How Do You Use Wild Apricot For Billing?

Wild-apricot-review

There are many industries and communities that have membership organizations. It could be small, with 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 details, participants, and even membership 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 well-known membership management softwares that can help you record and track. Not only that, it has email marketing features and it can even help you build your site.

In this guide, you’ll 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 overview. After, you will want to read the rest of the article for a more comprehensive review of Wild Apricot.

What’s Wild Apricot? How Do You Use Wild Apricot For Billing?

Wild Apricot is a Canadian software company that caters to small to midsize membership organizations. In 2017, they were 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 notify them about these notifications.

It’s intended to be the solution to develop and manage a membership-based site 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 can help them run like a membership-based entity, particularly non-profit organizations, associations, and clubs.

There are many ways to utilize Wild Apricot using its features. They also have a setup wizard that could help their users navigate the software with ease. You can even contact their trainers if you require assistance.

What are the features?

Wild Apricot offers features that may be accessed by every member, regardless of their membership level. From building your website to managing and creating events, it’s easy to navigate these objectives from the dashboard.Here are some of Wild Apricot’s features.

How Do You Use Wild Apricot For Billing?

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Website Builder

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

This is helpful if you don’t have any experience making your own website or if you don’t have sufficient budget to hire a professional. It’s also perfect for those people who are working under a time constraint.

You can also create your own templates, apart from the customizable themes and templates that are available.You can even use the customized layouts as a theme and set it as your template. And to prevent 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 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 app builder.

With the online store, you can sell both digital and physical products. You may set up the costs, discounts, and other bargains.

For physical products, you can send them straight to Wild Apricot so that they can handle the distribution process. They’ll track the process payments and inventory. However, you will be the one to manage 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 is going to be in sync in real time across the website and the mobile program.

You will 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 simpler.

If you are switching from a different management service, you don’t need to worry about your previous membership database. Wild Apricot will let you import your existing database into the program.

You could also create a member’s directory with your database so other members can look at other subscriber’s profiles. How Do You Use Wild Apricot For Billing?

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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. On the other hand, buyers will only need to enter their card details for their orders to be processed.

In addition to that, site owners won’t be billed contract fees or setup fees. Although they charge processing fees, it is pretty competitive, having just 2.9% and an additional $0.30 for every trade.

Take note, however, that the processor is available only to the Canadian and American Wild Apricot clients. Furthermore, the processing fees can be different based 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 contributions you obtained is also exported.

Email Marketing

Emails are still a great, of not, one of the best way 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.

Wild Apricot gives you the option to start from a blank canvas or use their templates. If you’re worried it will seem 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. Should you upgrade to a paid plan, you may create a custom domain for your website and for your email.

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Event Management

Wild Apricot lets you create and share a calendar of any events you will be hosting. You can 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’ve got more than that, you’ll need to upgrade.

In general, Wild Apricot has 7 plans to choose from. It is possibles to pay it monthly, annually, or every two years.

The price increases as you increase the amount of members. 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 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 helps you save 15%.

They offer competitive prices considering these include email management and website hosting. They also offer a free trial for their paid plans. How Do You Use Wild Apricot For Billing?

Pros and Cons

Before continuing on to the last 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 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 looking for a platform that can help you manage your membership-based site, Wild Apricot is recommended. It was created to be used by membership organizations and associations, so the prices are not too high. They even provide 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’re really curious, though, it would not hurt to use their free trial.

It’s still able to perform well even if it wasn’t made for businesses  You can use it to sell online courses, but you’ll need a link that will lead them to an external website. For businesses that have a good deal of occasions, this is a excellent 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 expensive. If that is not enough to convince you, you can always use their free trial to see for yourself.

FAQ How Do You Use Wild Apricot For Billing?

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 a lot of 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 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’s free trial lasts 30 days.

Are there any additional costs?

Wild Apricot doesn’t have additional 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 shop.

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