#CU12: Take control of your data with CiviCRM - Chris Ward at Connecting Up 2012

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CiviCRM is a community project driven by those who actually use it, with no proprietary technologies, no conditions or binding contracts. This presentation will show you how to use CiviCRM to manage …

CiviCRM is a community project driven by those who actually use it, with no proprietary technologies, no conditions or binding contracts. This presentation will show you how to use CiviCRM to manage your contacts, events, mailing, donations, memberships and much more.

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  • 2. What is CiviCRM?• Web-based, open source CRM software• Designed for Non-Profits, Membership and Advocacy Organizations• Project of Social Source Foundation (501c3) and CiviCRM LLC• Open source (free) software supported by a large and diverse community of users, developers and technology providers• Integrated with Drupal, Joomla! Content Management Systems and Wordpress• Translated and localised into many languages• Regular NTEN overall grade of A
  • 3. Key CRM Features• Record and manage information about your members, clients, volunteers, activists, donors, staff, affiliates, branches and vendors.• Define custom fields specific to your needs• Organize constituents into groups• Flexible search capabilities• Track interactions such as meetings, phone calls, emails, and define custom interaction types.• Map constituent locations• Collect constituent info and expose selected info to the “public” or “members” via CMS integration
  • 4. Contributions & MembershipManagement• CiviContribute • Configurable online contribution pages • Automatic receipting • Track online / offline contributions and pledges • Plugins for PayPal, eWay and others• CiviMember • Configurable self-service member signup and renewal • Tracks member status based on your organization’s membership categories, periods and “rules”.
  • 5. Event Management• Configure event info• Publish event info to iCal or RSS• Online paid or free event registration with auto receipting and confirmation• Discount configuration• Price sets for complex event pricing• Offline registrations: import participant lists• Attendance sheets: export participant lists
  • 6. Broadcast Email• CiviMail • High-capacity broadcast email • Integrated with CRM • Mailing lists are fixed or “smart” groups • Personalize via mail-merge with contact info • History of mailings and responses tracked for each contact • Tracks opens, click-thrus and forwarding • Subscribe, unsubscribe and bounce-handling
  • 7. New and upcoming features• Tell-a-friend - make it easy for donors, event participants and members to spread the word.• Social sharing• Personal fundraising pages - supporters promote your fund-raising campaigns by creating personal contribution portals.• CiviMobile – Mobile theme and features• CiviAccounting – Integration with several popular accounting systems.• CiviCase - integrated case management.• CiviGrant - input and track grants to organizations, individuals or households.• CiviEngage – Surveys, petitions
  • 8. Who’s Using CiviCRM?• Non-profits of all shapes and sizes… • Local arts organizations and clubs • Regional environmental organizations • Foundations • Museums • NPO tech providers • Public interest lobbying groups and political parties • National and global membership associations and advocacy organizations …
  • 9. Who’s Using CiviCRM• WikiMedia Foundation• Amnesty International• Electronic Frontiers Foundation (Soon Australian branch to)• Voiceless• PILCH Victoria• Greens party of Australia and NZ• Several branches of Liberal party• Environment Victoria• And many more with contact databases from hundreds to millions…
  • 10. Vibrant Community - Viral Growth• 100,000+ total downloads since inception• 30,000+ installations• Community forums • 12,000+ members (100+ new members / month)• Over 100 individuals and consultants have participated in the design and development of CiviCRM• 3rd party module integration - Organic Groups, Ubercart, Webform…• Many local experts and Melbourne (run by me!) and Sydney meetups
  • 11. Evaluating CiviCRM for Your Organization• Free software… BUT, requires technical skills OR budget for consultant to install, configure and maintain• Rapidly evolving in response to active user and developer community - top ratings in recent NTEN CRM survey• Growing integrator ecosystem. Some will host too.• “Specialized” hosting companiesDo you need a web-based non-profit focused CRM, with the currentfeature-set AND integrated with a Content Management application?
  • 12. Integrate and Customize• CiviCRM Profiles and custom data• Import and Export data• Custom screen layouts (templating)• Custom search framework• Public APIs - allow other tools to insert, update and retrieve CRM data
  • 13. Wrap upChris Ward@chrischinchchinchillamedia.comI work for moatmedia.comMelbourne meetup – www.meetup.com/MelbourneCiviCRMSydney meetup – www.meetup.com/SydneyCiviCRM
  • 14. Do we have time for a demo? drupal.demo.civicrm.org