Wild Apricot Accounting

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There are numerous industries and communities which have membership organizations. It could be small, having only a handful of 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 is one of the most famous membership management softwares which 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 will learn if Wild Apricot is 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. After, you’ll want to read the rest of the article for a more comprehensive review.

What is Wild Apricot? Wild Apricot Accounting

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 events and dues. It’s also utilised to notify them about these notifications.

It’s designed to be the solution to build 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?

Though it’s targeted at nonprofit organizations, associations, and clubs, it can be used by anyone who is searching for a software that could help them run like a membership-based entity.

There are a number of ways to utilize Wild Apricot using its features. They also have a setup wizard that can help their users navigate the software effortlessly. If you need assistance, you may aslo contact their trainers.

What are the features?

Wild Apricot offers features which can be accessed by each member, irrespective of their membership level. Navigating these tasks is easy since you can do it from your dashboard; From building your site to managing and creating events, you will be able to keep track of everything.Here are some of Wild Apricot’s features.

Wild Apricot Accounting

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Website Builder

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

If you don’t have any experience making your own website, or if you don’t have sufficient budget to hire a professional, this feature is very helpful. It’s also great for those people 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 use 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’ve made to your work.

If you are using a free account, you have a free subdomain generated using the email address you registered when you signed up. However, if you would like to create your own domain name, you will need to upgrade your account to a paid membership.

Online Store Builder

Besides building websites, they also provide other features like the online shop and app builder.

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

For physical products, you can send them straight to Wild Apricot so they can handle the distribution process. 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 store builder is that you can’t 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 is going to be in sync in real-time across the website and the mobile app.

You will be able to access the data since it’s stored in a cloud database. The data is searchable and you can even use it to make membership levels and renewals customizable, to make the process simpler.

You also don’t need to worry about your old membership database if you are switching from a different management service. Wild Apricot will let you 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. Wild Apricot Accounting

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Wild Apricot Payments and Donations

Wild Apricot can also manage online store 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 only need to enter their card details for their orders to be processed.

On top of that, website owners won’t be charged 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 each transaction.

Take note, however, that the processor is available only to the Canadian and American Wild Apricot clients. Furthermore, the processing fees can differ based on where you’re. Some members that are based in different countries will be charged with international processing fees.

Wild Apricot also included a donations feature since they were mainly made for nonprofit. You may add a donation button and have a widget for the donation drive goals and progress. The database of the contributions you obtained is also exported.

Email Marketing

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

Wild Apricot gives you the choice to start from a blank canvas or use their templates. If you’re worried 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 handle 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.

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 may create a customized domain for your website and for your email.

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Event Management

Wild Apricot lets you make 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. You can pay it annually or every 2 years.

The cost increases as you increase the number 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 a month.

If you Pre-pay for 1 year, you’ll able to save 10%. Another payment strategy is to cover 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. Wild Apricot Accounting

Pros and Cons

Before moving on to the last section, we’ll summarize the advantages and disadvantages 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.

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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 associations and organizations, 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 managing your business, it might be best to find a different platform. If you are really curious, though, it would not hurt to use their free trial.

It is still able to execute well even if it was not made for businesses  You can use it to sell online classes, but you’ll need a link that will lead them to an outside website. For businesses that have a lot of occasions, this is a great platform to operate and implement event management strategies.

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

FAQ Wild Apricot Accounting

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 site for a list of the tutorials and webinars.

How long does the free trial last?

Wild Apricot’s free trial is only 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 opt for a third-party payment provider for your online store.

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