Wild Apricot Crm

wild-apricot-review

It can be difficult to keep track of all your members. You will need to monitor each member’s status, organize events, keep everyone updated, and manage 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. You’ll end up focusing on these tasks alone to keep the organization up and running.

Wild Apricot allows you to manage your company through the cloud, saving you time and money. 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? Wild Apricot Crm

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 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. It can handle up to 15,000 members, depending on the plan that 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.

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.

Wild Apricot Crm

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What are the Benefits of Using Wild Apricot?

Wild Apricot can help you keep track of your growing 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.

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

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.

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

It can be a lot of paperwork when you’ve got new members and applications. It can also be tedious to keep track of all the processes. 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 is in sync with their mobile app or when they access their profile through the website.

As mentioned before, the pages for members are fully customizable. 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. 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. 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. Additionally, you won’t need to make adjustments 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. 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.

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

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

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
  • Can be accessed through the web
  • Cloud-based
  • We can help you with your membership tracking
  • You can import the database from another service
  • It’s 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 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. Wild Apricot Crm

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.

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

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FAQ Wild Apricot Crm

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. 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.

Do tutorials exist for Wild Apricot?

Wild Apricot provides video tutorials to help you get started. 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, an email confirmation will be sent once the administrator or member has completed 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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