An Intro: WordPress with CiviCRM at Civicon 2014

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a brief demonstration of how you can use CiviCRM to capture contact information on your WordPress website. A quick look at: WordPress plugins for CiviCRM, WordPress shortcodes, and CiviCRM Extensions.

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An Intro: WordPress with CiviCRM at Civicon 2014

  1. 1. CiviCRM for Nonprofits: Integrating with WordPress An Intro: WordPress with CiviCRM Presented by: Dana Skallman Tadpole Collective tadpole.cc
  2. 2. CiviCRM for Nonprofits: Integrating with WordPress What we will cover • Two Dashboards • Contribution Management • Event Management • Membership Management • User/Contact Profiles • Newsletter Subscriptions
  3. 3. CiviCRM for Nonprofits: Integrating with WordPress Two dashboards connected
  4. 4. CiviCRM for Nonprofits: Integrating with WordPress Two dashboards connected
  5. 5. CiviCRM for Nonprofits: Integrating with WordPress CiviCRM Features • Contact management • Contributions • Communications • Peer-To-Peer Fundraisers • Advocacy Campaigns • Events • Members • Reports • Case Management
  6. 6. CiviCRM for Nonprofits: Integrating with WordPress Contact Centric CRM
  7. 7. CiviCRM for Nonprofits: Integrating with WordPress Keep in Mind • Use CiviCRM for all Contact Details • Use WordPress for all Content/Display needs
  8. 8. CiviCRM for Nonprofits: Integrating with WordPress CiviCRM Shortcode
  9. 9. CiviCRM for Nonprofits: Integrating with WordPress Contribution Management • Create a Contribution Page with CiviCRM
  10. 10. CiviCRM for Nonprofits: Integrating with WordPress Contribution Management • Then use the CiviCRM Shortcode in WordPress to add that contribution page into WordPress.
  11. 11. CiviCRM for Nonprofits: Integrating with WordPress Event Management • Create an event in CiviCRM, add all details needed for registration and fees.
  12. 12. CiviCRM for Nonprofits: Integrating with WordPress Event Management • Event Calendar organized in WordPress
  13. 13. CiviCRM for Nonprofits: Integrating with WordPress Event Management • Event Calendar organized in WordPress • Every Calendar + 1
  14. 14. CiviCRM for Nonprofits: Integrating with WordPress Event Management • Event Calendar organized in WordPress • Every Calendar + 1
  15. 15. CiviCRM for Nonprofits: Integrating with WordPress Membership Registration • CiviMember Sync • https://github.com/tadpolecc/civi_member_sync
  16. 16. CiviCRM for Nonprofits: Integrating with WordPress Membership Registration • WP Plugins to extend Member Access • Members
  17. 17. CiviCRM for Nonprofits: Integrating with WordPress Membership Registration • WP Plugins to extend Member Access • Members
  18. 18. CiviCRM for Nonprofits: Integrating with WordPress Membership Registration • WP Plugins to extend Member Access • Members
  19. 19. CiviCRM for Nonprofits: Integrating with WordPress User Profiles • Theme my Login • Provides user widget with custom menus by role
  20. 20. CiviCRM for Nonprofits: Integrating with WordPress User Profiles • Theme my Login • Frontend User Profile with WordPress
  21. 21. CiviCRM for Nonprofits: Integrating with WordPress User Profiles • Use the User Dashboard Shortcode with CiviCRM to create a Contact History Profile that registered users can see from the website.
  22. 22. CiviCRM for Nonprofits: Integrating with WordPress Contact Record
  23. 23. CiviCRM for Nonprofits: Integrating with WordPress 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.
  24. 24. CiviCRM for Nonprofits: Integrating with WordPress Send Newsletter
  25. 25. CiviCRM for Nonprofits: Integrating with WordPress Q&A
  26. 26. CiviCRM for Nonprofits: Integrating with WordPress Thanks! Dana Skallman dana@tadpole.cc tadpole.cc
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