CiviCRM for Contacts WordPress for Content
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Transcript of CiviCRM for Contacts WordPress for Content
![Page 1: CiviCRM for Contacts WordPress for Content](https://reader033.fdocuments.in/reader033/viewer/2022052900/555a5b88d8b42a47748b505c/html5/thumbnails/1.jpg)
CiviCRM for Contact Management, WordPress for Content Management
CiviCRM for Contact Management, WordPress for Content Management
CMS + CRM
Presented by:
Dana SkallmanTadpole Collective
tadpole.cc
![Page 2: CiviCRM for Contacts WordPress for Content](https://reader033.fdocuments.in/reader033/viewer/2022052900/555a5b88d8b42a47748b505c/html5/thumbnails/2.jpg)
CiviCRM for Contact Management, WordPress for Content Management
What we will cover
• Two Dashboards
• What is CiviCRM
• What is WordPress
• Contribution Management
• Event Management
• User/Contact Profiles
• Newsletter Subscriptions
![Page 3: CiviCRM for Contacts WordPress for Content](https://reader033.fdocuments.in/reader033/viewer/2022052900/555a5b88d8b42a47748b505c/html5/thumbnails/3.jpg)
CiviCRM for Contact Management, WordPress for Content Management
Two dashboards connected
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CiviCRM for Contact Management, WordPress for Content Management
Two dashboards connected
![Page 5: CiviCRM for Contacts WordPress for Content](https://reader033.fdocuments.in/reader033/viewer/2022052900/555a5b88d8b42a47748b505c/html5/thumbnails/5.jpg)
CiviCRM for Contact Management, WordPress for Content Management
What is CiviCRM
• CRM = Constituent Relationship Manager
“CiviCRM is a web-based, open source, CRM software geared toward meeting the needs of non-profit and other civic-sector organization”
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CiviCRM for Contact Management, WordPress for Content Management
CiviCRM Features• Contact management
• Contributions
• Communications
• Peer-To-Peer Fundraisers
• Advocacy Campaigns
• Events
• Members
• Reports
• Case Management
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CiviCRM for Contact Management, WordPress for Content Management
Contact Centric CRM
![Page 8: CiviCRM for Contacts WordPress for Content](https://reader033.fdocuments.in/reader033/viewer/2022052900/555a5b88d8b42a47748b505c/html5/thumbnails/8.jpg)
CiviCRM for Contact Management, WordPress for Content Management
What is WordPress
CMS = Content Management System
“WordPress is web software you can use to create a beautiful website or blog. We like to
say that WordPress is both free and priceless at the same time.”
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CiviCRM for Contact Management, WordPress for Content Management
WordPress Features• Simplicity & Flexibility
• Publishing Tools
• Distraction Free Writing
• Custom Content Types
• Obsessively Organized
• Easy Theme System
• Plugin System
• User Management
• Search Engine Optimized
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CiviCRM for Contact Management, WordPress for Content Management
Content Centric CMS
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CiviCRM for Contact Management, WordPress for Content Management
Remember!
• Use CiviCRM for all Contact Details
• Use WordPress for all Content/Display needs
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CiviCRM for Contact Management, WordPress for Content Management
Contribution Management
• Create a Contribution Page with CiviCRM
• Then use the CiviCRM Shortcode in WordPress to add that contribution page into WordPress.
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CiviCRM for Contact Management, WordPress for Content Management
Event Management
• Create an event in CiviCRM, add all details needed for registration and fees.
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CiviCRM for Contact Management, WordPress for Content Management
Event Management
• Event Calendar organized in WordPress
• Every Calendar + 1
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CiviCRM for Contact Management, WordPress for Content Management
User Profiles
• Use the User Dashboard Shortcode with CiviCRM to create a Contact History Profile that registered users can see from the website.
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CiviCRM for Contact Management, WordPress for Content Management
User Profiles
• Create Public User Profile with WordPress
• WP User Frontend
• WP Biographia
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CiviCRM for Contact Management, WordPress for Content Management
Subscriptions
• Use CiviCRM HTML Snippets to embed Newsletter registration, using the CiviCRM profiles create a profile that links to the Newsletter Mailing List group to manage subscriptions.
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CiviCRM for Contact Management, WordPress for Content Management
Send Newsletter
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CiviCRM for Contact Management, WordPress for Content Management
Q&A
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CiviCRM for Contact Management, WordPress for Content Management
Thanks!Dana Skallman