Introduction to CiviCRM Constituent Relationship Management for the Civic Sector (updated 4/24/2009)

Agenda  What is CiviCRM?  Key CRM Features  Components: Contributions and Pledges, Event and Membership Management, Broadcast , 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  Flexible search capabilities  Track interactions such as meetings, phone calls, s, 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  Coming soon: Waitlists and Moderated Events

Broadcast  CiviMail High-capacity broadcast 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

New Features  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.  Coming soon: Built-in Reporting and reporting framework for custom reports

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  Canadian and New Zealand Green Parties  Kabissa (African NGO portal)  Linux Foundation  Physician Health Program-British Columbai  QuestBridge  University of Michigan Museum of Art  Urban Alliance for Sustainability  USPIRG / FFPIR  …

Vibrant Community - Viral Growth  120,000+ total downloads since inception  2,500+ active installations (via ping-back) - v2.0+  Community forums 5,600+ members Avg 75+ 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,…

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.  “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?

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

Resources  Project Home  Documentation  This Presentation tions tions  Community Forum (support and discussion)  Professional Services  Downloads