Wild Apricot Interface To Quickbooks

Wild-apricot-review

There are numerous businesses and communities which have membership organizations. It could be small, having only a few individuals, 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 a lot of work to keep track of those things.

That’s where Wild Apricot comes in. It’s one of the most well-known membership management softwares which can help you record and track. Not only that, it has email marketing features and it can even help you build your website.

In this guide, you’ll find out if Wild Apricot is what you have been looking 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’ll want to read the rest of the article for a more comprehensive review.

What’s Wild Apricot? Wild Apricot Interface To Quickbooks

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

It’s designed to be the solution to develop 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 is looking for a software that could help them operate like a membership-based entity, particularly non-profit organizations, associations, and clubs.

There are a number of 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 may aslo contact their trainers.

What are the features?

Wild Apricot offers features that can be accessed by every member, irrespective of their membership level. Navigating these tasks is easy since you can do it from the dashboard; From building your site to managing and creating events, you will be able to keep track of everything.Below are a few of Wild Apricot’s features.

Wild Apricot Interface To Quickbooks

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Website Builder

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

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 a professional. 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.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 get a free subdomain generated using 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 shop, you can sell both digital and physical goods. You can set up the costs, 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 track the process payments and inventory. However, you will be the one to deal with the logistics.

For now, the only downside for their online shop builder is that you can not 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 because it’s kept in a cloud database. To make it simple, it is searchable, and you can use it to make membership levels and renewals customizable.

You also don’t need to worry about your previous membership database if you’re switching from another management service. Wild Apricot will let you import your existing 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 Interface To Quickbooks

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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 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.

On top of that, site owners won’t be billed contract fees or setup fees. Although they charge processing fees, it is pretty competitive, having only 2.9% and an additional $0.30 for each trade.

Take note, though, that the processor is available only to the Canadian and American Wild Apricot clients. Furthermore, the processing fees can differ based on where you are. 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 may 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

Emails are still a great, of not, one of the best way to keep in contact with your members. Wild Apricot lets you send newsletters, invoices, reminders, and even occasion invitations through their email templates and features.

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 can use your member’s database for targeting campaigns and to handle 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 website 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 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 will need to upgrade.

In general, Wild Apricot has 7 plans to select from. It is possible to pay it annually or every 2 years.

The cost increases as you increase the amount 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 helps you 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 Interface To Quickbooks

Pros and Cons

Before moving on to the final section, we will summarize the advantages and disadvantages of utilizing Wild Apricot to help you decide.

Here are the Pros and Cons:

Pros

Includes templates

Tons of videos and tutorials

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 restricted to clients 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 website, Wild Apricot is recommended. It was created to be used by membership associations and organizations, 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 planning to use this for managing your business, it may be best to look for a different platform. If you are really curious, however, it wouldn’t hurt to use their free trial.

It’s 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 external website. For businesses that have a lot of occasions, this is a great platform to operate and execute 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 Interface To Quickbooks

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 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 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 is only 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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