Wild Apricot And Salesforce

wild-apricot-review

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

Don’t forget your members. These are the people who keep coming back for your services. There’s software that can help you organize your life. Wild Apricot is the 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 check out this video by Wild Apricot Membership Software on YouTube that gives a quick review. After, you’ll want to read the rest of the article for a more comprehensive review of Wild Apricot.

Management at Your Fingertips Wild Apricot And Salesforce

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

Its robust set of features can make administration within reach. Wild Apricot can be accessed online or via their mobile app. It is compatible with both iOS and Android. 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. They have a drag-and-drop website builder that lessens the need for web development experience.

The software also has financial reporting tools to track any transaction, whether cash, debit, or credit. All of them are kept in an all-in-one platform for any coordination necessary.

Alongside its offerings, this can provide specific services which will be beneficial to your business. The UI may be a bit all over the place at first, yet its many features make it a cut above the rest.

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Membership Database

The software reduces the number of manual work into one automated data built-in. 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 even access their own profiles to get more services they wish to.

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.

Events

Wild Apricot gives you when would be an excellent time to schedule 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.

You could also put up some added perks to make things enticing.

Let’s take an example: A live webinar can bring in new members while a private session encourages peers to sign up. A specific number of participants can help business owners reap the benefits of their events.

As Wild Apricot is cloud-based, the staff in charge can schedule anything on the dot, as long as you have an Internet connection.

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. It can be troubling when you heavily rely on those 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 be sorted into any form of the transaction too!

Website

All Wild Apricot subscriptions include AWS website hosting. You can create a website using premade templates, or drag and drop.

This is beneficial if you don’t want your members sorted into a different site for another business. There are many themes to choose from or you can make your own. The editor can customize your page, and they are saved through the cloud.

A paid subscription may be necessary if your company requires a custom domain. Free plans only get a subdomain, not a personal one.

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Donations

To make extra money for non-profit organizations, you could set up a digital tip box on your website. While it may be irregular, it is best to get another source of income. Money is what makes the world go around, as they say.

Wild Apricot lets you add a donation button, include goals, and a progress widget. This can be exported into data with the number of donations received.

Online Store

As part of Wild Apricot’s features, you can set up an online store with their service. Products can be added, removed, or sorted out with seasonal prices. Payments will be processed securely through the system.

Wild Apricot has the option of letting them handle logistics. They accept any product, digital or physical. You can also sell ebooks or videos.

Here’s an example for the ebooks: simple 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. How it works is like any other online gateway: enter your card details, and the payment will be transacted. Rest assured that this process is secured both ways.

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

To prove that you have made a deal, invoices and receipts would be required. 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. 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.

Members can use popular payment channels like PayPal or Stripe if one is not based in the countries mentioned. It also means you do not have to manually process all of it.

Member Outreach and Marketing

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

Email marketing is one of them. 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

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. Below is a summary of their current offerings.

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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. Whether you use it for free or with a plan, you can use the software’s capabilities.

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Conclusion and Recommendations

Wild Apricot is recommended for any business or non-profit organization. Wild Apricot And Salesforce

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. Wild Apricot And Salesforce

Although its interface may need to be redesigned for new technology, it is still compatible with older devices. Notably, you could even still use it on its Free plan.

Frequently Asked Questions (FAQs). Wild Apricot And Salesforce

What is Wild Apricot?

Wild Apricot is a cloud-based management software for organizations of all sizes that arranges events, members, and sales.

What devices are compatible 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 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 relies on email to communicate with its members. To keep everyone involved, you can send reminders, invoices and invitations.

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