Wild Apricot Link With Crm

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.

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.

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.

This article will give you a brief overview of Wild Apricot. 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 Link With Crm

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 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.

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. You can add donation forms, directories, and even event calendars on your customized page or site.

Wild Apricot Link With Crm

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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. 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. 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.

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? 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.

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.

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.

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. 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 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.

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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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.

It can be difficult to create a website. 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.

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.

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.

Wild Apricot lets users with a website add widgets to their applications, calendars, or donation forms. They even have a WordPress plugin to help it run smoothly.

Can it Work 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. 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. Once you have, it will allow your users to have a single sign-on screen. You can also restrict access to WordPress content to certain members.

Integromat was also added to aid in the creation of workflows. It is great for automating manual processes and connecting between apps. 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. Wild Apricot Link With Crm

Here are the main features of Wild Apricot:

  • A public and private website.
  • Membership directory
  • Register and donate electronically
  • Event management and timer
  • 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
  • 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 has tools that are made to help you oversee membership status as well as organize events and upcoming occasions. Wild Apricot Link With 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. Although it’s not a great stand-alone tool when it comes to social media management, Wild Apricot alone can help you build your online presence.

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

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FAQ Wild Apricot Link With Crm

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.

Can Wild Apricot be used on any browser?

Wild Apricot is compatible with all browsers. 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.

Are there any additional charges?

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

Is there a free program?

Unfortunately, Wild Apricot follows a pricing scheme. Wild Apricot offers a 30-day trial for those who want to give it a try.

Do tutorials exist for Wild Apricot?

Wild Apricot provides video tutorials to help you get started. They can be found on their website — just log in and go to Tutorials and 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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