Apricot offers many tools to help organizations improve workflow, and one of the most powerful but underutilized is the Apricot Bulletins feature. Here, we explore the key benefits of using both HTML and Report Bulletins in Apricot and how they can significantly enhance your users’ experience.
What Are Apricot Bulletins?
Apricot Bulletins are the first thing that users see when they log into Apricot . They are customizable messages and reports that provide users with quick access to critical information,. There are two types of bulletins: HTML Bulletins and Report Bulletins. Each serves different functions, from internal communication to task and workflow management, making them an essential tool for any nonprofit utilizing Apricot’s case management system.
HTML Bulletins
HTML Bulletins within Apricot offer extensive configuration options, allowing nonprofits to communicate crucial information across their organization in an interactive, visually appealing format. They are powered by a built-in HTML editor that administrators can use to create any number of helpful frames.
Key Features of HTML Bulletins:
- Custom Navigation: Create buttons that link directly to frequently used areas within Apricot (searching for or creating Tier 1 records) or external platforms, saving staff valuable time and clicks.
- Informational Displays: These bulletins are perfect for conveying updates such as company-wide announcements, deadlines, and reminders.
- Highly Customizable: Using HTML, organizations can add images, branded banners, GIFs, and tables to better organize information. These messages can be role-specific, program-specific, or shared across the entire organization.
This flexibility makes HTML Bulletins ideal for internal announcements, task reminders, and event notices. For nonprofits looking to enhance communication and information sharing, HTML Bulletins are a powerful tool to implement. 
Report Bulletins
While HTML Bulletins shine in terms of customization and communication, Report Bulletins are designed to drive data-driven decisions. These bulletins pull real-time data directly from Apricot reports, giving nonprofits insight into program performance, client status, and other metrics in an easy-to-read format.
Key Features of Report Bulletins:
- Real-Time Data. Display up-to-date metrics like the number of active clients, tasks in progress, or deadlines approaching.
- Navigation and Workflow Management. Report Bulletins can link directly to critical forms and tasks, streamlining processes for both frontline staff and leadership.
- Versatility. Whether tracking trends, managing deadlines, or monitoring program-specific data, Report Bulletins provide essential insights for staff at every level.
For example, many organizations use Report Bulletins to track key statistics like program enrollments, referral trends, and other program outcomes, enabling leadership to make data-informed decisions.
Best Practices for Using Apricot Bulletins
Incorporating Apricot Bulletins into your nonprofit’s daily operations can enhance data accuracy, improve workflow, and foster better communication among teams. Here are some best practices to get the most out of your Bulletins:
- Use HTML Bulletins for Regular Announcements. Customize them to include important updates, deadlines, and internal resources.
- Leverage Report Bulletins for Real-Time Metrics. Display key performance indicators (KPIs) for your organization’s programs and projects.
- Tailor Bulletins by Role. Ensure that staff members are seeing the information most relevant to their responsibilities by setting role permissions accordingly.
- Monitor and Improve Data Quality. Use Report Bulletins to flag missing data or errors, ensuring your team can quickly resolve issues.
By following these best practices, your nonprofit can unlock the full potential of Apricot Bulletins to enhance both day-to-day operations and long-term strategy.
Take Your Apricot Bulletins to the Next Level
With their flexibility, customization options, and ability to pull real-time data, Apricot Bulletins are an essential tool for nonprofits looking to optimize their use of Apricot. Whether using HTML for internal communication or Report Bulletins for workflow management, these features can save time, reduce errors, and improve overall efficiency.
If you’re ready to enhance your Apricot system, Treadwell (Bonterra’s certified implementation partner) is here to help.
Our team of experts specializes in helping nonprofits like yours maximize the potential of Apricot through tailored solutions and expert guidance. Contact us today to book a consultation and start your journey towards a more streamlined and efficient Apricot experience.
