Does Wild Apricot Do Mail Merge?

Wild-apricot-review

There are numerous 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 the activities can make your head swirl. You need to check out renewals, contact details, participants, and even subscription fees. It’s plenty of work to keep track of these things.

That’s where Wild Apricot comes in. It’s one of the most famous membership management software that 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’ll learn if Wild Apricot is exactly what you’ve been on the lookout for.

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Before you continue, you may want to watch 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.

What’s Wild Apricot? Does Wild Apricot Do Mail Merge?

Wild Apricot is a Canadian software company that caters to small to medium-sized 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 utilised 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 has 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’s searching for a software that could help them operate like a membership-based entity.

There are a number of ways to run Wild Apricot using its 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. Navigating these objectives 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, here are some of the software’s features.

Does Wild Apricot Do Mail Merge?

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Website Builder

Wild Apricot has a website and hosting features done through AWS. They provide templates and drag and drop editors that will assist you create your own website.

This is very beneficial if you do not 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.

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’re using a free account, you get a free subdomain generated using the email address you registered when you signed up. However, if you would like to make your own domain name, you will have to upgrade your account to a paid membership.

Online Store Builder

Apart from building websites, they also offer other features like the online store and app builder.

With the online shop, you can sell both digital and physical products. You can set up the prices, discounts, and other deals.

For physical products, you can send them straight to Wild Apricot so they can deal with the distribution process. They will track 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 specific 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 simpler.

If you’re switching from another management service, you do not need to worry about your old membership database. Wild Apricot will enable you to import your current database into the software.

You can even create a member’s directory using your database so other members can look at other subscriber’s profiles. Does Wild Apricot Do Mail Merge?

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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. 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 billed contract fees or setup fees. Though they charge processing fees, it’s pretty competitive, having just 2.9 percent and an additional $0.30 for each transaction.

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

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

Email Marketing

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

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

You can also segment your mailing list. You can use your member’s database for targeting campaigns and to handle other tasks such as confirmations, reminders, or account upgrades.

If you’re looking for metrics, Wild Apricot includes open trackers and analytical reports to get 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. 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 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.

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 number 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 a 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 that these include email management and website hosting. They also provide a free trial for their paid plans. Does Wild Apricot Do Mail Merge?

Pros and Cons

Before continuing on to the last section, we’ll summarize the pros and cons 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 associations, clubs, 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 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 offer a free plan and a free trial on their paid plans.

But if you’re planning to use this for handling your business, it might be best to look for a different platform. If you are really curious, however, it would not hurt to use their free trial.

But even if it was not made for businesses, it is still able to perform well.  You can use it to sell online classes, but you’ll need a link which will lead them to an external website. For businesses with a good deal of occasions, this is a excellent platform to operate and execute 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 Does Wild Apricot Do Mail Merge?

Are there any system requirements?

Your resolution 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 to 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 additional transaction fees. You receive 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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