Wild Apricot How To Transfer A Membership

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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. 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. 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 How To Transfer A Membership

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’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. 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. 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 How To Transfer A Membership

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What are the Benefits of Using Wild Apricot?

Wild Apricot can help you keep track of your growing organization. Wild Apricot is a comprehensive membership management platform. This will allow you to spend more time on your other activities.

Using this platform can help you in many ways. Here are some of the 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. You only need to add images, details and attach 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.

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. The database records every transaction, making it easy to track income.

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 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.

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.

Wild Apricot also allows you to import data from another 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

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.

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.

You can also use their templates to create websites. 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.

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.

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.

How Does Wild Apricot Integrate 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. 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. 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 have included key features and the pros and cons to using their service. Wild Apricot How To Transfer A Membership

These are the main characteristics of Wild Apricot.

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

Pros

  • Supports Android & iOS
  • You can access the web
  • Cloud-based
  • Can help with 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 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 How To Transfer A Membership

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 Wild Apricot How To Transfer A Membership

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

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 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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