Presentation on theme: "Making It Suck Less Top 5 ways SSA’s CiviCRM is better than it was last year."— Presentation transcript:
Making It Suck Less Top 5 ways SSA’s CiviCRM is better than it was last year
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!
NUMBER FIVE: auto-marking the monthly donation box
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.
No more problems with overriding memberships for our Secular Safe Zone Allies who are also donors!
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
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!
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
Useful new types! Six-month Pings 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