There are numerous businesses and communities that have membership organizations. It could be small, having only a few individuals, or extremely large, having more than 50,000 members.
Tracking all the activities can make your head swirl. You need to check out renewals, contact details, participants, and even membership fees. It’s plenty of work to keep tabs on these things.
That’s where Wild Apricot comes in. It’s one of the most famous membership management software which 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’ll learn if Wild Apricot is what you’ve been looking for.
Before you continue, you may want to watch 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 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 bill them for events and dues. It’s also utilised to inform 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?
Anyone can use the software. But it’s specifically designed for anyone who’s searching for a software that can help them operate like a membership-based entity, particularly non-profit organizations, associations, and clubs.
There are a number of ways to utilize Wild Apricot using its own features. They also have a setup wizard that can help their users navigate the software with ease. If you require assistance, you may even contact their coaches.
What are the features?
Wild Apricot offers features which can be accessed by every member, irrespective of their membership level. Navigating these objectives is easy since you can do it from the 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, here are some of the software’s features.
Wild Apricot has a website and hosting features done through AWS. They provide templates and drag and drop editors to assist you create your own website.
This is very beneficial if you don’t have any experience making your own website or if you don’t have enough 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 even create your own templates.These may apply the default layouts that you’ve set to your template. And to prevent confusion, your editing page will provide 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 with the email address you registered when you signed up. You’ll have 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 program builder.
With the online shop, you can sell both digital and physical goods. You can set up the prices, discounts, and other bargains.
For physical products, you can send them directly to Wild Apricot so that they can handle the distribution process. They’ll monitor the process payments and inventory. However, you will be the one to deal with 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 costs 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 site and the mobile program.
You will be able to access the data since it’s stored in a cloud database. To make it simple, it is searchable, and you can use it to make membership levels and renewals customizable.
You also don’t need to worry about your previous membership database if you’re switching from a different management software. Wild Apricot will enable you to import your current database into the program.
You can even make a member’s directory with your database so other members can look at other subscriber’s profiles. Crm For Wild Apricot
Wild Apricot Payments and Donations
Wild Apricot can also manage online shop 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. On the other hand, buyers will just need to enter their card details for their orders to be processed.
In addition to that, website owners won’t be billed contract fees or setup fees. Although they charge processing fees, it is pretty competitive, having only 2.9% and an additional $0.30 for every trade.
Take note, however, 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. Some members who are based in other countries will be charged with international processing fees.
Wild Apricot also added a donations feature since they were mainly made for institutions. You can add a donation button and have a widget for the donation drive objectives and progress. The database of the donations you obtained is also exported.
Emails are still a great, of not, one of the best way to keep in contact 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 start from a blank canvas or use their templates. If you’re worried it will look generic, you can customize the templates utilizing their drag and drop editor.
You can also segment your mailing list. Through your member’s database, you may use it to target campaigns or handle other tasks such as confirmations, reminders, or account updates.
If you’re looking for metrics, Wild Apricot includes open trackers and analytical reports to make the most out of this feature.
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 may create a customized domain for your website and for your email.
To help you manage your members before and during events, you can make and share calendar invites for your upcoming events. You could also use this to set up registration forms, process payments, and even waitlists.
Wild Apricot Pricing and Plans
Wild Apricot has a free plan where you could 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 monthly, annually, or every two 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 a month.
If you Pre-pay for 1 year, you’ll able to save 10%. Another payment scheme is to cover 2 years ahead, which helps you save 15%.
They offer competitive prices considering these include email management and website hosting. They also offer a free trial for their paid plans. Crm For Wild Apricot
Pros and Cons
Before moving 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 tutorials and videos
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 recommended. It was made 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’re planning to use this for managing your business, it may be best to look for a different platform. If you’re really curious, though, it would not hurt to use their free trial.
But even if it wasn’t made for businesses, it’s still able to perform well. You can use it to sell online classes, but you’ll need a link that will lead them to an outside 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 good platform, especially for associations and organizations. 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 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 navigate the software?
Yes. Wild Apricot has many videos to help you get started. Just go to their site 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 extra 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.