Wild Apricot Export Contact Information To Excel

Wild-apricot-review

There are numerous industries and communities which have membership organizations. It could be small, with 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 details, participants, and even membership fees. It’s a lot of work to keep tabs on these 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 website, and it even has some email marketing features.

In this guide, you’ll learn if Wild Apricot is what you’ve been on the lookout for.

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Before you go on, you may want to watch 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 Export Contact Information To Excel

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’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 website by encouraging 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 searching for a software that could help them run like a membership-based entity, particularly non-profit organizations, associations, and clubs.

There are a number of ways to utilize Wild Apricot using its features. They also have a setup wizard that could help their users navigate the software with ease. If you need assistance, you may aslo contact their coaches.

What are the features?

Wild Apricot offers features which may be accessed by each member, irrespective of their membership level. Navigating these objectives is easy since you can do it from your dashboard; From building your site 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 Export Contact Information To Excel

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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 to help you create your own site.

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

You can also create your own templates, aside 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 prevent 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 will need to avail for a paid membership account if you would like to create your own domain name.

Online Store Builder

Besides building websites, they also provide other features such as the online store and program builder.

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

For physical products, you can send them straight to Wild Apricot so that they can handle the distribution process. They’ll monitor the process payments and inventory. 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 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 website and the mobile app.

You will be able to access the data since 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.

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

You could even make a member’s directory using your database so other members can look at other subscriber’s profiles. Wild Apricot Export Contact Information To Excel

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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 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.

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% 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’re. Some members that are based in other countries will be charged with international processing fees.

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 objectives and progress. The database of the donations you received is also exported.

Email Marketing

Emails are still a great, of not, one of the best way to keep in touch with your members. Wild Apricot lets you 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 it will look generic, you can customize the templates utilizing their drag and drop editor.

You may also segment your mailing list. You may use your member’s database for targeting campaigns and to handle other tasks like confirmations, reminders, or account updates.

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

Even if you’re using a free plan, your email address will be the same as your subdomain. If 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

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 has a free plan where you can 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. 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 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 will able to save 10%. Another payment strategy is to cover 2 years ahead, which makes it possible to 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 Export Contact Information To Excel

Pros and Cons

Before moving on to the final section, we will 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 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 limited 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 a good suggestion. 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.

However, if you are planning to use this for handling your business, it may be best to find a different platform. If you are 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 courses, but you’ll need a link which will lead them to an external website. For businesses that have a lot of events, this is a great platform to operate and implement 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 is not enough to convince you, you could always use their free trial to see for yourself.

FAQ Wild Apricot Export Contact Information To Excel

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 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 webinars and tutorials.

How long does the free trial last?

Wild Apricot’s free trial is only 30 days.

Are there additional costs?

Wild Apricot doesn’t have extra transaction fees. You receive 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 store.

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