Articles

  • Wednesday, August 17, 2016 4:10 AM | Anonymous

    Are they compatible with your existing site software?
    First and foremost, you need to figure out which payment systems are supported by any third-party software that you use on your website, like Wild Apricot, Shopify, or Cvent. If they’re not compatible with your existing setup, you won’t be able to use them without changing your software.

    Do they support merchants in your country?
    Another easy way to chop down your list of possible payment partners is to eliminate those that don’t support organizations operating in your country. Several payment providers such as Authorize.Net, BluePay, Global Payments, and Moneris require you to have a merchant account in the United States or Canada, and Google Wallet is available only to merchants in the US. If your organization is based in the UK, then you can count Shrill, IATS, and PayPal among your options.

    Do they support the currency you want to use?
    If the members and supporters of your organization are concentrated in a particular country, you should make sure the payment providers under consideration support the currency you want to use in your transactions. Most support a wide range of currencies, but BluePay and Global Payments support only US and Canadian dollars, while Authorize.Net and IATS support British pounds as well. Google Wallet supports only US dollars and British pounds. In contrast, 2Checkout, Moneris, Shrill, and PayPal all support dozens of different currencies.

    Read more

  • Tuesday, August 16, 2016 6:26 AM | Anonymous

    Wild Apricot software is designed for associations, clubs, non-profits, and member-based organizations. This page provides an overview of how Wild Apricot can be used to manage your members and other contacts (such as newsletter subscribers, donors, event attendees, and volunteers).

    What you need to know

    • Everyone in your Wild Apricot database is a  contact . A contact can be a member, an event attendee, a donor, a newsletter subscriber, or any combination of these roles.

    • Contacts can be added automatically through your website, added manually by an administrator, or imported in bulk. For more information, see  Adding a new contact manually .

    • You don't have to set the passwords yourself when adding members in bulk from a spreadsheet. Instead, following the import, you can send the new members an email blast including the {Contact_Password_Reset_URL} macro, which will appear as a link they can click on to set their own passwords.

    • Members are a special type of contact. They can have special access to member-only pages and events, and their contact records include membership-related fields such as renewal date and member status. 

    • A contact becomes a member when they are assigned a membership level.

    • Members can add themselves via a online membership application form, or be added manually by an administrator.

    • You can create multiple  membership levels , each with different membership fees, subscription periods, renewals policies, and benefits.

    • Information about each contact is stored in a separate  record , with each record storing different chunks of information in  fields  (e.g. first name, last name, email address).

    • You can customize your contact database – and your forms – by adding, modifying, reordering, and deleting database fields.

    • Wild Apricot database fields are divided into two classes:  common fields  – fields that apply to all records (e.g. first name, last name, email address) – and additional fields that only apply to membership applications, event registrations, or donations. 

    • You can offer discounted group memberships to companies, team, or families by setting up membership bundle levels.

    • You can organize members from different membership levels into member groups according to their interests or participation in committees.

    • Members can be listed in a member directory, visible to everyone or just members.

    • You can automate the  membership renewal process  with timed reminders and actions.

    • To fully automate the renewal process, you can set up  recurring payments .

    • Members can perform various self-service functions themselves from their member profile 

    Learn more

  • Friday, August 12, 2016 4:49 AM | Anonymous

    So that visitors to your site can donate to your organization, you can add a donation form that integrates with your payment system and contact database.

    The donation form displays all the donation fields you have set up. One of your donation fields is the Amount field, a system field that cannot be renamed or deleted. If the visitor viewing the donation form is not logged in, common fields will appear on the form as well. For more information on setting up and using donation forms, see Donation forms.

    To enable online donations, you need to set up online payments.

    To track the success of your fundraising efforts, you can add a donation goal gadget to a page on your site. You can also embed a Wild Apricot donation form on another website using widgets.

    For instructions on inserting, moving, and deleting gadgets, see Gadgets.

    You cannot add a donation form gadget – or any other singular gadget – to a page template or system page, or to a page containing another singular gadget.

    Learn more

  • Friday, August 12, 2016 4:37 AM | Anonymous

    You can adjust the discussion forum gadget settings to control the appearance of the page and the ability of visitors to read, respond to, and post forum topics.

    Gadget settings appear in a setting panel on the left side of admin view (which can be hidden to maximize the page design area). To display the settings panel, you position your pointer over the gadget – while editing a site page – then click the gadget's Settings icon.
    If you want to learn more about discussion forum settings, check our Discussion forums help topic.

  • Friday, August 12, 2016 4:36 AM | Anonymous
    We hear it all the time: “I didn’t know there was software to help us manage our membership!”

    If you have members and have to deal with all the tasks that come with it – such as member renewals, membership directories, events, newsletters and more – there’s a membership management solution for that!

    At many small membership organizations, the volunteers and staff are trying to do a lot with a little (e.g., limited resources and budgets). It’s good to know that there are technology solutions that can help get your entire team on the right track and reduce wasted time and frustration, so you can focus on growing your membership and meeting your mission.

    We've created an in-depth look at membership management software – what it is, how it works, what it costs and how it can help you build a website, connect with your supporters and grow your membership, while saving you time and effort.

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