SlideShare a Scribd company logo
1 of 14
Download to read offline
Introduction to CiviCRM
●   Kathy Reid
●   BarCampMelbourne
●
    12-13th September 09
●   kathy@kathyreid.id.au
The problem
●   Donors, members, volunteers
●   How to communicate in a targeted way?
●   How to encourage ongoing giving?
●   How to streamline administrative tasks?
Constituents = stakeholders

 Constituent Relationship
  Management = CRM
CiviCRM: a solution
●   Manage members
●   Manage donors
●   Manage volunteers
●   Manage communication
we'll use the demo;
http://drupal.demo.civicrm.org/
CiviMember
●   Administer and track memberships
●   You need to define Membership types
●   This is essentially groups functionality
●   Lot of attributes can be stored on a member
CiviContribute
●   Track donations and contributions
●   Ensure that thank yous are sent to volunteers
●   Public pages can be set up for specific
    campaigns
●   Contributors can have their own pages
CiviPledge
●   Manage and track pledges
●   Track recurring donations
●   Show outstanding balances against pledges
●   (Linked to members and activities)
CiviMail
●   Set up mailings such as newsletters
●   Track responses
●   Fine grained control over recipients
●   HTML capability for branding
CiviEvent
●   Promote events
●   Track registrations and payment
●   Manage event roles – attendee, speaker etc
●   Good reporting for event management
CiviReport
●   Reporting on many aspects of the data
●   Able to create your own report from templates
●   Very flexible
●   Mainly HTML templates
Other advantages
●   Granular permissions
●   Sensible database structure
What's next?
●   CiviCRM 3.0 is in beta
●   The beta is not yet very stable
●   Overhaul of user interface
More resources
●   http://www.civicrm.org
●   FLOSS Manual at;
    http://en.flossmanuals.net/CiviCRM/AboutThisManu
●   #civicrm on freenode

More Related Content

Similar to Introduction to CiviCRM 12 Sep 09

CiviCRM Reports and Extensions London 2018
CiviCRM Reports and Extensions London 2018CiviCRM Reports and Extensions London 2018
CiviCRM Reports and Extensions London 2018William Mortada
 
CiviCRM Reports and Extensions Manchester 2018
CiviCRM Reports and Extensions Manchester 2018CiviCRM Reports and Extensions Manchester 2018
CiviCRM Reports and Extensions Manchester 2018William Mortada
 
CiviCRM Reports and Extensions
CiviCRM Reports and ExtensionsCiviCRM Reports and Extensions
CiviCRM Reports and ExtensionsWilliam Mortada
 
CiviCRM Reports and Extensions - CiviCamp Leeds 2019
CiviCRM Reports and Extensions - CiviCamp Leeds 2019CiviCRM Reports and Extensions - CiviCamp Leeds 2019
CiviCRM Reports and Extensions - CiviCamp Leeds 2019William Mortada
 
CiviCRM Reports and Extensions - CiviCamp London - Nov 2019
CiviCRM Reports and Extensions - CiviCamp London - Nov 2019CiviCRM Reports and Extensions - CiviCamp London - Nov 2019
CiviCRM Reports and Extensions - CiviCamp London - Nov 2019William Mortada
 
CommonSpot CMS Bar Association Web Strategy by Bret Peters of Fig Leaf Software
CommonSpot CMS Bar Association Web Strategy by Bret Peters of Fig Leaf SoftwareCommonSpot CMS Bar Association Web Strategy by Bret Peters of Fig Leaf Software
CommonSpot CMS Bar Association Web Strategy by Bret Peters of Fig Leaf SoftwareBret Peters
 
Project Management 404 L4 Social Media & Digital Marketing NVQ
Project Management 404 L4 Social Media & Digital Marketing NVQProject Management 404 L4 Social Media & Digital Marketing NVQ
Project Management 404 L4 Social Media & Digital Marketing NVQDigitangle
 
WordPress for Nonprofits Using CiviCRM
WordPress for Nonprofits Using CiviCRMWordPress for Nonprofits Using CiviCRM
WordPress for Nonprofits Using CiviCRMTadpole Collective
 
A Technical Introduction to RTBkit
A Technical Introduction to RTBkitA Technical Introduction to RTBkit
A Technical Introduction to RTBkitDatacratic
 
CiviCRM Reports and Extensions - CiviCamp Birmingham 2020
CiviCRM Reports and Extensions - CiviCamp Birmingham 2020CiviCRM Reports and Extensions - CiviCamp Birmingham 2020
CiviCRM Reports and Extensions - CiviCamp Birmingham 2020William Mortada
 
Bloomerang - Exploring Bloomerang Automations - Deck (November 2023) (shared)...
Bloomerang - Exploring Bloomerang Automations - Deck (November 2023) (shared)...Bloomerang - Exploring Bloomerang Automations - Deck (November 2023) (shared)...
Bloomerang - Exploring Bloomerang Automations - Deck (November 2023) (shared)...Bloomerang
 
Socitm Highlights July 2015
Socitm Highlights July 2015Socitm Highlights July 2015
Socitm Highlights July 2015Socitm
 
#twbconf 2017: Digital transformation in London - Natalie Taylor, Mayor of Lo...
#twbconf 2017: Digital transformation in London - Natalie Taylor, Mayor of Lo...#twbconf 2017: Digital transformation in London - Natalie Taylor, Mayor of Lo...
#twbconf 2017: Digital transformation in London - Natalie Taylor, Mayor of Lo...Together We're Better
 
Measuring What Matters with Google Analytics
Measuring What Matters with Google AnalyticsMeasuring What Matters with Google Analytics
Measuring What Matters with Google AnalyticsTechSoup
 
Masters Academy workshop BA User stories: be simple, be useful
Masters Academy workshop BA User stories: be simple, be usefulMasters Academy workshop BA User stories: be simple, be useful
Masters Academy workshop BA User stories: be simple, be usefulMasters Academy
 
Finance at TransferWise
Finance at TransferWiseFinance at TransferWise
Finance at TransferWiseTransferWiseSG
 
How to Deliver a Process in 8 Weeks: The AgFirst Story
How to Deliver a Process in 8 Weeks: The AgFirst StoryHow to Deliver a Process in 8 Weeks: The AgFirst Story
How to Deliver a Process in 8 Weeks: The AgFirst StoryBizagi
 
Pinpoint, Prepare, and Perform with Web Analytics
Pinpoint, Prepare, and Perform with Web AnalyticsPinpoint, Prepare, and Perform with Web Analytics
Pinpoint, Prepare, and Perform with Web AnalyticsKatie Vojtko
 
Top 17 online donation tools for nonprofits (2020 update)
Top 17 online donation tools for nonprofits (2020 update)Top 17 online donation tools for nonprofits (2020 update)
Top 17 online donation tools for nonprofits (2020 update)CallHub
 

Similar to Introduction to CiviCRM 12 Sep 09 (20)

CiviCRM Reports and Extensions London 2018
CiviCRM Reports and Extensions London 2018CiviCRM Reports and Extensions London 2018
CiviCRM Reports and Extensions London 2018
 
CiviCRM Reports and Extensions Manchester 2018
CiviCRM Reports and Extensions Manchester 2018CiviCRM Reports and Extensions Manchester 2018
CiviCRM Reports and Extensions Manchester 2018
 
CiviCRM Reports and Extensions
CiviCRM Reports and ExtensionsCiviCRM Reports and Extensions
CiviCRM Reports and Extensions
 
CiviCRM Reports and Extensions - CiviCamp Leeds 2019
CiviCRM Reports and Extensions - CiviCamp Leeds 2019CiviCRM Reports and Extensions - CiviCamp Leeds 2019
CiviCRM Reports and Extensions - CiviCamp Leeds 2019
 
CiviCRM Reports and Extensions - CiviCamp London - Nov 2019
CiviCRM Reports and Extensions - CiviCamp London - Nov 2019CiviCRM Reports and Extensions - CiviCamp London - Nov 2019
CiviCRM Reports and Extensions - CiviCamp London - Nov 2019
 
CommonSpot CMS Bar Association Web Strategy by Bret Peters of Fig Leaf Software
CommonSpot CMS Bar Association Web Strategy by Bret Peters of Fig Leaf SoftwareCommonSpot CMS Bar Association Web Strategy by Bret Peters of Fig Leaf Software
CommonSpot CMS Bar Association Web Strategy by Bret Peters of Fig Leaf Software
 
Project Management 404 L4 Social Media & Digital Marketing NVQ
Project Management 404 L4 Social Media & Digital Marketing NVQProject Management 404 L4 Social Media & Digital Marketing NVQ
Project Management 404 L4 Social Media & Digital Marketing NVQ
 
WordPress for Nonprofits Using CiviCRM
WordPress for Nonprofits Using CiviCRMWordPress for Nonprofits Using CiviCRM
WordPress for Nonprofits Using CiviCRM
 
A Technical Introduction to RTBkit
A Technical Introduction to RTBkitA Technical Introduction to RTBkit
A Technical Introduction to RTBkit
 
CiviCRM Reports and Extensions - CiviCamp Birmingham 2020
CiviCRM Reports and Extensions - CiviCamp Birmingham 2020CiviCRM Reports and Extensions - CiviCamp Birmingham 2020
CiviCRM Reports and Extensions - CiviCamp Birmingham 2020
 
Bloomerang - Exploring Bloomerang Automations - Deck (November 2023) (shared)...
Bloomerang - Exploring Bloomerang Automations - Deck (November 2023) (shared)...Bloomerang - Exploring Bloomerang Automations - Deck (November 2023) (shared)...
Bloomerang - Exploring Bloomerang Automations - Deck (November 2023) (shared)...
 
Event management system
Event management systemEvent management system
Event management system
 
Socitm Highlights July 2015
Socitm Highlights July 2015Socitm Highlights July 2015
Socitm Highlights July 2015
 
#twbconf 2017: Digital transformation in London - Natalie Taylor, Mayor of Lo...
#twbconf 2017: Digital transformation in London - Natalie Taylor, Mayor of Lo...#twbconf 2017: Digital transformation in London - Natalie Taylor, Mayor of Lo...
#twbconf 2017: Digital transformation in London - Natalie Taylor, Mayor of Lo...
 
Measuring What Matters with Google Analytics
Measuring What Matters with Google AnalyticsMeasuring What Matters with Google Analytics
Measuring What Matters with Google Analytics
 
Masters Academy workshop BA User stories: be simple, be useful
Masters Academy workshop BA User stories: be simple, be usefulMasters Academy workshop BA User stories: be simple, be useful
Masters Academy workshop BA User stories: be simple, be useful
 
Finance at TransferWise
Finance at TransferWiseFinance at TransferWise
Finance at TransferWise
 
How to Deliver a Process in 8 Weeks: The AgFirst Story
How to Deliver a Process in 8 Weeks: The AgFirst StoryHow to Deliver a Process in 8 Weeks: The AgFirst Story
How to Deliver a Process in 8 Weeks: The AgFirst Story
 
Pinpoint, Prepare, and Perform with Web Analytics
Pinpoint, Prepare, and Perform with Web AnalyticsPinpoint, Prepare, and Perform with Web Analytics
Pinpoint, Prepare, and Perform with Web Analytics
 
Top 17 online donation tools for nonprofits (2020 update)
Top 17 online donation tools for nonprofits (2020 update)Top 17 online donation tools for nonprofits (2020 update)
Top 17 online donation tools for nonprofits (2020 update)
 

More from Kathy Reid

Software Freedom Day Melbourne 2013 - Building free software communities
Software Freedom Day Melbourne 2013 - Building free software communitiesSoftware Freedom Day Melbourne 2013 - Building free software communities
Software Freedom Day Melbourne 2013 - Building free software communitiesKathy Reid
 
BarCampGeelong 9th July 2011 - Welcome Presentation
BarCampGeelong 9th July 2011 - Welcome PresentationBarCampGeelong 9th July 2011 - Welcome Presentation
BarCampGeelong 9th July 2011 - Welcome PresentationKathy Reid
 
Not your Nanna's knitting: My first Lilypad Arduino project
Not your Nanna's knitting: My first Lilypad Arduino projectNot your Nanna's knitting: My first Lilypad Arduino project
Not your Nanna's knitting: My first Lilypad Arduino projectKathy Reid
 
Deakin Uni - Videoconferencing journey
Deakin Uni - Videoconferencing journeyDeakin Uni - Videoconferencing journey
Deakin Uni - Videoconferencing journeyKathy Reid
 
Intro to-php-19 jun10
Intro to-php-19 jun10Intro to-php-19 jun10
Intro to-php-19 jun10Kathy Reid
 
Advanced WordPress
Advanced WordPressAdvanced WordPress
Advanced WordPressKathy Reid
 
Introduction to WordPress
Introduction to WordPressIntroduction to WordPress
Introduction to WordPressKathy Reid
 
Making something out of nothing: Free software for non-profit organisations
Making something out of nothing: Free software for non-profit organisationsMaking something out of nothing: Free software for non-profit organisations
Making something out of nothing: Free software for non-profit organisationsKathy Reid
 

More from Kathy Reid (8)

Software Freedom Day Melbourne 2013 - Building free software communities
Software Freedom Day Melbourne 2013 - Building free software communitiesSoftware Freedom Day Melbourne 2013 - Building free software communities
Software Freedom Day Melbourne 2013 - Building free software communities
 
BarCampGeelong 9th July 2011 - Welcome Presentation
BarCampGeelong 9th July 2011 - Welcome PresentationBarCampGeelong 9th July 2011 - Welcome Presentation
BarCampGeelong 9th July 2011 - Welcome Presentation
 
Not your Nanna's knitting: My first Lilypad Arduino project
Not your Nanna's knitting: My first Lilypad Arduino projectNot your Nanna's knitting: My first Lilypad Arduino project
Not your Nanna's knitting: My first Lilypad Arduino project
 
Deakin Uni - Videoconferencing journey
Deakin Uni - Videoconferencing journeyDeakin Uni - Videoconferencing journey
Deakin Uni - Videoconferencing journey
 
Intro to-php-19 jun10
Intro to-php-19 jun10Intro to-php-19 jun10
Intro to-php-19 jun10
 
Advanced WordPress
Advanced WordPressAdvanced WordPress
Advanced WordPress
 
Introduction to WordPress
Introduction to WordPressIntroduction to WordPress
Introduction to WordPress
 
Making something out of nothing: Free software for non-profit organisations
Making something out of nothing: Free software for non-profit organisationsMaking something out of nothing: Free software for non-profit organisations
Making something out of nothing: Free software for non-profit organisations
 

Recently uploaded

WSO2CONMay2024OpenSourceConferenceDebrief.pptx
WSO2CONMay2024OpenSourceConferenceDebrief.pptxWSO2CONMay2024OpenSourceConferenceDebrief.pptx
WSO2CONMay2024OpenSourceConferenceDebrief.pptxJennifer Lim
 
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...CzechDreamin
 
Extensible Python: Robustness through Addition - PyCon 2024
Extensible Python: Robustness through Addition - PyCon 2024Extensible Python: Robustness through Addition - PyCon 2024
Extensible Python: Robustness through Addition - PyCon 2024Patrick Viafore
 
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo Diehl
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo DiehlFuture Visions: Predictions to Guide and Time Tech Innovation, Peter Udo Diehl
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo DiehlPeter Udo Diehl
 
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...FIDO Alliance
 
Enterprise Knowledge Graphs - Data Summit 2024
Enterprise Knowledge Graphs - Data Summit 2024Enterprise Knowledge Graphs - Data Summit 2024
Enterprise Knowledge Graphs - Data Summit 2024Enterprise Knowledge
 
Simplified FDO Manufacturing Flow with TPMs _ Liam at Infineon.pdf
Simplified FDO Manufacturing Flow with TPMs _ Liam at Infineon.pdfSimplified FDO Manufacturing Flow with TPMs _ Liam at Infineon.pdf
Simplified FDO Manufacturing Flow with TPMs _ Liam at Infineon.pdfFIDO Alliance
 
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...panagenda
 
Portal Kombat : extension du réseau de propagande russe
Portal Kombat : extension du réseau de propagande russePortal Kombat : extension du réseau de propagande russe
Portal Kombat : extension du réseau de propagande russe中 央社
 
How Red Hat Uses FDO in Device Lifecycle _ Costin and Vitaliy at Red Hat.pdf
How Red Hat Uses FDO in Device Lifecycle _ Costin and Vitaliy at Red Hat.pdfHow Red Hat Uses FDO in Device Lifecycle _ Costin and Vitaliy at Red Hat.pdf
How Red Hat Uses FDO in Device Lifecycle _ Costin and Vitaliy at Red Hat.pdfFIDO Alliance
 
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdfThe Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdfFIDO Alliance
 
Powerful Start- the Key to Project Success, Barbara Laskowska
Powerful Start- the Key to Project Success, Barbara LaskowskaPowerful Start- the Key to Project Success, Barbara Laskowska
Powerful Start- the Key to Project Success, Barbara LaskowskaCzechDreamin
 
Linux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdf
Linux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdfLinux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdf
Linux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdfFIDO Alliance
 
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptx
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptxUnpacking Value Delivery - Agile Oxford Meetup - May 2024.pptx
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptxDavid Michel
 
Google I/O Extended 2024 Warsaw
Google I/O Extended 2024 WarsawGoogle I/O Extended 2024 Warsaw
Google I/O Extended 2024 WarsawGDSC PJATK
 
Structuring Teams and Portfolios for Success
Structuring Teams and Portfolios for SuccessStructuring Teams and Portfolios for Success
Structuring Teams and Portfolios for SuccessUXDXConf
 
Syngulon - Selection technology May 2024.pdf
Syngulon - Selection technology May 2024.pdfSyngulon - Selection technology May 2024.pdf
Syngulon - Selection technology May 2024.pdfSyngulon
 
1111 ChatGPT Prompts PDF Free Download - Prompts for ChatGPT
1111 ChatGPT Prompts PDF Free Download - Prompts for ChatGPT1111 ChatGPT Prompts PDF Free Download - Prompts for ChatGPT
1111 ChatGPT Prompts PDF Free Download - Prompts for ChatGPTiSEO AI
 
AI presentation and introduction - Retrieval Augmented Generation RAG 101
AI presentation and introduction - Retrieval Augmented Generation RAG 101AI presentation and introduction - Retrieval Augmented Generation RAG 101
AI presentation and introduction - Retrieval Augmented Generation RAG 101vincent683379
 

Recently uploaded (20)

WSO2CONMay2024OpenSourceConferenceDebrief.pptx
WSO2CONMay2024OpenSourceConferenceDebrief.pptxWSO2CONMay2024OpenSourceConferenceDebrief.pptx
WSO2CONMay2024OpenSourceConferenceDebrief.pptx
 
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...
 
Extensible Python: Robustness through Addition - PyCon 2024
Extensible Python: Robustness through Addition - PyCon 2024Extensible Python: Robustness through Addition - PyCon 2024
Extensible Python: Robustness through Addition - PyCon 2024
 
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo Diehl
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo DiehlFuture Visions: Predictions to Guide and Time Tech Innovation, Peter Udo Diehl
Future Visions: Predictions to Guide and Time Tech Innovation, Peter Udo Diehl
 
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
 
Enterprise Knowledge Graphs - Data Summit 2024
Enterprise Knowledge Graphs - Data Summit 2024Enterprise Knowledge Graphs - Data Summit 2024
Enterprise Knowledge Graphs - Data Summit 2024
 
Simplified FDO Manufacturing Flow with TPMs _ Liam at Infineon.pdf
Simplified FDO Manufacturing Flow with TPMs _ Liam at Infineon.pdfSimplified FDO Manufacturing Flow with TPMs _ Liam at Infineon.pdf
Simplified FDO Manufacturing Flow with TPMs _ Liam at Infineon.pdf
 
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...
Easier, Faster, and More Powerful – Alles Neu macht der Mai -Wir durchleuchte...
 
Portal Kombat : extension du réseau de propagande russe
Portal Kombat : extension du réseau de propagande russePortal Kombat : extension du réseau de propagande russe
Portal Kombat : extension du réseau de propagande russe
 
How Red Hat Uses FDO in Device Lifecycle _ Costin and Vitaliy at Red Hat.pdf
How Red Hat Uses FDO in Device Lifecycle _ Costin and Vitaliy at Red Hat.pdfHow Red Hat Uses FDO in Device Lifecycle _ Costin and Vitaliy at Red Hat.pdf
How Red Hat Uses FDO in Device Lifecycle _ Costin and Vitaliy at Red Hat.pdf
 
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdfThe Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
 
Powerful Start- the Key to Project Success, Barbara Laskowska
Powerful Start- the Key to Project Success, Barbara LaskowskaPowerful Start- the Key to Project Success, Barbara Laskowska
Powerful Start- the Key to Project Success, Barbara Laskowska
 
Linux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdf
Linux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdfLinux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdf
Linux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdf
 
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptx
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptxUnpacking Value Delivery - Agile Oxford Meetup - May 2024.pptx
Unpacking Value Delivery - Agile Oxford Meetup - May 2024.pptx
 
Google I/O Extended 2024 Warsaw
Google I/O Extended 2024 WarsawGoogle I/O Extended 2024 Warsaw
Google I/O Extended 2024 Warsaw
 
Structuring Teams and Portfolios for Success
Structuring Teams and Portfolios for SuccessStructuring Teams and Portfolios for Success
Structuring Teams and Portfolios for Success
 
Syngulon - Selection technology May 2024.pdf
Syngulon - Selection technology May 2024.pdfSyngulon - Selection technology May 2024.pdf
Syngulon - Selection technology May 2024.pdf
 
Overview of Hyperledger Foundation
Overview of Hyperledger FoundationOverview of Hyperledger Foundation
Overview of Hyperledger Foundation
 
1111 ChatGPT Prompts PDF Free Download - Prompts for ChatGPT
1111 ChatGPT Prompts PDF Free Download - Prompts for ChatGPT1111 ChatGPT Prompts PDF Free Download - Prompts for ChatGPT
1111 ChatGPT Prompts PDF Free Download - Prompts for ChatGPT
 
AI presentation and introduction - Retrieval Augmented Generation RAG 101
AI presentation and introduction - Retrieval Augmented Generation RAG 101AI presentation and introduction - Retrieval Augmented Generation RAG 101
AI presentation and introduction - Retrieval Augmented Generation RAG 101
 

Introduction to CiviCRM 12 Sep 09

  • 1. Introduction to CiviCRM ● Kathy Reid ● BarCampMelbourne ● 12-13th September 09 ● kathy@kathyreid.id.au
  • 2. The problem ● Donors, members, volunteers ● How to communicate in a targeted way? ● How to encourage ongoing giving? ● How to streamline administrative tasks?
  • 3. Constituents = stakeholders Constituent Relationship Management = CRM
  • 4. CiviCRM: a solution ● Manage members ● Manage donors ● Manage volunteers ● Manage communication
  • 5. we'll use the demo; http://drupal.demo.civicrm.org/
  • 6. CiviMember ● Administer and track memberships ● You need to define Membership types ● This is essentially groups functionality ● Lot of attributes can be stored on a member
  • 7. CiviContribute ● Track donations and contributions ● Ensure that thank yous are sent to volunteers ● Public pages can be set up for specific campaigns ● Contributors can have their own pages
  • 8. CiviPledge ● Manage and track pledges ● Track recurring donations ● Show outstanding balances against pledges ● (Linked to members and activities)
  • 9. CiviMail ● Set up mailings such as newsletters ● Track responses ● Fine grained control over recipients ● HTML capability for branding
  • 10. CiviEvent ● Promote events ● Track registrations and payment ● Manage event roles – attendee, speaker etc ● Good reporting for event management
  • 11. CiviReport ● Reporting on many aspects of the data ● Able to create your own report from templates ● Very flexible ● Mainly HTML templates
  • 12. Other advantages ● Granular permissions ● Sensible database structure
  • 13. What's next? ● CiviCRM 3.0 is in beta ● The beta is not yet very stable ● Overhaul of user interface
  • 14. More resources ● http://www.civicrm.org ● FLOSS Manual at; http://en.flossmanuals.net/CiviCRM/AboutThisManu ● #civicrm on freenode