Wild Apricot By Personify

Wild-apricot-review

There are many industries and communities which have membership organizations. It might be small, with 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 track of those things.

That is where Wild Apricot comes in. It is one of the most well-known membership management softwares which can help you track and record. Not only that, it has email marketing features and it can even help you build your site.

In this guide, you will find out if Wild Apricot is exactly what you have been looking for.

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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 of Wild Apricot.

What is Wild Apricot? Wild Apricot By Personify

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 utilised 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?

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

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

What are the features?

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

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Website Builder

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

If you don’t have any experience making your own website, or if you do not have sufficient budget to hire an expert, this feature is beneficial. It’s also great for those people who are working under a time constraint.

Aside from the customizable themes and templates available, you can even create your own templates.These can use 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 have a free subdomain generated using the email address you registered when you signed up. You’ll need to avail for a paid membership account if you would like to make your own domain name.

Online Store Builder

Apart from building sites, they also offer other features like the online store and app builder.

With the online store, you can sell both digital and physical products. You may 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 procedure. They’ll track 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 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 program.

You’ll be able to access the information because it’s 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 don’t need to worry about your old membership database if you are switching from a different management service. Wild Apricot will enable you to import your existing database into the program.

You can also create a member’s directory using your database so other members can look at other subscriber’s profiles. Wild Apricot By Personify

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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 simple 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.

In addition to 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 trade.

Take note, though, that the processor is available only to the American and Canadian 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 created for nonprofit institutions, Wild Apricot included a donations feature. You may add a donation button and have a widget for the donation drive goals 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 start from a blank canvas or use their templates. If you’re worried it will look generic, you can customize the templates using 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 handle other tasks like confirmations, reminders, or account upgrades.

Wild Apricot also includes open trackers and analytical reports to make 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 website and for your email.

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Event Management

Wild Apricot lets you create and share a calendar of any events that 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

Wild Apricot has a free plan where you can have up to 50 members. If you’ve got more than that, you’ll need to upgrade.

In general, Wild Apricot has 7 strategies to choose from. You can pay it monthly, annually, or every two 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 per month.

If you Pre-pay for 1 year, you’ll 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 that these include email management and website hosting. They also offer a free trial for their paid plans. Wild Apricot By Personify

Pros and Cons

Before moving on to the final 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

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 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 are planning to use this for handling your business, it may be best to look for a different platform. If you are 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 will need a link that will lead them to an outside website. For businesses with a lot of events, this is a excellent 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 pricey. If that is not enough to convince you, you can always use their free trial to see for yourself.

FAQ Wild Apricot By Personify

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?

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 offers many videos that will 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 any additional costs?

Wild Apricot doesn’t have extra 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 use a third-party payment provider for your online shop.

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