Making It Suck Less

Top 5 ways SSA’s CiviCRM is better than it was last

year

Quick bit about me Development Manager for SSA

Fundraise! Manage our database

Enter records Keep it clean Fine new and better ways to use it

Here are the top five ways SSA’s CiviCRM sucks less!

NUMBER FIVE: auto-marking the monthly donation box

HOORAY CIVI FORUMS!

NUMBER FOUR: Secular Safe Zone Memberships

We use memberships to track donors. We wanted to start using them for

another SSA program: the Secular Safe Zone.

But…

CiviCRM likes to override memberships.

No more problems with overriding memberships for our Secular Safe Zone Allies who are also donors!

NUMBER THREE: Activities Dashboards! 2 different ones set up

Activities assigned to users Activities user involved in

Keep track of what needs to get done (I’d show a picture, but I am so far

behind…) Let’s others check up on if tasks are

getting accomplished easier

NUMBER TWO: Reporting back! Donor Centered Fundraising philosophy

implemented Timely follow-up, gift put to work on a

specific thing, etc. While gift is at work, NO SOLICITATION

Problem: how do we mark this in Civi?

Solution: Custom Field!

And…(drumroll please)…

NUMBER ONE: Using Activities Properly!!!!!!!! Before CiviCon last year…

Did not know about activities Were using notes to track information

Not searchable Open ended Non-standard

Went to CiviCon User/Admin training!! Was enlightened First thing I did was properly set up

activities

Useful new types! Six-month Pings

If no contact for 6 mos, alerts us to talk with donor!

TY notes/Calls Asks In-person meetings Donations to other orgs Background information Remove from list Pledge

Organized, Standardized, Searchable