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CiviCRM for Contact Management, WordPress for Content ManagementCiviCRM for Contact Management,WordPress for Content ManagementCMS + CRMPresented by:Dana SkallmanTadpole Collectivetadpole.cc

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CiviCRM for Contact Management, WordPress for Content ManagementWhat 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 ManagementTwo dashboards connected

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CiviCRM for Contact Management, WordPress for Content ManagementTwo dashboards connected

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

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

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CiviCRM for Contact Management, WordPress for Content ManagementWhat is WordPressCMS = Content Management System“WordPress is web software you can use tocreate a beautiful website or blog. We like tosay that WordPress is both free and priceless atthe same time.”

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

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

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

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

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

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CiviCRM for Contact Management, WordPress for Content ManagementUser Profiles• Use the User Dashboard Shortcode with CiviCRM tocreate a Contact History Profile that registered userscan see from the website.

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

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CiviCRM for Contact Management, WordPress for Content ManagementSubscriptions• Use CiviCRM HTML Snippets to embed Newsletterregistration, using the CiviCRM profiles create aprofile that links to the Newsletter Mailing List groupto manage subscriptions.

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CiviCRM for Contact Management, WordPress for Content ManagementSend Newsletter

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CiviCRM for Contact Management, WordPress for Content ManagementQ&A

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CiviCRM for Contact Management, WordPress for Content ManagementThanks!Dana Skallmandana@tadpole.cctadpole.cc