Civicrmintro 100331183537 Phpapp02

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

Civicrmintro 100331183537 Phpapp02

by Erik Hommel

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Civicrmintro 100331183537 Phpapp02 Presentation Transcript