Wild Apricot Crm Integration

Wild-apricot-review

There are numerous industries and communities that have membership organizations. It might 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 information, participants, and even subscription fees. It’s a lot of work to keep track of those 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 track and record 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 on the lookout 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 the article for a more comprehensive review of Wild Apricot.

What’s Wild Apricot? Wild Apricot Crm Integration

Wild Apricot is a Canadian software company that caters to small to medium-sized membership organizations. Personify, a Constituent Management and Engagement platform bought 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 notify them about these notifications.

It’s designed to be the solution to build and manage a membership-based website by encouraging different applications. It’s 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’s searching for a software that could help them run like a membership-based entity.

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 even contact their coaches.

What are the features?

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

Wild Apricot Crm Integration

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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 assist you create your own site.

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

You can also create your own templates, aside from the customizable themes and templates that are available.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. You will need to avail for a paid membership account if you want to make your own domain name.

Online Store Builder

Besides building websites, they also provide other features like the online shop and program 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 directly to Wild Apricot so they can handle the distribution process. 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 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 program.

You’ll be able to access the information because it’s kept 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.

If you are switching from a different management software, you don’t need to worry about your old membership database. Wild Apricot will let you import your current database into the program.

You can also make a member’s directory with your database so other members can look at other subscriber’s profiles. Wild Apricot Crm Integration

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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 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 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. Though they charge processing fees, it’s pretty competitive, having only 2.9% 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 based on where you are. There are international processing fees for members who are based in different countries.

Since Wild Apricot was mainly made for nonprofit institutions, Wild Apricot included a donations feature. You can 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 means of keeping in touch with your members than through emails. Wild Apricot enables you to send newsletters, invoices, reminders, and even event 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 it will look generic, you can customize the templates using their drag and drop editor.

You can also segment your mailing list. You may use your member’s database for targeting campaigns and to manage other tasks such as 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.

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 may create a customized 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, 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 plans to select from. You can pay it annually or every 2 years.

The cost increases as you increase the number of members. 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’ll able to save 10%. Another payment scheme is to pay 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 Crm Integration

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 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 site, Wild Apricot is recommended. 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.

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

It’s still able to perform well even if it wasn’t made for businesses  You can use it to sell online classes, but you will need a link which will lead them to an external website. For businesses with a good deal of occasions, this is a great platform to operate and implement event management strategies.

Overall, Wild Apricot is a fantastic platform, especially for organizations and associations. 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 Crm Integration

Are there any system requirements?

Your resolution 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 most browsers. For best results, use either Google Chrome, Microsoft Edge, Firefox, or Safari.

Are there any tutorials to navigate the software?

Yes. Wild Apricot has many videos to help you get started. Just go to their website to get 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 get 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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