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