Salesforce And Wild Apricot Integration

wild-apricot-review

Running a small organization? Have you ever thought about how to manage a small organization?

And don’t forget the members. They are the ones that keep coming back to your services. There’s software that can help you organize your life. Wild Apricot is its name. The future of membership coordination is here.

This review will discuss Wild Apricot’s pricing and capabilities, regardless of whether or not you plan to use it in your business. Let’s get started, shall we?

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Before you continue, you may want to watch this video by Wild Apricot Membership Software on YouTube that gives a quick review. After, you will want to read the rest of our article for a more comprehensive review.

Management at Your Fingertips Salesforce And Wild Apricot Integration

Wild Apricot is a cloud-based management software to keep tabs on any transaction within your business. They include members, events, and cash transactions.

You can get a 30-day trial of the software for as many as 50 users, but only with certain features.

The robust features make it easy to manage. Wild Apricot is available on the web, or you could use their mobile app for both iOS and Android devices. This allows you to make it easy for key personnel in your institution to access Wild Apricot.

Helpful Features for Your Business

Wild Apricot has you covered if you run a non-profit company. Wild Apricot offers a drag-and drop website builder, which makes web development easier.

Financial reporting tools are also available to help track all transactions, cash, debit, and credit. They all can be accessed from one platform, allowing for easy coordination.

This can offer specific services that will benefit your business in addition to its standard offerings. Although the UI is a little confusing at first, its many features make it stand out from the rest.

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Membership Database

Software reduces manual work and creates one integrated data system. Information collected here can be through the web or through mobile apps. It can be used to modify membership levels and renews. The database is easy to manage.

Members of the organization have access to their personal information and can update it whenever they wish. Members can access their profiles to gain more services.

You could also create a directory that the owners can follow. The database will be synchronized in real time.

This won’t be a problem, especially that you don’t have to personally reach out to the member.

Event Setups

Wild Apricot can help you determine the best time to host any event for your members.

Events can be displayed visually, in a calendar, or in a list format, whatever floats your boat. You can customize them to suit your needs and the members’ wishes, so that each side receives their own benefits.

To make it more appealing, you could offer additional perks.

Here’s an example: A live public webinar can attract potential new members, while a private session can encourage peers to join. Business owners can also gain from their arranged events by having a specific number of registrations.

Wild Apricot runs on cloud technology, so staff can schedule any event as long as they have Internet access.

It is not integrated into any social media. Meaning you have to share the information manually, even if it’s all set up in the software. This can be problematic if you rely heavily on these channels.

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Comprehensive Financial Reports

The software has a financial tracking system to organize all finances. You can generate financial reports showing any payment status, income source and any outstanding debts.

If you’re the kind of business that needs to know where the cash flow goes, this is the one for you. They can also be used to sort any type of transaction!

Website

All Wild Apricot’s subscriptions include website hosting through AWS. Like before, you can build a website with premade templates or through drag and drop.

This is a good option if you don’t want your members to be sorted into another site for another company. Many custom themes are available to select from, and you can create your own from scratch. You can personalize your page using the editor, and these are saved to the cloud.

If your organization needs a custom domain, you may need to consider having a paid subscription. Free plans only get a subdomain, not a personal one.

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Donations

For non-profit organizations, you can set up a digital tip jar on your websites to get some extra cash. Although it might seem odd, it’s a good way to find another source of income. As they say, money makes the world go round.

Wild Apricot allows you to add a donation button and include goals. This can be exported into data with the number of donations received.

Online Store

Wild Apricot allows you to set up an online shop. You can add, remove, or sort out seasonal prices for products. Payments will be processed securely through the system.

Wild Apricot also has the option to let them be the ones in charge of logistics. They accept any product, digital or physical. You can also sell ebooks or videos.

Let’s take an example of ebooks: basic recipes or basic math. Your products will be worth purchasing if they are easy to understand. They also benefit their members by having a purpose.

Payments

Wild Apricot Payments is the channel that makes payments. It works the same way as any other online payment gateway. Simply enter your card details and the payment will be processed. You can rest assured that both sides are protected.

There are processing fees of 2.9% and $0.30 per transaction. Any payment is sent directly to your bank account.

There would be invoices and receipts to know that you’ve made a deal. These documents can be exported to.csv file.

This is not possible in all countries. Wild Apricot clients who are based in the United States or Canada cannot receive these perks. Members or clients based outside of the said countries may need to find alternatives to payments. They can still use the software’s other useful features, however.

If you are not located in one of the mentioned countries, members can still use popular payment channels such as Stripe or PayPal. This means that you don’t have to manually process everything.

Marketing and Outreach to Members

Wild Apricot allows you to choose from any type of marketing to promote the organization.

Email marketing is one of them. You can limit or increase the number depending on what you like.

There are many email templates that you can choose from. You can make a professional or personal email. It’s mobile-friendly too. Wild Apricot even tracks the number of deliveries, clicks, and opens of the email. These data are necessary to determine if your strategy is effective.

Pricing Plans

As it was noted before, there’s a free trial available for up to 50 members. And if you want to get more features for a bigger group, you have 7 options for you to choose from. The table below summarizes their offerings at present.

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It’s a great deal with a starting price of $48, which is quite reasonable. The table shows Wild Apricot is not giving up on a fight with its competitors.

Wild Apricot caters to a variety of demographics. All plans follow a flat rate which means there are no additional fees and no cancellation fees.

Any plan can be used. You can use it with or without a plan.

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Conclusion and Recommendations

Wild Apricot is a great choice for any non-profit or business. Salesforce And Wild Apricot Integration

Website management can be made easy by its ubiquitous trademark, the website builder. It can track all data, from cash transactions to marketing performance. This is a sure-fire way to increase sales. Salesforce And Wild Apricot Integration

While its UI may need a redesign for more advanced technology, having it compatible with older devices is an advantage in itself. You could use it even on the Free plan.

Frequently Asked Questions (FAQs) Salesforce And Wild Apricot Integration

What is Wild Apricot?

Wild Apricot, a cloud-based management tool for all sizes of organizations, organizes members and sales.

What devices can be used with Wild Apricot

Wild Apricot can be accessed online and via a mobile application. It’s compatible both with iOS and Android devices.

Does Wild Apricot offer customer support?

Yes! Yes! Your questions will be addressed promptly.

Are there any hidden transaction fees?

No. No hidden fees are included in any of the plans. Wild Apricot plans have a flat rate. You don’t need to pay an additional cancellation fee if your account is terminated.

What is the Free Trial?

For 30 days, you get access to the base software features. After 30 days, you can choose to continue your Free or ad-free subscription. It is your choice if you want to continue using Wild Apricot.

Are you able to use your email for Wild Apricot?

Yes. Wild Apricot relies on email to communicate with its members. To keep everyone involved, you can send reminders, invoices and invitations.

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