1. Top 5 ways SSA’s CiviCRM is better than it was last year
Making It Suck Less
Top 5 ways SSA’s CiviCRM is better than it was last year

2. Here are the top five ways SSA’s CiviCRM sucks less!
Quick bit about me
Development Manager for SSA
Fundraise!
Manage our database
Enter records
Keep it clean
Fine new and better ways to use it
Here are the top five ways SSA’s CiviCRM sucks less!

3. NUMBER FIVE: auto-marking the monthly donation box

4. HOORAY CIVI FORUMS!

5. NUMBER FOUR: Secular Safe Zone Memberships
We use memberships to track donors.
We wanted to start using them for another SSA program: the Secular Safe Zone.
But…
CiviCRM likes to override memberships.

6. No more problems with overriding memberships for our Secular Safe Zone Allies who are also donors!

7. NUMBER THREE: Activities Dashboards!
2 different ones set up
Activities assigned to users
Activities user involved in
Keep track of what needs to get done
(I’d show a picture, but I am so far behind…)
Let’s others check up on if tasks are getting accomplished easier

8. NUMBER TWO: Reporting back!
Donor Centered Fundraising philosophy implemented
Timely follow-up, gift put to work on a specific thing, etc.
While gift is at work, NO SOLICITATION
Problem: how do we mark this in Civi?
Solution: Custom Field!

9. And…(drumroll please)…

10. NUMBER ONE: Using Activities Properly!!!!!!!!
Before CiviCon last year…
Did not know about activities
Were using notes to track information
Not searchable
Open ended
Non-standard
Went to CiviCon User/Admin training!!
Was enlightened
First thing I did was properly set up activities

11. Useful new types! Six-month Pings TY notes/Calls Asks
If no contact for 6 mos, alerts us to talk with donor!
TY notes/Calls
Asks
In-person meetings
Donations to other orgs
Background information
Remove from list
Pledge

12. Organized, Standardized, Searchable