Wild Apricot Salesforce Documentation

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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.

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.

Wild Apricot allows you to manage your company through the cloud, saving you time and money. It’s a membership management software that can help you take control of your online presence and marketing.

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 Salesforce Documentation

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 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 also be used to scale up and manage 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.

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. 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 Salesforce Documentation

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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 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 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.

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

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.

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.

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.

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

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. You can add their access levels or tiers to their page depending on the membership plan. 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. 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. Wild Apricot makes it easy to learn coding and save money on hiring a web designer. AWS allows them to host and build websites.

You can also use their templates to create websites. 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.

You can also see the changes made in green, so you can keep track of your progress. You won’t have to adjust for different devices. It has already been optimized for mobile or PC 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.

Can it Work 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. 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. 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.

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 short summary of Wild Apricot. We included their key features as well as the pros and cons of using their service. Wild Apricot Salesforce Documentation

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
  • Can help with membership tracking
  • The database can be imported 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 includes tools to assist you in managing your memberships and organizing upcoming events. Wild Apricot Salesforce Documentation

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

Are there any system requirements for Wild Apricot?

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

Can Wild Apricot be used on any browser?

Wild Apricot is compatible with all browsers. 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.

Are there any additional charges?

There are no extra transaction fees with Wild Apricot. 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. 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.

When are email confirmations sent?

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

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