Federation of Calgary Communities Staff Training Wednesday September 5 th 2012 Federation of Calgary Communities Board Room.

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Presentation transcript:

Federation of Calgary Communities Staff Training Wednesday September 5 th 2012 Federation of Calgary Communities Board Room

Outline for the Day 1.Background on new tools 2.CRM Intro and Functionality 3.Online Registration Event Creation

New Tools Editable Website (and workshop listing calendar) Wordpress Online Registration & Payment Amember Pro CRM (replacing MS Access) VTiger Survey Tool (replacing SurveyMonkey) LimeSurvey

Access Information Rebecca Dakin, Super Admin Can create, reset or delete access credentials. For security, Smith Family Group Inc. will not assist with access issues (other than for Rebecca)

What is a CRM? Stands for “Customer Relationship Manager” It replaces the Microsoft Access database you’ve been using to track CAs It allows you to send s to CA representatives instantly without Mail King. It can allow for CAs to log in and see the contact info you have on them.

Why Vtiger Encompasses all the features the FCC requires Expandable – only using about 10 % of functionality. Used by several Fortune 500s – including SAMSUNG Backed up nightly by Smith Family Group Inc. Access is audited – all changes are reversible and tracked

What we will cover How to log in How Vtiger is organized Updating information Running queries Creating/viewing reports Sending

Demo

Online Registration & Event Creation Online registration system handles: – Events/workshops registration (free and paid) – Sale of community info booklets We will cover how to create online registration items (eg. An event that is open for registration). 2 step process: – Step 1: Add to Wordpress calendar – Step 2: Add to AMember

Demo