How To Set Up A Link To A Pdf Wild Apricot

Wild-apricot-review

There are numerous industries and communities that have membership organizations. It could be small, having only a few people, 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 details, participants, and even membership 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 famous 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 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 review. After, you’ll want to read the rest of the article for a more comprehensive review of Wild Apricot.

What’s Wild Apricot? How To Set Up A Link To A Pdf Wild Apricot

Wild Apricot is a Canadian software company that caters to small to midsize 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 used to inform them about these notifications.

It’s designed to be the solution to develop and manage a membership-based website 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 could help them operate like a membership-based entity.

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

What are the features?

Wild Apricot offers features which can be accessed by each member, irrespective of their membership level. Navigating these objectives is easy since you can do it from the dashboard; From building your site to handling and creating events, you will be able to keep track of everything.To give you an idea what Wild Apricot can offer, here are a few of the software’s features.

How To Set Up A Link To A Pdf 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.

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

You can even create your own templates, apart from the customizable themes and templates that are available.You can even apply 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’ve 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. You will have to avail for a paid membership account if you would like to make your own domain name.

Online Store Builder

Besides building websites, they also offer other features such as the online store and program builder.

With the online shop, you can sell both digital and physical goods. You can set up the costs, discounts, and other deals.

For physical products, you can send them directly to Wild Apricot so they can handle 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 store builder is that you can not add shipping calculation tools or options to adjust the prices for specific 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 program.

You’ll be able to access the data because it’s kept in a cloud database. To make it simple, it’s searchable, and you can use it to make membership levels and renewals customizable.

If you are switching from another management service, you do not need to worry about your old membership database. Wild Apricot will let you import your existing database into the software.

You can also make a member’s directory with your database so other members can look at other subscriber’s profiles. How To Set Up A Link To A Pdf Wild Apricot

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Wild Apricot Payments and Donations

Wild Apricot can also handle online shop and member payments. Their payment gateway is easy and simple 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, site owners won’t be billed contract fees or setup fees. Though they charge processing fees, it’s 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 depending on where you’re. Some members that are based in other countries will be charged with international processing fees.

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 objectives 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 means to keep in touch with your members. Wild Apricot lets you send newsletters, invoices, reminders, and even event invitations through their email features and templates.

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

You can also segment your mailing list. Throughout your member’s database, you can use it to target campaigns or manage other tasks such as confirmations, reminders, or account upgrades.

If you’re looking for metrics, Wild Apricot includes open trackers and analytical reports to make the most out of this feature.

Even if you’re using a free plan, your email address is the same as your subdomain. If 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 create 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

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

In general, Wild Apricot has 7 strategies to choose from. It is possibles to pay it monthly, annually, or every two 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 will able to save 10%. Another payment strategy is to pay 2 years ahead, which makes it possible to 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 Set Up A Link To A Pdf 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:

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

Disadvantages

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 searching for a platform that can help you manage your membership-based site, Wild Apricot is recommended. It was made to be used by membership organizations and associations, so the prices are not too high. They even offer a free plan and a free trial on their paid plans.

However, if you’re intending to use this for handling your business, it may be best to look for a different platform. If you are really curious, however, it wouldn’t hurt to use their free trial.

It’s 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 site. For businesses that have 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 is not enough to convince you, you could always use their free trial to see for yourself.

FAQ How To Set Up A Link To A Pdf Wild Apricot

Are there any system requirements?

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

Can it work on any browser?

Yes, Wild Apricot is supported by a lot of 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 has 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 any additional costs?

Wild Apricot doesn’t have additional transaction fees. You get 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 shop.

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