Dashboard Page

Overview

• The "Dashboard" is the first page the admin sees after logging in.
• Gives a quick snapshot of your entire account
  • Shows your billing plan, summary of your contact database, upcoming events, recent donations, most active members and pages which have not been updated for the longest time.
  • Provides links to easily jump to various parts of the site

Main menu

This menu provides access to the main functionality groups in Wild Apricot:

At the top right of the main menu, the name of the currently logged in Administrator is shown. Clicking on the name will take you the contact card for this person. You can also:

• Click Change password to change your password
• Click To member view to switch from administrator mode to member mode (This will only show if your administrator record also has a membership assigned)
• Click Logout to completely log out of the system

At the top right you will also find an icon to print the current page.

When you select a tab menu item (e.g., Dashboard, Contacts, Web pages,etc) you will see links to various sections that relate to that tab's functionality as well as buttons to perform common actions.

• Overview - the dashboard page itself
• Referrals - if you refer other people using your referral link you can earn affiliate commissions
  • this page provides all the accounts you referred and how much you have accumulated.
• Note that some functions like "Support" and "Sent e-mails" do not have their own tabs but rather are accessible in the context of specific places in the system where you need them.
  • e.g. List of sent emails is also accessible via the Settings tab

Account Profile and Password Reset

• Just on top of the menu shows the name of the currently logged in admin and provides links to Log out and Change your password
• Password can also be changed by directly editing the contact record via the "Contacts" tab.

Toolbar

• Located just below the sub-menu the toolbar shows the current release version number with a link to its release history.

• Help: will give you the help page(s) related to the screen you are currently on, just mouse over it
  • You can also search the online help directly from within your site
• Support: takes you to the support screen where you can see a list of your support messages and submit new ones.
• Account number: uniquely identifies your site, use it in any communications with Wild Apricot support.
• The toolbar will change depending on the Tab you are on, providing functions appropriate to the context of what you are doing at the moment.

Account statistics - Contacts database

This section lists the main categories of contacts in your Wild Apricot account - total contacts, members, donors and event attendees. The total contacts is important since the maximum number of contacts allowed in your database is dependent on your selected billing plan.

For each contact type the system shows new records in the last 7 and last 30 days as well as the number of archived records (Archived records do NOT count towards your database size, and cannot receive e-mailings/e-newsletters).

Event statistics

This section lists next three events and the number of confirmed and pending (registered but not confirmed paid) attendees. Click on the event name link to view Event details. To view all events go to Events section in the main menu.

Donation statistics

If you are using the online donations form, this section will show the last 5 donations. To view all, go to the Donations section.

Your account

This section provides a summary of your Wild Apricot account plan. It also shows you how much of your file storage space is being used.

Click on the Account and billing link for more detailed information.

Member Login Activity and Page Updates

• Lists the most active non-admin members, based on number of logins.
  • Administrators are NOT included in this list, even if they log in as members.
• The top 5 pages that have not been updated for the longest time are also listed here

Referrals

Want to spread the word about Wild Apricot? Use this area to share your "wild" experience with Wild Apricot.

To do this:

• Click on [Tell a friend] to send a referral to your friends (thank you!)

Commission on Referrals

If you want to earn referral commissions, follow the Earn referral commissions link and send referrals from there. From that moment on, this section on the dashboard will look slightly different - it will provide basic statistics on the accounts you referred to Wild Apricot: