Wild Apricot How To Merge Accounts

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There are numerous businesses and communities which have membership organizations. It might 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 information, participants, and even subscription fees. It’s plenty of work to keep track of 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 find out if Wild Apricot is exactly what you’ve 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 overview. After, you’ll want to read the rest of the article for a more comprehensive review.

What’s Wild Apricot? Wild Apricot How To Merge Accounts

Wild Apricot is a Canadian software company that caters to small to midsize 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 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 site by supporting different applications. It’s built-in financial reporting and email marketing tools.

Who can use Wild Apricot?

Though it’s targeted at nonprofit organizations, associations, and clubs, it can be used by anyone who is searching for a software that could help them operate like a membership-based entity.

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 coaches if you need assistance.

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 your 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, below are a few of the software’s features.

Wild Apricot How To Merge Accounts

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Website Builder

Wild Apricot has a site and hosting features done through AWS. To assist in creating your own site, they also provide drag and drop editors as well as templates.

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

Apart from the customizable themes and templates available, you can even create your own templates.You can even apply 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 have 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

Apart from building sites, they also offer other features such as the online shop and program builder.

With the online store, you can sell both digital and physical products. You may set up the costs, discounts, and other bargains.

For physical products, you can send them straight to Wild Apricot so they can handle the distribution process. They will monitor the process inventory and payments. However, you’ll be the one to manage 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 will be in sync in real-time across the site and the mobile program.

You will be able to access the information since it’s kept in a cloud database. To make it simple, it’s searchable, and you can use it to make membership levels and renewals customizable.

If you’re switching from another management service, you do not need to worry about your previous membership database. Wild Apricot will enable you to import your current database into the program.

You could even make a member’s directory using your database so other members can look at other subscriber’s profiles. Wild Apricot How To Merge Accounts

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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 need 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. Though they charge processing fees, it’s pretty competitive, having only 2.9% and an additional $0.30 for each transaction.

Take note, though, 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 are. Some members who 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 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

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 option to begin from a blank canvas or use their templates. If you’re worried that it will look generic, you can customize the templates using 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 such as 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 customized 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 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

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.

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

The price increases as you increase the number 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 a 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 these include email management and website hosting. They also offer a free trial for their paid plans. Wild Apricot How To Merge Accounts

Pros and Cons

Before moving on to the last section, we will summarize the pros and cons of utilizing 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

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 looking for a platform that can help you manage your membership-based website, Wild Apricot is recommended. 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 managing your business, it may be best to look for a different platform. If you’re really curious, though, it would not hurt to use their free trial.

But even if it wasn’t made for businesses, it’s still able to perform well.  You can use it to sell online classes, but you’ll need a link that will lead them to an outside site. For businesses with a good deal of events, 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 pricey. If that’s not enough to convince you, you can always use their free trial to see for yourself.

FAQ Wild Apricot How To Merge Accounts

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?

Wild Apricot works in a lot of browsers. For best results, use either Google Chrome, Microsoft Edge, Firefox, or Safari.

Are there any tutorials to navigate the software?

Yes. Wild Apricot has many videos that will help you get started. Just go to their site 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 any 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 additional costs is when you opt for a third-party payment provider for your online shop.

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