Wild Apricot And Salesforce

wild-apricot-review

Keeping track of all your members can be a headache. 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.

This article will give you a brief overview of Wild Apricot. 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 And Salesforce

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’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. It can handle up to 15,000 members, depending on the plan that 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. You can add donation forms, directories, and even event calendars on your customized page or site.

Wild Apricot And Salesforce

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What are the benefits of Wild Apricot?

Wild Apricot is a great tool to help you manage your expanding 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. Here are some of the benefits.

Integrates member data with events

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

That’s why it’s easier to create and manage events. Only add photos, details, and an online registration form. The best thing? The best part? It takes only a few minutes. It is also easy to do.

Aside from that, you can even send email reminders to all your members when you have an upcoming event.

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. You won’t need to process any cash or checks since Wild Apricot accepts PayPal and Stripe. 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. 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.

If you also need membership renewals, you won’t have to chase them one by one. Wild Apricot allows you to create automated reminders and invoices for the 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.

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. 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

Nowadays, everyone uses social media to promote their organization and their events. While it has its advantages, relying on social media alone is not enough to boost your presence. You can still have your website, but it’s less flexible than social media.

But creating your website is difficult. Wild Apricot makes it easy to learn coding and save money on hiring a web designer. They have hosting and website-building features thanks to AWS.

You can also use their templates to create websites. You just need to choose the template that works best for your needs. 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. Additionally, you won’t need to make adjustments for different devices. It has already been optimized for mobile or PC users.

Wild Apricot lets users with a website add widgets to their applications, calendars, or donation forms. They even have a WordPress plugin to help it run smoothly.

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:

Wild Apricot’s Login plugin is all that you need for WordPress. It will give your users a single sign on screen. It also allows you to restrict any WordPress content to some of your members.

They even added Integromat to help in building 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. Wild Apricot And Salesforce

These are the main characteristics of Wild Apricot.

  • A public and private website.
  • Membership directory
  • Register and donate electronically
  • Timer and event management
  • Email marketing

Pros

  • Supports Android & iOS
  • Can be accessed through the web
  • Cloud-based
  • We can help you with your membership tracking
  • You can import the database from another service
  • It’s 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 software can be used to manage your organization seamlessly. It includes tools to assist you in managing your memberships and organizing upcoming events. Wild Apricot And Salesforce

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. Wild Apricot can be used alone to help build your social media presence, even though it isn’t a great tool for managing social media.

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

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FAQ Wild Apricot And Salesforce

Are there any system requirements for Wild Apricot?

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

Does Wild Apricot work on any type of 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. If you want to try it out first, they offer a 30-day free trial.

Do tutorials exist for Wild Apricot?

Wild Apricot provides video tutorials to help you get started. 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, the email confirmation will be sent as soon as the administrator or member finishes registration.

If the event has a registration fee, it will be sent after the team has confirmed it has been paid.

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