There are many businesses and communities which have membership organizations. It could be small, having only a handful of individuals, 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 information, participants, and even membership fees. It’s a lot of work to keep tabs on those things.
That’s where Wild Apricot comes in. It is one of the most well-known membership management software that can help you not only record and track but also build your site, and it even has some email marketing features.
In this guide, you will learn if Wild Apricot is what you’ve been on the lookout for.
Before you go on, you may want to check out this video by Capterra on YouTube that gives a quick review. Afterward, you will want to read the rest of the article for a more comprehensive review of Wild Apricot.
What is Wild Apricot? Creating An Invoice In Wild Apricot
Wild Apricot is a Canadian software company that caters to small to midsize membership organizations. Personify, a Constituent Management and Engagement platform bought 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 inform them about these notifications.
It’s intended to be the solution to develop and manage a membership-based website 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’s searching for a software that can help them run like a membership-based entity.
There are many ways to run Wild Apricot using its features. They also have a setup wizard that could help their users navigate the software with ease. If you need assistance, you may aslo contact their trainers.
What are the features?
Wild Apricot offers features that can be accessed by every member, regardless of their membership level. Navigating these tasks 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.
Wild Apricot has a website and hosting features done through AWS. They offer templates and drag and drop editors to assist you create your own website.
If you do not have any experience making your own website, or if you do not have enough budget to hire an expert, this feature is very helpful. It’s also great for those who are working under a time constraint.
You can also create your own templates, aside from the customizable themes and templates that are available.These may apply the default layouts that you have set to your template. And to prevent confusion, your editing page will offer a green highlight to the changes that you’ve made to your work.
If you’re using a free account, you get a free subdomain generated with the email address you registered when you signed up. You will need to avail for a paid membership account if you want to create your own domain name.
Online Store Builder
Apart from building websites, they also offer other features such as the online shop and app builder.
With the online store, you can sell both digital and physical products. You may set up the costs, discounts, and other deals.
For physical products, you can send them directly to Wild Apricot so that they can deal with the distribution process. They’ll track the process payments and inventory. However, you’ll be the one to manage the logistics.
For now, the only downside for their online shop builder is that you can not 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 app.
You’ll be able to access the data since it is stored in a cloud database. To make it simple, it’s searchable, and you can use it to make membership levels and renewals customizable.
You also do not need to worry about your previous membership database if you’re switching from a different management service. Wild Apricot will enable you to import your existing database into the program.
You could even make a member’s directory with your database so other members can look at other subscriber’s profiles. Creating An Invoice In Wild Apricot
Wild Apricot Payments and Donations
Wild Apricot can also handle online store and member payments. Their payment gateway is easy and straightforward to use. All you need to do is create an account with AffiniPay, which is their payment processor. For the buyers, they will just need to enter their card details so their orders can be processed right away.
On top of that, site owners won’t be billed contract fees or setup fees. Although they charge processing fees, it is pretty competitive, having just 2.9% and an additional $0.30 for each transaction.
Take note, though, that the processor is available only to the Canadian and American Wild Apricot clients. Furthermore, the processing fees can be different based on where you’re. There are international processing fees for members that are based in different countries.
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 goals and progress. The database of the contributions you received is also exported.
Emails are still a great, of not, one of the best way to keep in touch with your members. Wild Apricot enables you to send newsletters, invoices, reminders, and even occasion invitations through their email features and templates.
Wild Apricot gives you the choice to begin from a blank canvas or use their templates. If you’re worried that it will look generic, you can customize the templates utilizing their drag and drop editor.
You can also segment your mailing list. You may use your member’s database for targeting campaigns and to handle other tasks like confirmations, reminders, or account upgrades.
If you’re looking for metrics, Wild Apricot includes open trackers and analytical reports to make the most out of the feature.
The email address will be 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 custom domain for your website and for your email.
Wild Apricot lets you make and share a calendar of any events that you will be hosting. You can also use this to set up registration forms, process payments, as well as waitlists.
Wild Apricot Pricing and Plans
The free plan allows you to have up to 50 members. If you wish to add more members, then you will need to upgrade.
In general, Wild Apricot has 7 plans to choose from. You can pay it annually or every 2 years.
The price increases as you increase the amount 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 makes it possible to save 15%.
They offer competitive prices considering that these include email management and website hosting. They also offer a free trial for their paid plans. Creating An Invoice In Wild Apricot
Pros and Cons
Before continuing on to the final section, we will summarize the advantages and disadvantages of using Wild Apricot to help you decide.
Here are the Pros and Cons:
Tons of videos and tutorials
Offers flexibility for associations, clubs, and nonprofits
Offers a free plan
Each paid plan has a free trial
User interface is a bit confusing
No membership ID on the system
Payment gateway is restricted to clients from the USA and Canada.
If you’re searching 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 associations and organizations, so the prices are not too high. They even provide a free plan and a free trial on their paid plans.
However, if you’re intending to use this for managing your business, it might be best to look for a different platform. If you’re really curious, however, it wouldn’t hurt to use their free trial.
But even if it was not made for businesses, it is still able to execute well. You can use it to sell online courses, but you will need a link which will lead them to an external site. For businesses with a lot of events, this is a great platform to operate and implement event management strategies.
Overall, Wild Apricot is a fantastic platform, particularly for organizations and associations. It gets the job done without being too expensive. If that’s not enough to convince you, you can always use their free trial to see for yourself.
FAQ Creating An Invoice In Wild Apricot
Are there any system requirements?
For Wild Apricot to work well, your resolution should have a width of 1280 pixels.
Will 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 browse the software?
Yes. Wild Apricot offers many videos that will help you get started. Just go to their site for a list of the webinars and tutorials.
How long does the free trial last?
Wild Apricot’s free trial lasts 30 days.
Are there any additional costs?
Wild Apricot does not have additional transaction fees. You receive all the features whether you chose 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.