Tech Lab spring 2014: CiviCRMInstructor: Erin Longa

Video

Mitch Kapor on CiviCRM and Open Source Software

Technologies

•Wordpress (What is it? What it does? How is it integrated with CiviCRM? Etc.)

•MySQL Database (How is this utilized with CiviCRM and Drupal?)

•CiviCRM (What is it? Who uses it? Why? How does it work? Etc.)

•Organizational Assessment

Goals

•Set up a CiviCRM+CMS and necessary applications on a server (Joomla, Drupal, Stand-alone, Powerbase, or WordPress)

•Perform an extensive field assessment to both assess and fit CiviCRM into an organization's workflow (who is using it? what aspects of the application will be in use? What implementation will allow minimal change to organization’s workflow?)

•Learn functionality and customization possibilities of CiviCRM, including set-up (Including separate curriculum for administration)

Today’s Agenda

•What is CiviCRM

•Key CRM Features

•ComponentsoCivicaseoCivicontributeoCivieventoCivimemberoCivimailocivireport

About CiviCRM

•Web-based, open source, internationalized CRM software

•Designed for Non-profits, Membership and Advocacy organizations.

•Supported by a community of developers and technology partners

• Integrated with Drupal and Joomla! As well as a stand alone program.

•Translated into Polish, Spanish, Dutch, German, French, Portugese, Japanes with localized date, address, and currency display. (aka geographically customizable)

What’s the Difference?

•CRM, commonly known as “Customer Relationship Management” oCiviCRM - Consituent Relationship Management.

•CiviCRM is designed to enable them to manage information about volunteers, activists, and donors, as well as more general sorts of business contacts such as employees, clients, or vendors.

• It’s separate modules provide for keeping records relating to contributors (CiviContribute), events (CiviEvent), member lists (CiviMember) as well as the generation of emails and bulk mailings (CiviMail) and the generation of operating reports (CiviReport).

What is CMS?

•A content management system (CMS), or web content management system is a software system which provides website authoring, collaboration and administration tools designed to allow users via web programming languages or markup languages to create and manage the site's content.

•Provides the foundation for collaboration, offering users the ability to manage documents and output for multiple author editing and participation.

•Most systems use a database to store content, metadata, or artifacts that might be needed by the system. Content is frequently, but not universally, stored as XML, to facilitate, reuse, and enable flexible presentation options.

CRM

•Customer Relationship Management (CRM) is a widely-implemented strategy for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing, customer service, and technical support.

Components

•CiviCase

•CiviContribute

•CiviMember

•CiviEvent

•CiviMail

•CiviReport

•With WordPress this can be all fully integrated into a WordPress site.

CiviContribute

•Configurable online contribution pages

•Automatic Receipting

•Premiums (?)

•Track online/offline contributions and pledges

•Plug-ins for PayPal, Authorize.net and others

CiviMember

•Configure any number of membership types or levels for one or more organization and/or chapter of an organization.

•Customize membership statues and rules.

•Create customized web pages for self-service membership signup and renewal.

•Search and list memberships by date, type, status, contact info including name and address.

• Integrated with CiviContribute for membership payments, including support for contributions split between membership dues and some other purpose.

• Integration with CiviMail allows you to do membership appeal campaigns.

CiviEvent

•Define your own events

•Add custom fields to track extra information about a participant ( for example, meal preferences, special needs, etc.)

•Create as many different Event Information and Registration pages as you need

•Automatically generate registration confirmations/receipts.

•Easily import and export participant data to/from other systems

•Search for participants by event, event type, participant role, etc.

•Allows userts to export events as iCal files and configure online calendar applications to “subscribe” to iCal of your public events.

CiviMail

•Target mailings by including or excluding any number of CiviCRM group(s), or previous mailing recipients.

•Personalize your messages using mail-merge tokens.

•Track when recipients open your message.

•Track click-throughs.

•Manage bounces and unsubscribe requests

CiviReport

•Relative date ranges - you can configure a report instance with relative ranges, including This Year, Previous Year, This Month, This Quarter, etc.

•Bar and Pie Charts - most reports allow you to view the data in a table OR as a Bar chart or Pie Chart.

•Print (from HTML) and PDF formats - reports to be viewed and printed in a print-friendly HTML format, or downloaded as a PDF file. You can customize report headers and footers (including adding organization logos, importing a customized CSS file, etc.)

•Add report results (contacts) to a group - Many reports include a button to “Add these Contacts to Group”. This enables users to take various actions on the results (e.g. send email, create mailing labels) by navigating to that group.

•Automated report delivery - you can configure reports to be delivered to one or more recipients via email (in the report “settings” sections). Your site admin will need to create and schedule a cron task to invoke the new CiviReportMail.php script.

CiviCRM Case Study

•Wellington Circus TrustoNew Zealand, run blocks of classes in circus sills “such as

trapeze and hula hoop”oRun entirely by volunteers with a mailing list of 500-600 people

•Keeping information up to date was difficult and emailing the resulting contact information to tutors on a regular basis was challenging.

•The Treasurer wanted members to be able to maintain their own details and wanted the tutors and volunteers to be able to access member’s contact details form anywhere.

•They upped online enrollment for classes with CiviEvent, and decided to pay a commission to a payment processing company so that credit cards could be used.

•Used CiviEvent to set limits on the number of students that could enroll.

•To track emergency contact info, custom data fields were created and added to a profile that was used as a form for event reg. This info was then stored in CiviCRM

•They integrated CiviCRM with Drupal (as we will do) and set up user accounts for every contact in their database. The systems users were instructed how to use the ‘reset my password’ link to gain access to the system for the first time so that they could then update their own info

•Civi mail was implemented to contact tutors, volunteers and students

•Since the Trust applies for grants from funding bodies, they enabled the CiviGrant component.

CiviCRM Case Study cont.

Results

•Tutors and volunteers can access and manage information from anywhere they have internet connectivity.

•With CiviCRM AND Drupal {in this case} and setting up user accounts, contacts are able to maintain and update their own information, greatly reducing administration time and improving accuracy of data.

•Online enrollment and payment for classes

•Civimail made it easy to email tutors, volunteers and students and removed the administrative burden of manually updating the mailing list and contact information because contacts can do their own updates.

•With CiviGrant, they could track the status of grant applications, which have been send, received and accepted.’