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Associations · Configuration

Associations on Wild Apricot

For the small association whose member records live in spreadsheets: dues, renewals, events and the portal in one system.

The Stack

What Runs Where

9 layers, with Wild Apricot holding the record. Everything else is either switched on inside it or connected to it.

Reasoned from the pattern; no association engagement has been delivered yet.

System of record
Wild Apricot
The member database, dues, renewals, events and the member portal.
Intake
Wild Apricot join and event forms
A join or a registration becomes a member record, not a spreadsheet row.
Dues
Wild Apricot
Billed on a schedule, with renewals that start early.
Events
Wild Apricot
Registration and payment on the record.
Communication
Wild Apricot email
Renewal and event sequences to the right segment.
Payments
Stripe or QuickBooks
Dues and event fees posted once.
Mail
Google Workspace
One domain, one mailbox structure, staff mail on the record.
Visibility
Google Business Profile
Kept current for the members who search for the office.
Reporting
One retention report
Renewals, lapses and engagement by segment, monthly.

What We Switch On

Inside Wild Apricot

  • Membership levels and their renewal rules
  • The renewal sequence that starts sixty days out
  • Event registration tied to the member record
  • The member portal for self-service payment and updates
  • One retention report the board can read
  • QuickBooks connected so dues land once

What it does not do. Wild Apricot is the record for a small association; a larger one with committees and a community needs MemberClicks or HubSpot alongside.

The Path

One Job, Start to Finish

The join

A join becomes a member record with the level, the dues and the source.

The dues

Billed on a schedule; the renewal sequence starts sixty days out.

The event

Registered and paid on the record; attendance tracked.

The lapse

Caught by the sequence, then by a person, before it is final.

The report

Retention and engagement the board can read in a page.

Connections

What We Wire In

Payments

Dues and fees posted once

Google Workspace

Staff mail on the record

Reporting

The monthly retention report

What It Costs

The Starter Build

Your platform holds the customer and just needs configuring properly, so this is the Starter Build.

Every line is priced on its own: the website, the Build and each connection. What each contains is on the Set Up and Connect pages.

The Build, Starter$3,000

Two weeks. CRM only, never discounted.

The Website$3,500

$2,500 on the Growth or Operate Plan. From the template, live in two weeks.

Typical first engagement$8,750

$7,750 on a plan. The website, this Build and the connections above.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with Wild Apricot or any platform named here.

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