Wild Apricot

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

This was (and continues to be) a volunteer project for WBOC. When I become a member of the Membership Committee, the chair asked me if I might be able to help with the website. The organization had recently changed its membership software to Wild Apricot and there were some problems understanding how it worked.

Wild Apricot is a full-function Membership Management Software system. It not only provides the website but manages memberships and renewals, event management, email management, payments, donations and forums. It also offers a nice mobile app that makes checking people into an event super easy.

It is a monster system, but once you understand how it works, it is a significant asset for the organization. As with all these platforms, there are areas that are a bit clunky and difficult to get working correctly. However, Wild Apricot has ongoing development and has improved some of these over time... and added nice new features.

Services we provide:

• Initial web design, setup of backend
• Consultation on technical issues and assistance as required

Visit the WBOC Website