Wild Apricot And Ms Dynamics 365

Wild-apricot-review

There are numerous businesses and communities which have membership organizations. It could be small, having only a handful of individuals, 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 plenty of work to keep tabs on these things.

That’s where Wild Apricot comes in. It’s one of the most famous membership management software that can help you not only record and track but also build your site, and it even has some email marketing features.

In this guide, you’ll learn if Wild Apricot is exactly what you have been looking 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.

What’s Wild Apricot? Wild Apricot And Ms Dynamics 365

Wild Apricot is a Canadian software company that caters to small to midsize membership organizations. In 2017, they have been 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 events 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 encouraging different applications. It has 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 operate like a membership-based entity, particularly non-profit organizations, associations, and clubs.

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

What are the features?

Wild Apricot offers features which can 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 objectives from your dashboard.Here are some of Wild Apricot’s features.

Wild Apricot And Ms Dynamics 365

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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 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 perfect for those who are working under a time constraint.

Aside from the customizable themes and templates available, you can even create your own templates.These may apply the default layouts that you’ve set to your template. And to prevent 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. However, if you want to create your own domain name, you’ll have to upgrade your account to a paid membership.

Online Store Builder

Apart from building websites, they also provide 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 prices, discounts, and other deals.

For physical products, you can send them straight to Wild Apricot so that they can deal with 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 store builder is that you can’t add shipping calculation tools or options to adjust the costs 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 website and the mobile program.

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

You could also create a member’s directory using your database so other members can look at other subscriber’s profiles. Wild Apricot And Ms Dynamics 365

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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.

On top of that, website owners won’t be billed contract fees or setup fees. Though they charge processing fees, it is pretty competitive, having just 2.9% and an additional $0.30 for each trade.

Take note, however, that the processor is available only to the American and Canadian Wild Apricot clients. Furthermore, the processing fees can be different based on where you’re. There are international processing fees for members who are based in other countries.

Wild Apricot also added a donations feature since they were mainly created for institutions. You may add a donation button and have a widget for the donation drive goals and progress. The database of the donations you received is also exported.

Email Marketing

There’s no better way 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 option to start 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. Through your member’s database, you may use it to target campaigns or 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. If 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 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 select from. It is possibles to pay it monthly, annually, or every two years.

The cost 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’ll able to save 10%. Another payment strategy is to cover 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. Wild Apricot And Ms Dynamics 365

Pros and Cons

Before continuing on to the final 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 tutorials and videos

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 clients 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 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.

However, if you’re planning to use this for handling your business, it may be best to look for a different platform. If you’re really curious, however, 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 classes, 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 excellent platform to operate and implement event management strategies.

Overall, Wild Apricot is a good platform, especially 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 And Ms Dynamics 365

Are there any system requirements?

Your resolution screen 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 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 to help you get started. Just go to their site to get a list of the webinars and tutorials.

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 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 use a third-party payment provider for your online shop.

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