In this webinar, our live coaches will show how to set up or switch your online payment system in Wild Apricot, and answer any questions you have. During the webinar, our live coaches will be available for Q & A sessions throughout.

1. Presented by Mark Faccia
Customer Success Manager of Wild Apricot
2019
Choosing and Setting up
Wild Apricot Payments

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About your host
Coach Mark
Started with Wild Apricot in 2015
Customer Success Manager, Onboarding
Coach, and Personifest Speaker
Runs “Boot Camp” training course for new
Wild Apricot users
Helped thousands of communities to grow!

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What we will cover
1. What is the Payment System Servicing
Fee?
● How does this translate to better
service?
● Who this fee applies to
● Where you can review pricing
2. All about Wild Apricot Payments
● Why switch?
● Costs, benefits, links to where you can
get more information
3. Setting Up Wild Apricot Payments
● Where to apply
● How-to set up Wild Apricot Payments
● Reporting + arranging a demo
4. Q&A

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What is the Payment System
Servicing Fee?
Some background context:
● At the start of 2018, Wild Apricot integrated with 16
payment processing solutions.
○ This meant we created help articles for each
solution.
○ We maintained security protocols for each
solution.
○ We extended customer support to each of
those 16 solutions…

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What is the Payment System
Servicing Fee?
To sum it up...
● Instead of being able to focus
all efforts on improving our
product, we spent time,
resources, and developer
bandwidth just to maintain a
status quo.
6

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What is the Payment System
Servicing Fee?
What are the benefits of
concentrating on 1 solution?
● Consolidate development
○ This means new features
and Wish-list requests!
● Strengthen our all-in-one
solution
○ To save you time and effort!
● Simplify User Experience
○ Complete 360* approach
to managing your
community!

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Payment System Servicing Fee Facts
On July 2, 2019, Wild Apricot is
introducing a Payment System
Servicing Fee that may be added
to the price of your plan.
Will only impact your account on your scheduled
renewal date on or after July 2nd 2019.

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Who does this fee apply to?
● A Payment Systems Servicing Fee of 20% will
apply if:
○ Your organization is based in the US or
Canada
■ AND
○ You use an online payment system other than
Wild Apricot Payments
Will only impact your account on your scheduled
renewal date on or after July 2nd 2019.

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● The Payment Systems Servicing Fee will not
apply to accounts that:
○ Are using Wild Apricot Payments
■ OR
○ Do not utilize any online payments
■ OR
○ Are based outside of the US or Canada
Conditions where the fee does not apply

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How this will impact your billing
● Will only impact your account on your
scheduled renewal date on or after July 2nd
2019.
○ This means every account will begin the new pricing
structure on a different date.
● Monthly Plans
○ If on a monthly plan you may switch to a 1 or 2-year
subscription before July 2nd.
● Switch to Wild Apricot Payments after the new
fees come into place?
○ We will prorate a refund based on the remainder of
your subscription period.

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Options
● Switch to Wild Apricot Payments
○ The Payment System Servicing Fee will NOT apply
○ Use Wild Apricot + Wild Apricot Payments in the same
place!
● Keep using your current provider (PayPal /
Authorize.net / Stripe)
○ Our support will continue + your account will work fine
○ The Payment System Servicing Fee will apply
● Switch to Wild Apricot Payments part-way through a
yearly plan and get refunded
○ eg: If you renew in August and pay the 20% servicing fee,
but switch to Wild Apricot Payments in September, we will
refund the unused 11 months of your service fee.

12. | 11© 2019 Personify Inc. All information is confidential.

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Where can you review this information?
● In-Program
○ Admins will see a notification in their
Wild Apricot account
● The email you received
○ Please feel free to share it with your
team
● Get in touch
○ We want you to be 100% confident
about everything going forward.
○ Contact us anytime:
■ Email: support@wildapricot.com
■ Phone: 1-877-493-6090

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So what’s the solution?

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Wild Apricot Payments!

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Wild Apricot Payments
● Introduced in 2018
○ Thousands of Wild Apricot Users
○ Built directly into Wild Apricot -- no
manual integration required
○ Works with the Wild Apricot Admin
App!
○ Get all of your money faster
■ Wild Apricot Payments transfers
money in-full directly to your bank
account, not to an escrow.
○ No setup fees
○ No monthly fees

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Wild Apricot Payments
● Biggest Advantages
○ Get your money faster: everything
is deposited to your bank account
at the end of the day
○ Industry-standard transaction fees
○ Accept Payments Internationally
○ Free PCI compliance
○ Reporting dashboard
○ Ability to accept mobile payments
○ Money is deposited in-full --
service fees come out later

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Compared to other options...
● PayPal
○ Doesn’t transfer your money
automatically
○ Deducts fees before your deposit
● Authorize.net
○ Costs a lot more, oftentimes you pay your
bank as well
■ Monthly Fees, Setup Fees
● Stripe
○ Limited customer support
○ Deducts fees before your deposit

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Wild Apricot
Payments
vs
Others

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Wild Apricot Payments
● Applying is Easy
○ Admins can do it from directly
within the account
● Simple underwriting process
○ Fill in your details, then our team
will get back to you ASAP
● Any board member can apply
○ As long as you are able to act as
a signatory
○ Organization representatives can
be changed later!

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Wild Apricot Payments
● Once you are approved:
○ Get free training
■ Schedule training at any time!
○ Start accepting payments
immediately
■ You control exactly when you
want to switch
○ Also enjoy your merchant
account!

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Wild Apricot Payments

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Wild Apricot Payments

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Recurring Payments
● Are they transferred?
○ When you switch from one payment system
to another, the payment details for members
assigned to recurring membership levels will
not be automatically transferred to the new
payment system.
● Switching recurring members to a new
payment system involves cancelling all
recurring payments before switching to the
new payment system, then setting them up
again for each member with the new
payment system.
○ Help guide available at
https://gethelp.wildapricot.com

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Wild Apricot Payments Upgrades
● We’re going to be improving Wild Apricot
Payments all the time
○ Focusing on one solution lets us
concentrate on wishlist requests
● Updates planned for 2019:
○ Recurring Donations
■ Create an easier opportunity for your
members to give
○ One-touch refunds
■ Simplify your experience by refunding users
with a single button-click
○ Faster checkouts
■ Easier way for admins to manage invoices

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Wild Apricot Payments FAQs
Frequently asked questions
Is the transaction fee of 2.9% + $0.30 charged in USD or CAD?
If you are a US-based client set up to use USD, then everything in your account is
processed in USD, including the transaction fee. Similarly, if you’re in Canada and open an
account that uses CAD, your transaction fee will be processed In CAD.
In other words, a Canadian client (whose AffiniPay account is in CAD) will be
charged 2.9% + $0.30 CAD per transaction, and a U.S. client will be charged 2.9% +
$0.30 USD per transaction.
How are the funds transferred to my bank account?
Funds are automatically transferred to your bank account as a lump sum at 11:00pm CDT
each day after they have been successfully cleared. Funds require 24-48 hours to clear the
Visa/Mastercard network.

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Wild Apricot Payments FAQs
Can I see a report of which transactions were included in this
deposit?
Yes, you can run a Daily Deposit Report from your AffiniPay dashboard that lists all of the
transactions that were included in a particular deposit.
I already have an AffiniPay account. Can I still use it with Wild
Apricot?
Yes, you can link your existing AffiniPay account to Wild Apricot.
Why am I being asked for personal information?
We are required by recently updated KYC legislation to ask for driver’s license, social
security number, and date of birth for anyone wishing to set up a merchant account. This is
meant to combat money laundering and organized crime and is a requirement by law.

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Wild Apricot Payments FAQs
What is Know Your Customer (KYC)?
Know your customer, alternatively known as
know your client or simply KYC, is the
process of a business verifying the identity of
its clients and assessing potential risks of
illegal intentions for the business relationship.

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Wild Apricot Payments FAQs
What is Know Your Customer (KYC)?
Pursuant to the USA Patriot Act of 2001, the Secretary
of the Treasury was required to finalize regulations before
October 26, 2002 making KYC mandatory for all US banks.
The Financial Transactions Reports Analysis Centre of
Canada was created in 2000 as Canada’s financial
intelligence unit. FINTRAC updated its regulations in June
2016 to ensure compliance with KYC.

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Wild Apricot Payments FAQs
How long has AffiniPay been in business?
AffiniPay has been providing payment processing solutions
to Associations for over 10 years. AffiniPay serves over
5,000 associations and 50,000 professionals. They have an
A+ BBB rating and have been recognized for excellence.
Does AffiniPay offer non-profit pricing?
Like Wild Apricot, all of AffiniPay’s pricing is designed with
non-profits in mind to provide a single and easy pricing
model for everyone.

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Trust Wild Apricot Payments

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Trust Wild Apricot Payments
○ The AffiniPay solution was created in response to demand from local,
state, and national organizations to work with a processor who fully
understands the payment needs of associations and their members.
○ With over a decade of experience in the payment industry, AffiniPay (and
it’s products: LawPay, Wild Apricot Payments, and CPACharge) have been
trusted by thousands of associations, nonprofits, and businesses nationwide
to handle their payment transactions and member benefits.

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About Wild Apricot
● We would like you to know:
○ We are the same Apricots you
have worked with for years
■ Same support, same
developers, same mission
○ Being part of the Personify family
has given us greater opportunity
to serve you better
■ Live events, better integration
○ We are around for the long haul
■ Wild Apricot is still growing!
○

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Same Wild Apricot Team!

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● For more info:
○ support@wildapricot.com
● Introduction to Wild Apricot
Payments:
○ wasupport@affinipay.com
● Wild Apricot Billing Inquiries
○ billing@wildapricot.com

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Thank you for your time.
From everyone at Wild Apricot,
and from all the members you
serve!