Wild Apricot Event Planning Checklist

wild-apricot-review

How do you manage a small business? Did you ever think about the management to keep it afloat?

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 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 going, 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 our article for a more comprehensive review.

Management at Your Fingertips Wild Apricot Event Planning Checklist

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

The software has a 30-day free trial for up to 50 members, albeit with limited 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 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.

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. 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

Software reduces manual work and creates one integrated data system. This information can be accessed via the internet or 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 access their profiles to gain more services.

For the owner’s side, you could create a directory for the members to 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 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.

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. This means that you will have to manually share the information, even though it is already 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 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 a good option if you don’t want your members to be sorted into another site for another company. There are many themes to choose from or you can make your own. You can personalize your page using the editor, and these are saved to 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 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. From physical to digital, they accept all kinds of products. In other words, you can sell ebooks and 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.

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 can also be exported to .csv files.

However, not all countries support this. 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 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.

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

There is a free trial for 50 members, as we have already mentioned. There are 7 options available if you’d like to have more features for a larger group. 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. 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 are flat-rate, meaning there are no cancellation fees or additional 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 recommended for any business or non-profit organization. Wild Apricot Event Planning Checklist

Its ubiquitous trademark being the website builder by having no web development background can make website management secure. 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 Event Planning Checklist

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) Wild Apricot Event Planning Checklist

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’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 does the Free trial have?

You have access to the base software features for 30 days. 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?

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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