CiviCRM for Nonprofits: Integrating with WordPress
An Intro:
WordPress with CiviCRM
Presented by:
Dana Skallman
Tadpole Co...
CiviCRM for Nonprofits: Integrating with WordPress
What we will cover
• Two Dashboards
• Contribution Management
• Event M...
CiviCRM for Nonprofits: Integrating with WordPress
Two dashboards connected
CiviCRM for Nonprofits: Integrating with WordPress
Two dashboards connected
CiviCRM for Nonprofits: Integrating with WordPress
CiviCRM Features
• Contact management
• Contributions
• Communications
...
CiviCRM for Nonprofits: Integrating with WordPress
Contact Centric CRM
CiviCRM for Nonprofits: Integrating with WordPress
Keep in Mind
• Use CiviCRM for all Contact Details
• Use WordPress for ...
CiviCRM for Nonprofits: Integrating with WordPress
CiviCRM Shortcode
CiviCRM for Nonprofits: Integrating with WordPress
Contribution Management
• Create a Contribution Page with CiviCRM
CiviCRM for Nonprofits: Integrating with WordPress
Contribution Management
• Then use the CiviCRM Shortcode in WordPress t...
CiviCRM for Nonprofits: Integrating with WordPress
Event Management
• Create an event in CiviCRM, add all details needed f...
CiviCRM for Nonprofits: Integrating with WordPress
Event Management
• Event Calendar organized in WordPress
CiviCRM for Nonprofits: Integrating with WordPress
Event Management
• Event Calendar organized in WordPress
• Every Calend...
CiviCRM for Nonprofits: Integrating with WordPress
Event Management
• Event Calendar organized in WordPress
• Every Calend...
CiviCRM for Nonprofits: Integrating with WordPress
Membership Registration
• CiviMember Sync
• https://github.com/tadpolec...
CiviCRM for Nonprofits: Integrating with WordPress
Membership Registration
• WP Plugins to extend Member Access
• Members
CiviCRM for Nonprofits: Integrating with WordPress
Membership Registration
• WP Plugins to extend Member Access
• Members
CiviCRM for Nonprofits: Integrating with WordPress
Membership Registration
• WP Plugins to extend Member Access
• Members
CiviCRM for Nonprofits: Integrating with WordPress
User Profiles
• Theme my Login
• Provides user widget
with custom menus...
CiviCRM for Nonprofits: Integrating with WordPress
User Profiles
• Theme my Login
• Frontend User Profile
with WordPress
CiviCRM for Nonprofits: Integrating with WordPress
User Profiles
• Use the User Dashboard Shortcode with CiviCRM to
create...
CiviCRM for Nonprofits: Integrating with WordPress
Contact Record
CiviCRM for Nonprofits: Integrating with WordPress
Subscriptions
• Use CiviCRM HTML Snippets to embed Newsletter
registrat...
CiviCRM for Nonprofits: Integrating with WordPress
Send Newsletter
CiviCRM for Nonprofits: Integrating with WordPress
Q&A
CiviCRM for Nonprofits: Integrating with WordPress
Thanks!
Dana Skallman
dana@tadpole.cc
tadpole.cc
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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.

Published in: Internet, Technology, Business
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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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