Wild Apricot Creating A Report Of Members Having A Birthday This Month

Wild-apricot-review

There are many industries and communities that have membership organizations. It could be small, with only a few 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 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 well-known 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 will find out 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 of Wild Apricot.

What’s Wild Apricot? Wild Apricot Creating A Report Of Members Having A Birthday This Month

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’s 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 site by supporting 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 may be used by anyone who is searching 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 effortlessly. If you require assistance, you may even contact their trainers.

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 tasks from the dashboard.Below are some of Wild Apricot’s features.

Wild Apricot Creating A Report Of Members Having A Birthday This Month

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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.

This is beneficial if you don’t have any experience making your own website or if you don’t have sufficient budget to hire an expert. It’s also perfect for those who are working under a time constraint.

You can also create your own templates, apart 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 avoid confusion, your editing page will offer a green highlight to the changes that you’ve made to your work.

If you’re using a free account, you get a free subdomain generated using the email address you registered when you signed up. You’ll have to avail for a paid membership account if you would like to make your own domain name.

Online Store Builder

Besides building websites, they also offer other features such as the online shop and app builder.

With the online shop, you can sell both digital and physical products. You may set up the costs, 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 monitor the process inventory and payments. However, you will be the one to manage the logistics.

For now, the only downside for their online shop 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 will be in sync in real time across the site and the mobile app.

You’ll be able to access the data because it’s stored in a cloud database. To make it simple, it is searchable, and you can use it to make membership levels and renewals customizable.

You also don’t need to worry about your previous membership database if you’re switching from another management service. Wild Apricot will enable you to import your current database into the program.

You could even create a member’s directory using your database so other members can look at other subscriber’s profiles. Wild Apricot Creating A Report Of Members Having A Birthday This Month

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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 straightforward to use. All you will 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, site owners won’t be billed 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, 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. There are international processing fees for members who are based in different 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 goals and progress. The database of the donations you received can also be exported.

Email Marketing

Emails are still a great, of not, one of the best way to keep in contact with your members. Wild Apricot lets you send newsletters, invoices, reminders, and even event invitations through their email templates and features.

Wild Apricot gives you the option to begin 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 can use it to target campaigns or handle other tasks like confirmations, reminders, or account updates.

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.

The email address is 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

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 will need to upgrade.

Overall, Wild Apricot has 7 plans to choose from. It is possible to pay it annually or every 2 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 pay 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 Creating A Report Of Members Having A Birthday This Month

Pros and Cons

Before continuing 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 tutorials and videos

Offers flexibility for clubs, associations, 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 restricted 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 recommended. It was made to be used by membership organizations and associations, 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 might be best to find a different platform. If you are really curious, though, it wouldn’t hurt to use their free trial.

But even if it wasn’t made for businesses, it’s still able to execute well.  You can use it to sell online courses, but you’ll need a link that will lead them to an external site. For businesses that have a good deal of events, this is a great platform to operate and execute event management strategies.

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

FAQ Wild Apricot Creating A Report Of Members Having A Birthday This Month

Are there any system requirements?

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

Can it work on any browser?

Wild Apricot works in most browsers. For best results, use either Google Chrome, Microsoft Edge, Firefox, or Safari.

Are there any tutorials to browse the software?

Yes. Wild Apricot offers many videos that will help you get started. Just go to their website 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 does not have additional transaction fees. You receive all the features whether you picked 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 store.

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