Wild Apricot How To Export

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There are many industries and communities that have membership organizations. It could 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 details, participants, and even subscription fees. It’s a lot of work to keep tabs on those things.

That is where Wild Apricot comes in. It’s one of the most well-known membership management software that can help you not only record and track but also build your site, and it even has some email marketing features.

In this guide, you will learn if Wild Apricot is 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. After, you will want to read the rest of the article for a more comprehensive review.

What is Wild Apricot? Wild Apricot How To Export

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’s focused on keeping track of members so that nonprofit organizations and clubs can bill them for occasions and dues. It’s also utilised to notify 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 operate like a membership-based entity, particularly non-profit organizations, associations, and clubs.

There are many ways to utilize Wild Apricot using its own features. They also have a setup wizard that can help their users navigate the software with ease. If you require assistance, you can even contact their trainers.

What are the features?

Wild Apricot offers features that may be accessed by every member, regardless of their membership level. Navigating these objectives 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.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 provide drag and drop editors as well as templates.

This is very helpful if you don’t have any experience making your own website or if you don’t have enough budget to hire a professional. It’s also great for those people who are working under a time constraint.

You can even create your own templates, aside 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 offer a green highlight to the changes that you’ve made to your work.

If you are 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 will need to upgrade your account to a paid membership.

Online Store Builder

Apart from building websites, they also offer other features like the online store and program builder.

With the online store, 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 they can deal with the distribution procedure. They’ll 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 store builder is that you can not 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 app.

You’ll be able to access the data because it is stored in a cloud database. To make it easy, it is searchable, and you can use it to make membership levels and renewals customizable.

If you are switching from another 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 can also make a member’s directory with your database so other members can look at other subscriber’s profiles. Wild Apricot How To Export

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

In addition to that, website owners won’t be billed 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 transaction.

Take note, however, that the processor is available only to the Canadian and American Wild Apricot clients. Furthermore, the processing fees can differ 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 created for nonprofit associations, Wild Apricot added a donations feature. You can 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 way of keeping in contact 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 choice. If you’re worried that it will seem 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 manage other tasks like confirmations, reminders, or account upgrades.

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

Overall, Wild Apricot has 7 plans to choose from. It is possibles to 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 per month.

If you Pre-pay for 1 year, you will able to save 10%. Another payment strategy 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 provide a free trial for their paid plans. Wild Apricot How To Export

Pros and Cons

Before moving on to the final section, we will summarize the advantages and disadvantages 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

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 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’re intending to use this for handling your business, it might be best to look for a different platform. If you’re really curious, though, 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 that have a lot of events, this is a excellent 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 pricey. If that’s not enough to convince you, you could always use their free trial to see for yourself.

FAQ Wild Apricot How To Export

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?

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 has many videos that will 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’s free trial lasts 30 days.

Are there any additional costs?

Wild Apricot doesn’t have extra transaction fees. You receive all the features whether you picked 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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