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Civicrmintro 100331183537 Phpapp02
 

Civicrmintro 100331183537 Phpapp02

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Into CiviCRM (from Dave Greenberg, core CiviCRM team)

Into CiviCRM (from Dave Greenberg, core CiviCRM team)

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    Civicrmintro 100331183537 Phpapp02 Civicrmintro 100331183537 Phpapp02 Presentation Transcript

    • Introduction to CiviCRM Constituent Relationship Management for the Civic Sector (updated 1/15/2010)
    • Agenda
      • What is CiviCRM?
      • Key CRM Features
      • Components: Contributions and Pledges, Event and Membership Management, Broadcast Email, Case Management, Grants
      • Who’s Using It
      • Evaluating CiviCRM for Your Organization
      • Integration with Other Tools
      • Resources
    • What is CiviCRM?
      • Web-based, open source, internationalized 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 community of users, developers and technology providers
      • Integrated with Drupal and Joomla! Content Management Systems (CMS’s) - OR runs standalone
      • Internationalized
        • translated into Polish, Spanish, Dutch, German, French, Portuguese, Japanese…
        • Localised date, address, currency display…
    • 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
      • Track relationships between constituents
      • 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
    • Contributions & Membership Management
      • CiviContribute
        • Online contributions & personal fundraising pages
        • Automatic receipting
        • Premiums
        • Track online / offline contributions and pledges
        • Plugins for PayPal, Authorize.net and others
      • CiviMember
        • Configurable self-service member signup and renewal
        • Tracks member status based on your organization’s membership categories, periods and “rules”.
    • 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
      • Waitlists and Moderated Events
    • 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
    • Additional Features
      • CiviReport - 20+ built-in reports with graphing, automated report generation and more…
      • Tell-a-friend - make it easy for donors, event participants and members to spread the word.
      • Personal fundraising pages - supporters promote your fund-raising campaigns by creating personal contribution portals.
      • CiviPledge - accept and track pledges for recurring contributions.
      • CiviCase - integrated case management.
      • CiviGrant - input and track grants to organizations, individuals or households.
      • Custom search framework - search and display data “your way”
      • Drupal integration modules - Member->Roles, Views 2, OG Synch.
    • 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 …
    • Who’s Using CiviCRM
    • Who’s Using CiviCRM
      • American Friends Service Committee
      • Creative Commons
      • Bioneers
      • Linux Foundation
      • Mozilla Corporation and Foundation
      • Canada and New Zealand Green Parties
      • Physician Health Program-British Columbia
      • QuestBridge
      • University of Michigan Museum of Art
      • Urban Alliance for Sustainability
      • USPIRG / FFPIR
    • Vibrant Community - Viral Growth
      • 375,000+ total downloads since inception
      • 3,500+ active installations (via ping-back) - v2.0+
      • Community forums
        • 16,000+ members
        • Avg 50+ posts / week-day
      • Over 100 individuals and consultants have participated in the design and development of CiviCRM
      • Community Advisory Group
      • Book Sprint
      • Google Summer of Code Projects
      • Organizations like U.S. Public Interest Research Group and Physician Health Program are sponsoring major new features
      • 3rd party modules - Organic Groups, Views2, Ubercart,…
    • New for v3.1…
      • Contact subtypes
      • HTML system emails (receipts etc.)
      • Personal dashboard
      • Theme-able markup for front-end pages
      • Merge from search results / contact edit
    • Coming in v3.2
      • Move to trash / undelete
      • Performance optimizations
      • CiviCase Phase 3
      • Tagging for activities and cases
      • Custom data for Addresses
      • Look and feel renovation / theme-ablity
    • Resources
      • Project Home
        • http://civicrm.org
      • Documentation
        • http://documentation.civicrm.org
        • Understanding CiviCRM ( http://en.flossmanuals.net/civicrm)
      • This Presentation
        • http://wiki.civicrm.org/confluence/display/CRM/Presentations
      • IRC (#civicrm on freenode.net)
      • Community Forum (support and discussion)
        • http://forum.civicrm.org
      • Professional Services
        • http://civicrm.org/professional
      • Downloads
        • http://civicrm.org/download
    • 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.
        • http://civicrm.org/professional
      • “ Specialized” hosting companies (Drupal+CiviCRM) and CiviMail-only service (CiviSMTP)
      • Do you need a web-based non-profit focused CRM, with the current feature-set AND integrated with a Content Management application?
    • Evaluation Code: 103 How Was this Session? Call In Text Online Call 404.939.4909 Enter Code 103 Text 103 to 69866 Visit nten . org/ntc-eval Enter Code 103 Session feedback powered by: Tell Us and You Could Win a Free 2011 NTC Registration!
    • Integrate and Customize
      • CiviCRM Profiles - CMS integration
        • Registration and input forms
        • “ Public” search and listings pages
      • Import and Export data
      • Custom screen layouts (templating)
      • Custom search framework
      • Public API's - allow other tools to insert, update and retrieve CRM data