Wild Apricot California Association Of Mortgage Professionals

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. 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. 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? Wild Apricot California Association Of Mortgage Professionals

Wild Apricot is a popular solution for membership management that is used by associations, non-profits, chambers and chambers of commerce as well as charities and clubs.

It’s a great way to track and easily communicate with your members. Administrators can set up reminders for events, track new signees and send out 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.

It tracks member information and allows users to sell merchandise and organize events. 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.

Wild Apricot California Association Of Mortgage Professionals

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What are the Benefits of Using 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.

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.

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.

The transaction process for events that have been paid is easy. Wild Apricot is able to accept Stripe and PayPal so you don’t have to cash in or make checks. The database records every transaction, making it easy to track income.

Application processes simplified

When you have new applicants and members, it can become a lot of paperwork. 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.

If you also need membership renewals, you won’t have to chase them one by one. 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 have the ability to update their information whenever they wish. 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. 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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Optimizes and improves your online presence

Everyone uses social media today to promote their company and events. While it has its advantages, relying on social media alone is not enough to boost your presence. You can still have your website, but it’s less flexible than social media.

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.

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. 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.

What is Wild Apricot’s relationship 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:

For WordPress, all you need to do is to download and install Wild Apricot’s Login plugin. It will give your users 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. 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 included their key features as well as the pros and cons of using their service. Wild Apricot California Association Of Mortgage Professionals

These are the main characteristics of Wild Apricot.

  • A public and private website.
  • Membership directory
  • Register and donate electronically
  • Event management and timer
  • Email marketing

Pros

  • Supports Android & iOS
  • You can access the web
  • Cloud-based
  • We can help you with your membership tracking
  • You can import the database from another service
  • Easy to customize

Cons

  • Payment options are either Stripe or PayPal
  • No ID membership system
  • The system tends to make 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. Wild Apricot California Association Of Mortgage Professionals

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.

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

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FAQ Wild Apricot California Association Of Mortgage Professionals

Does Wild Apricot have system requirements?

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

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.

Are there any additional charges?

There are no extra transaction fees with Wild Apricot. You get what you paid for. Visit their website to view the full list of plans and the associated features.

Is there a free plan?

Unfortunately, Wild Apricot follows a pricing scheme. If you want to try it out first, they offer a 30-day free trial.

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.

What time do email confirmations go out?

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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