1.
CiviCRM for Contact Management, WordPress for Content Management
CiviCRM for Contact Management,
WordPress for Content Management
CMS + CRM
Presented by:
Dana Skallman
Tadpole Collective
tadpole.cc

2.
CiviCRM for Contact Management, WordPress for Content Management
What we will cover
• Two Dashboards
• What is CiviCRM
• What is WordPress
• Contribution Management
• Event Management
• User/Contact Profiles
• Newsletter Subscriptions

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CiviCRM for Contact Management, WordPress for Content Management
Two dashboards connected

4.
CiviCRM for Contact Management, WordPress for Content Management
Two dashboards connected

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CiviCRM for Contact Management, WordPress for Content Management
What is CiviCRM
• CRM = Constituent Relationship Manager
“CiviCRM is a web-based, open source, CRM
software geared toward meeting the needs of non-
profit and other civic-sector organization”

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CiviCRM for Contact Management, WordPress for Content Management
CiviCRM Features
• Contact management
• Contributions
• Communications
• Peer-To-Peer Fundraisers
• Advocacy Campaigns
• Events
• Members
• Reports
• Case Management

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CiviCRM for Contact Management, WordPress for Content Management
Contact Centric CRM

8.
CiviCRM for Contact Management, WordPress for Content Management
What is WordPress
CMS = Content Management System
“WordPress is web software you can use to
create a beautiful website or blog. We like to
say that WordPress is both free and priceless at
the same time.”

9.
CiviCRM for Contact Management, WordPress for Content Management
WordPress Features
• Simplicity & Flexibility
• Publishing Tools
• Distraction Free Writing
• Custom Content Types
• Obsessively Organized
• Easy Theme System
• Plugin System
• User Management
• Search Engine Optimized

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CiviCRM for Contact Management, WordPress for Content Management
Content Centric CMS

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CiviCRM for Contact Management, WordPress for Content Management
Remember!
• Use CiviCRM for all Contact Details
• Use WordPress for all Content/Display needs

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CiviCRM for Contact Management, WordPress for Content Management
Contribution Management
• Create a Contribution Page with CiviCRM
• Then use the CiviCRM Shortcode in WordPress to
add that contribution page into WordPress.

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CiviCRM for Contact Management, WordPress for Content Management
Event Management
• Create an event in CiviCRM, add all details needed
for registration and fees.

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CiviCRM for Contact Management, WordPress for Content Management
Event Management
• Event Calendar organized in WordPress
• Every Calendar + 1

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CiviCRM for Contact Management, WordPress for Content Management
User Profiles
• Use the User Dashboard Shortcode with CiviCRM to
create a Contact History Profile that registered users
can see from the website.

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CiviCRM for Contact Management, WordPress for Content Management
User Profiles
• Create Public User Profile with WordPress
• WP User Frontend
• WP Biographia

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CiviCRM for Contact Management, WordPress for Content Management
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.

18.
CiviCRM for Contact Management, WordPress for Content Management
Send Newsletter

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CiviCRM for Contact Management, WordPress for Content Management
Q&A

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CiviCRM for Contact Management, WordPress for Content Management
Thanks!
Dana Skallman
dana@tadpole.cc
tadpole.cc