Civicrmintro 100331183537 Phpapp02


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Into CiviCRM (from Dave Greenberg, core CiviCRM team)

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Civicrmintro 100331183537 Phpapp02

  1. 1. Introduction to CiviCRM Constituent Relationship Management for the Civic Sector (updated 1/15/2010)
  2. 2. Agenda <ul><li>What is CiviCRM? </li></ul><ul><li>Key CRM Features </li></ul><ul><li>Components: Contributions and Pledges, Event and Membership Management, Broadcast Email, Case Management, Grants </li></ul><ul><li>Who’s Using It </li></ul><ul><li>Evaluating CiviCRM for Your Organization </li></ul><ul><li>Integration with Other Tools </li></ul><ul><li>Resources </li></ul>
  3. 3. What is CiviCRM? <ul><li>Web-based, open source, internationalized CRM software </li></ul><ul><li>Designed for Non-Profits, Membership and Advocacy Organizations </li></ul><ul><li>Project of Social Source Foundation (501c3) and CiviCRM LLC </li></ul><ul><li>Open source (free) software supported by a community of users, developers and technology providers </li></ul><ul><li>Integrated with Drupal and Joomla! Content Management Systems (CMS’s) - OR runs standalone </li></ul><ul><li>Internationalized </li></ul><ul><ul><li>translated into Polish, Spanish, Dutch, German, French, Portuguese, Japanese… </li></ul></ul><ul><ul><li>Localised date, address, currency display… </li></ul></ul>
  4. 4. Key CRM Features <ul><li>Record and manage information about your members, clients, volunteers, activists, donors, staff, affiliates, branches and vendors. </li></ul><ul><li>Define custom fields specific to your needs </li></ul><ul><li>Organize constituents into groups </li></ul><ul><li>Track relationships between constituents </li></ul><ul><li>Flexible search capabilities </li></ul><ul><li>Track interactions such as meetings, phone calls, emails, and define custom interaction types. </li></ul><ul><li>Map constituent locations </li></ul><ul><li>Collect constituent info and expose selected info to the “public” or “members” via CMS integration </li></ul>
  5. 5. Contributions & Membership Management <ul><li>CiviContribute </li></ul><ul><ul><li>Online contributions & personal fundraising pages </li></ul></ul><ul><ul><li>Automatic receipting </li></ul></ul><ul><ul><li>Premiums </li></ul></ul><ul><ul><li>Track online / offline contributions and pledges </li></ul></ul><ul><ul><li>Plugins for PayPal, and others </li></ul></ul><ul><li>CiviMember </li></ul><ul><ul><li>Configurable self-service member signup and renewal </li></ul></ul><ul><ul><li>Tracks member status based on your organization’s membership categories, periods and “rules”. </li></ul></ul>
  6. 6. Event Management <ul><li>Configure event info </li></ul><ul><li>Publish event info to iCal or RSS </li></ul><ul><li>Online paid or free event registration with auto receipting and confirmation </li></ul><ul><li>Discount configuration </li></ul><ul><li>Price sets for complex event pricing </li></ul><ul><li>Offline registrations: import participant lists </li></ul><ul><li>Attendance sheets: export participant lists </li></ul><ul><li>Waitlists and Moderated Events </li></ul>
  7. 7. Broadcast Email <ul><li>CiviMail </li></ul><ul><ul><li>High-capacity broadcast email </li></ul></ul><ul><ul><li>Integrated with CRM </li></ul></ul><ul><ul><ul><li>Mailing lists are fixed or “smart” groups </li></ul></ul></ul><ul><ul><ul><li>Personalize via mail-merge with contact info </li></ul></ul></ul><ul><ul><ul><li>History of mailings and responses tracked for each contact </li></ul></ul></ul><ul><ul><li>Tracks opens, click-thrus , and forwarding </li></ul></ul><ul><ul><li>Subscribe, unsubscribe and bounce-handling </li></ul></ul>
  8. 8. Additional Features <ul><li>CiviReport - 20+ built-in reports with graphing, automated report generation and more… </li></ul><ul><li>Tell-a-friend - make it easy for donors, event participants and members to spread the word. </li></ul><ul><li>Personal fundraising pages - supporters promote your fund-raising campaigns by creating personal contribution portals. </li></ul><ul><li>CiviPledge - accept and track pledges for recurring contributions. </li></ul><ul><li>CiviCase - integrated case management. </li></ul><ul><li>CiviGrant - input and track grants to organizations, individuals or households. </li></ul><ul><li>Custom search framework - search and display data “your way” </li></ul><ul><li>Drupal integration modules - Member->Roles, Views 2, OG Synch. </li></ul>
  9. 9. Who’s Using CiviCRM? <ul><li>Non-profits of all shapes and sizes… </li></ul><ul><ul><li>Local arts organizations and clubs </li></ul></ul><ul><ul><li>Regional environmental organizations </li></ul></ul><ul><ul><li>Foundations </li></ul></ul><ul><ul><li>Museums </li></ul></ul><ul><ul><li>NPO tech providers </li></ul></ul><ul><ul><li>Public interest lobbying groups and political parties </li></ul></ul><ul><ul><li>National and global membership associations and advocacy organizations … </li></ul></ul>
  10. 10. Who’s Using CiviCRM
  11. 11. Who’s Using CiviCRM <ul><li>American Friends Service Committee </li></ul><ul><li>Creative Commons </li></ul><ul><li>Bioneers </li></ul><ul><li>Linux Foundation </li></ul><ul><li>Mozilla Corporation and Foundation </li></ul><ul><li>Canada and New Zealand Green Parties </li></ul><ul><li>Physician Health Program-British Columbia </li></ul><ul><li>QuestBridge </li></ul><ul><li>University of Michigan Museum of Art </li></ul><ul><li>Urban Alliance for Sustainability </li></ul><ul><li>USPIRG / FFPIR </li></ul><ul><li>… </li></ul>
  12. 12. Vibrant Community - Viral Growth <ul><li>375,000+ total downloads since inception </li></ul><ul><li>3,500+ active installations (via ping-back) - v2.0+ </li></ul><ul><li>Community forums </li></ul><ul><ul><li>16,000+ members </li></ul></ul><ul><ul><li>Avg 50+ posts / week-day </li></ul></ul><ul><li>Over 100 individuals and consultants have participated in the design and development of CiviCRM </li></ul><ul><li>Community Advisory Group </li></ul><ul><li>Book Sprint </li></ul><ul><li>Google Summer of Code Projects </li></ul><ul><li>Organizations like U.S. Public Interest Research Group and Physician Health Program are sponsoring major new features </li></ul><ul><li>3rd party modules - Organic Groups, Views2, Ubercart,… </li></ul>
  13. 13. New for v3.1… <ul><li>Contact subtypes </li></ul><ul><li>HTML system emails (receipts etc.) </li></ul><ul><li>Personal dashboard </li></ul><ul><li>Theme-able markup for front-end pages </li></ul><ul><li>Merge from search results / contact edit </li></ul>
  14. 14. Coming in v3.2 <ul><li>Move to trash / undelete </li></ul><ul><li>Performance optimizations </li></ul><ul><li>CiviCase Phase 3 </li></ul><ul><li>Tagging for activities and cases </li></ul><ul><li>Custom data for Addresses </li></ul><ul><li>Look and feel renovation / theme-ablity </li></ul>
  15. 15. Resources <ul><li>Project Home </li></ul><ul><ul><li> </li></ul></ul><ul><li>Documentation </li></ul><ul><ul><li> </li></ul></ul><ul><ul><li>Understanding CiviCRM ( </li></ul></ul><ul><li>This Presentation </li></ul><ul><ul><li> </li></ul></ul><ul><li>IRC (#civicrm on </li></ul><ul><li>Community Forum (support and discussion) </li></ul><ul><ul><li> </li></ul></ul><ul><li>Professional Services </li></ul><ul><ul><li> </li></ul></ul><ul><li>Downloads </li></ul><ul><ul><li> </li></ul></ul>
  16. 16. Evaluating CiviCRM for Your Organization <ul><li>Free software… BUT, requires technical skills OR budget for consultant to install, configure and maintain </li></ul><ul><li>Rapidly evolving in response to active user and developer community - top ratings in recent NTEN CRM survey </li></ul><ul><li>Growing integrator ecosystem. Some will host too. </li></ul><ul><ul><li> </li></ul></ul><ul><li>“ Specialized” hosting companies (Drupal+CiviCRM) and CiviMail-only service (CiviSMTP) </li></ul><ul><li>Do you need a web-based non-profit focused CRM, with the current feature-set AND integrated with a Content Management application? </li></ul>
  17. 17. 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!
  18. 18. Integrate and Customize <ul><li>CiviCRM Profiles - CMS integration </li></ul><ul><ul><li>Registration and input forms </li></ul></ul><ul><ul><li>“ Public” search and listings pages </li></ul></ul><ul><li>Import and Export data </li></ul><ul><li>Custom screen layouts (templating) </li></ul><ul><li>Custom search framework </li></ul><ul><li>Public API's - allow other tools to insert, update and retrieve CRM data </li></ul>
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