Wild Apricot Excel File

Wild-apricot-review

There are numerous industries and communities which have membership organizations. It might 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 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 famous membership management software which 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’ll find out if Wild Apricot is exactly what you’ve been looking for.

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Before you continue, you may want to watch this video by Capterra on YouTube that gives a quick review. Afterward, you will want to read the rest of the article for a more comprehensive review of Wild Apricot.

What’s Wild Apricot? Wild Apricot Excel File

Wild Apricot is a Canadian software company that caters to small to midsize 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 charge them for occasions and dues. It’s also used to inform them about these notifications.

It’s intended to be the solution to develop and manage a membership-based website 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 is looking for a software that can help them run like a membership-based entity, particularly non-profit organizations, associations, and clubs.

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 with ease. You may even contact their coaches if you need assistance.

What are the features?

Wild Apricot offers features which may be accessed by every member, regardless of their membership level. Navigating these tasks is easy since you can do it from the dashboard; From building your website to managing 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.

Wild Apricot Excel File

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Website Builder

Wild Apricot has a website and hosting features done through AWS. They offer 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 do not have enough budget to hire a professional. It’s also perfect for those people who are working under a time constraint.

You can even create your own templates, apart from the customizable themes and templates that are available.You can even use the customized layouts as a theme and set it as 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 with the email address you registered when you signed up. However, if you want to create your own domain name, you’ll have to upgrade your account to a paid membership.

Online Store Builder

Besides building sites, they also provide other features like the online shop and app builder.

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

For physical products, you can send them straight to Wild Apricot so they can handle the distribution procedure. They will track the process inventory and payments. However, you will be the one to deal with 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 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 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 easier.

You also do not 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 software.

You could also make a member’s directory using your database so other members can look at other subscriber’s profiles. Wild Apricot Excel File

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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 will need to do is create an account with AffiniPay, which is their payment processor. On the other hand, buyers will only have to enter their card details for their orders to be processed.

On top of that, site owners won’t be billed contract fees or setup fees. Though they charge processing fees, it is pretty competitive, having only 2.9 percent and an additional $0.30 for each transaction.

Take note, however, 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.

Wild Apricot also included a donations feature since they were mainly made for institutions. You may add a donation button and have a widget for the donation drive objectives and progress. The database of the contributions you obtained can also be exported.

Email Marketing

There’s no better means of keeping in contact with your members than through emails. Wild Apricot lets you send newsletters, invoices, reminders, and even event invitations through their email features and templates.

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 using their drag and drop editor.

You can also segment your mailing list. Throughout your member’s database, you may use it to target campaigns or manage other tasks such as 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. Should 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 create 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

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

Overall, Wild Apricot has 7 strategies to select from. You can pay it annually or every 2 years.

The cost increases as you increase the amount 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 Excel File

Pros and Cons

Before continuing on to the last section, we’ll summarize the advantages and disadvantages of utilizing Wild Apricot to help you decide.

Here are the Pros and Cons:

Advantages

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

Cons

User interface is a bit confusing

No membership ID on the system

Payment gateway is limited to clients 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 site, Wild Apricot is a good suggestion. It was created to be used by membership associations and organizations, 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 planning to use this for managing your business, it might be best to look for a different platform. If you are really curious, though, 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 which will lead them to an external website. For businesses that have a lot of occasions, this is a excellent platform to operate and implement event management strategies.

Overall, Wild Apricot is a good platform, particularly 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 Excel File

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 navigate the software?

Yes. Wild Apricot offers many videos to 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 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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