How To Create Invoice Wild Apricot

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There are many businesses and communities that have membership organizations. It might 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 track of these things.

That’s where Wild Apricot comes in. It’s one of the most famous membership management softwares that can help you track and record. 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 exactly what you have 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’ll want to read the rest of our article for a more comprehensive review of Wild Apricot.

What is Wild Apricot? How To Create Invoice Wild Apricot

Wild Apricot is a Canadian software company that caters to small to midsize 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 bill them for occasions 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 site by encouraging different applications. It’s 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 searching for a software that could help them run 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. If you require assistance, you can even contact their trainers.

What are the features?

Wild Apricot offers features which can be accessed by each member, irrespective of their membership level. From building your site to handling and creating events, it’s easy to navigate these objectives from the dashboard.Below are some of Wild Apricot’s features.

How To Create Invoice 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 site.

If you don’t 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 who are working under a time constraint.

Aside from the customizable themes and templates available, you can even create your own templates.These can use the default layouts that you have set to your template. And to avoid 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 get a free subdomain generated using the email address you registered when you signed up. You’ll have to avail for a paid membership account if you want to create your own domain name.

Online Store Builder

Besides building sites, they also offer other features like the online shop and app builder.

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

For physical products, you can send them straight to Wild Apricot so they can deal with the distribution process. They’ll track the process payments and inventory. However, you’ll 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 site and the mobile app.

You will be able to access the information because it’s stored 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’re switching from another management service. Wild Apricot will let you import your current 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. How To Create Invoice Wild Apricot

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Wild Apricot Payments and Donations

Wild Apricot can also manage online store and member payments. Their payment gateway is easy and straightforward 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 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’s pretty competitive, having only 2.9% and an additional $0.30 for every transaction.

Take note, though, that the processor is available only to the Canadian and American Wild Apricot clients. Furthermore, the processing fees can be different depending on where you are. Some members who are based in different countries will be charged with international processing fees.

Wild Apricot also added a donations feature since they were mainly created for nonprofit. 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

Emails are still a great, of not, one of the best way to keep in contact with your members. Wild Apricot lets you 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 that 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 manage 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 the feature.

Even if you’re using a free plan, your email address will be the same as your subdomain. Should you upgrade to a paid plan, you may create a customized domain for your site and for your email.

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Event Management

Wild Apricot lets you make and share a calendar of any events that you will be hosting. You could also use this to set up registration forms, process payments, and even waitlists.

Wild Apricot Pricing and Plans

Wild Apricot includes a free plan where you can have up to 50 members. If you’ve got more than that, you will 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 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 helps you save 15%.

They offer competitive prices considering that these include email management and website hosting. They also provide a free trial for their paid plans. How To Create Invoice Wild Apricot

Pros and Cons

Before moving 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 videos and tutorials

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 website, Wild Apricot is a good suggestion. It was made 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 intending to use this for handling your business, it may be best to find a different platform. If you are really curious, however, it wouldn’t hurt to use their free trial.

It is still able to execute well even if it wasn’t made for businesses  You can use it to sell online courses, but you will need a link which will lead them to an outside website. For businesses that have a good deal of occasions, this is a great platform to operate and execute event management strategies.

Overall, Wild Apricot is a good 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 To Create Invoice 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?

Yes, Wild Apricot is supported by the most 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 to 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 extra 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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