How To Setup Wild Apricot For Different Chapters

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There are numerous industries and communities that have membership organizations. It could be small, with only a few people, 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’s one of the most well-known 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 find out 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. Afterward, you will want to read the rest of our article for a more comprehensive review of Wild Apricot.

What is Wild Apricot? How To Setup Wild Apricot For Different Chapters

Wild Apricot is a Canadian software company that caters to small to midsize 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 charge them for occasions and dues. It’s also used to notify them about these notifications.

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

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

What are the features?

Wild Apricot offers features which may be accessed by every member, regardless of their membership level. Navigating these tasks is easy since you can do it from the dashboard; From building your website 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 Setup Wild Apricot For Different Chapters

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Website Builder

Wild Apricot has a website and hosting features done through AWS. To assist in creating your own website, they also offer drag and drop editors as well as templates.

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

Apart from the customizable themes and templates available, you can also create your own templates.You can even apply the customized layouts as a theme and set it as 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. You’ll have to avail for a paid membership account if you would like to make your own domain name.

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 can set up the costs, discounts, and other deals.

For physical products, you can send them straight to Wild Apricot so they can handle the distribution process. They will monitor 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 not 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 site and the mobile program.

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

If you’re switching from a different management service, you don’t need to worry about your previous membership database. Wild Apricot will enable you to import your existing database into the software.

You could also make a member’s directory using your database so other members can look at other subscriber’s profiles. How To Setup Wild Apricot For Different Chapters

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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. On the other hand, buyers will only have to enter their card details for their orders to be processed.

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 only 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 are. There are international processing fees for members that are based in different countries.

Since Wild Apricot was mainly created for nonprofit institutions, Wild Apricot added a donations feature. 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 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 option 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 may 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 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.

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 custom 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 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

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

Overall, Wild Apricot has 7 plans to select from. You can pay it annually or every 2 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 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 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 Setup Wild Apricot For Different Chapters

Pros and Cons

Before moving on to the last section, we will summarize the pros and cons of utilizing Wild Apricot to help you decide.

Here are the Pros and Cons:

Advantages

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 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 website, Wild Apricot is recommended. It was created 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.

But if you’re intending to use this for handling your business, it might be best to look for a different platform. If you’re 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 classes, but you will need a link that will lead them to an outside site. For businesses with a lot of events, this is a great platform to operate and implement event management strategies.

Overall, Wild Apricot is a fantastic platform, especially for associations and organizations. 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 Setup Wild Apricot For Different Chapters

Are there any system requirements?

For Wild Apricot to work well, your resolution 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 navigate the software?

Yes. Wild Apricot has 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’s free trial lasts 30 days.

Are there additional costs?

Wild Apricot doesn’t have extra 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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