This presentation…

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 [email protected] any time.

Software Recommendation for YOUR ORGANIZATION

Wild ApricotMembership Management Software

Our Needs (add/delete as needed)

• 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

– 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• 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

• Extensive online help database: http://help.wildapricot.com

• 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• Customize online application for

each membership level

• Sign up members online with new contacts added to the database automatically

• Automate workflow with e-mail confirmations and notices to administrators

Member Self-Service

• Members can update their profiles to help keep records up-to-date

• Use recurring payments for renewals and let members process payments themselves

• Provide secure members-only content adding value to membership, or for private online collaboration

Membership Renewals

• Set up renewal policy rules for each membership level

• Automate renewal notices sent to members via email

• Membership and financial reports allow easy tracking of renewals

Member Communication

• Built-in blog and forums help build strong communities and collect feedback

• Send e-mail newsletters or blasts to select groups of members, or to the entire contact database

• Searchable member directories can be created for public or private access

Member and Contact Database

• See real-time membership data including new applications and renewal status

• Search member database quickly and easily to find a specific member or group

• View individual member details including payments, events attended and donations made

Professional Website Tools

• Start with a professional template to get your site up and running quickly

• Easily edit page headers and footers, colors and styles with no technical knowledge required

• Access CSS (style sheets) for advanced customization

• Your organization URL (.com, .org, etc.) can be used with any paid account

Easy-to-use Website Builder (a.k.a. CMS)

• Update pages easily with an interface similar to Microsoft Word

• Add an unlimited number of pages and organize them for easy navigation

• Functional pages – such as member applications, discussion forums, event calendars, and directories – are all pre-coded and ready-to-use

• Search engine optimization options such as page URLs, titles, meta tag descriptions and keywords are easy to change

Members-Only Areas, Privacy Control

• Provide secure admin access for trusted staff and volunteers, allowing them full or partial editing rights

• Members-only access areas are easy to set up, and can be restricted to select membership groups

• Create default privacy settings that members can edit themselves

Online Events Calendar

• Enable online registration and payment for your events

• Event calendar is automatically generated and easy for visitors to browse by week, month, or year

• Send automatic e-mail notifications to contacts and increase event attendance

Online Event Registration

• Customize event registration to include optional payments or questions

• Put automatic registration limits on events with set capacity

• Customize e-mail confirmations to serve as registration ticket or payment receipt

Event Management

• Create unlimited events and designate which are open for online registration

• Generate income reports for one or multiple events

• Track registrations in real-time including payment status

• Export data to Excel or PDF formats at any time

Online Fundraising

• Take donations online and record payments taken offline

• Customize the online form with specific donation levels and questions

• Send follow-up e-mails based on donor behavior

• Create a donation meter on your website to share your fundraising results in real-time

Payments and Financial Management

• Collect credit card payments online using popular payment processors PayPal Standard, PayPal Web Payments Pro, Google Checkout or Authorize.net

• Track outstanding debts for every contact in your database, including their current balance

• 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 chaptersof 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:– 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