Introduction to CiviCRM Constituent Relationship Management for the Civic Sector

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

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

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

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

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  CiviMail High-capacity broadcast Integrated with CRM  Mailing lists are fixed or “smart” 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

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

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

 Bioneers  Community Partners  Canadian and New Zealand Green Party  Kabissa (African NGO portal)  QuestBridge  University of Michigan Museum of Art

Vibrant Community - Viral Growth  75,000+ total downloads (12,000 for 1.9 release)  Community forums 2,000+ members 14,000+ posts  Over 100 individuals and consultants have participated in the design and development of CiviCRM  Google Summer of Code Projects  Organizations like U.S. Public Interest Research Group and MySociety (PledgeBank.com) are sponsoring new features  3rd party module integration - Organic Groups, Ubercart, Ninjitsu Newsletter…

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) …

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

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

New for v3.1…  Contact subtypes  HTML system s (receipts etc.)  Personal dashboard  Theme-able markup for front-end pages  Merge from search results / contact edit

Coming in v3.2  Move to trash / undelete  Performance optimizations  CiviCase Phase 3  Tagging for activities and cases  Custom data for Addresses  Look and feel renovation / theme-ablity

Resources  Project Home  Documentation  This Presentation tions tions  Community Forum (support and discussion)  Professional Services  Downloads