How To Edit Templates In Wild Apricot

Wild-apricot-review

There are many businesses and communities which have membership organizations. It might be small, with only a handful of 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 those things.

That is where Wild Apricot comes in. It is 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 website.

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

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Before you continue, 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 of Wild Apricot.

What’s Wild Apricot? How To Edit Templates In Wild Apricot

Wild Apricot is a Canadian software company that caters to small to medium-sized 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 charge them for events and dues. It’s also utilised to notify them about these notifications.

It’s intended to be the solution to build 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 looking for a software that can help them operate like a membership-based entity, particularly non-profit organizations, associations, and clubs.

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

What are the features?

Wild Apricot offers features which may be accessed by every member, irrespective of their membership level. From building your site to handling and creating events, it’s easy to navigate these tasks from your dashboard.Here are some of Wild Apricot’s features.

How To Edit Templates In Wild Apricot

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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 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 enough budget to hire a professional, this feature is very helpful. 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.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 have made to your work.

If you’re 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 make your own domain name, you will have to upgrade your account to a paid membership.

Online Store Builder

Besides building sites, they also provide other features like the online shop and program builder.

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

For physical products, you can send them directly to Wild Apricot so that they can deal with the distribution process. 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 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 app.

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.

If you are switching from a different management service, you do not need to worry about your previous membership database. Wild Apricot will enable you to import your current database into the software.

You could even create a member’s directory with your database so other members can look at other subscriber’s profiles. How To Edit Templates In Wild Apricot

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Wild Apricot Payments and Donations

Wild Apricot can also handle online store 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.

In addition to 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% and an additional $0.30 for each 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 based on where you’re. Some members that are based in other countries will be charged with international processing fees.

Since Wild Apricot was mainly created for nonprofit associations, Wild Apricot added 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 obtained can also be exported.

Email Marketing

There’s no better way of keeping in contact with your members than through emails. Wild Apricot lets you send newsletters, invoices, reminders, and even occasion 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 look generic, you can customize the templates utilizing their drag and drop editor.

You may also segment your mailing list. You can use your member’s database for targeting campaigns and to manage other tasks like confirmations, reminders, or account upgrades.

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.

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 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 that 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

The free plan allows you to have up to 50 members. If you wish to add more members, then you’ll need to upgrade.

Overall, Wild Apricot has 7 plans to select 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 a month.

If you Pre-pay for 1 year, you’ll able to save 10%. Another payment scheme is to cover 2 years ahead, which helps you 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. How To Edit Templates In Wild Apricot

Pros and Cons

Before moving on to the last 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 videos and tutorials

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 clients 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 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, though, it would not 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 that will lead them to an outside site. For businesses that have a good deal of events, this is a great platform to operate and implement event management strategies.

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

FAQ How To Edit Templates 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 browse 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 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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