Wild Apricot Membership Management Software

1. Wild Apricot Membership Management Software www.wildapricot.com

2. 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

4. 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

5. All-in-one • Replaces 7 separate systems by combining: • Membership management • Webpage editing software • Website hosting • Event calendar and registration • Online fundraising and payments • Emailing tool • Discussion forums • Can also be integrated into an existing website

6. 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 2-3 months) • Free tech support • Full details online: www.wildapricot.com/pricing.aspx

7. 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 & volunteers • Can be used from home or office – only needs browser and Internet connection

8. On-demand software • Instant availability – runs in the web browser • No software to install • No special hardware required, just an Internet connection • 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, board members or others • 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_integrated.php

10. Administration automation • Replaces time-consuming manual tasks with automated routines • Online application process, including approval workflow, 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

11. 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

12. 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.com • Response time 1 business day • Toll-free telephone support • Extensive online help database http://Help.wildapricot.com • User community (discussion forums)http://www.wildapricot.com/forums/default.aspx?GroupID=10

14. 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 - on average every 2 months. see  http://help.wildapricot.com/display/DOC/0.+Release+history • Current clientele survey results positive (details in the following sections)

15. Trade-offs

16. 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 have been added in spring 2009 to enhance out of the box design options and templates

17. Feedback from existing customers Wild Apricot Client Survey December 2008 See more: http://www.scribd.com/doc/10979980/Wild-Apricot-Client-Survey-December-2008 http://www.scribd.com/doc/11402991/What-Aspects-and-Functions-Do-You-Find-the-Most-Useful-and-Why-How-Did-It-Benefit-You

18. Survey results: Ease of use

19. Survey results: Technical support

20. Survey results: Quality and reliability

21. Survey results: Would you recommend Wild Apricot? 78.8% of Wild Apricot clients give it 8, 9 or 10

22. Key Functionality

23. 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 • Member Groups (e.g. board, committees)

24. 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.

25. Website Content Management • Unlimited web pages, document and picture attachments • Easy to update web pages – no tech skills needed

26. Website Content Management – Page Editing Example

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

28. Website Security – Member-only Content Example

29. Membership Management – Online Payment Options • Authorize.Net • PayPal Pro • Paypal Standard • Google Checkout

30. 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

31. Membership Management – Online Application Example

32. 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

33. Member Self-Service – Member Profile Example

34. 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

35. Automate Membership Renewals – Member Summary Example

36. 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

37. Online Member Directory – Presenting members to the public

38. 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

39. Engage Members Online – Blog Example

40. Engage Members Online – Forum Example

41. 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

42. Membership Administration and Reporting – View and Update Member Record Example

43. Membership Administration and Reporting – Payments Report Example

44. 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

45. Event Management – Database of Events Example

46. Event Management – Event Calendar Example

47. Event Management – Event Income Report Example

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

49. Event Registration – Online Registration Form Example

50. Event Registration – Online Attendee List Example