An Intro: WordPress with CiviCRM at Civicon 2014
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Transcript of An Intro: WordPress with CiviCRM at Civicon 2014
An Intro: WordPress with CiviCRM
Presented by: Dana SkallmanTadpole Collectivetadpole.cc
What we will cover
Two Dashboards
Contribution Management
Event Management
Membership Management
User/Contact Profiles
Newsletter Subscriptions
Two dashboards connected
Two dashboards connected
CiviCRM Features
Contact management
Contributions
Communications
Peer-To-Peer Fundraisers
Advocacy Campaigns
Events
Members
Reports
Case Management
Contact Centric CRM
Keep in Mind
Use CiviCRM for all Contact Details
Use WordPress for all Content/Display needs
CiviCRM Shortcode
Contribution Management
Create a Contribution Page with CiviCRM
Contribution Management
Then use the CiviCRM Shortcode in WordPress to add that contribution page into WordPress.
Event Management
Create an event in CiviCRM, add all details needed for registration and fees.
Event Management
Event Calendar organized in WordPress
Event Management
Event Calendar organized in WordPress Every Calendar + 1
Event Management
Event Calendar organized in WordPress Every Calendar + 1
Membership Registration
CiviMember Synchttps://github.com/tadpolecc/civi_member_sync
Membership Registration
WP Plugins to extend Member Access Members
Membership Registration
WP Plugins to extend Member Access Members
Membership Registration
WP Plugins to extend Member Access Members
User Profiles
Theme my LoginProvides user widget with custom menus by role
User Profiles
Theme my LoginFrontend User Profile with WordPress
User Profiles
Use the User Dashboard Shortcode with CiviCRM to create a Contact History Profile that registered users can see from the website.
Contact Record
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.
Send Newsletter
Q&A
Thanks!
Dana [email protected]
CiviCRM for Nonprofits: Integrating with WordPress
