How To Make A Contact List Wild Apricot

Wild-apricot-review

There are numerous industries and communities that have membership organizations. It might be small, having only a handful of 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 track of these things.

That is 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 will learn if Wild Apricot is exactly what you have been on the lookout for.

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

What’s Wild Apricot? How To Make A Contact List 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 is focused on keeping track of members so that nonprofit organizations and clubs can bill them for occasions and dues. It’s also used to notify 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?

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

There are many ways to run Wild Apricot using its features. They also have a setup wizard that can help their users navigate the software with ease. If you need assistance, you may aslo contact their coaches.

What are the features?

Wild Apricot offers features that can be accessed by each member, regardless of their membership level. From building your website to handling and creating events, it’s easy to navigate these objectives from your dashboard.Below are a few of Wild Apricot’s features.

How To Make A Contact List 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 sufficient budget to hire a professional, this feature is helpful. It’s also great for those who are working under a time constraint.

You can also create your own templates, aside 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 avoid confusion, your editing page will provide 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 would like to make your own domain name, you will 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 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 directly to Wild Apricot so that they can deal with the distribution process. They will track the process inventory and payments. However, you’ll 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 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 is kept 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’re switching from another management software, you don’t need to worry about your previous membership database. Wild Apricot will let you import your current database into the software.

You can even create a member’s directory with your database so other members can look at other subscriber’s profiles. How To Make A Contact List 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 will need to do is create an account with AffiniPay, which is their payment processor. For the buyers, they will only have to enter their card details so their orders can be processed right away.

In addition to that, site owners won’t be charged 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 each trade.

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 that are based in different countries.

Wild Apricot also included a donations feature since they were mainly created for nonprofit. You may add a donation button and have a widget for the donation drive goals and progress. The database of the donations you received is also exported.

Email Marketing

There’s no better means of keeping in touch with your members than through emails. Wild Apricot enables you to send newsletters, invoices, reminders, and even event invitations through their email templates and features.

Wild Apricot gives you the choice to begin from a blank canvas or use their templates. If you’re worried it will seem generic, you can customize the templates utilizing their drag and drop editor.

You can also segment your mailing list. You may use your member’s database for targeting campaigns and to handle other tasks like 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.

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 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

Wild Apricot has a free plan where you could have up to 50 members. If you’ve got more than that, you will need to upgrade.

Overall, Wild Apricot has 7 plans to choose from. You can pay it monthly, annually, or every two years.

The cost 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 a month.

If you Pre-pay for 1 year, you’ll able to save 10%. Another payment strategy is to cover 2 years ahead, which makes it possible to 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 To Make A Contact List 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 associations, clubs, 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 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 created 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.

But if you are planning to use this for handling your business, it might be best to look for a different platform. If you’re really curious, however, it would not hurt to use their free trial.

But even if it wasn’t made for businesses, it is still able to execute well.  You can use it to sell online classes, but you’ll need a link which 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, particularly for organizations and associations. It gets the job done without being too pricey. If that’s not enough to convince you, you can always use their free trial to see for yourself.

FAQ How To Make A Contact List Wild Apricot

Are there any system requirements?

For Wild Apricot to work well, your resolution should have a width of 1280 pixels.

Will 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 navigate the software?

Yes. Wild Apricot offers many videos to help you get started. Just go to their website to get a list of the tutorials and webinars.

How long does the free trial last?

Wild Apricot’s free trial is only 30 days.

Are there additional costs?

Wild Apricot doesn’t 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 use a third party payment provider for your online shop.

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