Wild Apricot How To Transfer Membership

Wild-apricot-review

There are many businesses and communities which have membership organizations. It could be small, with only a handful of people, 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 information, participants, and even subscription fees. It’s a lot of work to keep track of these things.

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

In this guide, you will find out 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 overview. After, you will want to read the rest of our article for a more comprehensive review.

What’s Wild Apricot? Wild Apricot How To Transfer Membership

Wild Apricot is a Canadian software company that caters to small to midsize membership organizations. In 2017, they have been bought by Personify, a Constituent Management and Engagement platform.

It’s focused on keeping track of members so that nonprofit organizations and clubs can charge them for events and dues. It’s also utilised to notify 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 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 utilize Wild Apricot using its features. They also have a setup wizard that could help their users navigate the software effortlessly. You can even contact their coaches if you need assistance.

What are the features?

Wild Apricot offers features that can be accessed by every member, regardless of their membership level. From building your website to handling and creating events, it’s easy to navigate these tasks from your dashboard.To give you an idea what Wild Apricot can offer, below are a few of the software’s features.

Wild Apricot How To Transfer Membership

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Website Builder

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

This is very helpful if you do not have any experience making your own website or if you do not have sufficient budget to hire an expert. It’s also great for those who are working under a time constraint.

Aside from the customizable themes and templates available, you can also create your own templates.These may use the default layouts that you have set to your template. And to prevent 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 get 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 have to upgrade your account to a paid membership.

Online Store Builder

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

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

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

You also don’t need to worry about your old membership database if you are switching from a different management service. Wild Apricot will enable you to import your existing database into the program.

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

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Wild Apricot Payments and Donations

Wild Apricot can also manage online store 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.

In addition to that, site owners won’t be charged contract fees or setup fees. Although they charge processing fees, it is pretty competitive, having only 2.9% 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 are. 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 may add a donation button and have a widget for the donation drive goals and progress. The database of the donations you received can also be exported.

Email Marketing

There’s no better means of keeping in touch with your members than through emails. Wild Apricot enables you to send newsletters, invoices, reminders, and even occasion 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 seem generic, you can customize the templates using their drag and drop editor.

You can also segment your mailing list. Through your member’s database, you may use it to target campaigns or manage other tasks like 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.

The email address is the same as your subdomain, even if you opted to use their free plan. 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

Wild Apricot lets you make and share a calendar of any events that you will be hosting. You could 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 have more than that, you’ll need to upgrade.

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

The price 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 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 scheme is to pay 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 How To Transfer Membership

Pros and Cons

Before continuing 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:

Pros

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

Disadvantages

User interface is a bit confusing

No membership ID on the system

Payment gateway is restricted 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 recommended. It was made 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.

However, if you’re planning to use this for handling your business, it might be best to find a different platform. If you are really curious, though, it wouldn’t hurt to use their free trial.

It’s still able to execute well even if it was not made for businesses  You can use it to sell online courses, but you’ll need a link which will lead them to an outside site. For businesses with a good deal of occasions, this is a excellent platform to operate and execute event management strategies.

Overall, Wild Apricot is a fantastic platform, particularly 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 How To Transfer Membership

Are there any system requirements?

For Wild Apricot to work well, your resolution should have a width of 1280 pixels.

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 has many videos that will help you get started. Just go to their site for a list of the tutorials and webinars.

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 get all the features whether you picked 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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