wordpress for your content, civicrm for your contacts

Post on 10-May-2015

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Out of the box, WordPress provides an easy way to publish content on your website, including blogs, news, events, and programs. Which makes it easy for you to publish new content about your organization with ease. But how do you strategically engage visitors with your organization? Out of the box, CiviCRM provides contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, and much more. Now you can capture visitors’ information automatically update their contact record in CiviCRM. This gives you a top-level view of how a specific contact interacts with your organization over time. It’s the best of both worlds in one place, WordPress makes it easy for you to share your content and CiviCRM allows you to engage with your visitors directly.

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WordPress for your Content, CiviCRM for your Contacts

WordPress for your Content, CiviCRM for your Contacts

Presented by: Dana Skallman

Tadpole Collectivewww.tadpole.cc

WordPress for your Content, CiviCRM for your Contacts

Two dashboards connected

WordPress for your Content, CiviCRM for your Contacts

Two dashboards connected

WordPress for your Content, CiviCRM for your Contacts

WordPress Features• Posts• Pages• Users• Taxonomy• Post Types

• Calendar• Events

WordPress for your Content, CiviCRM for your Contacts

WordPress Plugins• Used to add Functions to your site

• Events Calendar• Membership• E-commerce• Directories• and much more...

WordPress for your Content, CiviCRM for your Contacts

Who is CiviCRM for• Geared to non-profits and civic organizations

that• Fundraise• Engage members• Advocate • Peer fundraising • Track event attendance & registration• Contact Management

WordPress for your Content, CiviCRM for your Contacts

CiviCRM Features• Contact management• Contributions• Communications• Advocacy Campaigns• Events• Members• Reports• Case Management• Grant Management

WordPress for your Content, CiviCRM for your Contacts

Contact Centric CRM

WordPress for your Content, CiviCRM for your Contacts

Keep in Mind

• Use CiviCRM for all Contact Details• Use WordPress for all Content/Display needs

WordPress for your Content, CiviCRM for your Contacts

CiviCRM Shortcode

WordPress for your Content, CiviCRM for your Contacts

Contribution Management

• Create a Contribution Page with CiviCRM

WordPress for your Content, CiviCRM for your Contacts

Contribution Management

• Then use the CiviCRM Shortcode in WordPress to add that contribution page into WordPress.

WordPress for your Content, CiviCRM for your Contacts

Event Management

• Create an event in CiviCRM, add all details needed for registration and fees.

WordPress for your Content, CiviCRM for your Contacts

Event Management

• Event Calendar organized in WordPress

WordPress for your Content, CiviCRM for your Contacts

Event Management

• Event Calendar organized in WordPress • Every Calendar + 1

WordPress for your Content, CiviCRM for your Contacts

Event Management

• Event Calendar organized in WordPress • Every Calendar + 1

WordPress for your Content, CiviCRM for your Contacts

Membership Registration

• WP Plugins to extend Member Access • Members

WordPress for your Content, CiviCRM for your Contacts

Membership Registration

• WP Plugins to extend Member Access • Members

WordPress for your Content, CiviCRM for your Contacts

Membership Registration

• WP Plugins to extend Member Access • Members

WordPress for your Content, CiviCRM for your Contacts

Membership Registration

• CiviMember Sync• https://github.com/tadpolecc/civi_member_sync

WordPress for your Content, CiviCRM for your Contacts

User Profiles

• Theme my Login• Provides user widget

with custom menus by role

WordPress for your Content, CiviCRM for your Contacts

User Profiles

• Theme my Login• Frontend User Profile

with WordPress

WordPress for your Content, CiviCRM for your Contacts

User Profiles

• Use the User Dashboard Shortcode with CiviCRM to create a Contact History Profile that registered users can see from the website.

WordPress for your Content, CiviCRM for your Contacts

Contact Record

WordPress for your Content, CiviCRM for your Contacts

Subscriptions

• Use CiviCRM HTML Snippets to embed Newsletter registration, using the CiviCRM profiles create a profile that links to the Newsletter Mailing List group to manage subscriptions.

WordPress for your Content, CiviCRM for your Contacts

Send Newsletter

WordPress for your Content, CiviCRM for your Contacts

Q&A

WordPress for your Content, CiviCRM for your Contacts

Thanks!Dana Skallman

dana@tadpole.ccwww.tadpole.cc

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