • Email marketing

Pros

  • Supports Android & iOS
  • You can access 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
  • 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. Wild Apricot Adding An Email Link To Pdf

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 Wild Apricot Adding An Email Link To Pdf

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.

Does Wild Apricot work on any type of browser?

Wild Apricot is compatible with all browsers. 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?

There are no extra transaction fees with Wild Apricot. Wild Apricot gives you what you pay 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?

Unfortunately, Wild Apricot follows a pricing scheme. Wild Apricot offers a 30-day trial for those who want to give it a try.

Do tutorials exist for Wild Apricot?

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

What time do email confirmations go out?

It will depend on what type of event you’re hosting. If the event is free, the email confirmation will be sent as soon as the administrator or member finishes 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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