Salesforce And Wild Apricot Integration

Wild-apricot-review

There are numerous industries and communities that have membership organizations. It might be small, with 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 information, participants, and even membership fees. It’s a lot of work to keep tabs on those things.

That’s where Wild Apricot comes in. It is 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’ll find out 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 of Wild Apricot.

What’s Wild Apricot? Salesforce And Wild Apricot Integration

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 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 inform them about these notifications.

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

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 effortlessly. If you require assistance, you may even 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 site to managing and creating events, it’s easy to navigate these tasks from your dashboard.To give you an idea what Wild Apricot can offer, below are a few of the software’s features.

Salesforce And Wild Apricot Integration

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Website Builder

Wild Apricot has a site and hosting features done through AWS. They provide templates and drag and drop editors that will help you create your own site.

If you do not have any experience making your own website, or if you do not have enough budget to hire a professional, this feature is very helpful. 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.These may apply the default layouts that you’ve set to 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 using 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

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

With the online store, 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 straight to Wild Apricot so that they can handle the distribution procedure. They’ll monitor the process payments and inventory. However, you will 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 prices for certain 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 website and the mobile app.

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

You also don’t need to worry about your previous membership database if you’re switching from a different management software. 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. Salesforce And Wild Apricot Integration

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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 only need to enter their card details so their orders can be processed right away.

On top of that, site owners won’t be charged contract fees or setup fees. Although they charge processing fees, it is pretty competitive, having only 2.9% and an additional $0.30 for each transaction.

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 are. Some members who are based in other countries will be charged with international processing fees.

Since Wild Apricot was mainly created for nonprofit institutions, Wild Apricot included 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 can also be exported.

Email Marketing

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

Wild Apricot gives you the choice to begin from a blank canvas or use their templates. 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 may use your member’s database for targeting campaigns and to manage 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.

The email address will be the same as your subdomain, even if you opted to use their free plan. If you upgrade to a paid plan, you can 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

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

Overall, Wild Apricot has 7 plans to select from. You can pay it monthly, annually, or every two 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 per 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 pay 2 years ahead, which helps you save 15%.

They offer competitive prices considering these include email management and website hosting. They also provide a free trial for their paid plans. Salesforce And Wild Apricot Integration

Pros and Cons

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

Here are the Pros and Cons:

Pros

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 restricted 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 created 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’re planning to use this for managing your business, it may be best to look for a different platform. If you’re really curious, however, it wouldn’t hurt to use their free trial.

It is still able to perform well even if it was not made for businesses  You can use it to sell online classes, 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 implement event management strategies.

Overall, Wild Apricot is a fantastic platform, particularly for associations and organizations. 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 Salesforce And Wild Apricot Integration

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 browse the software?

Yes. Wild Apricot has many videos that will 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 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 additional costs is when you opt for a third-party payment provider for your online store.

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