Settings For Importing Data From Excel To Wild Apricot

Wild-apricot-review

There are numerous businesses and communities which 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 these things.

That is where Wild Apricot comes in. It is one of the most well-known 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 website.

In this guide, you’ll find out if Wild Apricot is exactly what you have been on the lookout for.

wild-Apricot-logo

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

What’s Wild Apricot? Settings For Importing Data From Excel To Wild Apricot

Wild Apricot is a Canadian software company that caters to small to midsize membership organizations. Personify, a Constituent Management and Engagement platform bought 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 website 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 searching 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 run Wild Apricot using its features. They also have a setup wizard that can help their users navigate the software with ease. You can also contact their coaches 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 your dashboard; From building your website to managing and creating events, you will be able to keep track of everything.To give you an idea what Wild Apricot can offer, here are some of the software’s features.

Settings For Importing Data From Excel To Wild Apricot

> Click Here to Try Product for Free <

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.

If you do not have any experience making your own website, or if you don’t have sufficient budget to hire an expert, this feature is very helpful. 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.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’re using a free account, you have 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 sites, they also offer other features such as the online store and program builder.

With the online shop, 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 that they can handle the distribution procedure. They’ll track the process inventory and payments. 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 is going to be in sync in real-time across the site and the mobile program.

You will be able to access the data because it is kept 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 are switching from a different management software, you do not need to worry about your old membership database. Wild Apricot will enable you to import your existing database into the software.

You could also create a member’s directory with your database so other members can look at other subscriber’s profiles. Settings For Importing Data From Excel To Wild Apricot

wild-apricot-vs-competition

> Click Here to Try Product for Free <

Wild Apricot Payments and Donations

Wild Apricot can also handle online store and member payments. Their payment gateway is easy and straightforward 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, website owners won’t be billed contract fees or setup fees. Although they charge processing fees, it’s pretty competitive, having just 2.9 percent 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’re. There are international processing fees for members who are based in different countries.

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 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 lets you 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 manage other tasks like 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 will be the same as your subdomain. If you upgrade to a paid plan, you can create a custom domain for your website and for your email.

conference-meeting

> Click Here to Try Product for Free <

Event Management

Wild Apricot lets you create and share a calendar of any events that you will be hosting. You can also use this to set up registration forms, process payments, as well as waitlists.

Wild Apricot Pricing and Plans

Wild Apricot includes 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. It is possible to 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 per 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 that these include email management and website hosting. They also offer a free trial for their paid plans. Settings For Importing Data From Excel To Wild Apricot

Pros and Cons

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

Here are the Pros and Cons:

Advantages

Includes templates

Tons of videos and tutorials

Offers flexibility for clubs, associations, 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.

coffee-meeting

> Click Here to Try Product for Free <

Final Thoughts

If you’re looking 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 are planning to use this for managing your business, it might be best to look for a different platform. If you’re really curious, though, 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 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 execute event management strategies.

Overall, Wild Apricot is a good platform, especially for organizations and associations. It gets the job done without being too pricey. If that is not enough to convince you, you can always use their free trial to see for yourself.

FAQ Settings For Importing Data From Excel To Wild Apricot

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?

Wild Apricot works in most 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 website 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 additional costs?

Wild Apricot does not have extra transaction fees. You receive 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 store.

general-ledger

> Click Here to Try Product for Free <

error: Content is protected !!