The webinar explores Apricot's Connect feature, which enables administrators to create a secure, branded portal for participants, volunteers, partners, and other key stakeholders. The Connect portal allows these users to access and update their own profile information, as well as complete forms and assessments assigned to them. This functionality empowers participants to take a more active role in their services while streamlining data collection for the organization.
In addition to the Connect portal, the webinar highlights Apricot's Direct Messaging capabilities, which allow administrators to send both email and SMS text communications to specific participant groups. This one-way messaging feature enables organizations to efficiently share updates, reminders, and links to forms, without requiring participants to log into the system. The webinar covers the setup process, including defining participant types, configuring permissions, and composing and sending messages, while also noting key limitations around monthly text message allotments.
Setting Up Participant Portal: Connect & Engage with Key Audiences Presentation Slides
