Wild Apricot Xero Integration

Wild-apricot-review

There are many industries and communities which have membership organizations. It might be small, having only a handful of 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 information, participants, and even subscription fees. It’s plenty of work to keep track of those things.

That is where Wild Apricot comes in. It is one of the most famous 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 site.

In this guide, you’ll learn 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 overview. Afterward, you will want to read the rest of our article for a more comprehensive review.

What is Wild Apricot? Wild Apricot Xero Integration

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

It’s focused on keeping track of members so that nonprofit organizations and clubs can charge 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 website 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 could help them run like a membership-based entity.

There are many ways to utilize Wild Apricot using its features. They also have a setup wizard that could help their users navigate the software effortlessly. If you need assistance, you can aslo contact their coaches.

What are the features?

Wild Apricot offers features which can be accessed by each 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 some of Wild Apricot’s features.

Wild Apricot Xero Integration

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Website Builder

Wild Apricot has a website and hosting features done through AWS. They provide templates and drag and drop editors to assist you create your own website.

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

Aside from the customizable themes and templates available, you can also create your own templates.These can use the default layouts that you’ve set to 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 with the email address you registered when you signed up. You will need to avail for a paid membership account if you want to create your own domain name.

Online Store Builder

Besides building websites, they also offer other features such as the online store and program builder.

With the online store, 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 straight to Wild Apricot so that they can handle 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 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 is going to be in sync in real time across the website and the mobile program.

You will be able to access the information because it’s stored in a cloud database. To make it simple, it’s searchable, and you can use it to make membership levels and renewals customizable.

If you are switching from another management service, you don’t need to worry about your old 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 Xero Integration

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Wild Apricot Payments and Donations

Wild Apricot can also manage 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 just need to enter their card details so their orders can be processed right away.

On top of that, website owners won’t be charged 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 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’re. There are international processing fees for members who are based in other countries.

Wild Apricot also included a donations feature since they were mainly made 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.

Email Marketing

Emails are still a great, of not, one of the best means to keep in touch with your members. Wild Apricot lets you send newsletters, invoices, reminders, and even event 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 seem generic, you can customize the templates utilizing their drag and drop editor.

You may also segment your mailing list. Through your member’s database, you can use it to target campaigns or manage other tasks such as 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 the feature.

Even if you’re using a free plan, your email address is 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

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

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 strategies to select from. You can pay it annually or every 2 years.

The price increases as you increase the amount 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 will 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 Xero Integration

Pros and Cons

Before continuing on to the last section, we’ll 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 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 limited to clients 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 associations and organizations, 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 may be best to look for a different platform. If you are really curious, though, it wouldn’t 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 will need a link that will lead them to an external site. For businesses with 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 associations and organizations. It gets the job done without being too expensive. If that’s not enough to convince you, you can always use their free trial to see for yourself.

FAQ Wild Apricot Xero Integration

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 browse the software?

Yes. Wild Apricot has many videos that will help you get started. Just go to their website for a list of the tutorials and webinars.

How long does the free trial last?

Wild Apricot’s free trial is only 30 days.

Are there any additional costs?

Wild Apricot does not have additional 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 use a third party payment provider for your online store.

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