Does Wild Apricot Generate An Invoice With Recurring Payments

Wild-apricot-review

There are many businesses and communities that have membership organizations. It could 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 details, participants, and even subscription fees. It’s plenty of work to keep tabs on those things.

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

In this guide, you will learn if Wild Apricot is what you have been on the lookout 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 review. Afterward, you will want to read the rest of our article for a more comprehensive review.

What is Wild Apricot? Does Wild Apricot Generate An Invoice With Recurring Payments

Wild Apricot is a Canadian software company that caters to small to medium-sized membership organizations. Personify, a Constituent Management and Engagement platform bought them back in 2017.

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 designed to be the solution to build and manage a membership-based website by supporting different applications. It has 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 could help them operate like a membership-based entity, particularly non-profit organizations, associations, and clubs.

There are many 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 even contact their coaches if you need 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 objectives from your dashboard.To give you an idea what Wild Apricot can offer, here are a few of the software’s features.

Does Wild Apricot Generate An Invoice With Recurring Payments

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Website Builder

Wild Apricot has a site and hosting features done through AWS. To help in creating your own site, 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 enough budget to hire a professional, this feature is helpful. It’s also perfect for those who are working under a time constraint.

You can also create your own templates, apart from the customizable themes and templates that are available.These may apply the default layouts that you have set to 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 are using a free account, you have a free subdomain generated with the email address you registered when you signed up. You will have to avail for a paid membership account if you would like to make your own domain name.

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 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 handle the distribution procedure. 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’ll be able to access the data since it’s 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 easier.

If you are switching from a different management service, you don’t need to worry about your old membership database. Wild Apricot will enable you to import your current database into the software.

You could also create a member’s directory using your database so other members can look at other subscriber’s profiles. Does Wild Apricot Generate An Invoice With Recurring Payments

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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.

In addition to that, site owners won’t be billed contract fees or setup fees. Though they charge processing fees, it’s pretty competitive, having only 2.9% 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 differ based on where you’re. Some members that 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 institutions. You can add a donation button and have a widget for the donation drive objectives and progress. The database of the donations you received is also 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 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 look 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 can 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.

The email address will be the same as your subdomain, even if you opted to use their free plan. Should you upgrade to a paid plan, you can create a custom 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 can also use this to set up registration forms, process payments, as well as 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 plans to select from. It is possible to 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 will able to save 10%. Another payment scheme 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. Does Wild Apricot Generate An Invoice With Recurring Payments

Pros and Cons

Before moving on to the final section, we will summarize the pros and cons of using 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 restricted to clients 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 recommended. 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.

However, if you are planning to use this for handling your business, it may 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 wasn’t made for businesses, it is 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 external 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 pricey. If that’s not enough to convince you, you can always use their free trial to see for yourself.

FAQ Does Wild Apricot Generate An Invoice With Recurring Payments

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?

Yes, Wild Apricot is supported by a lot of 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 offers 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’s free trial is only 30 days.

Are there any additional costs?

Wild Apricot does not have additional transaction fees. You receive all the features whether you chose 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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