Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

An Intro: WordPress with CiviCRM at Civicon 2014

1,308 views

Published on

a brief demonstration of how you can use CiviCRM to capture contact information on your WordPress website. A quick look at: WordPress plugins for CiviCRM, WordPress shortcodes, and CiviCRM Extensions.

Published in: Internet, Technology, Business
  • Be the first to comment

  • Be the first to like this

An Intro: WordPress with CiviCRM at Civicon 2014

  1. 1. CiviCRM for Nonprofits: Integrating with WordPress An Intro: WordPress with CiviCRM Presented by: Dana Skallman Tadpole Collective tadpole.cc
  2. 2. CiviCRM for Nonprofits: Integrating with WordPress What we will cover • Two Dashboards • Contribution Management • Event Management • Membership Management • User/Contact Profiles • Newsletter Subscriptions
  3. 3. CiviCRM for Nonprofits: Integrating with WordPress Two dashboards connected
  4. 4. CiviCRM for Nonprofits: Integrating with WordPress Two dashboards connected
  5. 5. CiviCRM for Nonprofits: Integrating with WordPress CiviCRM Features • Contact management • Contributions • Communications • Peer-To-Peer Fundraisers • Advocacy Campaigns • Events • Members • Reports • Case Management
  6. 6. CiviCRM for Nonprofits: Integrating with WordPress Contact Centric CRM
  7. 7. CiviCRM for Nonprofits: Integrating with WordPress Keep in Mind • Use CiviCRM for all Contact Details • Use WordPress for all Content/Display needs
  8. 8. CiviCRM for Nonprofits: Integrating with WordPress CiviCRM Shortcode
  9. 9. CiviCRM for Nonprofits: Integrating with WordPress Contribution Management • Create a Contribution Page with CiviCRM
  10. 10. CiviCRM for Nonprofits: Integrating with WordPress Contribution Management • Then use the CiviCRM Shortcode in WordPress to add that contribution page into WordPress.
  11. 11. CiviCRM for Nonprofits: Integrating with WordPress Event Management • Create an event in CiviCRM, add all details needed for registration and fees.
  12. 12. CiviCRM for Nonprofits: Integrating with WordPress Event Management • Event Calendar organized in WordPress
  13. 13. CiviCRM for Nonprofits: Integrating with WordPress Event Management • Event Calendar organized in WordPress • Every Calendar + 1
  14. 14. CiviCRM for Nonprofits: Integrating with WordPress Event Management • Event Calendar organized in WordPress • Every Calendar + 1
  15. 15. CiviCRM for Nonprofits: Integrating with WordPress Membership Registration • CiviMember Sync • https://github.com/tadpolecc/civi_member_sync
  16. 16. CiviCRM for Nonprofits: Integrating with WordPress Membership Registration • WP Plugins to extend Member Access • Members
  17. 17. CiviCRM for Nonprofits: Integrating with WordPress Membership Registration • WP Plugins to extend Member Access • Members
  18. 18. CiviCRM for Nonprofits: Integrating with WordPress Membership Registration • WP Plugins to extend Member Access • Members
  19. 19. CiviCRM for Nonprofits: Integrating with WordPress User Profiles • Theme my Login • Provides user widget with custom menus by role
  20. 20. CiviCRM for Nonprofits: Integrating with WordPress User Profiles • Theme my Login • Frontend User Profile with WordPress
  21. 21. CiviCRM for Nonprofits: Integrating with WordPress User Profiles • Use the User Dashboard Shortcode with CiviCRM to create a Contact History Profile that registered users can see from the website.
  22. 22. CiviCRM for Nonprofits: Integrating with WordPress Contact Record
  23. 23. CiviCRM for Nonprofits: Integrating with WordPress 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.
  24. 24. CiviCRM for Nonprofits: Integrating with WordPress Send Newsletter
  25. 25. CiviCRM for Nonprofits: Integrating with WordPress Q&A
  26. 26. CiviCRM for Nonprofits: Integrating with WordPress Thanks! Dana Skallman dana@tadpole.cc tadpole.cc

×