Crm For Wild Apricot

wild-apricot-review

It can be difficult to keep track of all your members. 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.

If you’re short on staff, doing it all can eat up your time. These tasks will be your sole focus to keep your organization running.

If you want to save up on money and time, Wild Apricot enables you to manage your organization through the cloud. Wild Apricot is a membership management tool that will allow you to take control over your online marketing and presence.

If you’ve been wondering what Wild Apricot is all about, then this article should give you an overview. 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 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 also be used to scale up and manage events. It can handle up to 15,000 members, depending on the plan that 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.

Wild Apricot members have the option to create a page on a website builder. This allows them to choose between a private or public site that can be accessed only by their committee members, administrators, 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 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. Here are some of the benefits.

Integration of member data and events

Wild Apricot will manage all your events without you having to purchase a separate service. It integrates with the company’s database.

That’s why it’s easier to create and manage events. You only need to add images, details and attach an online registration form. The best part? The best part? It takes only a few minutes. It’s not hard to do either.

Aside from that, you can even send email reminders to all your members when you have an upcoming event.

Their app can be downloaded to allow you to manage your members and register for walk-ins right from your smartphone.

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. You’ll be able to manage your old members with the new ones with ease through its built-in database that can be accessed easily.

If you also need membership renewals, you won’t have to chase them one by one. Wild Apricot makes it easy to create automatic reminders and invoices regarding membership fees. Since it’s fully integrated, payment can be accepted online.

If your members want to make a few tweaks, they can also do that by accessing their profile.

They have the ability to update their information whenever they wish. This is in sync with their mobile app or when they access their profile through the website.

The pages for members can be customized as mentioned above. You can add their access levels or tiers to their page depending on the membership plan. If you allow it, they can also view other members’ profiles using a membership directory.

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. Although social media has many benefits, it is not sufficient to increase your visibility. It’s not that flexible compared to having your website.

It can be difficult to create a website. Wild Apricot makes it easy to learn coding and save money on hiring a web designer. AWS allows them to host and build websites.

They have a template for making websites too. You just need to choose the template that works best for your needs. You can customize the template by adding your photos, choosing a color scheme and creating your own.

You can also see the changes made in green, so you can keep track of your progress. You won’t have to adjust for different devices. It is optimized for PC and mobile users.

For users who already have a website, Wild Apricot allows you to incorporate widgets in your applications, calendars, and even in your donation forms. They even have a WordPress plugin to help it run smoothly.

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:

For WordPress, all you need to do is to download and install Wild Apricot’s Login plugin. Once you have, it will allow your users to have a single sign-on screen. It also allows you to restrict any WordPress content to some of your members.

They even added Integromat to help in building workflows. It’s great for connecting in between apps and automating any manual process. You can connect to 230 apps with no programming required.

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

Wild Apricot’s single sign-on service can be used to integrate with another website. The widgets can be added too.

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Wild Apricot Summary

Here’s a short summary of Wild Apricot. We included their key features as well as the pros and cons of using their service. Crm For Wild Apricot

These are the main characteristics of Wild Apricot.

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

Pros

  • Supports Android & iOS
  • You can access the web
  • Cloud-based
  • Can help with membership tracking
  • You can import the database from another service
  • It’s easy to customize

Cons

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

Conclusion

Wild Apricot software can be used to manage your organization seamlessly. It has tools that are made to help you oversee membership status as well as organize events and upcoming occasions. Crm For 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 Wild Apricot

Are there any system requirements for Wild Apricot?

A minimum of 1280 pixels is required for a laptop or PC with a resolution screen.

Can Wild Apricot be used on any browser?

Yes, Wild Apricot can be accessed using any kind of browser. However, if you want to get the best experience, the browsers that are most compatible with Wild Apricot are Microsoft Edge, Google Chrome, Safari, and Firefox.

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. If you want to try it out first, they offer a 30-day free trial.

Does Wild Apricot have tutorials?

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 will depend on what type of event you’re 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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