Wild Apricot Salesforce Documentation

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How do you manage a small business? Have you ever thought about how to manage a small organization?

And don’t forget the 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. The future of membership coordination is here.

This review will cover Wild Apricot’s capabilities and pricing, whether you would plan to use it on your own business. Let’s get going, 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. Afterward, you’ll want to read the rest of our article for a more comprehensive review.

Management at Your Fingertips Wild Apricot Salesforce Documentation

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 makes accessibility easy to key people in your current institution.

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. 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

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.

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.

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. They can be customized to your needs or what the member wants, so each side would get 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.

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. 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. There’s an option to generate financial reports that show any payment status, income by source, and measuring any existing 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 be sorted into any form of the transaction too!

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. 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. 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

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 also has the option to let them be the ones in charge of logistics. From physical to digital, they accept all kinds of products. 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. 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. 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.

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 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. But they can at least still use the software for its other useful features.

If you are not located in one of the mentioned countries, members can still use popular payment channels such as Stripe or PayPal. 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

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. The table below summarizes their offerings at present.

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Having the starting price at $48, it’s rather a reasonable deal. 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.

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 Salesforce Documentation

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 Salesforce Documentation

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 Salesforce Documentation

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! They make sure your inquiries will be taken care of.

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?

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. It is your choice if you want to continue using Wild Apricot.

Can you use your emails for Wild Apricot?

Yes. Wild Apricot relies on email to communicate with its members. You can send out reminders, invoices, and event invitations to keep everyone engaged.

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