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CiviCRM User Group-Intro to CiviCRM


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CiviCRM is free and open source software for the civic sector. This presentation is an overview of the CiviCRM project and software, and includes information on new features in 3.1 and 3.2.

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CiviCRM User Group-Intro to CiviCRM

  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>