Product Blog

Social Solutions Product Blog

User Submitted Feedback – Intake Form Submission Check

Intake Form Submission Check

Here at Social Solutions, we have implemented easily accessible platforms for our clients to provide feedback and ideas that will create a better user experience when using our products. For ETO that platform is our Ideas Portal and Feedback, for Apricot it is an extension within the product. Users can submit ideas or vote on previously submitted ones to help us inform which functionality to prioritize in order to better serve our clients. This week, we’re introducing the Intake Form Submission Check.

We are excited to release a user requested Intake feature that will provide more clarity to participants completing an Intake form and make it easier for administrators to troubleshoot 

On 9/25, if an Intake form submission fails due to duplicate check, the default behavior will be to show: Participant already registered with this organization. 

For organizations that are collecting particularly sensitive information via Intake, we’ve included the option to show a generic error: Uh oh. There was a problem. We weren’t able to save your intake information. Please try again later.  

Success or Error Options

Please note updates to Intake duplicate check errors are made per Intake form. To view or make any updates to Intake duplicate check errors: 

Select Success/Error Options at the top of the Intake Form Builder. Note that updates need to be made per the Intake form.  

Select Success or Error Options

Click or tab to “Error Options” in the Success/Error Options dialog box.

Error Options

Make desired updates or changes and click Save.

Make Desired Updates

Make sure to save the Intake form itself for any changes to go live.

Click Save
Please continue to submit your ideas and suggestions through the ETO Ideas Portal and Apricot Feedback.

Client Feedback Portal: Submit, collaborate and vote on future Apricot updates and enhancements

The client journey and your successes are what drives the product team here at Social Solutions. We know how important your work is for our communities, and as your partner, we want to ensure that Apricot provides the level of service you need day-in and day-out.

The best way for us to improve the Apricot experience is hearing directly from you, our users! Your voices matter a great deal to us. We use your feedback to understand pain points, discover new ideas, and unearth opportunities that will best empower your organization and those who depend on your services. One way you can directly communicate with our product team is right in Apricot using our Client Feedback Portal.

Today, we want to share just how easy it is to use our Feedback Portal to suggest product improvements and vote on suggestions that would benefit you and your team. Continue reading to learn how you can join the conversation.

Not Just a Digital Suggestion Box

Our feedback portal is a tool for direct collaboration between our product development team and our clients. But that’s not all.

This portal isn’t just a suggestion box; it’s a community. When you submit feedback, you play an active role in influencing which ideas get built and what priority they get. You will be directly engaging with our Product team in dialogue while sharing your experiences, ideas, frustrations, and solutions with other Apricot users all in one place.

Ultimately, this is where we encourage you to use your voice and engage with the Apricot community because the more we hear from you, the better Apricot will be.

It’s Simple, Here How It Works:

We’re all about ease of use, so now you can give feedback from Apricot in just a few clicks. To access the Feedback Portal:

Locate “Submit an Idea” on Side Navigation Menu

This will direct you to a personalized dashboard where you can submit new ideas, view other submissions, and prioritize what is most important to you.

Apricot Submit an Idea Picture

From the dashboard, click “Make a Suggestion.” You will then answer three questions and upload screenshots.

Make sure to provide as much information as you can. We recommend including a clear title of your idea (“What is your problem or request”). This makes it easier for others to find and upvote your suggestions.

Once you have submitted or upvoted two+ ideas, you can tell us how important the idea is to you.

Simply click and drag the priority bar to set level importance. Note: You won’t be able to set high importance for everything; we kindly ask you to prioritize because although we may want to, we can’t build everything at once.

What Happens to Your Feedback?

The Social Solutions Product team meets monthly to review submitted ideas, comments, and user priority. As we review feedback, we set a status to indicate where they are in the development process. You will receive an email notification whenever a status is changed on an idea you submit. Statuses include:

  • “Awaiting Feedback” – Most new requests will be set to “Awaiting Feedback” so that more people can vote, and we can gauge interest.
  • “Planned” – Once a request is high enough in priority and aligns with our product vision, we will change the status to “Planned.” We consider this our design and discovery phase when we interview users, create prototypes and conduct initial testing.Note: If you’ve submitted or voted on an idea, our Product team may reach out to you directly for a discovery session. We love these meetings and taking the time to slow down and understand your situation.Once in the “Planned” phase, the submission will appear in the What’s Coming tab.

  • “Building” – When our engineers begin coding the request, the status changes to “Building.” Time in this status will vary based on the level of effort.
  • “Released” – As soon as development is finished on the request, we will update the status to Released. Once “Released,” the request will appear in the Releases tab, and in the What’s New widget on the dashboard.

  • “Declined” – If a submission does not gain significant votes or priority after six months, we will move the status to “declined.” Additionally, if the idea does not align with our product vision, or already exists, we will decline. We will always do our best to explain why we declined a submission.

Ready to Join the Conversation?

Thank you for continuing to inspire and influence the work that we put into Apricot because, ultimately, we build this software for YOU.

Do you have a feature you’d like to see added to Apricot or want to share a thought on how to improve things? Head over to our Client Feedback Portal now!

We look forward to future conversations.

ETO and Apricot Product Roadmap – May 2020

Product Roadmap!

It’s about that time of the quarter again – it’s time for a sneak peek of what your Apricot and ETO Product Teams have been working so hard on over the past several months. Not only that, but this is the only place that you’ll be able to see what’s planned for the two products as we move forward through this historic 2020.

Transparency is important to us at Social Solutions. We can’t envision operating without it. We also feel that you, our customer, should be aware and prepared for what is coming to the software that you log in to on a daily basis – especially because YOU inspired most of these changes. The suggestions and comments you’ve submitted through the Ideas Portal and Feedback have greatly influenced the work that we’ve done in 2020. So watch the videos below to see how your ideas will come to life!

Apricot Product Roadmap

For your viewing pleasure, the following functionality is covered at the respective times:

Apricot Alerts System: 00:38

Apricot Permissions – Site Administrators: 01:27

Apricot Results Reporting: 02:20

Apricot Connect Updates: 05:07

ETO Product Roadmap

For your viewing pleasure, the following functionality is covered at the respective times:

ETO Browser Neutrality: 00:11 (Link to Help Center)

ETO Chat: 01:20

ETO Ideas Portal Implementation: 03:14

Thanks again for helping us build all of this great functionality! Please remember that we build this software for YOU. So please bring your ideas to light, and echo other great ideas, via the Ideas Portal and Feedback.

 

Until three(ish) months from now,

Zac

Senior Product Marketer

Webinar: How to Get the Most Out of Connect in Apricot

During this time when operations have been disrupted and decentralized, and the effects of COVID-19 have heightened demand on the social sector’s programs and services like never before, one way to find certainty amid the chaos Is by keeping connected. Organizations across the nonprofit and public sectors have been forced away from face-to-face interactions for the time being, but this shouldn’t stand in the way of your ability to support and serve the people who rely on your services.

And it doesn’t have to.

Read on to see why Connect, a tool within Apricot from Social Solutions, is helping life-changing organizations like yours stay engaged with participants, even when offices are closed.

What is Connect?

Connect is a tool within Apricot Core and Apricot 360 that allows you to interact and communicate with your participants better than ever before. This functionality can empower your participants by enabling them to edit their own information and monitor their journey through your program. And when you use Connect to allow participants to enroll in services themselves, or to send out mass communications through direct messages, you can also dramatically reduce the amount of data entry and computer time required by your staff. This tool helps drive participant engagement from day one and even after your participants graduate or move on from your services or care.

Learn more about Connect or sign up for a free trial today!

Connect Webinar Recording

Want to see Connect in action? Watch this webinar recording, which will give you insight into the ways Connect can help increase your engagement effectiveness − during times of crisis or times of calm. There were dozens of follow up questions to the webinar and we consolidated them into a Q&A Article. If you asked a question or would like to see concerns of other Apricot users, make sure to take a look here!

Have questions about Connect and want to know how to get up and running with this valuable communication tool? Our team is ready to answer your questions.

Apricot Now With PIR Reporting

PIR Report Now Available in Apricot

Organizations specializing in early education are working diligently to provide young children with the tools they need for success. Outside of traditional PIR Reporting software, there have not been many tools made available to them.

In an effort to continue our commitment to education from Cradle to Career as well as furthering our partnership with the Ballmer Group, Social Solutions is driven to improving outcomes for children of all ages. That’s exactly why we’re adding the PIR reporting functionality within Apricot. It’s an incredible functionality so email your Account Manager to learn more.

What Is PIR Reporting?

“PIR” stands for Program Information Report. All grantees and delegates are required to submit PIR data reports each year as a requirement for the Head Start program. PIR is important for several reasons. One reason is that it can help you continue to tell a story with your data.  Head Start also requires nonprofits to provide a program information report. Apricot with Head Start PIR will now allow your organization to do the compliance report needed for funding along with anything else you would need to track.

Preschool Classroom

Many Head Start organizations depend on this report to be able to provide services to children who are just starting out in the education system. It only makes sense to provide these same organizations with the powerful functionality that Apricot can provide. By adding the PIR Report into Apricot we’re allowing organizations to receive funding that is imperative to their mission, providing industry-leading insights and data on the overall health of their programs, and eliminating dual data entry by consolidating databases.

Know an Organization Working with Head Start?

Do you work with a Head Start organization? Every referral earns your organization a month off of your Social Solutions invoice, up to $1,500, and there is no limit on the number of referrals that you can make. If you are interested in making a referral, reach out to your Account Manager today!

Did you know?

Apricot’s reporting platform allows you to create and share reports securely within the system. Reporting happens in real time so that you can monitor results and be responsive when it matters.

Did you know?

With Apricot, your data is right at your fingertips in a cloud-based solution that gives your organization freedom from paper files, spreadsheets, local hardware, and monthly maintenance downtimes.

Did you know?

Apricot is hosted on a best-in-class Amazon Web Services (AWS) environment so your data is secure, backed up, and compliant. User-based permissions and audit trails further enable secure access to data.

Did you know?

Apricot allows you to easily track volunteers as well as clients. Utilize guest user modules and webforms to further engage your constituents.

Did you know?

Track, report, and assess your organization’s mission! Apricot allows you to track clients, volunteers, services, and more.

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