Introduction to CiviCRM

Constituent Relationship Management

for the Civic Sector

Event and Membership Management. Broadcast Email Who¶s Using It Evaluating CiviCRM for Your Organization Installation Tips Integration with Other Tools Resources .Agenda What is CiviCRM? Key CRM Features Components: Contributions.

Spanish. Membership and Advocacy Organizations Project of Social Source Foundation (501c3) and CiviCRM LLC Open source (free) software supported by a community of users.What is CiviCRM? Web-based. open source. German. Dutch. Japanese«  Localised date. developers and technology providers Integrated with Drupal and Joomla! Content Management Systems (CMS¶s) OR runs standalone Internationalized  translated into Polish. address. Portuguese. internationalized CRM software Designed for Non-Profits. French. currency display« .

clients.Key CRM Features Record and manage information about your members. and define custom interaction types. staff. phone calls. volunteers. Map constituent locations Collect constituent info and expose selected info to the ³public´ or ³members´ via CMS integration . branches and vendors. donors. affiliates. Define custom fields specific to your needs Organize constituents into groups Flexible search capabilities Track interactions such as meetings. emails. activists.

periods and ³rules´. Authorize.net and others CiviMember  Configurable self-service member signup and renewal  Tracks member status based on your organization¶s membership categories. .Contributions & Membership Management CiviContribute      Configurable online contribution pages Automatic receipting Premiums Track online and offline contributions Plugins for PayPal.

Event Management Configure event info Publish event info to iCal or RSS Online event registration with auto receipting and confirmation Price sets for complex event pricing Offline registrations: import participant lists Attendance sheets: export participant lists .

Broadcast Email CiviMail  High-capacity broadcast email  Integrated with CRM Mailing lists are fixed or ³smart´ 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 .

supporters can promote your fundraising campaigns by adding a widget displaying real-time results to their own web pages. Campaign widget .New Features (v2.organize interactions with clients by case CiviGrant .search and display data ³your way´ .input and track grants to organizations. Pay-by-check options for online contributions.make it easy for donors. individuals or households Custom search framework .0) Tell-a-friend . event participants and members spread the word. membership signup and event registration Case management (phase 1) .

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 .

Who¶s Using CiviCRM Bioneers Community Partners Canadian and New Zealand Green Party Kabissa (African NGO portal) QuestBridge University of Michigan Museum of Art .

000+ total downloads (12.S. Ubercart.Vibrant Community . Public Interest Research Group and MySociety (PledgeBank.000+ members 14.Organic Groups.9 release) Community forums   2.000 for 1.com) are sponsoring new features 3rd party module integration . Ninjitsu Newsletter« .000+ posts Over 100 individuals and consultants have participated in the design and development of CiviCRM Google Summer of Code Projects Organizations like U.Viral Growth 75.

Future developments« Multiple languages in a single site (GSOC) Improved support for large hierarchical organizations (USPIRG) PledgeBank for CiviCRM (MySociety) Expanded Case Management features (tentative) « .

Some will host too.org/professional ³Specialized´ hosting companies (Drupal+CiviCRM) and CiviMail-only service (CiviSMTP) Do you need a web-based non-profit focused CRM.  http://civicrm. requires technical skills OR budget for consultant to install. configure and maintain Rapidly evolving in response to active user and developer community . with the current feature-set AND integrated with a Content Management application? .top ratings in recent NTEN CRM survey Growing integrator ecosystem.Evaluating CiviCRM for Your Organization Free software« BUT.

CMS integration  Registration and input forms  ³Public´ search and listings pages Import and Export data Custom screen layouts (templating) Custom search framework Public API's . update and retrieve CRM data .allow other tools to insert.Integrate and Customize CiviCRM Profiles .

org/download .civicrm.Resources Project Home  http://civicrm.org Professional Services  http://civicrm.org/professional Downloads  http://civicrm.civicrm.org This Presentation  http://wiki.org/confluence/display/CRM/Presenta tions Community Forum (support and discussion)  http://forum.civicrm.org Documentation  http://documentation.

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