Wild Apricot Document Storage

Wild-apricot-review

There are many industries and communities which have membership organizations. It might 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 details, participants, and even membership fees. It’s plenty of work to keep track of those things.

That’s where Wild Apricot comes in. It’s 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’ll learn if Wild Apricot is exactly what you have 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 overview. After, you will want to read the rest of the article for a more comprehensive review of Wild Apricot.

What is Wild Apricot? Wild Apricot Document Storage

Wild Apricot is a Canadian software company that caters to small to medium-sized membership organizations. In 2017, they were bought by Personify, a Constituent Management and Engagement platform.

It is focused on keeping track of members so that nonprofit organizations and clubs can bill them for events and dues. It’s also utilised to inform them about these notifications.

It’s designed to be the solution to build and manage a membership-based site by supporting different applications. It’s 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’s looking for a software that can 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 could help their users navigate the software with ease. You can even contact their trainers if you require assistance.

What are the features?

Wild Apricot offers features that may 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 objectives from your dashboard.To give you an idea what Wild Apricot can offer, below are some of the software’s features.

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Website Builder

Wild Apricot has a website and hosting features done through AWS. To help 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 don’t have enough budget to hire a professional, this feature is beneficial. It’s also great for those who are working under a time constraint.

Apart from the customizable themes and templates available, you can even create your own templates.These may use the default layouts that you have set to your template. And to avoid confusion, your editing page will provide 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. 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

Besides building websites, they also provide other features like the online shop and program builder.

With the online shop, you can sell both digital and physical goods. You can set up the prices, discounts, and other deals.

For physical products, you can send them directly to Wild Apricot so that they can handle the distribution procedure. They will monitor the process inventory and payments. However, you will 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 certain product variants.

Membership Information Storage

Members will be able to access their profiles to update any changes. This is going to be in sync in real-time across the site and the mobile program.

You will be able to access the data because it is 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.

You also don’t need to worry about your previous membership database if you are switching from another management service. Wild Apricot will enable you to import your existing 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 Document Storage

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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 need to enter their card details so their orders can be processed right away.

On top of that, website owners won’t be charged contract fees or setup fees. Though they charge processing fees, it’s pretty competitive, having just 2.9 percent and an additional $0.30 for every 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 depending on where you are. Some members who are based in other countries will be charged with international processing fees.

Wild Apricot also included a donations feature since they were mainly made for institutions. You can add a donation button and have a widget for the donation drive goals and progress. The database of the contributions you received can also be 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 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 that it will look generic, you can customize the templates utilizing their drag and drop editor.

You may also segment your mailing list. You can use your member’s database for targeting campaigns and to 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 the feature.

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 may create a custom domain for your site 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 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 could have up to 50 members. If you’ve got more than that, you’ll need to upgrade.

Overall, Wild Apricot has 7 strategies to select from. It is possibles to pay it monthly, annually, or every two years.

The cost increases as you increase the amount 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 helps you 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 Document Storage

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:

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 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 site, 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 managing your business, it may be best to look for a different platform. If you’re really curious, however, it wouldn’t 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’ll need a link that will lead them to an external website. For businesses that have a lot of events, this is a excellent platform to operate and execute event management strategies.

Overall, Wild Apricot is a good 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 Document Storage

Are there any system requirements?

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

Can 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 offers many videos that will help you get started. Just go to their website 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 additional transaction fees. You get all the features whether you chose the paid or free plan. The only time you will pay for additional costs is when you opt for a third party payment provider for your online shop.

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