Introduction to CiviCRM
Constituent Relationship Managementfor the Civic Sector
Toronto CiviCRM Meetup, May 18, 2010
© CiviCRM LLC 2008-2010, © JMA Consulting 2010
Meeting Agenda Introductions 6:30 Presentation on CiviCRM (7:00) Question and Answers / Breakouts??
(7:30)
Agenda What is CiviCRM? Key CRM Features Components: Contributions and Pledges, Event
and Membership Management, Broadcast Email, Case Management
Who’s Using It Evaluating CiviCRM for Your Organization 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,
emails, 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 / offline contributions and pledges Plug-ins for PayPal, Moneris, IATS 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 paid or free event registration with
auto receipting and confirmation Discount configuration Price sets for complex event pricing Offline registrations: import participant lists Attendance sheets: export participant lists
Broadcast Email CiviMail
High-capacity broadcast email 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
v1.0
CiviCRM v1.2 Mail, Profiles
v1.3Contribute,APIs
v1.5 Search Builder
v1.6ACLs, Dojo
v1.7 Dedupe, Event
v1.8 v1.9
v2.0 v2.1
v2.2 v3.0
v3.1
BIRT, Event v2Mail v2
Dedupe v2, Views
Nav, jQuery
Case, Report
Subtypes, Multi-Site, Engage
(Mar, 2005)
(2006)
(2007)
(2008)
(2009)
(2010) v3.2
UnDelete, UI v3, Case v3
Timeline
Recent Features Tell-a-friend - make it easy for donors, event participants and
members to spread the word. Personal fundraising pages - supporters promote your fund-
raising campaigns by creating personal contribution portals. CiviPledge - accept and track pledges for recurring
contributions. CiviCase - integrated case management. CiviGrant - input and track grants to organizations, individuals or
households. CiviReport – new reporting system with report templates CiviEvent – waitlisting, moderated registration, templates Usability – configurable menus, contact screens, workflows
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
Who’s Using CiviCRM American Friends Service Committee Creative Commons ecoSpark Ontario NDP Canadian and New Zealand Green Parties Kabissa (African NGO portal) QuestBridge University of Michigan Museum of Art Urban Alliance for Sustainability USPIRG / FFPIR …
Vibrant Community - Viral Growth 100,000+ total downloads since inception 12,000+ installations (via ping-back) - v2.0+ 3,000+ active installations (via data analysis) - v2.0+ Community forums
5,000+ members (100+ new members / month) Avg 80+ posts / week-day (29,000 total posts since 4/2007)
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
Physician Health Program are sponsoring major new features 3rd party module integration - Organic Groups, Ubercart, Ninjitsu
Newsletter…
Versions in Use
Forum Posts
Reported Issues
Patches Submitted
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 2007 NTEN CRM survey, 2009 NTEN EcoSystem survey
Growing integrator ecosystem. Some will host too. http://civicrm.org/professional
“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?
Data Ecosystem / CRM / PdF Reports Highest adoption rate for orgs up to $500k User satisfaction rating of A or A- in all
categories 97% of all CiviCRM users would highly
recommend the system CiviCRM ranked in the top ten (3.57 / 5.0) in
political campaign systems (PdF report) In most cases ranked as good or better than
the big guys: Salesforce, Convio, Blackbaud
Integrate and Customize CiviCRM Profiles - CMS integration
Registration and input forms “Public” search and listings pages Growing integration with Drupal’s development
framework Import and Export data Custom screen layouts (templating) Custom search framework Public API’s to integrate with other tools
Resources Project Home
http://civicrm.org Documentation
http://documentation.civicrm.org Presentations
http://wiki.civicrm.org/confluence/display/CRM/Presentations
Community Forum (support and discussion) http://forum.civicrm.org
Professional Services http://civicrm.org/professional
Downloads http://civicrm.org/download
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