Crm For Use With Wild Apricot

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Keeping track of all your members can be a headache. Apart from monitoring each member’s statuses, you need to organize events, ensure everyone is updated and oversee funding and budget. Most huge organizations segregate the tasks to different people, but the smaller ones have to do it independently.

It can take a lot of time to do all the tasks if you are short on staff. These tasks will be your sole focus to keep your organization running.

Wild Apricot allows you to manage your company through the cloud, saving you time and money. Wild Apricot is a membership management tool that will allow you to take control over your online marketing and presence.

This article will give you a brief overview of Wild Apricot. We’ll take an in-depth look at its benefits and how it can help you.

If you prefer watching videos instead, here’s a review by Wild Apricot Membership Software on YouTube that can give a short overview of Wild Apricot. They’ve also given a few insights that can help you utilize Wild Apricot.

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What is Wild Apricot? Crm For Use With Wild Apricot

Wild Apricot is one of the most popular membership management solutions used by organizations, associations, nonprofits, chambers of commerce, and even charities and clubs.

It is a great way for you to communicate and track your members. Administrators can create event reminders, track new member signees, and even send newsletters to members. It can be used for scaling up and managing events. You can manage up to 15,000 members depending on which plan you choose.

Apart from tracking member information, it has features that enable users to organize events, sell goods and merchandise, and even send emails. Because of their payment integration, it’s easy to use Strip or PayPal if you buy from the organization’s online store.

There’s even a website builder where Wild Apricot members can choose to make a private page or a public website that can be accessed by their administrators, committees, and members. Widgets make it easy to keep track and monitor events. On your site or page, you can add directories, donation forms and event calendars.

Crm For Use With Wild Apricot

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What are the benefits of Wild Apricot?

Wild Apricot is a great tool to help you manage your expanding organization. It’s a complete membership management platform that will simplify menial tasks, so you have more time to focus on other activities.

This platform can be a great help in many ways. Below are some of its benefits.

Integration of member data and events

With Wild Apricot, you won’t need to buy a separate service to manage your events. It integrates with the company’s database.

It’s much easier to manage and create events. Only add photos, details, and an online registration form. The best thing? It can be done in just a few minutes. It’s not hard to do either.

You can also send reminder emails to your members if you have an event coming up.

You can even download their app so that you can easily manage your members and register event walk-ins from your phone.

If your event is paid, the transaction process is also simple. Wild Apricot is able to accept Stripe and PayPal so you don’t have to cash in or make checks. Every transaction is recorded in the database making income tracking easy for the team.

Application processes simplified

It can be a lot of paperwork when you’ve got new members and applications. Keeping track of all these processes can be time-consuming too. It’ll allow you to easily manage the old members and the new ones through its built-in database.

You don’t need to contact each one individually if you have membership renewals. Wild Apricot allows you to create automated reminders and invoices for the membership fees. It integrates seamlessly with PayPal so you can pay online.

Your members can make some changes to their profiles if they wish.

They can update their information anytime they want. This information is available through their mobile app, or on the website.

The pages for members can be customized as mentioned above. Depending on your membership plans, you can include their tiers or access levels on their page. They can even look at other member’s profiles, too, using a membership directory if you allow it.

Additionally, one of the best things about data accessibility is that Wild Apricot allows you to import data from a different management service. Transitioning to the software is easy and doesn’t take up too much of your time.

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Optimizes and improves your online presence

Nowadays, everyone uses social media to promote their organization and their events. While it has its advantages, relying on social media alone is not enough to boost your presence. It’s not that flexible compared to having your website.

But creating your website is difficult. With Wild Apricot, you won’t need to study coding or spend money on a web developer. AWS allows them to host and build websites.

You can also use their templates to create websites. All you need to do is choose which template works best for you. You can customize the template by adding your photos, choosing a color scheme and creating your own.

They also indicate the changes you’ve made in green so you can track your progress and changes. Additionally, you won’t need to make adjustments for different devices. It is optimized for PC and mobile users.

Wild Apricot lets users with a website add widgets to their applications, calendars, or donation forms. The plugin for WordPress is also available.

How Does Wild Apricot Integrate With Other Apps?

Wild Apricot allows you to create custom integrations that are tailored to your organization’s needs. This makes it easy for you to manage your website. You can integrate it with other websites and applications through the following ways:

Wild Apricot’s Login plugin is all that you need for WordPress. It will give your users a single sign on screen. You can also restrict access to WordPress content to certain members.

They even added Integromat to help in building workflows. It’s great for connecting in between apps and automating any manual process. Without coding involved, you will be able to connect with 230 apps without any difficulties.

To notify external services, Wild Apricot utilizes webhooks whenever updates or changes are happening in your account.

Even the single sign-on service from Wild Apricot can help in integrating with a different website. You can also add widgets.

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Wild Apricot Summary

Here’s a quick overview of Wild Apricot. We have included key features and the pros and cons to using their service. Crm For Use With Wild Apricot

Here are the main features of Wild Apricot:

  • Has a public website and private page builder
  • Membership directory
  • Register and donate electronically
  • Event management and timer
  • Email marketing

Pros

  • Supports Android & iOS
  • Can be accessed through the web
  • Cloud-based
  • Can help with membership tracking
  • You can import the database from another service
  • Easy to customize

Cons

  • You have two payment options: Stripe and PayPal
  • Membership without ID is not possible
  • The system tends to make duplicate reports

Conclusion

Wild Apricot software can be used to manage your organization seamlessly. It includes tools to assist you in managing your memberships and organizing upcoming events. Crm For Use With Wild Apricot

This program is all-in-one and can be used to help with administrative tasks like sending emails to members or making financial reports. Wild Apricot can be used alone to help build your social media presence, even though it isn’t a great tool for managing social media.

Software includes many tools that can be used by small and medium-sized membership clubs and organizations.

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FAQ Crm For Use With Wild Apricot

Does Wild Apricot have system requirements?

If you’re using a PC or laptop, the resolution screen needs to have at least 1280 pixels for the width.

Can Wild Apricot be used on any browser?

Wild Apricot is compatible with all browsers. If you want the best Wild Apricot experience, however, Microsoft Edge, Google Chrome and Safari are the most compatible browsers.

Does the plan have additional costs?

Wild Apricot charges no additional transaction fees. Wild Apricot gives you what you pay for. If you want to see the complete list of the plans and the corresponding features, just head over to their website.

Is there a free plan?

Wild Apricot has a pricing structure. Wild Apricot offers a 30-day trial for those who want to give it a try.

Do tutorials exist for Wild Apricot?

To help you get started, Wild Apricot offers video tutorials. These tutorials can be found on Wild Apricot’s website. Log in to access Tutorials or Webinars.

When are email confirmations sent?

It depends on the type of event that you are hosting. If the event is free, the email confirmation will be sent as soon as the administrator or member finishes registration.

If there is a registration fee for the event, it will be sent once the team confirms that it has been paid.

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