Introduction to CiviCRM Constituent Relationship Management for the Civic Sector

Agenda What is CiviCRM? Key CRM Features Components: Contributions and Pledges, Event and Membership Management, Broadcast , Case Management 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, Joomla!, and WordPress Content Management Systems (CMS) Internationalized –translated into Spanish, Chinese, Russian, Polish, Dutch, German, French, Portuguese, Japanese…translated –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 Configurable online contribution pages Automatic receipting Premiums Recurring contributions Flexible price sets 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 CiviEvent Configure event info Publish event info to iCal, RSS or CMS integration 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

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 Check with your host for compatibility and send limits

Other 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. CiviCampaign - Track success and manage petitions Custom search - API framework - display data “your way” Drupal integration - Member>Roles, Views, more...

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 New York State Senate Wikimedia Electronic Frontier Foundation United Nations Women – US National CommitteeUnited Nations Women Canadian and New Zealand Green PartiesNew Zealand Green Vestibular Disorders Association Greater Washington Urban League United Methodist Communications European Social Network Greater Manchester Center for Voluntary Organization Upstream Public Health Capitol Page Alumni Association

Vibrant Community - Viral Growth 100,000+ total downloads of all versions since inception 3,000+ active installations (via data analysis) - v2.0+ Community forums – 20,000+ members (100+ new members / month) – Avg 80+ posts / week-day (110,000 total posts since 4/2007) Over 100 individuals and consultants have participated in the design and development of CiviCRM Google Summer of Code Projects Organizations like Electronic Frontier Foundation and New York State Senate are sponsoring major new features. 3rd party module integration - Organic Groups, Ubercart, Ninjitsu Newsletter…

Evaluating CiviCRM for Your Organization Which components of CiviCRM will we need? Will CiviCRM adapt to our current workflows…or can we adapt our workflows to CiviCRM? Do we have the internal capacity to host, configure and maintain it ourselves? If not, do we have budget to hire consultants? Do we need to import old data into a new CiviCRM? Can CiviCRM integrate with our existing website? Will we need customizations? Is our staff ready to learn a new system? What’s our timeline?

Integrate and Customize Import all your data into CiviCRM Export data to other sources CiviCRM Profiles - CMS integration –Registration and input forms –“Public” search and listings pages Custom screen layouts (templating) Custom search framework Public API's - allow other tools to insert, update and retrieve CRM data

Need Help? Free software… BUT, requires in-house technical skills OR budget for consultant to install, configure and maintain Consultants: “Specialized” hosting companies like CiviHosting, Koumbit and CiviSites CiviHostingKoumbitCiviSites CiviMail-only service (CiviSMTP)CiviSMTP Imagine a free bike that arrives in a box. Can you put it together yourself?

Resources Project Home – Documentation – – Community Forum (volunteer support plus discussion) – Professional Services – Downloads –