Download - CiviCRM for Contacts WordPress for Content

CiviCRM for Contact Management, WordPress for Content Management


CMS + CRM

Presented by:

Dana SkallmanTadpole Collective

tadpole.cc


What we will cover

• Two Dashboards

• What is CiviCRM

• What is WordPress

• Contribution Management

• Event Management

• User/Contact Profiles

• Newsletter Subscriptions


Two dashboards connected


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 Features• Contact management

• Contributions

• Communications

• Peer-To-Peer Fundraisers

• Advocacy Campaigns

• Events

• Members

• Reports

• Case Management


Contact Centric CRM


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.”


WordPress Features• Simplicity & Flexibility

• Publishing Tools

• Distraction Free Writing

• Custom Content Types

• Obsessively Organized

• Easy Theme System

• Plugin System

• User Management

• Search Engine Optimized


Content Centric CMS


Remember!

• Use CiviCRM for all Contact Details

• Use WordPress for all Content/Display needs


Contribution Management

• Create a Contribution Page with CiviCRM

• 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

• Every Calendar + 1


User Profiles

• Use the User Dashboard Shortcode with CiviCRM to create a Contact History Profile that registered users can see from the website.


User Profiles

• Create Public User Profile with WordPress

• WP User Frontend

• WP Biographia


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 Skallman

[email protected]