Software Recommendation for:

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This presentation…
• …is a starting point to help you present Wild Apricot as a
solution for your organization
– Please add, delete or change any content
• If you have questions about Wild Apricot’s business or
benefits, please contact support@wildapricot.com any time.
Software Recommendation
for YOUR ORGANIZATION
Wild Apricot
Membership Management Software
Our Needs (add/delete as needed)
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Better member/contact database management
Member self-service/communication portal
Improve event management
An online member/business directory
Launch/improve online fundraising
Simplify administrative functions
Redesign website, make updates easier/cheaper
SOLUTION OVERVIEW
Wild Apricot
• Designed for small membership organizations
– Geared specifically to associations, non-profits and clubs
• Web-based software
– Nothing to install, accessible through any web browser
– Upgrades are included and happen automatically
• Manage members, events, website and more
– Integrated data makes it easy to track member activity
– Centralized records are always up-to-date
Vendor Information
• Parent company: Bonasource Inc.
– Software developer , in business since 2001
– Headquarters in Toronto, Canada
• Wild Apricot membership website software
– Launched in 2006
– Over 6,000 paid clients as of April 2013
– See release history: http://help.wildapricot.com/display/DOC/Release+history
Key Features
• Membership Management
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Member application
Automated renewals
Online directory
Email newsletters and blasts
• Website Software
– Easy editing
– Members-only content
– Secure admin access
• Event Management
– Online registration & payments
• Payments and Financial Management
– Online fundraising
– Accounts receivable
Watch the video online at
http://www.youtube.com/watch?v=ezMOjYFNroQ
Technical Support
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Free tech support:
http://support.wildapricot.com
– Toll-free phone support
(9:30am – 6:00pm Eastern time)
– E-mail support
– Submit and track support tickets from
within your account
– Support will respond within 1 business day
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Extensive online help database:
http://help.wildapricot.com
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User Community Discussion Forums:
http://community.wildapricot.com
– Includes product wishlist, service notices,
general discussion, customization forums
Data Safety and Security
• Automatic daily backups
– All Wild Apricot data is backed up every day
• Data can be exported into Excel anytime
– Including member, contact, event & fundraising data
• Proactive vendor security team
– Monitors security bulletins & updates servers as required
• PCI Compliant
• Product tested and certified on Microsoft Platform
Pricing
• Flat monthly fees
– Starting from
$25/month
– 30-day free trial set-up period
• NO OTHER CHARGES (no set-up fee, per transaction fee, etc.)
• No long-term contracts
• Free updates included, with new features added every 3-4 months
• Free tech support
• Additional information: http://www.wildapricot.com/pricing
FEATURE DETAILS
Membership Applications
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Customize online application for
each membership level
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Sign up members online with
new contacts added to the
database automatically
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Automate workflow with e-mail
confirmations and notices to
administrators
Member Self-Service
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Members can update their profiles
to help keep records up-to-date
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Use recurring payments for renewals
and let members process payments
themselves
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Provide secure members-only
content adding value to membership,
or for private online collaboration
Membership Renewals
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Set up renewal policy rules for each
membership level
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Automate renewal notices sent to
members via email
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Membership and financial reports
allow easy tracking of renewals
Member Communication
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Built-in blog and forums help build
strong communities and collect
feedback
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Send e-mail newsletters or blasts to
select groups of members, or to the
entire contact database
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Searchable member directories can
be created for public or private
access
Member and Contact Database
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See real-time membership data
including new applications and
renewal status
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Search member database quickly and
easily to find a specific member or
group
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View individual member details
including payments, events attended
and donations made
Professional Website Tools
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Start with a professional template to
get your site up and running quickly
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Easily edit page headers and footers,
colors and styles with no technical
knowledge required
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Access CSS (style sheets) for
advanced customization
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Your organization URL (.com, .org,
etc.) can be used with any paid
account
Easy-to-use Website Builder (a.k.a. CMS)
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Update pages easily with an
interface similar to Microsoft Word
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Add an unlimited number of pages
and organize them for easy
navigation
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Functional pages – such as member
applications, discussion forums,
event calendars, and directories –
are all pre-coded and ready-to-use
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Search engine optimization options
such as page URLs, titles, meta tag
descriptions and keywords are easy
to change
Members-Only Areas, Privacy Control
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Provide secure admin access for
trusted staff and volunteers,
allowing them full or partial editing
rights
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Members-only access areas are
easy to set up, and can be
restricted to select membership
groups
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Create default privacy settings
that members can edit themselves
Online Events Calendar
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Enable online registration and
payment for your events
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Event calendar is automatically
generated and easy for visitors to
browse by week, month, or year
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Send automatic e-mail notifications
to contacts and increase event
attendance
Online Event Registration
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Customize event registration to
include optional payments or
questions
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Put automatic registration limits on
events with set capacity
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Customize e-mail confirmations to
serve as registration ticket or
payment receipt
Event Management
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Create unlimited events and
designate which are open for
online registration
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Generate income reports for one
or multiple events
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Track registrations in real-time
including payment status
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Export data to Excel or PDF
formats at any time
Online Fundraising
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Take donations online and record
payments taken offline
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Customize the online form with
specific donation levels and
questions
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Send follow-up e-mails based on
donor behavior
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Create a donation meter on your
website to share your fundraising
results in real-time
Payments and Financial Management
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Collect credit card payments online
using popular payment processors
PayPal Standard, PayPal Web
Payments Pro, Google Checkout or
Authorize.net
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Track outstanding debts for every
contact in your database, including
their current balance
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Generate instant reports for
payments, refunds, aging receivables
and more to get a clear view of
organization income
EXAMPLE CUSTOMER SITES
More than 6,000
small associations and local chapters
of national organizations are paid
Wild Apricot customers
Professional Association Example
Professional Association Example
Business/Trade Association Example
Chamber of Commerce Example
Chamber of Commerce Example
Non-Profit Example
Non-Profit Example
Social/Recreational Club Example
Service Club Example
Sports Club Example
Learn More About Wild Apricot
• Get an instant free 30-day trial account at WildApricot.com
– No credit card required, free support including pre-sales questions
– Sign-up now at http://register.wildapricot.com/
• More information:
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Videos - http://www.wildapricot.com/video
Webinars - http://www.wildapricot.com/webinars
Customer feedback - http://www.wildapricot.com/survey
Online help - http://help.wildapricot.com
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