Introduction to CiviCRM● Kathy Reid● BarCampMelbourne● 12-13th September 09● kathy@kathyreid.id.au

The problem● Donors, members, volunteers● How to communicate in a targeted way?● How to encourage ongoing giving?● How to streamline administrative tasks?

Constituents = stakeholders

Constituent Relationship Management = CRM

CiviCRM: a solution● Manage members● Manage donors● Manage volunteers● Manage communication

we'll use the demo;http://drupal.demo.civicrm.org/

CiviMember● Administer and track memberships● You need to define Membership types● This is essentially groups functionality● Lot of attributes can be stored on a member

CiviContribute● Track donations and contributions● Ensure that thank yous are sent to volunteers● Public pages can be set up for specific

campaigns● Contributors can have their own pages

CiviPledge● Manage and track pledges● Track recurring donations● Show outstanding balances against pledges● (Linked to members and activities)

CiviMail● Set up mailings such as newsletters● Track responses● Fine grained control over recipients● HTML capability for branding

CiviEvent● Promote events● Track registrations and payment● Manage event roles – attendee, speaker etc● Good reporting for event management

CiviReport● Reporting on many aspects of the data● Able to create your own report from templates● Very flexible● Mainly HTML templates

Other advantages● Granular permissions● Sensible database structure

What's next?● CiviCRM 3.0 is in beta● The beta is not yet very stable● Overhaul of user interface

More resources● http://www.civicrm.org● FLOSS Manual at;

http://en.flossmanuals.net/CiviCRM/AboutThisManual● #civicrm on freenode