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WildApricot by Personify

Score9.9 out of 10

8 Reviews and Ratings

What is WildApricot by Personify?

Wild Apricot is an association management platform that emphasizes automation of member lifecycle management (i.e. attract, engage, renew), and also assists with receiving online payments and payment processing, and website content and engagement. Wild Apricot was acquired by Personify Corp in 2017.

Categories & Use Cases

Wild Apricot - A Medium-Sized Solution for Membership Management

Use Cases and Deployment Scope

I consult with multiple organizations to implement Wild Apricot for membership management and association website creation/management. For most clients, Wild Apricot has been implemented to streamline membership management, renewal, donations and basic online sales. Each company uses the integrated content management system to also build and maintain a website for the association. Wild Apricot solves a variety of management issues including member communications, simplified tracking of member dues and renewal periods and event registration management

Pros

  • Automate member renewals and provide reminders for members with automatic renewal
  • Tracking of member donations and the ability for a member to retrieve detailed donation receipt/acknowledgement for a variety fo donation types (in-kind, cash, etc)
  • Provide integration between membership records and the association's website - using either the integrated CMS or code snippets
  • Track member financials - open invoices, paid invoices
  • Enable event management for both free and paid events

Cons

  • The store functions are very basic - while suitable for small organizations with simple sales objectives, the function lacks some mainstream tools including coupons.
  • PayPal integration is grossly inadequate and results in considerable frustration for members who try to pay via that platform.
  • Recently (last three months), the system seems to have some difficulties maintaining availability of the admin backend. While users and site visitors do not notice downtime, it is not unusual to encounter difficulties logging in as an admin.
  • The email marketing function is not as robust as separate commercial systems like MailChimp.

Most Important Features

  • Membership records management with detailed financial and donation tracking
  • Integrated content management system
  • Easy to use email management system

Return on Investment

  • Wild Apricot has enabled the organization to have a much higher level of confidence in the accuracy of membership data including growth/loss by membership type.
  • Wild Apricot's poor implementation of PayPal has resulted in a loss of donations, membership/renewals and product sales.
  • Wild Apricot has enabled the association to present and maintain a professional website without the cost of high-end development and maintenance.
  • Wild Apricot has enamel the association to sell digital assets (eBooks and online classes) without the need to create a separate store.

Alternatives Considered

iMIS Engagement Management System

Other Software Used

WordPress, Shopify Plus, PayPal Payments Pro, PayPal Zettle, Adobe InDesign, Adobe Audition, Adobe Dreamweaver, Zoom, Apple iCloud, Yumpu

Wild Apricot offers functionality at a reasonable price

Use Cases and Deployment Scope

We use Wild Apricot to manage our member database, and for event creation and registration. We are an event driven organization and this allows us to plug in to our existing website's calendar and have people register for events.

Pros

  • member management/database
  • event creation
  • emails to database

Cons

  • They could have more interactivity for the contacts (vs members) designation
  • Easier way to customize required fields for registration

Most Important Features

  • member management
  • email to database
  • calendar/event management

Return on Investment

  • Has helped us track our participants' arc through our series of workshop
  • Has helped us keep track of demographics of registrants to ensure we are reaching a diverse set of practitioners

Other Software Used

Bloomerang

An excellent fit for a large membership club.

Use Cases and Deployment Scope

We use WildApricot, ours system of record, primarily to manage membership renewal, new member acceptance, training, and events. In membership renewal we use it to manage four dues-paying membership levels, generate renewal invoices, receive online payments, and manage a membership termination process. In new member acceptance, we use it to assign members to groups based on the date they joined the waitlist, then manage them through three events in our acceptance process. For training and events, we use the system to allow event and course registration and payment.

Pros

  • Controls registration through a linked series of events in the new member acceptance process: background check, orientation, and evaluation.
  • Provides access to data through the export of membership, invoice, and payment tables for use with Excel, to respond to requests for queries and reporting.
  • Generates renewal invoices en masse for email distribution.

Cons

  • Query functionality could be improved to allow appropriate granularity for item selection.
  • Enhancement requests take a long time. Feedback from development on enhancement requests seems to be lacking.

Most Important Features

  • Accurate and timely renewal billing.
  • Ability to control event registration through a required series of events for new members.
  • High availability and high performance.

Return on Investment

  • Staffing expenses have been kept flat through significant membership growth.
  • Operating costs for WildApricot are reasonable, considering the functionality available.
  • Managing membership renewals effectively means that we get our revenue into the bank within a predictable, reasonable time.

Other Software Used

Brivo, QuickBooks Online