Wild Apricot California Association Of Mortgage Professionals

wild-apricot-review

Running a small organization? Did you ever think about the management to keep it afloat?

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 cover Wild Apricot’s capabilities and pricing, whether you would plan to use it on your own 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 Wild Apricot California Association Of Mortgage Professionals

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.

The robust features make it easy to manage. 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.

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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Database of Members

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. The database can be used to customize membership levels, renewals, and it’s easily manageable.

Even members of the organization can access and update their own information whenever they want to. 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.

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. A specific number of participants can help business owners reap the benefits of their events.

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. 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.

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 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. 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. While it may be irregular, it is best to get another source of income. As they say, money makes the world go round.

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

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 has the option of letting them handle 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. By having a purpose in the products, they benefit the members as well.

Payments

Payments are made through their own channel called Wild Apricot 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.

They have processing fees at 2.9% plus $0.30 per transaction, where any payment goes directly to your bank account.

To prove that you have made a deal, invoices and receipts would be required. These can also be exported to .csv files.

However, not all countries support this. 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.

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 lets you choose any form of marketing to promote your 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. The table below summarizes their offerings at present.

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Having the starting price at $48, it’s rather a reasonable deal. This table shows that Wild Apricot won’t give up on its fight against its competitors.

One advantage is that Wild Apricot can cater to various demographics, whether some are niche or generally known to many. All plans are flat-rate, meaning there are no cancellation fees or additional 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 a great choice for any non-profit or business. Wild Apricot California Association Of Mortgage Professionals

Website management can be made easy by its ubiquitous trademark, the website builder. Adding the fact it can even track any form of data from cash transactions to marketing performance, it’s a surefire way to get more sales. Wild Apricot California Association Of Mortgage Professionals

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) Wild Apricot California Association Of Mortgage Professionals

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! The software has the option to use their live chat support, email, or through their forums. Your questions will be addressed promptly.

Are there 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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