There are many businesses and communities that have membership organizations. It might be small, having only a handful of 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 information, participants, and even membership 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 famous 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’ll learn if Wild Apricot is exactly what you have been on the lookout for.
Before you go on, you may want to watch 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 is Wild Apricot? Wild Apricot Tax Setup
Wild Apricot is a Canadian software company that caters to small to medium-sized membership organizations. Personify, a Constituent Management and Engagement platform bought them back in 2017.
It is focused on keeping track of members so that nonprofit organizations and clubs can charge them for events and dues. It’s also used to notify them about these notifications.
It’s intended to be the solution to develop and manage a membership-based site by encouraging 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 searching for a software that could help them run like a membership-based entity, particularly non-profit organizations, associations, and clubs.
There are many ways to utilize Wild Apricot using its features. They also have a setup wizard that can help their users navigate the software effortlessly. If you need assistance, you may even contact their coaches.
What are the features?
Wild Apricot offers features which may be accessed by every member, irrespective of their membership level. From building your site to handling and creating events, it’s easy to navigate these objectives from the dashboard.Below are a few of Wild Apricot’s features.
Wild Apricot has a website and hosting features done through AWS. They offer templates and drag and drop editors to help you create your own website.
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 very beneficial. It’s also great for those who are working under a time constraint.
You can even create your own templates, aside 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 have made to your work.
If you are using a free account, you get a free subdomain generated using the email address you registered when you signed up. You’ll need to avail for a paid membership account if you would like to make your own domain name.
Online Store Builder
Besides building sites, they also provide other features such as the online shop and app builder.
With the online shop, you can sell both digital and physical goods. You may set up the costs, discounts, and other bargains.
For physical products, you can send them directly to Wild Apricot so they can handle the distribution procedure. They’ll monitor 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 app.
You will be able to access the information since it is 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’re switching from another management service, you don’t need to worry about your previous membership database. Wild Apricot will let you import your current database into the software.
You could even create a member’s directory using your database so other members can look at other subscriber’s profiles. Wild Apricot Tax Setup
Wild Apricot Payments and Donations
Wild Apricot can also manage online shop and member payments. Their payment gateway is easy and straightforward to use. All you need to do is create an account with AffiniPay, which is their payment processor. For the buyers, they will just need to enter their card details so their orders can be processed right away.
On top of that, website owners won’t be billed contract fees or setup fees. Though 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 who are based in different countries will be charged with international processing fees.
Wild Apricot also added a donations feature since they were mainly created for institutions. You can add a donation button and have a widget for the donation drive goals and progress. The database of the donations you obtained is also exported.
There’s no better way of keeping in contact with your members than through emails. Wild Apricot enables you to send newsletters, invoices, reminders, and even occasion invitations through their email features and templates.
If you prefer to start your work using a blank canvas, Wild Apricot also gives you that choice. If you’re worried it will look generic, you can customize the templates using their drag and drop editor.
You may 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 make the most out of this feature.
The email address will be the same as your subdomain, even if you opted to use their free plan. If you upgrade to a paid plan, you can create a custom domain for your site and for your email.
Wild Apricot lets you create and share a calendar of any events that you will be hosting. You could also use this to set up registration forms, process payments, as well as 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 select 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 per 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 pay 2 years ahead, which helps you 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 Tax Setup
Pros and Cons
Before continuing on to the last section, we’ll summarize the advantages and disadvantages of using Wild Apricot to help you decide.
Here are the Pros and Cons:
Tons of videos and tutorials
Offers flexibility for associations, clubs, and nonprofits
Offers a free plan
Each paid plan has a free trial
User interface is a bit confusing
No membership ID on the system
Payment gateway is limited to clients from the USA and Canada.
If you’re searching 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 associations and organizations, so the prices are not too high. They even offer a free plan and a free trial on their paid plans.
But if you’re intending to use this for handling your business, it might be best to look for a different platform. If you are really curious, though, it wouldn’t hurt to use their free trial.
It is still able to execute well even if it was not made for businesses You can use it to sell online classes, but you’ll need a link that will lead them to an outside website. For businesses that have a lot of occasions, this is a excellent platform to operate and execute event management strategies.
Overall, Wild Apricot is a good platform, especially for organizations and associations. It gets the job done without being too expensive. If that is not enough to convince you, you could always use their free trial to see for yourself.
FAQ Wild Apricot Tax Setup
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 navigate the software?
Yes. Wild Apricot offers 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 lasts 30 days.
Are there any additional costs?
Wild Apricot does not have additional transaction fees. You receive 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 shop.