Wild Apricot And Salesforce

Wild-apricot-review

There are numerous industries and communities that have membership organizations. It could be small, having 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 details, participants, and even subscription fees. It’s a lot of work to keep tabs on these 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 record and track but also build your site, and it even has some email marketing features.

In this guide, you’ll find out if Wild Apricot is exactly what you’ve been looking 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 will want to read the rest of the article for a more comprehensive review.

What is Wild Apricot? Wild Apricot And Salesforce

Wild Apricot is a Canadian software company that caters to small to medium-sized membership organizations. In 2017, they have been acquired 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 occasions and dues. It’s also utilised to notify them about these notifications.

It’s intended to be the solution to build and manage a membership-based website by supporting different applications. It has 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’s looking for a software that can help them run like a membership-based entity.

There are a number of ways to run Wild Apricot using its features. They also have a setup wizard that can help their users navigate the software with ease. If you require assistance, you may even contact their trainers.

What are the features?

Wild Apricot offers features that may be accessed by each member, irrespective of their membership level. Navigating these tasks is easy since you can do it from the dashboard; From building your site 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.

Wild Apricot And Salesforce

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Website Builder

Wild Apricot has a site and hosting features done through AWS. To help in creating your own website, they also provide 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 beneficial. It’s also great 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 can apply the default layouts that you’ve set to your template. And to prevent confusion, your editing page will provide a green highlight to the changes that you’ve 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 make your own domain name, you will have to upgrade your account to a paid membership.

Online Store Builder

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

With the online store, you can sell both digital and physical goods. 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 process. They’ll monitor the process payments and inventory. However, you’ll 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 costs for specific 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 site and the mobile app.

You will be able to access the information 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 easier.

You also do not need to worry about your old membership database if you are switching from a different management software. Wild Apricot will let you import your current database into the software.

You can also create a member’s directory with your database so other members can look at other subscriber’s profiles. Wild Apricot And Salesforce

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Wild Apricot Payments and Donations

Wild Apricot can also handle online store and member payments. Their payment gateway is easy and simple to use. All you will need to do is create an account with AffiniPay, which is their payment processor. For the buyers, they will only have to enter their card details so their orders can be processed right away.

In addition to that, site owners won’t be billed contract fees or setup fees. Though they charge processing fees, it’s pretty competitive, having only 2.9 percent and an additional $0.30 for each 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 are. There are international processing fees for members that are based in other countries.

Since Wild Apricot was mainly created for nonprofit institutions, Wild Apricot added a donations feature. You may add a donation button and have a widget for the donation drive objectives and progress. The database of the donations you obtained 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 choice to begin from a blank canvas or use their templates. If you’re worried it will look generic, you can customize the templates utilizing their drag and drop editor.

You can 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.

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

Wild Apricot lets you create and share a calendar of any events you will be hosting. You could 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 will need to upgrade.

In general, Wild Apricot has 7 strategies 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 a 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 these include email management and website hosting. They also offer a free trial for their paid plans. Wild Apricot And Salesforce

Pros and Cons

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

Here are the Pros and Cons:

Pros

Includes templates

Tons of tutorials and videos

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 limited 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 recommended. It was created 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.

But if you’re intending to use this for handling your business, it may be best to look for a different platform. If you are really curious, however, it would not hurt to use their free trial.

It is still able to execute well even if it wasn’t made for businesses  You can use it to sell online courses, but you will need a link which will lead them to an outside website. For businesses that have a good deal of occasions, this is a excellent platform to operate and implement event management strategies.

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

FAQ Wild Apricot And Salesforce

Are there any system requirements?

Your resolution screen should have at least a width of 1280 pixels for the software to work efficiently.

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 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 webinars and tutorials.

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 picked the paid or free plan. The only time you will pay for additional costs is when you use a third-party payment provider for your online store.

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