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

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Presentation on theme: "Making It Suck Less Top 5 ways SSA’s CiviCRM is better than it was last year."— Presentation transcript:

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

2 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  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


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