Wild Apricot Crm Integration

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Keeping track of all your members can be a headache. You will need to monitor each member’s status, organize events, keep everyone updated, and manage funding and budget. Most huge organizations segregate the tasks to different people, but the smaller ones have to do it independently.

It can take a lot of time to do all the tasks if you are short on staff. 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? Wild Apricot Crm Integration

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 set up reminders for events, track new signees and send out 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.

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. Widgets make it easy to keep track and monitor events. You can add donation forms, directories, and even event calendars on your customized page or site.

Wild Apricot Crm Integration

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What are the Benefits of Using 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.

This platform can be a great help in many ways. Here are some of the benefits.

Integration of member data and events

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

That’s why it’s easier to create and manage events. You only need to add images, details and attach an online registration form. The best part? The best part? It takes only 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. 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

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 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 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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Optimizes and improves your online presence

Everyone uses social media today to promote their company and 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.

It can be difficult to create a website. 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.

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.

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.

How Does Wild Apricot Integrate With Other Apps?

Wild Apricot allows you to create custom integrations that are tailored to your organization’s needs. This makes it easy for you to manage your website. 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. It will give your users a single sign on screen. You can also restrict access to WordPress content to certain 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.

Even the single sign-on service from Wild Apricot can help in integrating with a different 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. Wild Apricot Crm Integration

These are the main characteristics of Wild Apricot.

  • Has a public website and private page builder
  • Membership directory
  • Automated donation and registration form
  • Timer and event management
  • 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
  • It’s 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 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. Wild Apricot Crm Integration

This program is all-in-one and can be used to help with administrative tasks like sending emails to members or making financial reports. 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.

Software includes many tools that can be used by small and medium-sized membership clubs and organizations.

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FAQ Wild Apricot Crm Integration

Does Wild Apricot have system requirements?

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?

Yes, Wild Apricot can be accessed using any kind of browser. However, if you want to get the best experience, the browsers that are most compatible with Wild Apricot are Microsoft Edge, Google Chrome, Safari, and Firefox.

Does the plan have additional costs?

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 plan?

Unfortunately, Wild Apricot follows a pricing scheme. If you want to try it out first, they offer a 30-day free trial.

Does Wild Apricot have tutorials?

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, an email confirmation will be sent once the administrator or member has completed 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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