Wild Apricot Crm

Wild-apricot-review

There are numerous businesses and communities which have membership organizations. It could be small, having 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 membership fees. It’s a lot of work to keep tabs on those things.

That’s 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 site, and it even has some email marketing features.

In this guide, you’ll find out if Wild Apricot is what you have been looking 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 our article for a more comprehensive review of Wild Apricot.

What’s Wild Apricot? Wild Apricot Crm

Wild Apricot is a Canadian software company that caters to small to midsize 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 develop 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?

Anyone can use the software. But it’s specifically designed for anyone who is searching 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 run Wild Apricot using its own features. They also have a setup wizard that can help their users navigate the software effortlessly. You can also contact their coaches if you need assistance.

What are the features?

Wild Apricot offers features which can be accessed by each member, irrespective of their membership level. From building your site to managing and creating events, it’s easy to navigate these objectives 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 helpful if you do not have any experience making your own website or if you don’t have sufficient budget to hire a professional. It’s also perfect for those who are working under a time constraint.

Apart from the customizable themes and templates available, you can also create your own templates.These may apply the default layouts that you have set to 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 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

Besides building sites, 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 that they can deal with the distribution procedure. They will monitor the process payments and inventory. However, you’ll be the one to deal with 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 website and the mobile app.

You’ll be able to access the data because 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 simpler.

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

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

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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 straightforward to use. All you need to do is create an account with AffiniPay, which is their payment processor. For the buyers, they will just 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. Although they charge processing fees, it’s pretty competitive, having only 2.9 percent and an additional $0.30 for each trade.

Take note, however, that the processor is available only to the American and Canadian Wild Apricot clients. Furthermore, the processing fees can be different based on where you’re. There are international processing fees for members who are based in other countries.

Since Wild Apricot was mainly made for nonprofit associations, 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 contributions you obtained can also be exported.

Email Marketing

Emails are still a great, of not, one of the best means to keep in contact with your members. Wild Apricot enables you to send newsletters, invoices, reminders, and even event 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 that it will seem generic, you can customize the templates using their drag and drop editor.

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

If you’re looking for metrics, Wild Apricot includes open trackers and analytical reports to get the most out of this feature.

The email address is the same as your subdomain, even if you opted to use their free plan. Should 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 make and share a calendar of any events that you will be hosting. 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.

In general, Wild Apricot has 7 plans to select from. You can pay it monthly, annually, or every two years.

The cost 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 per 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 scheme is to pay 2 years ahead, which helps you 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 Crm

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:

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 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, though, it wouldn’t 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 courses, but you’ll need a link that will lead them to an outside site. For businesses that have a good deal of events, this is a excellent platform to operate and execute event management strategies.

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

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 the most 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 has many videos to 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 offers a 30-day free trial for their paid plans.

Are there additional costs?

Wild Apricot does not have extra transaction fees. You get all the features whether you chose the paid or free plan. The only time you will pay for extra costs is when you opt for a third party payment provider for your online shop.

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