We were engaged by SWB Consulting Services to serve as a subcontractor with the Preservation Association of Central New York (PACNY) to set up their new Wild Apricot Membership Management Software. PACNY already has a WordPress site and intended to keep it, so Wild Apricot needed to be integrated into the WordPress site. Upcoming events, joining the organization, making a donation and login to mange individual membership records are all served from the Wild Apricot site to WordPress.
PACNY started right away making full use of the system.
The bulk of the project was setting up the Membership Levels, populating the membership from Excel spreadsheets, and integrating the membership recurring payment option with the payment processor.
Our fundraising background came in very useful when setting up the large number of automated emails that are sent to the membership related to welcoming new members, encouraging renewals, notifying members about credit card expirations or lapsed memberships, and donation thank you emails.
We also created a branded email template for their email newsletters.
Services we provide:
- Wild Apricot setup, integration with WordPress, coaching and training
Visit Preservation Association of Central New York Website