Wild Apricot How To Upload A Table

Wild-apricot-review

There are many industries and communities that have membership organizations. It could be small, with only a few 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 details, participants, and even subscription fees. It’s plenty of work to keep tabs on these 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 site, and it even has some email marketing features.

In this guide, you will find out if Wild Apricot is exactly what you have been on the lookout 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 review. Afterward, you will want to read the rest of our article for a more comprehensive review.

What’s Wild Apricot? Wild Apricot How To Upload A Table

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 bill them for events and dues. It’s also utilised to notify them about these notifications.

It’s intended to be the solution to build and manage a membership-based site by supporting different applications. It has 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 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 can help their users navigate the software with ease. You may also contact their coaches if you require assistance.

What are the features?

Wild Apricot offers features that can be accessed by each member, irrespective of their membership level. From building your site to handling and creating events, it’s easy to navigate these tasks from the dashboard.Here are some of Wild Apricot’s features.

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Website Builder

Wild Apricot has a site and hosting features done through AWS. They offer templates and drag and drop editors that will help you create your own website.

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

Aside from the customizable themes and templates available, you can also create your own templates.You can even use 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 are using a free account, you have a free subdomain generated using the email address you registered when you signed up. However, if you would like to make your own domain name, you’ll need to upgrade your account to a paid membership.

Online Store Builder

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

With the online shop, 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 directly to Wild Apricot so that they can deal with the distribution procedure. They’ll track the process inventory and payments. However, you will 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 website and the mobile app.

You will be able to access the information since it’s stored 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 are switching from another management service, you don’t need to worry about your previous membership database. Wild Apricot will let you import your existing database into the program.

You could also make a member’s directory with your database so other members can look at other subscriber’s profiles. Wild Apricot How To Upload A Table

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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. 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 trade.

Take note, though, 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. There are international processing fees for members that are based in other countries.

Since Wild Apricot was mainly created 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 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 occasion invitations through their email features and templates.

Wild Apricot gives you the choice to begin from a blank canvas or use their templates. If you’re worried 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 handle other tasks like confirmations, reminders, or account updates.

Wild Apricot also includes open trackers and analytical reports to get 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 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 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 could have up to 50 members. If you’ve got more than that, you’ll need to upgrade.

In general, Wild Apricot has 7 plans to choose from. It is possible to 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 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’ll able to save 10%. Another payment scheme 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 How To Upload A Table

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 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 made 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.

But if you are planning to use this for handling your business, it might be best to find a different platform. If you’re 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 classes, but you will need a link which will lead them to an outside website. For businesses that have a good deal of events, this is a excellent platform to operate and implement event management strategies.

Overall, Wild Apricot is a fantastic 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 How To Upload A Table

Are there any system requirements?

Your resolution screen 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 a lot of 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 site to get a list of the webinars and tutorials.

How long does the free trial last?

Wild Apricot’s free trial lasts 30 days.

Are there additional costs?

Wild Apricot does not 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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