Crm System Wild Apricot

Wild-apricot-review

There are many industries and communities that have membership organizations. It might be small, with 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 these things.

That is 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 website, and it even has some email marketing features.

In this guide, you will find out if Wild Apricot is what you have been looking for.

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Before you go on, 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 the article for a more comprehensive review of Wild Apricot.

What’s Wild Apricot? Crm System Wild Apricot

Wild Apricot is a Canadian software company that caters to small to midsize membership organizations. In 2017, they have been acquired 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 events 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 site by supporting different applications. It has built-in financial reporting and email marketing tools.

Who can use Wild Apricot?

Though it’s targeted at nonprofit organizations, associations, and clubs, it can be used by anyone who is searching for a software that can help them run like a membership-based entity.

There are a number of ways to run Wild Apricot using its own features. They also have a setup wizard that can help their users navigate the software with ease. You may also 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. From building your website to handling and creating events, it’s easy to navigate these objectives from the dashboard.To give you an idea what Wild Apricot can offer, here are some of the software’s features.

Crm System Wild Apricot

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Website Builder

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 don’t have any experience making your own website, or if you do not have enough budget to hire an expert, this feature is very beneficial. 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.You can even apply the customized layouts as a theme and set it as your template. And to prevent 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 have a free subdomain generated with the email address you registered when you signed up. You’ll need to avail for a paid membership account if you want to create your own domain name.

Online Store Builder

Apart from building sites, they also offer other features like the online shop and program builder.

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

For physical products, you can send them directly to Wild Apricot so they can deal with the distribution procedure. They will monitor the process inventory and payments. However, you’ll 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 site and the mobile app.

You will be able to access the data because 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 simpler.

You also don’t need to worry about your old membership database if you are switching from another management service. Wild Apricot will enable you to import your existing database into the software.

You could even make a member’s directory using your database so other members can look at other subscriber’s profiles. Crm System Wild Apricot

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Wild Apricot Payments and Donations

Wild Apricot can also handle 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 just have 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’s pretty competitive, having only 2.9 percent and an additional $0.30 for each trade.

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

Wild Apricot also added a donations feature since they were mainly made for nonprofit. You can add a donation button and have a widget for the donation drive objectives and progress. The database of the donations you obtained can also be exported.

Email Marketing

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

Wild Apricot gives you the option to begin from a blank canvas or use their templates. If you’re worried it will seem generic, you can customize the templates using their drag and drop editor.

You may also segment your mailing list. Through your member’s database, you may use it to target campaigns or manage other tasks like 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 the feature.

Even if you’re using a free plan, your email address will be the same as your subdomain. Should you upgrade to a paid plan, you can create a customized domain for your website 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 could 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’ll need to upgrade.

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

The cost increases as you increase the amount of members. For starters, their Personal Plan can accommodate up to 100 members for $40 a 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’ll able to save 10%. Another payment strategy is to pay 2 years ahead, which helps you save 15%.

They offer competitive prices considering these include email management and website hosting. They also provide a free trial for their paid plans. Crm System Wild Apricot

Pros and Cons

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

Here are the Pros and Cons:

Pros

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 customers 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 associations and organizations, so the prices are not too high. They even provide a free plan and a free trial on their paid plans.

But 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 wouldn’t hurt to use their free trial.

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

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

FAQ Crm System Wild Apricot

Are there any system requirements?

For Wild Apricot to work well, your resolution should have a width of 1280 pixels.

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 offers many videos that will help you get started. Just go to their site for a list of the tutorials and webinars.

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 doesn’t have extra 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 store.

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