Introduction to CiviCRM 12 Sep 09

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CiviCRM is a free and open source PHP and MySQL web based application suited for management memberships, donations and contacts. It's designed primarily for use in not for profit organisations.

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Introduction to CiviCRM 12 Sep 09

  1. 1. Introduction to CiviCRM ● Kathy Reid ● BarCampMelbourne ● 12-13th September 09 ● kathy@kathyreid.id.au
  2. 2. The problem ● Donors, members, volunteers ● How to communicate in a targeted way? ● How to encourage ongoing giving? ● How to streamline administrative tasks?
  3. 3. Constituents = stakeholders Constituent Relationship Management = CRM
  4. 4. CiviCRM: a solution ● Manage members ● Manage donors ● Manage volunteers ● Manage communication
  5. 5. we'll use the demo; http://drupal.demo.civicrm.org/
  6. 6. CiviMember ● Administer and track memberships ● You need to define Membership types ● This is essentially groups functionality ● Lot of attributes can be stored on a member
  7. 7. CiviContribute ● Track donations and contributions ● Ensure that thank yous are sent to volunteers ● Public pages can be set up for specific campaigns ● Contributors can have their own pages
  8. 8. CiviPledge ● Manage and track pledges ● Track recurring donations ● Show outstanding balances against pledges ● (Linked to members and activities)
  9. 9. CiviMail ● Set up mailings such as newsletters ● Track responses ● Fine grained control over recipients ● HTML capability for branding
  10. 10. CiviEvent ● Promote events ● Track registrations and payment ● Manage event roles – attendee, speaker etc ● Good reporting for event management
  11. 11. CiviReport ● Reporting on many aspects of the data ● Able to create your own report from templates ● Very flexible ● Mainly HTML templates
  12. 12. Other advantages ● Granular permissions ● Sensible database structure
  13. 13. What's next? ● CiviCRM 3.0 is in beta ● The beta is not yet very stable ● Overhaul of user interface
  14. 14. More resources ● http://www.civicrm.org ● FLOSS Manual at; http://en.flossmanuals.net/CiviCRM/AboutThisManu ● #civicrm on freenode

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