Introduction to CiviCRM

1. Introduction to CiviCRM Constituent Relationship Management for the Civic Sector

2. 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

3. 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…

4. 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

5. Contributions & Membership Management • CiviContribute • Configurable online contribution pages • Automatic receipting • Premiums • Track online / offline contributions and pledges • 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”.

6. 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

7. 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

8. New 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. • Custom search framework - search and display data “your way” • Drupal integration modules - Member->Roles, Views 2, OG Synch.

9. 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 …

10. Who’s Using CiviCRM?

11. Who’s Using CiviCRM

12. Who’s Using CiviCRM • American Friends Service Committee • Creative Commons • Bioneers • Community Partners • Canadian and New Zealand Green Parties • Kabissa (African NGO portal) • QuestBridge • University of Michigan Museum of Art • Urban Alliance for Sustainability • USPIRG / FFPIR • …

13. Vibrant Community - Viral Growth • 100,000+ total downloads since inception • 10,000+ installations (via ping-back) - v2.0+ • 2,500+ 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…

14. 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. • 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?

15. 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

16. Resources • Project Home • http://civicrm.org • Documentation • http://documentation.civicrm.org • This Presentation • 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