How To Create Advanced Contact Searches In Wild Apricot

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There are numerous 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 details, participants, and even subscription fees. It’s plenty of work to keep tabs on these things.

That’s where Wild Apricot comes in. It’s one of the most well-known 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 site.

In this guide, you’ll find out if Wild Apricot is what you’ve been looking for.

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Before you continue, you may want to check out 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 To Create Advanced Contact Searches In Wild Apricot

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

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

It’s designed 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?

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

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

What are the features?

Wild Apricot offers features that can be accessed by every member, regardless of their membership level. From building your site to handling and creating events, it’s easy to navigate these tasks from the dashboard.To give you an idea what Wild Apricot can offer, below are some of the software’s features.

How To Create Advanced Contact Searches In Wild Apricot

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Website Builder

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

If you do not have any experience making your own website, or if you don’t have enough budget to hire an expert, this feature is beneficial. It’s also great 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.These may apply the default layouts that you have set to your template. And to avoid 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 get a free subdomain generated with the email address you registered when you signed up. However, if you want to create your own domain name, you’ll 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 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 straight to Wild Apricot so that they can handle the distribution procedure. They’ll track the process payments and inventory. However, you’ll 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 website and the mobile program.

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

You also do not need to worry about your previous membership database if you are switching from a different management service. Wild Apricot will let you import your current database into the program.

You can even make a member’s directory with your database so other members can look at other subscriber’s profiles. How To Create Advanced Contact Searches 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 need 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 is pretty competitive, having just 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 based 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 institutions, Wild Apricot added a donations feature. 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

Emails are still a great, of not, one of the best way to keep in contact with your members. Wild Apricot enables you to send newsletters, invoices, reminders, and even occasion invitations through their email features and templates.

Wild Apricot gives you the choice to begin 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 can also segment your mailing list. You can use your member’s database for targeting campaigns and to handle other tasks like confirmations, reminders, or account updates.

Wild Apricot also includes open trackers and analytical reports to make 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 customized domain for your website and for your email.

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Event Management

Wild Apricot lets you make and share a calendar of any events you will be hosting. 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 have more than that, you’ll need to upgrade.

In general, Wild Apricot has 7 strategies to select from. It is possibles to pay it monthly, annually, or every two 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 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 To Create Advanced Contact Searches In Wild Apricot

Pros and Cons

Before continuing on to the last section, we’ll summarize the advantages and disadvantages 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 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 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 a good suggestion. It was made 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.

But if you’re planning to use this for managing your business, it may be best to look for a different platform. If you’re really curious, though, 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 courses, but you will need a link that will lead them to an outside website. For businesses with a good deal of events, this is a great platform to operate and execute event management strategies.

Overall, Wild Apricot is a good platform, especially for organizations and associations. It gets the job done without being too pricey. If that is not enough to convince you, you can always use their free trial to see for yourself.

FAQ How To Create Advanced Contact Searches In Wild Apricot

Are there any system requirements?

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

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 browse the software?

Yes. Wild Apricot offers 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 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 picked 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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