Integration Wild Apricot With Quickbooks Online

Wild-apricot-review

There are numerous industries and communities which have membership organizations. It could be small, having 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 information, participants, and even membership fees. It’s a lot 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 software which can help you not only track and record but also build your site, and it even has some email marketing features.

In this guide, you will learn if Wild Apricot is what you’ve been on the lookout 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 the article for a more comprehensive review.

What is Wild Apricot? Integration Wild Apricot With Quickbooks Online

Wild Apricot is a Canadian software company that caters to small to midsize membership organizations. In 2017, they have been acquired 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 events and dues. It’s also utilised to inform 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 searching 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 run Wild Apricot using its own features. They also have a setup wizard that could help their users navigate the software effortlessly. You may even contact their trainers if you require assistance.

What are the features?

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

Integration Wild Apricot With Quickbooks Online

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Website Builder

Wild Apricot has a website 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 helpful if you don’t have any experience making your own website or if you do not have sufficient budget to hire a professional. It’s also perfect for those people who are working under a time constraint.

Apart from the customizable themes and templates available, you can even create your own templates.These may 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 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 want to create your own domain name.

Online Store Builder

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

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

For physical products, you can send them directly to Wild Apricot so that they can deal with the distribution process. They will monitor 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 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 website and the mobile app.

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

You also do not need to worry about your old membership database if you’re switching from another management service. Wild Apricot will enable you to import your current database into the program.

You could even create a member’s directory using your database so other members can look at other subscriber’s profiles. Integration Wild Apricot With Quickbooks Online

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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 straightforward to use. All you will need to do is create an account with AffiniPay, which is their payment processor. On the other hand, buyers will just need to enter their card details for their orders to be processed.

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 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 differ depending on where you are. Some members who are based in other countries will be charged with international processing fees.

Since Wild Apricot was mainly made for nonprofit institutions, Wild Apricot added a donations feature. You can add a donation button and have a widget for the donation drive objectives 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 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.

If you prefer to start your work using a blank canvas, Wild Apricot also gives you that option. If you’re worried that it will seem generic, you can customize the templates utilizing 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 like confirmations, reminders, or account upgrades.

Wild Apricot also includes open trackers and analytical reports to get 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 will be the same as your subdomain. Should you upgrade to a paid plan, you may create a custom domain for your site 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.

In general, Wild Apricot has 7 plans to choose from. It is possible to pay it annually or every 2 years.

The price increases as you increase the amount of members. For starters, their Personal Plan can accommodate up to 100 members for $40 per 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’ll 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. Integration Wild Apricot With Quickbooks Online

Pros and Cons

Before moving on to the last section, we’ll summarize the pros and cons 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 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 organizations and associations, 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 managing your business, it may be best to find a different platform. If you’re really curious, though, it would not hurt to use their free trial.

It is still able to perform well even if it wasn’t made for businesses  You can use it to sell online courses, but you’ll need a link that will lead them to an external website. 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 fantastic platform, especially 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 Integration Wild Apricot With Quickbooks Online

Are there any system requirements?

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

Will it work on any browser?

Wild Apricot works in a lot of browsers. For best results, use either Google Chrome, Microsoft Edge, Firefox, or Safari.

Are there any tutorials to browse the software?

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

How long does the free trial last?

Wild Apricot’s free trial lasts 30 days.

Are there any 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 use a third party payment provider for your online store.

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