Crm Wild Apricot

wild-apricot-review

Keeping track of all your members can be a headache. You will need to monitor each member’s status, organize events, keep everyone updated, and manage funding and budget. Large organizations often assign different tasks to different people. However, smaller companies must do each task independently.

It can take a lot of time to do all the tasks if you are short on staff. You’ll end up focusing on these tasks alone to keep the organization up and running.

If you want to save up on money and time, Wild Apricot enables you to manage your organization through the cloud. It’s a membership management software that can help you take control of your online presence and marketing.

If you’ve been wondering what Wild Apricot is all about, then this article should give you an overview. This article will provide an in-depth overview of the benefits of Wild Apricot and how you can benefit from it.

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 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 set up reminders for events, track new signees and send out newsletters to members. It can also be used to scale up and manage events. You can manage up to 15,000 members depending on which plan you choose.

It tracks member information and allows users to sell merchandise and organize events. It’s simple to use Strip and PayPal when you shop at the organization’s website.

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. It’s easy to keep track of events since they included widgets. On your site or page, you can add directories, donation forms and event calendars.

Crm 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. Wild Apricot is a comprehensive membership management platform. This will allow you to spend more time on your other activities.

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

Integrates member data with events

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

That’s why it’s easier to create and manage events. Only add photos, details, and an online registration form. The best thing? The best part? It takes only a few minutes. It is also easy to do.

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. You won’t need to process any cash or checks since Wild Apricot accepts PayPal and Stripe. Every transaction is recorded in the database making income tracking easy for the team.

Simplifies application processes

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 makes it easy to create automatic reminders and invoices regarding 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 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. Depending on your membership plans, you can include their tiers or access levels on their page. 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. It’s easy to transition to the software and won’t take too much time.

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Your online presence can be optimized and improved

Everyone uses social media today to promote their company and 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 also customize it by creating your template, selecting a color scheme, and adding your photos.

They also indicate the changes you’ve made in green so you can track your progress and changes. You won’t have to adjust for different devices. It has already been optimized for mobile or PC 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. The plugin for WordPress is also available.

Can it Work With Other apps?

To make it easier to manage your website, Wild Apricot has allowed customized integrations that will be based on what your company or organization needs. These are the ways you can integrate it to other websites or applications:

Wild Apricot’s Login plugin is all that you need for WordPress. 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.

Integromat was also added to aid in the creation of 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.

Wild Apricot uses webhooks to notify external services when there are any changes or updates 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 quick overview of Wild Apricot. We included their key features as well as the pros and cons of using their service. Crm Wild Apricot

These are the main characteristics of Wild Apricot.

  • Has a public website and private page builder
  • Membership directory
  • Automated donation and registration form
  • Timer and event management
  • Email marketing

Pros

  • Supports Android & iOS
  • Can be accessed through the web
  • Cloud-based
  • We can help you with your membership tracking
  • The database can be imported 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 is a software that can help you manage your organizations seamlessly. It includes tools to assist you in managing your memberships and organizing upcoming events. Crm Wild Apricot

It’s an all-in-one program that can help you with administrative tasks such as making financial reports and sending emails to all the members in one go. 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.

The tools incorporated in the software are great for small to medium membership-based clubs and organizations.

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FAQ Crm Wild Apricot

Are there any system requirements for Wild Apricot?

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

Does Wild Apricot work on any type of 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.

Are there any additional charges?

Wild Apricot charges no additional transaction fees. You get what you paid 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.

What time do email confirmations go out?

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 the event has a registration fee, it will be sent after the team has confirmed it has been paid.

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