How to Use New Wild Apricot Features to Grow Your Membership

 

Get training on how to use new features and updates to boost your organization

Do you ever feel like your organization isn’t getting the audience it deserves, even though you’re doing great work? 

If you're in the role of membership manager in your organization, growing your member numbers can feel like an uphill struggle. To help you get more new members and keep them renewing year after year, we added several new features to Wild Apricot in 2019.

In this training-focused webinar, you'll learn how you can use these newer features to engage more members and hear about some of the features we're planning to bring you in the new year.

You'll also see the updated back-end navigation menu in action before it launches in January 2020, and learn how these changes will make it easier to complete admin tasks. 

In this webinar, you'll learn:

  • A quick way to simplify your signup process to recruit more members
  • The steps to setting up an online store for membership merchandise
  • How to build an email that reengages your members
  • A sneak peek at some of the membership features coming in 2020

 

On this page, you'll find:

Watch the Recording:

 

 

View the Slides:

 

How to Use New Wild Apricot Features to Grow Your Membership from Wild Apricot

 

FAQs

 

General

When will these changes take effect?

The updated navigation will be launched in Version 7.8, currently planned for the end of January. The other features are all available on your account already, so you can get started right away!

 

Will these changes impact our current contact list or event history?

No – the new navigation will not affect your data.

 

Store

Can I add multiple member prices for each item, for example for different membership levels?

No – you can set a member price that’s different to the regular price, but you cannot assign different member prices for each member level.

 

Can I specify a certain shipping option for each item? 

The shipping options you set will be available for all products. However, you can specify in the product description or shipping option description that states which products this should be applied to. 

 

Specify shipping options

 

Is there a way to print mailing labels for store orders?

Currently, there isn't a way to do this automatically.

 

Can I set product prices that change based on quantity or size selected?

It isn’t possible to set multiple regular or member prices for a single product, but you can add these variants as separate products with their own pricing. For example, you could add a bundle of 5 items as a product with discounted pricing.

 

Bundle discount mugs online store

Bundle discount mugs online store image 2

 

Can I add an item with a price of $0 to my online store?

The minimum price you can set for an item is $0.01. 

 

To learn more about using the online store, click here.

 

Attachments

Do you have to be a member to submit an attachment? 

Anyone filling out a form that includes an attachment field can submit an attachment – they don’t need to be a member. However, you can choose who is able to see each form by editing whether the page the form is on is visible to everyone, to all members, or to specific member groups. 

 

Is there a limit to the size of attachments people can upload to a form?

Users can upload up to 20 files, which each file less than 20 MB. File attachments do not count towards your site storage limits.

 

Where are documents stored after they are submitted via forms?

If a document is attached to an event registration form, you can view it in the admin back-end in the individual’s registration details. 

 

Event registration form attachments - admin view

If a document is attached to a membership application or other form, you can view it in the admin back-end in the individual’s contact record.

Member form attachments - admin view

 

If you add an attachment field as a membership field, you can set whether members can view and edit their attachment from their member profile. 

 

Member form attachments edit and view settings - admin view

 

Which file formats are supported?

The supported document formats are: TXT, PDF, DOC, DOCX, XLS, XLSX, PTT, PPTX, ZIP, CSV.

The supported image formats are: JPG, JPEG, GIF, PNG, TIF, TIFF.

 

To learn more about file attachments, click here.

 

Email

Is it possible to schedule emails to send?

Yes. In the Review and Send screen, select the Schedule for later option and set the date and time you would like to schedule the email to be sent. 

 

Can you see statistics on opens and clicks after you’ve sent an email?

Yes. If you check the Tracking box within Email settings, you will be able to see information for sent emails including the number and percentage of emails that were opened and the number and percentage of emails that were clicked. 

 

 

To view the number of clicks for individual links within the email, click the Links tracking tab. For each link – including the Unsubscribe link – the total number of clicks is displayed.

 

 

To learn more about using the new email editor, click here.

 

Will the website builder also switch to the vertical menu when the navigation is updated?

The website editor will remain the same as it is currently, with the menu along the top. 

 

New website editor example

 

 

 

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