civicon · 2015. 8. 25. · communications, organizing, fundraising – leverage their social...
TRANSCRIPT
Title
CiviCampaign and CiviEngageCiviCampaign and CiviEngage
to Change the World:The Next Journey
Progressive Technology ProjectAlice Aguilar, Executive Director
Tomás Aguilar, PowerBase Trainer & Support Technician
CiviEngage & CiviCampaign: What's it For?• provides a 'common platform' for community organizers:
o gives them a package out of the box to really move their work –track and analyze their engagement efforts over time to inform strategies
o use common tool to teach skills and strategy o toolset helps organizers work more efficiently & effectively -o toolset helps organizers work more efficiently & effectively -
communications, organizing, fundraising – leverage their social justice work
CiviEngage & CiviCampaign: What's it For?• provides a 'common platform' for community organizers:
o gives them a package out of the box to really move their work –track and analyze their engagement efforts over time to inform strategies
o use common tool to teach skills and strategy o toolset helps organizers work more efficiently & effectively -o toolset helps organizers work more efficiently & effectively -
communications, organizing, fundraising – leverage their social justice work
• the package of enhancements meets 85-90% of their common needs
CiviEngage & CiviCampaign: What's it For?• provides a 'common platform' for community organizers:
o gives them a package out of the box to really move their work –track and analyze their engagement efforts over time to inform strategies
o use common tool to teach skills and strategy o toolset helps organizers work more efficiently & effectively -o toolset helps organizers work more efficiently & effectively -
communications, organizing, fundraising – leverage their social justice work
• the package of enhancements meets 85-90% of their common needs
• a vehicle to help build a community with a shared vision for future development
CiviEngage & CiviCampaign: What's it For?• provides a 'common platform' for community organizers:
o gives them a package out of the box to really move their work –track and analyze their engagement efforts over time to inform strategies
o use common tool to teach skills and strategy o toolset helps organizers work more efficiently & effectively -o toolset helps organizers work more efficiently & effectively -
communications, organizing, fundraising – leverage their social justice work
• the package of enhancements meets 85-90% of their common needs
• a vehicle to help build a community with a shared vision for future development
• CiviEngage Integrates the features of CiviCampaign – Surveys, Walklists, PhoneBank lists, & Petitions
We want a Strategic Database!
PowerBasePowerBaseThe Database for Community Organizers
CiviCRM w/ CiviEngage + CiviCampaign, plus hosting, support, training
We want to Strategically use that Strategic Database!
How are community organizing groups using it?How are community organizing groups using it?
Causa Justa :: Just Cause – Personal Campaign pages
Petitions a.k.a. Online Surveys
PhoneBank Surveys for Grassroots Fundraising
Go directly to contribution record
Iowa CCI - PhoneBank Surveys & memberships
:
Go directly to membership record
Event Turnout Workflow: 3 Touches
Track Voter Info & History
Cicero Integration
PTP – Grant tracking & dashboard
PTP: Use Webform
CiviCRM Integration &
Drupal Webforms
• Collect program
application info about
groups
So why do we do this? So why do we do this?
P
What PTP strives to do:
• Help groups use their database effectively & strategically
• Help groups understand the importance of data & building a
culture of use
• Partner with groups to develop best practices• Partner with groups to develop best practices
• Work with the community to become stewards of PowerBase /
CiviCRM
P
What PTP strives to do:
• Help groups use their database effectively & strategically
• Help groups understand the importance of data & building a
culture of use
• Partner with groups to develop best practices• Partner with groups to develop best practices
• Work with the community to become stewards of PowerBase /
CiviCRM
Ultimately – We want to help groups
do their work more efficiently and effectively!
P
How do we go about doing this?
Through ongoing engagement:
training, consulting, coaching, & tech support
Develop Culture of Data Use
Articulate the goals, processes, and protocols in your
Using Workflows
Articulate the goals, processes, and protocols in your
work
Making your database work for you
Importance of Documentation:
• Tips
• Screencasts
• Shared Curriculum
Importance of Trainings:
• F2F
• Webinars: New Staff Trainings, Topic trainings
• Office Hours
• Bilingual offerings
Consulting & Coaching…
Consulting & Coaching…
Consulting & Coaching ...
Next Up: Enhancing Grassroots Fundraising features
http://wiki.civicrm.org/confluence/display/CRM/CiviEngage+Enhancements+for+fund-
raising?focusedCommentId=83034166#comment-83034166
See blog: CiviEngage enhancements for fundraising
Summary Fields Tab
extension configuration
• Show synopsis of a donor’s history
• easier searches about donor history• easier searches about donor history
Summary Fields Tab (extension)
Advanced Search
“custom fields”
Grassroots Fundraising PowerBase Pilot project 2013
• Work with small number of cohorts for 6 months
• Test feature set
• Training, consulting, tech assistance around grassroots
fundraising practices and using the database to support the fundraising practices and using the database to support the
work
• Develop best practices and workflows
Questions?Questions?