Does Wild Apricot Integrate With Sales Force

Wild-apricot-review

There are many 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 of the activities can make your head swirl. You need to check out renewals, contact information, participants, and even membership fees. It’s plenty of work to keep track of those 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 site, 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 go on, you may want to watch this video by Capterra on YouTube that gives a quick review. After, you will want to read the rest of the article for a more comprehensive review.

What is Wild Apricot? Does Wild Apricot Integrate With Sales Force

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 is focused on keeping track of members so that nonprofit organizations and clubs can bill them for events and dues. It’s also used to notify them about these notifications.

It’s intended to be the solution to build and manage a membership-based site by supporting different applications. It’s built-in financial reporting and email marketing tools.

Who can use Wild Apricot?

Although it’s targeted at nonprofit organizations, associations, and clubs, it may be used by anyone who is looking for a software that could help them operate like a membership-based entity.

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 can also contact their coaches 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 tasks from your dashboard.To give you an idea what Wild Apricot can offer, here are some of the software’s features.

Does Wild Apricot Integrate With Sales Force

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Website Builder

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

If you do not have any experience making your own website, or if you do not have sufficient budget to hire an expert, this feature is helpful. 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 use the customized layouts as a theme and set it as your template. And to avoid confusion, your editing page will offer 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 want to create your own domain name, you will need to upgrade your account to a paid membership.

Online Store Builder

Besides building websites, they also offer other features such as 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 that they can handle the distribution procedure. They will track the process inventory and payments. 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’t 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 app.

You will be able to access the information because it is stored in a cloud database. To make it easy, it is searchable, and you can use it to make membership levels and renewals customizable.

If you’re switching from another management software, you don’t need to worry about your old membership database. Wild Apricot will enable you to import your existing database into the program.

You can also make a member’s directory with your database so other members can look at other subscriber’s profiles. Does Wild Apricot Integrate With Sales Force

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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 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.

In addition to that, website owners won’t be charged 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 every transaction.

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

Since Wild Apricot was mainly created 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 donations you received 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 event invitations through their email templates and features.

If you prefer to start your work using a blank canvas, Wild Apricot also gives you that choice. If you’re worried 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 may use it to target campaigns or handle other tasks like confirmations, reminders, or account updates.

Wild Apricot also includes open trackers and analytical reports to get the most out of this email marketing feature. It will provide you the metrics you need in making a successful campaign.

Even if you’re using a free plan, your email address is the same as your subdomain. Should you upgrade to a paid plan, you may 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 could also use this to set up registration forms, process payments, as well as waitlists.

Wild Apricot Pricing and Plans

Wild Apricot includes a free plan where you could have up to 50 members. If you’ve got more than that, you’ll need to upgrade.

In general, Wild Apricot has 7 strategies to choose 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 strategy is to cover 2 years ahead, which makes it possible to save 15%.

They offer competitive prices considering that these include email management and website hosting. They also offer a free trial for their paid plans. Does Wild Apricot Integrate With Sales Force

Pros and Cons

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

Here are the Pros and Cons:

Advantages

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 limited 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 organizations and associations, 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 handling your business, it might be best to find a different platform. If you are 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 which 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, especially 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 Integrate With Sales Force

Are there any system requirements?

Your resolution should have at least a width of 1280 pixels for the software to work efficiently.

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 for 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 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 opt for a third-party payment provider for your online store.

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