How Do I Import Names For Directory In Wild Apricot

Wild-apricot-review

There are many businesses and communities which have membership organizations. It could be small, with only a few 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 information, participants, and even membership 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 well-known 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 find out if Wild Apricot is exactly what you have been on the lookout for.

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Before you go on, you may want to watch this video by Capterra on YouTube that gives a quick overview. Afterward, you’ll want to read the rest of our article for a more comprehensive review.

What’s Wild Apricot? How Do I Import Names For Directory In Wild Apricot

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

It’s designed 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?

Anyone can use the software. But it’s specifically designed for anyone who is searching for a software that could 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 features. They also have a setup wizard that could help their users navigate the software effortlessly. 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, regardless of their membership level. Navigating these objectives is easy since you can do it from your dashboard; From building your site to managing and creating events, you will be able to keep track of everything.Here are a few of Wild Apricot’s features.

How Do I Import Names For Directory In Wild Apricot

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Website Builder

Wild Apricot has a site and hosting features done through AWS. To assist 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 don’t have sufficient budget to hire an expert, this feature is very beneficial. It’s also perfect for those people who are working under a time constraint.

Apart from the customizable themes and templates available, you can even 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 provide a green highlight to the changes that you’ve 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 will need to avail for a paid membership account if you would like to create 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 may set up the costs, discounts, and other deals.

For physical products, you can send them directly to Wild Apricot so they can deal with the distribution process. They will track the process inventory and payments. 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 costs 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 program.

You will be able to access the data because 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 simpler.

If you are 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 program.

You can even create a member’s directory with your database so other members can look at other subscriber’s profiles. How Do I Import Names For Directory In Wild Apricot

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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.

In addition to 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 every transaction.

Take note, though, 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 who are based in different countries.

Since Wild Apricot was mainly made for nonprofit associations, Wild Apricot included a donations feature. You can add a donation button and have a widget for the donation drive objectives and progress. The database of the contributions you obtained can also be exported.

Email Marketing

Emails are still a great, of not, one of the best means to keep in touch with your members. 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 that it will seem generic, you can customize the templates using their drag and drop editor.

You may also segment your mailing list. Throughout 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 get the most out of the feature.

The email address is 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 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, 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 will need to upgrade.

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

The price 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 per 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 scheme 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. How Do I Import Names For Directory In Wild Apricot

Pros and Cons

Before continuing on to the last section, we’ll summarize the advantages and disadvantages of using Wild Apricot to help you decide.

Here are the Pros and Cons:

Advantages

Includes templates

Tons of tutorials and videos

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 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 site, Wild Apricot is recommended. 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.

However, if you’re intending to use this for managing your business, it may be best to find 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’s still able to perform well.  You can use it to sell online classes, but you’ll need a link that will lead them to an external site. For businesses that have a lot of occasions, this is a excellent 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 expensive. If that is not enough to convince you, you could always use their free trial to see for yourself.

FAQ How Do I Import Names For Directory In Wild Apricot

Are there any system requirements?

For Wild Apricot to work well, your resolution screen 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 to help you get started. Just go to their site 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 any additional costs?

Wild Apricot does not have extra transaction fees. You receive all the features whether you chose the paid or free plan. The only time you will pay for additional costs is when you opt for a third-party payment provider for your online store.

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