Wild Apricot Quickbooks Online

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There are many businesses and communities that have membership organizations. It might be small, with only a few individuals, 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 is where Wild Apricot comes in. It’s one of the most famous membership management softwares that can help you record and track. Not only that, it has email marketing features and it can even help you build your site.

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 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 is Wild Apricot? Wild Apricot Quickbooks Online

Wild Apricot is a Canadian software company that caters to small to midsize membership organizations. In 2017, they have been acquired 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 utilised to notify them about these notifications.

It’s intended to be the solution to build and manage a membership-based site by encouraging different applications. It’s built-in financial reporting and email marketing tools.

Who can use Wild Apricot?

Although it’s targeted at nonprofit organizations, associations, and clubs, it may be used by anyone who’s searching for a software that can 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 effortlessly. If you require assistance, you can even contact their trainers.

What are the features?

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

Wild Apricot Quickbooks Online

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Website Builder

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

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

You can also create your own templates, apart from the customizable themes and templates that are available.You can even apply the customized layouts as a theme and set it as your template. And to avoid confusion, your editing page will provide a green highlight to the changes that you’ve made to your work.

If you’re 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 will 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 app builder.

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

For physical products, you can send them directly to Wild Apricot so that they can handle the distribution procedure. They will monitor the process inventory and payments. However, you will 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 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 program.

You’ll be able to access the information because it’s kept in a cloud database. To make it easy, 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 are switching from a different management software. Wild Apricot will let you import your existing database into the software.

You can even create a member’s directory with your database so other members can look at other subscriber’s profiles. Wild Apricot Quickbooks Online

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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 need to do is create an account with AffiniPay, which is their payment processor. On the other hand, buyers will only need 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. Although they charge processing fees, it is pretty competitive, having just 2.9% and an additional $0.30 for every transaction.

Take note, however, 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. Some members that are based in different countries will be charged with international processing fees.

Since Wild Apricot was mainly created for nonprofit institutions, Wild Apricot added 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

There’s no better way of keeping in touch with your members than through emails. Wild Apricot enables you to send newsletters, invoices, reminders, and even event invitations through their email features and templates.

If you prefer to start your work using a blank canvas, Wild Apricot also gives you that option. If you’re worried it will look generic, you can customize the templates utilizing their drag and drop editor.

You can also segment your mailing list. Throughout your member’s database, you may use it to target campaigns or 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 the feature.

The email address will be the same as your subdomain, even if you opted to use their free plan. Should you upgrade to a paid plan, you can create a custom 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 could 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.

Overall, Wild Apricot has 7 strategies to choose from. It is possible to pay it annually or every 2 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 scheme 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 offer a free trial for their paid plans. Wild Apricot Quickbooks Online

Pros and Cons

Before continuing on to the final section, we’ll summarize the advantages and disadvantages 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 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 limited 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 recommended. 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.

However, if you are intending to use this for handling 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.

But even if it wasn’t made for businesses, it is still able to perform well.  You can use it to sell online courses, but you’ll need a link which will lead them to an external site. For businesses that have a good deal of occasions, this is a great platform to operate and implement event management strategies.

Overall, Wild Apricot is a fantastic platform, particularly for organizations and associations. It gets the job done without being too expensive. If that’s not enough to convince you, you could always use their free trial to see for yourself.

FAQ Wild Apricot Quickbooks Online

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 a lot of popular browsers. To avoid glitches, opt for Microsoft Edge, Google Chrome, Safari, or Firefox.

Are there any tutorials to browse the software?

Yes. Wild Apricot has many videos to help you get started. Just go to their site 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 additional costs?

Wild Apricot doesn’t have additional transaction fees. You get all the features whether you picked the paid or free plan. The only time you will pay for extra costs is when you use a third party payment provider for your online store.

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