Wild Apricot User Guide

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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. These tasks will be your sole focus to keep your organization running.

Wild Apricot allows you to manage your company through the cloud, saving you time and money. Wild Apricot is a membership management tool that will allow you to take control over your online marketing and presence.

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 User Guide

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 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.

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

Wild Apricot User Guide

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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.

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.

That’s why it’s easier to create and manage events. Only add photos, details, and an online registration form. The best part? The best part? It takes only 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.

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.

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. You’ll be able to manage your old members with the new ones with ease through its built-in database that can be accessed easily.

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.

If your members want to make a few tweaks, they can also do that by accessing their profile.

They can update their information anytime they want. 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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Optimizes and improves your online presence

Nowadays, everyone uses social media to promote their organization and their 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. With Wild Apricot, you won’t need to study coding or spend money on a web developer. They have hosting and website-building features thanks to AWS.

You can also use their templates to create websites. All you need to do is choose which template works best for you. 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. 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. They even have a WordPress plugin to help it run smoothly.

What is Wild Apricot’s relationship 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. You can integrate it with other websites and applications through the following ways:

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.

Even the single sign-on service from Wild Apricot can help in integrating with a different 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 User Guide

Here are the main features 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
  • Can help with membership tracking
  • You can import the database from another service
  • It’s easy to customize

Cons

  • Payment options are either Stripe or PayPal
  • Membership without ID is not possible
  • The system is prone to creating 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 User Guide

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 User Guide

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?

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?

There are no extra transaction fees with Wild Apricot. 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. They can be found on their website — just log in and go to Tutorials and Webinars.

When are email confirmations sent?

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 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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