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

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

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

What is Wild Apricot? Crm Wild Apricot

Wild Apricot is a Canadian software company that caters to small to midsize 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 used to inform them about these notifications.

It’s designed 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?

Anyone can use the software. But it’s specifically designed for anyone who’s looking 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 run Wild Apricot using its own features. They also have a setup wizard that can help their users navigate the software effortlessly. You can also contact their coaches if you require assistance.

What are the features?

Wild Apricot offers features which can be accessed by every member, irrespective of their membership level. From building your website to managing and creating events, it’s easy to navigate these tasks from your dashboard.To give you an idea what Wild Apricot can offer, below are some of the software’s features.

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Website Builder

Wild Apricot has a website and hosting features done through AWS. To help in creating your own website, they also offer drag and drop editors as well as templates.

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

You can even create your own templates, aside from the customizable themes and templates that are available.These can use 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’ve made to your work.

If you are using a free account, you have a free subdomain generated with the email address you registered when you signed up. However, if you would like to create your own domain name, you’ll have to upgrade your account to a paid membership.

Online Store Builder

Apart from building sites, they also offer other features like 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 bargains.

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

For now, the only downside for their online store 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 because it is stored in a cloud database. To make it easy, it’s searchable, and you can use it to make membership levels and renewals customizable.

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

You can even create a member’s directory with your database so other members can look at other subscriber’s profiles. Crm Wild Apricot

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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 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 have to enter their card details for their orders to be processed.

On top of that, site owners won’t be billed contract fees or setup fees. Though they charge processing fees, it is pretty competitive, having only 2.9 percent and an additional $0.30 for each 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 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 obtained is also exported.

Email Marketing

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 option to start from a blank canvas or use their templates. 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. Through your member’s database, you can use it to target campaigns or handle 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.

The email address is the same as your subdomain, even if you opted to use their free plan. If 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 could also use this to set up registration forms, process payments, as well as 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 cost 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 a 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 pay 2 years ahead, which makes it possible to 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 Wild Apricot

Pros and Cons

Before continuing on to the last section, we’ll summarize the advantages and disadvantages 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

Disadvantages

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 website, Wild Apricot is a good suggestion. It was made 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’re intending to use this for handling your business, it may be best to look for a different platform. If you’re really curious, however, it would not hurt to use their free trial.

It is still able to execute well even if it was not made for businesses  You can use it to sell online classes, but you will need a link that will lead them to an external website. For businesses with a good deal of occasions, 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 pricey. If that is not enough to convince you, you could always use their free trial to see for yourself.

FAQ Crm 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?

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 has 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’s free trial is only 30 days.

Are there 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 shop.

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