Activate Wild Apricot Customer Information Manager

Wild-apricot-review

There are numerous industries and communities which have membership organizations. It could be small, having only a handful of people, or extremely large, having more than 50,000 members.

Tracking all of the activities can make your head swirl. You need to check out renewals, contact details, participants, and even subscription fees. It’s a lot of work to keep track of these things.

That’s where Wild Apricot comes in. It is one of the most well-known membership management software which can help you not only track and record but also build your site, and it even has some email marketing features.

In this guide, you’ll learn if Wild Apricot is what you’ve been looking for.

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Before you continue, you may want to watch this video by Capterra on YouTube that gives a quick overview. After, you’ll want to read the rest of our article for a more comprehensive review of Wild Apricot.

What is Wild Apricot? Activate Wild Apricot Customer Information Manager

Wild Apricot is a Canadian software company that caters to small to midsize membership organizations. Personify, a Constituent Management and Engagement platform acquired them back in 2017.

It is focused on keeping track of members so that nonprofit organizations and clubs can charge them for occasions and dues. It’s also used to notify them about these notifications.

It’s intended to be the solution to develop and manage a membership-based site by encouraging different applications. It’s built-in financial reporting and email marketing tools.

Who can use Wild Apricot?

Although it’s targeted at nonprofit organizations, associations, and clubs, it may be used by anyone who is looking for a software that could help them operate like a membership-based entity.

There are a number of ways to run Wild Apricot using its features. They also have a setup wizard that can help their users navigate the software effortlessly. If you require assistance, you can aslo contact their trainers.

What are the features?

Wild Apricot offers features which may be accessed by each member, regardless of their membership level. Navigating these objectives is easy since you can do it from the dashboard; From building your site to managing and creating events, you will be able to keep track of everything.To give you an idea what Wild Apricot can offer, below are a few of the software’s features.

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Website Builder

Wild Apricot has a site and hosting features done through AWS. They provide templates and drag and drop editors that will assist you create your own website.

This is beneficial if you don’t have any experience making your own website or if you don’t have sufficient budget to hire a professional. It’s also perfect for those who are working under a time constraint.

Apart from the customizable themes and templates available, you can also create your own templates.These may use the default layouts that you have set to your template. And to avoid confusion, your editing page will provide a green highlight to the changes that you’ve made to your work.

If you are using a free account, you get a free subdomain generated using the email address you registered when you signed up. You will need to avail for a paid membership account if you would like to make your own domain name.

Online Store Builder

Besides building sites, they also provide other features such as the online store and program builder.

With the online store, you can sell both digital and physical goods. You may set up the prices, discounts, and other deals.

For physical products, you can send them directly to Wild Apricot so they can deal with the distribution process. They’ll track the process payments and inventory. However, you will be the one to manage the logistics.

For now, the only downside for their online shop builder is that you can’t add shipping calculation tools or options to adjust the prices for specific product variants.

Membership Information Storage

Members will be able to access their profiles to update any changes. This is going to be in sync in real-time across the website and the mobile program.

You’ll be able to access the data since it is stored in a cloud database. The data is searchable and you can even use it to make membership levels and renewals customizable, to make the process easier.

If you are switching from a different management software, you do not need to worry about your previous membership database. Wild Apricot will let you import your existing database into the software.

You can also create a member’s directory using your database so other members can look at other subscriber’s profiles. Activate Wild Apricot Customer Information Manager

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Wild Apricot Payments and Donations

Wild Apricot can also manage online store and member payments. Their payment gateway is easy and simple to use. All you will need to do is create an account with AffiniPay, which is their payment processor. For the buyers, they will only need to enter their card details so their orders can be processed right away.

On top of that, site owners won’t be charged contract fees or setup fees. Though they charge processing fees, it is pretty competitive, having just 2.9 percent and an additional $0.30 for every transaction.

Take note, however, that the processor is available only to the Canadian and American Wild Apricot clients. Furthermore, the processing fees can be different depending on where you’re. Some members that are based in different countries will be charged with international processing fees.

Since Wild Apricot was mainly made for nonprofit institutions, Wild Apricot included a donations feature. You can add a donation button and have a widget for the donation drive objectives and progress. The database of the contributions you received can also be exported.

Email Marketing

There’s no better way of keeping in touch with your members than through emails. Wild Apricot lets you send newsletters, invoices, reminders, and even occasion invitations through their email templates and features.

If you prefer to start your work using a blank canvas, Wild Apricot also gives you that choice. If you’re worried that it will seem generic, you can customize the templates utilizing their drag and drop editor.

You may also segment your mailing list. You can use your member’s database for targeting campaigns and to manage other tasks such as confirmations, reminders, or account upgrades.

Wild Apricot also includes open trackers and analytical reports to get the most out of this email marketing feature. It will provide you the metrics you need in making a successful campaign.

The email address is the same as your subdomain, even if you opted to use their free plan. Should you upgrade to a paid plan, you may create a customized domain for your site and for your email.

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Event Management

To help you manage your members before and during events, you can create and share calendar invites for your upcoming events. You can also use this to set up registration forms, process payments, and even waitlists.

Wild Apricot Pricing and Plans

Wild Apricot includes a free plan where you can have up to 50 members. If you have more than that, you’ll need to upgrade.

Overall, Wild Apricot has 7 strategies to choose from. You can pay it annually or every 2 years.

The price increases as you increase the number of members. For starters, their Personal Plan can accommodate up to 100 members for $40 per month. The maximum amount of members Wild Apricot can hold is 50,000. This falls under the Global Plan, which costs $600 per month.

If you Pre-pay for 1 year, you will able to save 10%. Another payment strategy is to cover 2 years ahead, which helps you save 15%.

They offer competitive prices considering that these include email management and website hosting. They also provide a free trial for their paid plans. Activate Wild Apricot Customer Information Manager

Pros and Cons

Before moving on to the final section, we’ll summarize the pros and cons of utilizing Wild Apricot to help you decide.

Here are the Pros and Cons:

Advantages

Includes templates

Tons of videos and tutorials

Offers flexibility for clubs, associations, and nonprofits

Offers a free plan

Each paid plan has a free trial

Cons

User interface is a bit confusing

No membership ID on the system

Payment gateway is restricted to clients from the USA and Canada.

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Final Thoughts

If you’re looking for a platform that can help you manage your membership-based site, Wild Apricot is a good suggestion. It was created to be used by membership organizations and associations, so the prices are not too high. They even offer a free plan and a free trial on their paid plans.

However, if you are intending to use this for handling your business, it may be best to find a different platform. If you are really curious, though, it would not hurt to use their free trial.

It is still able to execute well even if it wasn’t made for businesses  You can use it to sell online classes, but you will need a link which will lead them to an outside website. For businesses that have a good deal of events, this is a excellent platform to operate and execute event management strategies.

Overall, Wild Apricot is a fantastic platform, particularly for associations and organizations. It gets the job done without being too pricey. If that is not enough to convince you, you could always use their free trial to see for yourself.

FAQ Activate Wild Apricot Customer Information Manager

Are there any system requirements?

Your resolution should have at least a width of 1280 pixels for the software to work efficiently.

Can it work on any browser?

Wild Apricot works in most browsers. For best results, use either Google Chrome, Microsoft Edge, Firefox, or Safari.

Are there any tutorials to navigate the software?

Yes. Wild Apricot has many videos to help you get started. Just go to their website to get a list of the webinars and tutorials.

How long does the free trial last?

Wild Apricot offers a 30-day free trial for their paid plans.

Are there additional costs?

Wild Apricot doesn’t have additional transaction fees. You get all the features whether you picked the paid or free plan. The only time you will pay for extra costs is when you use a third party payment provider for your online shop.

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