Presentation on theme: "Top 5 ways SSA’s CiviCRM is better than it was last year"— Presentation transcript:
1 Top 5 ways SSA’s CiviCRM is better than it was last year Making It Suck LessTop 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 meDevelopment Manager for SSAFundraise!Manage our databaseEnter recordsKeep it cleanFine new and better ways to use itHere are the top five ways SSA’s CiviCRM sucks less!
3 NUMBER FIVE: auto-marking the monthly donation box
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 upActivities assigned to usersActivities user involved inKeep 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 implementedTimely follow-up, gift put to work on a specific thing, etc.While gift is at work, NO SOLICITATIONProblem: how do we mark this in Civi?Solution: Custom Field!
10 NUMBER ONE: Using Activities Properly!!!!!!!! Before CiviCon last year…Did not know about activitiesWere using notes to track informationNot searchableOpen endedNon-standardWent to CiviCon User/Admin training!!Was enlightenedFirst 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/CallsAsksIn-person meetingsDonations to other orgsBackground informationRemove from listPledge
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