Crm For Use With Wild Apricot

Wild-apricot-review

There are many industries and communities that have membership organizations. It might 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 subscription fees. It’s a lot of work to keep tabs on those things.

That’s where Wild Apricot comes in. It’s one of the most famous membership management softwares that can help you track and record. Not only that, it has email marketing features and it can even help you build your site.

In this guide, you will find out if Wild Apricot is exactly what you have been on the lookout for.

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Before you continue, you may want to check out this video by Capterra on YouTube that gives a quick overview. Afterward, you will want to read the rest of our article for a more comprehensive review.

What’s Wild Apricot? Crm For Use With Wild Apricot

Wild Apricot is a Canadian software company that caters to small to medium-sized membership organizations. In 2017, they have been bought by Personify, a Constituent Management and Engagement platform.

It’s 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 build 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 can be used by anyone who is looking for a software that could 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 can help their users navigate the software effortlessly. You may even contact their trainers if you require assistance.

What are the features?

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

Crm For Use With Wild Apricot

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Website Builder

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

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

Apart from the customizable themes and templates available, you can also create your own templates.You can even apply the customized layouts as a theme and set it as your template. And to avoid confusion, your editing page will offer a green highlight to the changes that you have made to your work.

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

Online Store Builder

Besides building sites, they also provide other features like 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 they can handle the distribution process. They will track the process payments and inventory. However, you will be the one to manage the logistics.

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

Membership Information Storage

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

You will be able to access the information because it’s kept 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.

You also don’t need to worry about your old membership database if you’re switching from another management software. Wild Apricot will let you import your current database into the program.

You could also make a member’s directory using your database so other members can look at other subscriber’s profiles. Crm For Use With Wild Apricot

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Wild Apricot Payments and Donations

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

On top of that, website owners won’t be charged contract fees or setup fees. Although 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 differ depending on where you are. 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 added 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 contact with your members than through emails. Wild Apricot lets you send newsletters, invoices, reminders, and even event invitations through their email templates and features.

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

You can also segment your mailing list. Throughout your member’s database, you can use it to target campaigns or manage other tasks like confirmations, reminders, or account upgrades.

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

Even if you’re using a free plan, your email address is the same as your subdomain. If you upgrade to a paid plan, you can create a custom domain for your website and for your email.

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Event Management

Wild Apricot lets you create and share a calendar of any events you will be hosting. You can also use this to set up registration forms, process payments, and even 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. It is possible to pay it annually or every 2 years.

The price of the plan is based on the amount of maximum members that you can have. As you increase the number of members, so does your price. 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 a 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 offer a free trial for their paid plans. Crm For Use With Wild Apricot

Pros and Cons

Before continuing on to the last section, we will summarize the advantages and disadvantages of utilizing Wild Apricot to help you decide.

Here are the Pros and Cons:

Pros

Includes templates

Tons of tutorials and videos

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 limited to customers from the USA and Canada.

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Final Thoughts

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 offer a free plan and a free trial on their paid plans.

However, if you are planning to use this for handling your business, it might be best to find a different platform. If you are really curious, however, it wouldn’t hurt to use their free trial.

But even if it wasn’t made for businesses, it is still able to execute well.  You can use it to sell online courses, but you’ll need a link which will lead them to an external site. For businesses with a good deal of events, this is a great platform to operate and implement event management strategies.

Overall, Wild Apricot is a fantastic platform, especially 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 Crm For Use With Wild Apricot

Are there any system requirements?

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

Can it work on any browser?

Yes, Wild Apricot is supported by the most popular browsers. To avoid glitches, opt for Microsoft Edge, Google Chrome, Safari, or Firefox.

Are there any tutorials to browse the software?

Yes. Wild Apricot has many videos that will 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 any additional costs?

Wild Apricot does not have additional transaction fees. You get all the features whether you chose the paid or free plan. The only time you will pay for additional costs is when you opt for a third party payment provider for your online store.

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