Wild Apricot And Quickbooks

Wild-apricot-review

There are many businesses and communities that have membership organizations. It could be small, with only a handful of individuals, 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 subscription fees. It’s plenty of work to keep tabs on those things.

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

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

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Before you go on, you may want to check out this video by Capterra on YouTube that gives a quick review. Afterward, you’ll want to read the rest of the article for a more comprehensive review.

What’s Wild Apricot? Wild Apricot And Quickbooks

Wild Apricot is a Canadian software company that caters to small to medium-sized 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 develop and manage a membership-based site 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’s looking for a software that could 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 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 coaches.

What are the features?

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

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Website Builder

Wild Apricot has a website and hosting features done through AWS. To assist in creating your own website, they also offer drag and drop editors as well as templates.

This is very beneficial if you do not have any experience making your own website or if you don’t have enough budget to hire a professional. It’s also great for those people who are working under a time constraint.

You can even create your own templates, aside from the customizable themes and templates that are available.You can even apply the customized layouts as a theme and set it as your template. And to prevent 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. However, if you would like to create your own domain name, you’ll need to upgrade your account to a paid membership.

Online Store Builder

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

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

For physical products, you can send them straight to Wild Apricot so that they can deal with the distribution procedure. They’ll track the process inventory and payments. 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 not 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 will be in sync in real time across the website and the mobile app.

You’ll be able to access the data because it is 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 previous membership database if you are switching from another management service. Wild Apricot will enable you to import your existing database into the software.

You could even make a member’s directory with your database so other members can look at other subscriber’s profiles. Wild Apricot And Quickbooks

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Wild Apricot Payments and Donations

Wild Apricot can also manage 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, site owners won’t be billed contract fees or setup fees. Though 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 be different depending on where you’re. There are international processing fees for members who are based in different countries.

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

Email Marketing

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

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 may also segment your mailing list. Throughout your member’s database, you can use it to target campaigns or manage other tasks like confirmations, reminders, or account updates.

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 customized domain for your site and for your email.

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Event Management

To help you manage your members before and during events, you can make and share calendar invites for your upcoming events. You can also use this to set up registration forms, process payments, and even 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.

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 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 scheme 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 provide a free trial for their paid plans. Wild Apricot And Quickbooks

Pros and Cons

Before moving on to the last section, we will 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 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 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’re planning to use this for managing your business, it may be best to look for a different platform. If you’re really curious, though, it would not hurt to use their free trial.

But even if it was not made for businesses, it is still able to perform well.  You can use it to sell online courses, but you’ll need a link which will lead them to an outside site. For businesses that have a good deal of occasions, 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’s not enough to convince you, you can always use their free trial to see for yourself.

FAQ Wild Apricot And Quickbooks

Are there any system requirements?

For Wild Apricot to work well, your resolution should have a width of 1280 pixels.

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 navigate the software?

Yes. Wild Apricot offers 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 offers a 30-day free trial for their paid plans.

Are there additional costs?

Wild Apricot doesn’t have additional transaction fees. You receive all the features whether you picked 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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