Settings For Importing Data From Excel To Wild Apricot

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

Don’t forget your 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. Membership coordination will never be the same again.

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

Management at Your Fingertips Settings For Importing Data From Excel To Wild Apricot

Wild Apricot, a cloud-based management tool that allows you to track any transaction in your business, is available. These 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.

Its robust set of features can make administration within reach. Wild Apricot is available on the web, or you could use their mobile app for both iOS and Android devices. This makes accessibility easy to key people in your current institution.

Helpful Features for Your Business

If you’re especially running a non-profit business, Wild Apricot got it covered for you. Wild Apricot offers a drag-and drop website builder, which makes web development easier.

The software also has financial reporting tools to track any transaction, whether cash, debit, or credit. They all can be accessed from one platform, allowing for easy coordination.

Alongside its offerings, this can provide specific services which will be beneficial to your business. 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.

Even members of the organization can access and update their own information whenever they want to. Members can even access their own profiles to get more services they wish to.

For the owner’s side, you could create a directory for the members to follow. The database will be synchronized in real time.

This will not be a problem as you won’t have to reach out personally to the member.

Events

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

Events can be presented visually in a calendar format or as a list format. It doesn’t matter what format you prefer. 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.

Let’s take an example: A live webinar can bring in new members while a private session encourages peers to sign up. 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.

One disadvantage is that it isn’t 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.

This is the right place for you if you are a business that requires cash flow analysis. They can also be used to sort any type of transaction!

Website

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

This is beneficial if you don’t want your members sorted into a different site for another business. Many custom themes are available to select from, and you can create your own from scratch. The editor can customize your page, and they are saved through the cloud.

If your organization needs a custom domain, you may need to consider having a paid subscription. A subdomain is not included in the free plans.

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Donations

To make extra money for non-profit organizations, you could set up a digital tip box on your website. Although it might seem odd, it’s a good way to find another source of income. Money is what makes the world go around, as they say.

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. Products can be added, removed, or sorted out with seasonal prices. The system will securely process payments.

Wild Apricot also has the option to let them be the ones in charge of logistics. From physical to digital, they accept all kinds of products. In other words, you can sell ebooks and 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

Payments are made through their own channel called Wild Apricot 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.

They have processing fees at 2.9% plus $0.30 per transaction, where any payment goes 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 based in the United States and Canada can only get these perks. Clients or members based in other countries might need to look for alternative payment options. They can still use the software’s other useful features, however.

Members can use popular payment channels like PayPal or Stripe if one is not based in the countries mentioned. This means that you don’t have to manually process everything.

Member Outreach and Marketing

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

One of which is via email marketing. They can be limited or unlimited depending on your liking, so you can control the number of engagements.

With various email templates to select from, you can have a professional email or a personal one that’s even mobile-friendly. Wild Apricot tracks all the emails’ delivery, clicks and opens. These data are necessary to determine if your strategy is effective.

Pricing Plans

There is a free trial for 50 members, as we have already mentioned. 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. This table shows that Wild Apricot won’t give up on its fight against 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.

You have the freedom to avail any plan. 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. Settings For Importing Data From Excel To Wild Apricot

Its ubiquitous trademark being the website builder by having no web development background can make website management secure. It can track all data, from cash transactions to marketing performance. This is a sure-fire way to increase sales. Settings For Importing Data From Excel To Wild Apricot

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

Frequently Asked Questions (FAQs). Settings For Importing Data From Excel To Wild Apricot

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.

Wild Apricot offers customer support

Yes. Yes! Your questions will be addressed promptly.

Are there any hidden transaction fees?

No. All fees in all plans listed have no hidden fees. Wild Apricot’s plans are flat rate and you do not need to spend an additional cancellation fee if you want to stop using the service.

What is the Free Trial?

For 30 days, you get access to the base software features. After the 30 days pass, you have the option to avail yourself of any subscription ad-free or continue the Free plan. Wild Apricot is up to you if it’s something that you wish to keep using.

Are you able to use your email for Wild Apricot?

Definitely. Wild Apricot uses email as one of the main channels of communication between the owner and members. You can send out reminders, invoices, and event invitations to keep everyone engaged.

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