Introduction to CiviCRM

Constituent Relationship Management

for the Civic Sector(updated 1/15/2010)

Agenda What is CiviCRM? Key CRM Features Components: Contributions and Pledges,

Event and Membership Management, Broadcast Email, Case Management, Grants

Who’s Using It Evaluating CiviCRM for Your Organization Integration with Other Tools Resources

What is CiviCRM? Web-based, open source, internationalized CRM

software Designed for Non-Profits, Membership and Advocacy

Organizations Project of Social Source Foundation (501c3) and

CiviCRM LLC Open source (free) software supported by a community

of users, developers and technology providers Integrated with Drupal and Joomla! Content

Management Systems (CMS’s) - OR runs standalone Internationalized

translated into Polish, Spanish, Dutch, German, French, Portuguese, Japanese…

Localised date, address, currency display…

Key CRM Features Record and manage information about your members,

clients, volunteers, activists, donors, staff, affiliates, branches and vendors.

Define custom fields specific to your needs Organize constituents into groups Track relationships between constituents Flexible search capabilities Track interactions such as meetings, phone calls,

emails, and define custom interaction types. Map constituent locations Collect constituent info and expose selected info

to the “public” or “members” via CMS integration

Contributions & Membership Management CiviContribute

Online contributions & personal fundraising pages Automatic receipting Premiums Track online / offline contributions and pledges Plugins for PayPal, Authorize.net and others

CiviMember Configurable self-service member signup and

renewal Tracks member status based on your organization’s

membership categories, periods and “rules”.

Event Management Configure event info Publish event info to iCal or RSS Online paid or free event registration with auto

receipting and confirmation Discount configuration Price sets for complex event pricing Offline registrations: import participant lists Attendance sheets: export participant lists Waitlists and Moderated Events

Broadcast Email CiviMail

High-capacity broadcast email Integrated with CRM

Mailing lists are fixed or “smart” groups Personalize via mail-merge with contact info History of mailings and responses tracked

for each contact Tracks opens, click-thrus , and forwarding Subscribe, unsubscribe and bounce-handling

Additional Features CiviReport - 20+ built-in reports with graphing, automated report

generation and more… Tell-a-friend - make it easy for donors, event participants and

members to spread the word. Personal fundraising pages - supporters promote your fund-

raising campaigns by creating personal contribution portals. CiviPledge - accept and track pledges for recurring

contributions. CiviCase - integrated case management. CiviGrant - input and track grants to organizations, individuals or

households. Custom search framework - search and display data “your way” Drupal integration modules - Member->Roles, Views 2, OG

Synch.

Who’s Using CiviCRM? Non-profits of all shapes and sizes…

Local arts organizations and clubs Regional environmental organizations Foundations Museums NPO tech providers Public interest lobbying groups and political parties National and global membership associations and

advocacy organizations …

Who’s Using CiviCRM

Who’s Using CiviCRM American Friends Service Committee Creative Commons Bioneers Linux Foundation Mozilla Corporation and Foundation Canada and New Zealand Green Parties Physician Health Program-British Columbia QuestBridge University of Michigan Museum of Art Urban Alliance for Sustainability USPIRG / FFPIR …

Vibrant Community - Viral Growth 375,000+ total downloads since inception 3,500+ active installations (via ping-back) - v2.0+ Community forums

16,000+ members Avg 50+ posts / week-day

Over 100 individuals and consultants have participated in the design and development of CiviCRM

Community Advisory Group Book Sprint Google Summer of Code Projects Organizations like U.S. Public Interest Research Group and

Physician Health Program are sponsoring major new features 3rd party modules - Organic Groups, Views2, Ubercart,…

New for v3.1…

Contact subtypes HTML system emails (receipts etc.) Personal dashboard Theme-able markup for front-end pages Merge from search results / contact edit

Coming in v3.2

Move to trash / undelete Performance optimizations CiviCase Phase 3 Tagging for activities and cases Custom data for Addresses Look and feel renovation / theme-ablity

Resources Project Home

http://civicrm.org Documentation

http://documentation.civicrm.org Understanding CiviCRM (http://en.flossmanuals.net/civicrm)

This Presentation http://wiki.civicrm.org/confluence/display/CRM/Presentations

IRC (#civicrm on freenode.net) Community Forum (support and discussion)

http://forum.civicrm.org Professional Services

http://civicrm.org/professional Downloads

http://civicrm.org/download

Evaluating CiviCRM for Your Organization Free software… BUT, requires technical skills OR

budget for consultant to install, configure and maintain

Rapidly evolving in response to active user and developer community - top ratings in recent NTEN CRM survey

Growing integrator ecosystem. Some will host too. http://civicrm.org/professional

“Specialized” hosting companies (Drupal+CiviCRM) and CiviMail-only service (CiviSMTP)Do you need a web-based non-profit focused CRM, with the current feature-set AND integrated with a Content Management application?

Evaluation Code: 103

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Integrate and Customize CiviCRM Profiles - CMS integration

Registration and input forms “Public” search and listings pages

Import and Export data Custom screen layouts (templating) Custom search framework Public API's - allow other tools

to insert, update and retrieve CRM data