Wild Apricot

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• Wild Apricot
• for Professional and Business Associations

(Wild Apricot is also used by thousands of other
non-profit organizations charities, clubs,
activists organizations, etc. See
www.wildapricot.com )
February, 2009
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• Table of contents
• Overview
• Trade-offs
• Feedback from existing customers
• Key Functionality
• Client examples
• Wild Apricot vs. other solutions
• Links for more information

3

• Overview

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Overview

• All-in-one
• Economical pricing
• Centralized records
• On-demand software
• Ease of use
• Administration automation
• Online member engagement and self service
• Data safety and security
• Tech support
• About the vendor

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All-in-one

• Replaces 7 separate systems by combining
• Website hosting including content management tool
• Centralized database for members, sponsors, other
  contacts
• Member self-service portal
• Event calendar and online registration
• Online fundraising and online payments
• Communication and community tools discussion
  forums, blog, enewsletters
• Secure private webpages for members, board,
  committees
• Can also be integrated into an existing website

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Economical pricing

• Flat monthly fee from 25/month (max. 200/month)
• No other surcharges (per-transaction, per-record,
  per-module, per-user)
• 10 discount for annual subscriptions
• No long-term contracts, no cancellation fees
• Free updates included (new features added every
  7-10 weeks)
• Free tech support
• Full details online www.wildapricot.com/pricing.a
  spx

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Centralized records

• Information flows automatically from website to
  member database to online member directory to
  event registration system
• Centralized data storage shared between all
  components
• Saves time spent on keeping records in sync
  between different functions
• Up-to-date records are accessible online at any
  moment
• Secure remote access by authorized board members,
  staff and volunteers
• Can be used from home or office only needs
  browser and Internet connection

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On-demand software

• Instant availability runs in the web browser
• No hardware purchase required
• No software to install
• Typical time to go live from a few days to 2-3
  weeks(customizing settings, importing database
  records, copying content)
• All client accounts are automatically upgraded
  when new releases are published

9
Ease of Use

• Designed for non-techies
• Makes it easy to involve volunteers if they can
  use Microsoft Word, they can use Wild Apricot
• Saves money on training
• Top scores in Idealware review of 8 packages
  http//www.idealware.org/articles/low_cost_integra
  ted.php

10
Administration automation

• Replaces typical time-consuming manual
  administration tasks with automated routines,
  e.g.
• Online application process, including approval
  workflow and automatic invoices and receipts for
  membership applications
• Sending renewal reminders
• Processing lapsed memberships
• Automatically emailing event announcements and
  reminders
• Puts members in charge of updating their own data
  and processing renewals via self-service web
  portal

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Online member engagement and self-service

• Website comes with built-in tools for online
  member community
• Member directory (public or member-only)
• Discussion forum
• Blog
• Email newsletter tool
• Saves staff and volunteer time increases member
  satisfaction with online instant self-service for
  members
• New applications
• Contact information and profile updates
• Event registrations
• Renewals
• Online payments

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Data safety and security

• Automatic daily backups ensure data safety
• Member list, event registration, etc. can be
  exported into Excel at any moment
• Vendor security team monitors security bulletins
  and updates servers as necessary
• Product tested and certified on Microsoft
  Platformhttp//www.wildapricot.com/blogs/newsblog
  /archive/2007/09/12/wa-certification.aspx

13
Tech support

• Free tech support
• Email support
• Online support portal http//Support.wildapricot.c
  om
• Response time 1 business day
• Toll-free telephone support
• Extensive online help database http//Help.wildapr
  icot.com
• User community (discussion forums)http//www.wild
  apricot.com/forums/default.aspx?GroupID10

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About the vendor - Bonasource Inc.

• Reliable vendor est. 2001, references from
  Fortune 500 companies.See www.bonasource.com
• Microsoft Gold Certified Partner (top
  designation)
• Safe choice Over 15,000 organizations signed up
  as of February 2009 (probably 1 by number of
  clients for small associations and non-profits
  market)
• Regular and frequent product updates based on
  customer feedback (e.g. 10 releases in 2008)
  see  http//help.wildapricot.com/display/DOC/0.Re
  leasehistory
• Current clientele survey results positive
  (details in the following sections)

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• Trade-offs

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Trade-offs (and counterpoints)

• Ongoing monthly subscription fee
• Good value for what it includes (hosting, free
  tech support, free updates)
• Total cost of ownership is lower than other
  options
• Account can be switched to a free ad-supported
  plan any time, all data stays intact
• As a packaged solution, functionality can not be
  customized to meet 100 of individual needs
• Designed for associations and non-profits, so
  out-of-the-box covers 75-90 and new features
  are added every 6-8 weeks based on user feedback
• Built-in design templates are nice but on the
  simpler side
• Unique design / look and feel requires
  investment in web design (offered by third
  parties, typical cost 1,000-5,000)
• New features are in the works to enhance out of
  the box design options, scheduled for Q2 2009

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• Feedback from existing customers
• Wild Apricot Client Survey
• December 2008
• See more
• http//www.scribd.com/doc/10979980/Wild-Apricot-Cl
  ient-Survey-December-2008
• http//www.scribd.com/doc/11402991/What-Aspects-an
  d-Functions-Do-You-Find-the-Most-Useful-and-Why-Ho
  w-Did-It-Benefit-You

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Survey results Ease of use
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Survey results Technical support
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Survey results Quality and reliability
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Survey results Would you recommend Wild Apricot?
78.8 of Wild Apricot clients give it 8, 9 or 10
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• Key Functionality

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Key Functionality Summary

• Website
• Selection of starting templates
• Customization tools to personalize look and feel
• Unlimited numbers of pages, pictures and
  documents
• Able to integrate video, photo albums
• Interactive pages (e.g. online member directory)
• Event registration
• Online event calendar
• Customizable event registration form
• Event registration report
• Sends notices, reminders and confirmations
  automatically
• Online fundraising
• Donation form and online payment
• Donor database, donations report
• Customizable donation email receipt

• Membership management
• Customizable database fields
• Automation of application workflow and renewals
• Online payments
• Member history, search and reports
• Individual and corporate memberships
• Member self-service portal
• Online application for new members
• Renewals
• Update own profile
• Event registration at special member price
• Access member-only web pages
• Online community tools
• Blog
• Discussion forum
• Member directory
• E-newsletters

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Website Customization

• Selection of starting templates
• Range of customization capabilities (optional
  advanced design customization requires help from
  web designers)
• Point and click interface to add interactive
  components like member directory, event calendar,
  membership application form, etc.

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Website Content Management

• Unlimited web pages, document and picture
  attachments
• Easy to update web pages no tech skills needed

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Website Content Management Page Editing Example
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Website Security

• Unlimited number of website administrators
• Individual logins for each administrator and each
  member
• Granular access control full / website /
  membership / events / fundraising

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Website Security Member-only Content Example
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Membership Management Online Payment Options

• Integrated into Wild Apricot website
• Authorize.Net
• PayPal Pro (US)
• Initiated on Wild Apricot and completed on the
  payment processor website
• Paypal Standard
• Google Checkout

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Membership Management

• Multiple membership levels
• Unlimited custom membership database fields
• Automated application workflow from online
  sign-up to online payment to adding a record to
  your member database to sending a receipt and
  welcome email

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Membership Management Online Application Example
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Member Self-Service

• Saves staff and volunteer time by letting members
  use online self service
• Online application
• Profile updates
• Renewals
• Accessing secure member-only content
• Event registration
• Online community participation discussion
  forums and blog

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Member Self-Service Member Profile Example
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Automate Membership Renewals

• Automatically send reminders
• Let members renew with online self-service and
  pay online
• See up-to-date picture of membership at any time

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Automate Membership Renewals Member Summary
Example
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Online Member Directory

• Point and click to add searchable member
  directory to your website
• Directory is automatically updated with new
  member records and updates of existing records in
  the member database

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Online Member Directory Presenting members to
the public
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Engage Members Online

• Point and click to add a blog page or a
  discussion forum
• Send out email newsletters to all contacts or a
  specific subset of records
• Let members interact online to energize your
  community

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Engage Members Online Blog Example
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Engage Members Online Forum Example
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Membership Administration and Reporting

• See your member database summary instantly at any
  time
• Access and update member records
• Run payments reports
• Custom reports to analyze membership data

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Membership Administration and Reporting View
and Update Member Record Example
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Membership Administration and Reporting
Payments Report Example
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Event Management

• Add unlimited events to event database
• Events automatically appear on your online
  calendar page
• Past events are automatically archived
• Send event announcements automatically

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Event Management Database of Events Example
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Event Management Event Calendar Example
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Event Management Event Income Report Example
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Event Registration

• Customize each event registration form
• Automatically send event confirmations
• Instant online access to current list of
  registrations

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Event Registration Online Registration Form
Example
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Event Registration Online Attendee List Example
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• Client Examples

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Wild Apricot Clients

• Over 5,000 clients in association space
• Professional associations
• Chambers of commerce
• Business associations
• Business networks
• Homeowners and condo associations

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Homepage
Online membership application form
Member profile page
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Homepage
Searchable member directory
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Event calendar
Event list and registration
Event details
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• Wild Apricot vs. Other Solutions

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Main Options and examples

• On-demand all-in-one software, e.g.
• Wild Apricot
• MemberClicks
• Avectra NetForum
• Custom/customized systems, e.g.
• IRM Software
• Collection of disparate services, e.g.
• Website content management Regular web hosting
  FrontPage/Dreamweaver
• Event registration EventBrite, Cvent
• Email newsletters Outlook, Constant Contact
• Membership Database Excel, Access, FileMaker
• Blog Typepad
• Discussion Forums Yahoo Groups
• Private websites (for members/board/committees)
  Intranets.com
• Etc.

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Wild Apricot vs. Other on-demand all-in-one
software

• Best way to compare try out each system on your
  shortlist(As opposed to scripted demos)
• In general, Wild Apricot key advantages vs.
  similar online systems are
• Easier to use
• Lower cost and simpler pricing
• Larger client base (which makes the vendor more
  reliable and also ensures ongoing development of
  the product)

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Wild Apricot vs. Custom vs. Collection of
services
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• For more information
• Free 30-day trial account at WildApricot.com No
  credit card required, free support, including
  pre-sales questions
• Video tutorials http//help.wildapricot.com/displ
  ay/DOC/Videotutorials
• Client feedback http//www.wildapricot.com/survey
  
• Online help http//help.wildapricot.com
• Wild Apricot on TV http//www.youtube.com/user/wi
  ldapricotcom