Wild Apricot Vs Salesforce

Wild-apricot-review

There are numerous industries 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 details, participants, and even membership fees. It’s a lot of work to keep tabs on these things.

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

In this guide, you will find out if Wild Apricot is 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 review. After, you’ll want to read the rest of our article for a more comprehensive review of Wild Apricot.

What’s Wild Apricot? Wild Apricot Vs Salesforce

Wild Apricot is a Canadian software company that caters to small to medium-sized membership organizations. Personify, a Constituent Management and Engagement platform acquired them back in 2017.

It is focused on keeping track of members so that nonprofit organizations and clubs can charge them for occasions and dues. It’s also used to inform them about these notifications.

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

There are many ways to utilize Wild Apricot using its own features. They also have a setup wizard that can help their users navigate the software effortlessly. You may even contact their coaches if you require assistance.

What are the features?

Wild Apricot offers features which can be accessed by each member, irrespective of their membership level. From building your website to managing and creating events, it’s easy to navigate these objectives from your dashboard.Below are some of Wild Apricot’s features.

Wild Apricot Vs Salesforce

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Website Builder

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

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

You can even create your own templates, apart from the customizable themes and templates that are available.These can use the default layouts that you’ve set to 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 with the email address you registered when you signed up. However, if you want to make your own domain name, you will have to upgrade your account to a paid membership.

Online Store Builder

Apart from building sites, they also offer other features such as the online store and program builder.

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

For physical products, you can send them directly to Wild Apricot so they can handle the distribution process. They will track the process inventory and payments. However, you will be the one to deal with the logistics.

For now, the only downside for their online store 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 is going to be in sync in real time across the website and the mobile app.

You will be able to access the data 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 simpler.

If you are switching from another management service, you do not need to worry about your old membership database. Wild Apricot will let you import your current database into the software.

You could also create a member’s directory with your database so other members can look at other subscriber’s profiles. Wild Apricot Vs Salesforce

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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 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 need to enter their card details for their orders to be processed.

In addition to that, website owners won’t be charged contract fees or setup fees. Though they charge processing fees, it’s pretty competitive, having just 2.9% and an additional $0.30 for every trade.

Take note, however, that the processor is available only to the Canadian and American Wild Apricot clients. Furthermore, the processing fees can be different 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 made for nonprofit. You can add a donation button and have a widget for the donation drive objectives and progress. The database of the donations you obtained is also exported.

Email Marketing

Emails are still a great, of not, one of the best way to keep in touch with your members. Wild Apricot lets you 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 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. Throughout your member’s database, you may use it to target campaigns or handle other tasks such as 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 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

Wild Apricot has a free plan where you could have up to 50 members. If you’ve got more than that, you will need to upgrade.

Overall, Wild Apricot has 7 plans to select from. You can 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 a 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’ll able to save 10%. Another payment strategy 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 Vs Salesforce

Pros and Cons

Before moving on to the final 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 videos and tutorials

Offers flexibility for associations, clubs, and nonprofits

Offers a free plan

Each paid plan has a free trial

Cons

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 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 would not hurt to use their free trial.

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

Overall, Wild Apricot is a good platform, especially for associations and organizations. 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 Vs Salesforce

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?

Wild Apricot works in a lot of browsers. For best results, use either Google Chrome, Microsoft Edge, Firefox, or Safari.

Are there any tutorials to browse the software?

Yes. Wild Apricot has 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 offers a 30-day free trial for their paid plans.

Are there 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.

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