WildApricot and Integromat: Membership Management Made Easy
Whether a non-profit, a professional group, a board, or a volunteer committee managing members, events, and other related activities can take a lot of time. And, often the one who is doing this runs this off the side of their desk. With scarce resources available – time being one of them – the manager of these groups has to get quite creative with their management style. I know this because I have been there!
But, what if there was a way to more easily manage these tasks and even have them done for you?
Automating event and communication activities with membership groups
Luckily, there are some great membership management applications out there that can help lean teams with some of the heavy lifting. One of these is Wild Apricot. Wild Apricot is a membership management software that allows you to simplify and automate your membership management tasks. Their software offers membership administration, event management, an email and contact database, online payments, online store, apps, and can even handle donations. Software like Wild Apricot, help you to manage your membership activities with ease.
But most likely, this is not the only service you are using to connect with your members. Presumably, it’s a myriad of different apps/services that you are using. And, in most cases, you are also manually copying and pasting data between your apps/services to make them work together. So even with the presence of tools and software that help you manage your activities, you still need a way to connect them.
In addition to the software you use, connector tools or workflow management platforms, like Integromat, are also something to look into. Using Integromat, you can connect your membership management software like Wild Apricot to other apps/services to fully integrate your work. And, with our in-house tools, you can do more than just connecting, you can automate almost any complex workflow you need to.
So here are just a few ways you can extend the possibilities of your membership management software to streamline some of your most common tasks.
*** Note all of the scenario templates are available on our platform free for you to use right now. Our easy to use templates will take you through each build, step-by-step.
Having been part of a non-profit and working directly with volunteers on a daily basis, one of the most tedious things to manage are the events. These duties include event registration, bookings, pre-event communications, post-event communications, online payments, and making sure everyone is where they need to be. Here are a few templates to help you automate your event activities.
Copy Wild Apricot Events into Google Calendar
Let’s say you want to sync up your Wild Apricot events and a Google Calendar. So every time an event is created in Wild Apricot, it will automatically be uploaded to a selected Google Calendar (yours, your Board Chair, all attendees, etc.).
Let me introduce you to Integromat data stores. Using this tool, this can be done quite easily. Integromat data stores are like a database which allow you to store information from a third-party service. The purpose of them is to store data from scenarios or to transfer data between individual scenarios or scenario run. In this case, it will let you store the data of all your Wild Apricot events in one place and transfer them between scenario runs and even scenarios easily and effortlessly.
To begin this scenario you will have to set up a data store. To learn how to set up a data store, see our quick tutorial here.
For a quick rundown of the scenario, Integromat will:
- Pull the account details and the event details from Wild Apricot
- Retrieve the matching record in the data store
- Route the event to either update an existing event (if the event changed in Wild Apricot) or create a new one if it is brand new
- If updating the event, it will update the data store for you as well
It does exactly what you would do by copying and pasting, without you having to copy and paste!
Don’t worry we have you covered. Here is the template that will take you through each step of the build.
This template mirrors Wild Apricot events into selected Google calendar.www.integromat.com
If you want to do the reverse, here is another template for that!
This template mirrors google calendar events into Wild Apricot events. When event created, a notification email will be…www.integromat.com
Send certificates to event attendees
For another example, let’s say you are running some sort of workshop or training program for your members and you want to send them a completion certificate after the event via email. Who wants paper anyways! Right now, the option is probably sending out individual emails and attaching the appropriate PDF for the member. Sure ok, if you have only a few to send that can work. But what if there are 20, 50, 100 people. That time can add up! Again, this can easily be set up in a few minutes and done.
For this scenario, Integromat will:
- Search for the event in the events list
- Grab the registration list and individual contact details.
- Input that into a pdf format (in this case Eledo PDF Generator, but you can use whatever you like)
- Attach it and send it off via email
By taking three minutes to set up and pushing “Run once” this is done for you.
Here is the template to get started.
This template sends event attendance certificates to everyone who was checked-in on yesterday’s events. We recommend to…www.integromat.com
Now communication with members is key! Whether that is an event reminder, a monthly newsletter, or even a birthday card to send well wishes. Never underestimate the power of a well-timed and well-thought-out email.
Here is a fun use case that you can adjust to your own needs.
Send reminders to Wild Apricot contacts or in this case, send a birthday card
Here is another example, where an Integromat tool, does most of the work for you. This time it’s the Compose a string tool. This tool allows you to simplify the mapping processed. With this tool, you can compose a string to store birthdays.
Every day, this scenario will:
- Go through the account details, see if there are birthdays for that day
- If so, match the date with the contact details
- Email out a Birthday card
Simple and professional!
Here is the step-by-step template to get you started.
Send happy birthday emails to Wild Apricot members.www.integromat.com
These are just a few ideas. With over 27 different modules available and the ability to connect to almost ANY online service, you can link your Wild Apricot account in any way you need to automate all your processes.
Now, imagine what you could do with all this extra time? Dare I say, actually spend it with your members?
Try Integromat for free today!