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

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

CiviCRM for Contact Management, WordPress for Content Management

Two dashboards connected

CiviCRM for Contact Management, WordPress for Content Management

Two dashboards connected

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”

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

CiviCRM for Contact Management, WordPress for Content Management

Contact Centric CRM

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.”

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

CiviCRM for Contact Management, WordPress for Content Management

Content Centric CMS

CiviCRM for Contact Management, WordPress for Content Management

Remember!

• Use CiviCRM for all Contact Details

• Use WordPress for all Content/Display needs

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.

CiviCRM for Contact Management, WordPress for Content Management

Event Management

• Create an event in CiviCRM, add all details needed for registration and fees.

CiviCRM for Contact Management, WordPress for Content Management

Event Management

• Event Calendar organized in WordPress

• Every Calendar + 1

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.

CiviCRM for Contact Management, WordPress for Content Management

User Profiles

• Create Public User Profile with WordPress

• WP User Frontend

• WP Biographia

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.

CiviCRM for Contact Management, WordPress for Content Management

Send Newsletter

CiviCRM for Contact Management, WordPress for Content Management

Q&A

CiviCRM for Contact Management, WordPress for Content Management

Thanks!Dana Skallman

dana@tadpole.cctadpole.cc