Wordpress for Your Content, CiviCRM for Your Contacts

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Out of the box, WordPress provides an easy way to publish content on your website, including blogs, news, events, and programs. Which makes it easy for you to publish new content about your organization with ease. But how do you strategically engage visitors with your organization?

Out of the box, CiviCRM provides contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, and much more. Now you can capture visitors’ information automatically update their contact record in CiviCRM. This gives you a top-level view of how a specific contact interacts with your organization over time.

It’s the best of both worlds in one place, WordPress makes it easy for you to share your content and CiviCRM allows you to engage with your visitors directly.

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Wordpress for Your Content, CiviCRM for Your Contacts

  1. 1. WordPress for your Content, CiviCRM for your Contacts WordPress for your Content, CiviCRM for your Contacts Presented by: Dana Skallman Tadpole Collective www.tadpole.cc
  2. 2. WordPress for your Content, CiviCRM for your Contacts Two dashboards connected
  3. 3. WordPress for your Content, CiviCRM for your Contacts Two dashboards connected
  4. 4. WordPress for your Content, CiviCRM for your Contacts WordPress Features • Posts • Pages • Users • Taxonomy • Post Types • Calendar • Events
  5. 5. WordPress for your Content, CiviCRM for your Contacts WordPress Plugins • Used to add Functions to your site • Events Calendar • Membership • E-commerce • Directories • and much more...
  6. 6. WordPress for your Content, CiviCRM for your Contacts Who is CiviCRM for • Geared to non-profits and civic organizations that • Fundraise • Engage members • Advocate • Peer fundraising • Track event attendance & registration • Contact Management
  7. 7. WordPress for your Content, CiviCRM for your Contacts CiviCRM Features • Contact management • Contributions • Communications • Advocacy Campaigns • Events • Members • Reports • Case Management • Grant Management
  8. 8. WordPress for your Content, CiviCRM for your Contacts Contact Centric CRM
  9. 9. WordPress for your Content, CiviCRM for your Contacts Keep in Mind • Use CiviCRM for all Contact Details • Use WordPress for all Content/Display needs
  10. 10. WordPress for your Content, CiviCRM for your Contacts CiviCRM Shortcode
  11. 11. WordPress for your Content, CiviCRM for your Contacts Contribution Management • Create a Contribution Page with CiviCRM
  12. 12. WordPress for your Content, CiviCRM for your Contacts Contribution Management • Then use the CiviCRM Shortcode in WordPress to add that contribution page into WordPress.
  13. 13. WordPress for your Content, CiviCRM for your Contacts Event Management • Create an event in CiviCRM, add all details needed for registration and fees.
  14. 14. WordPress for your Content, CiviCRM for your Contacts Event Management • Event Calendar organized in WordPress
  15. 15. WordPress for your Content, CiviCRM for your Contacts Event Management • Event Calendar organized in WordPress • Every Calendar + 1
  16. 16. WordPress for your Content, CiviCRM for your Contacts Event Management • Event Calendar organized in WordPress • Every Calendar + 1
  17. 17. WordPress for your Content, CiviCRM for your Contacts Membership Registration • WP Plugins to extend Member Access • Members
  18. 18. WordPress for your Content, CiviCRM for your Contacts Membership Registration • WP Plugins to extend Member Access • Members
  19. 19. WordPress for your Content, CiviCRM for your Contacts Membership Registration • WP Plugins to extend Member Access • Members
  20. 20. WordPress for your Content, CiviCRM for your Contacts Membership Registration • CiviMember Sync • https://github.com/tadpolecc/civi_member_sync
  21. 21. WordPress for your Content, CiviCRM for your Contacts User Profiles • Theme my Login • Provides user widget with custom menus by role
  22. 22. WordPress for your Content, CiviCRM for your Contacts User Profiles • Theme my Login • Frontend User Profile with WordPress
  23. 23. WordPress for your Content, CiviCRM for your Contacts User Profiles • Use the User Dashboard Shortcode with CiviCRM to create a Contact History Profile that registered users can see from the website.
  24. 24. WordPress for your Content, CiviCRM for your Contacts Contact Record
  25. 25. WordPress for your Content, CiviCRM for your Contacts 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.
  26. 26. WordPress for your Content, CiviCRM for your Contacts Send Newsletter
  27. 27. WordPress for your Content, CiviCRM for your Contacts Q&A
  28. 28. WordPress for your Content, CiviCRM for your Contacts Thanks! Dana Skallman dana@tadpole.cc www.tadpole.cc

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