Introduction to Civi CRM Constituent Relationship Management for

Introduction to Civi. CRM Constituent Relationship Management for the Civic Sector Toronto Civi. CRM Meetup, May 18, 2010 © Civi. CRM LLC 2008 -2010, © JMA Consulting 2010

Meeting Agenda o Introductions 6: 30 o Presentation on Civi. CRM (7: 00) o Question and Answers / Breakouts? ? (7: 30)

Agenda o What is Civi. CRM? o Key CRM Features o Components: Contributions and Pledges, Event and Membership Management, Broadcast Email, Case Management o Who’s Using It o Evaluating Civi. CRM for Your Organization o Integration with Other Tools o Resources

What is Civi. CRM? o Web-based, open source, internationalized CRM software o Designed for Non-Profits, Membership and Advocacy Organizations o Project of Social Source Foundation (501 c 3) and Civi. CRM LLC o Open source (free) software supported by a community of users, developers and technology providers o Integrated with Drupal and Joomla! Content Management Systems (CMS’s) - OR runs standalone o Internationalized n translated into Polish, Spanish, Dutch, German, French, Portuguese, Japanese… n Localised date, address, currency display…

Key CRM Features o Record and manage information about your members, clients, volunteers, activists, donors, staff, affiliates, branches and vendors. o Define custom fields specific to your needs o Organize constituents into groups o Flexible search capabilities o Track interactions such as meetings, phone calls, emails, and define custom interaction types. o Map constituent locations o Collect constituent info and expose selected info to the “public” or “members” via CMS integration

Contributions & Membership Management o Civi. Contribute n n n Configurable online contribution pages Automatic receipting Premiums Track online / offline contributions and pledges Plug-ins for Pay. Pal, Moneris, IATS and others o Civi. Member n Configurable self-service member signup and renewal n Tracks member status based on your organization’s membership categories, periods and “rules”.

Event Management o Configure event info o Publish event info to i. Cal or RSS o Online paid or free event registration with auto receipting and confirmation o Discount configuration o Price sets for complex event pricing o Offline registrations: import participant lists o Attendance sheets: export participant lists

Broadcast Email o Civi. Mail n High-capacity broadcast email n Integrated with CRM o Mailing lists are fixed or “smart” groups o Personalize via mail-merge with contact info o History of mailings and responses tracked for each contact n Tracks opens, click-thrus , and forwarding n Subscribe, unsubscribe and bounce-handling

Un. Delete, UI v 3, Case v 3 Subtypes, Multi-Site, Engage (2010) v 3. 1 Timeline Case, Report (2009) v 2. 2 ACLs, Dojo Contribute, APIs v 1. 3 Civi. CRM v 1. 6 v 1. 9 Mail v 2 v 1. 7 Dedupe, Event (2007) v 1. 5 Search Builder (2006) v 1. 2 Mail, Profiles v 1. 0 (Mar, 2005) v 1. 8 v 3. 0 Nav, j. Query v 2. 1 Dedupe v 2, Views (2008) v 2. 0 BIRT, Event v 2 v 3. 2

Recent Features o Tell-a-friend - make it easy for donors, event participants and members to spread the word. o Personal fundraising pages - supporters promote your fundraising campaigns by creating personal contribution portals. o Civi. Pledge - accept and track pledges for recurring contributions. o Civi. Case - integrated case management. o Civi. Grant - input and track grants to organizations, individuals or households. o Civi. Report – new reporting system with report templates o Civi. Event – waitlisting, moderated registration, templates o Usability – configurable menus, contact screens, workflows

Who’s Using Civi. CRM? o Non-profits of all shapes and sizes… n n n n Local arts organizations and clubs Regional environmental organizations Foundations Museums NPO tech providers Public interest lobbying groups and political parties National and global membership associations and advocacy organizations …

Who’s Using Civi. CRM?

Who’s Using Civi. CRM

Who’s Using Civi. CRM o o o American Friends Service Committee Creative Commons eco. Spark Ontario NDP Canadian and New Zealand Green Parties Kabissa (African NGO portal) Quest. Bridge University of Michigan Museum of Art Urban Alliance for Sustainability USPIRG / FFPIR …

Vibrant Community - Viral Growth o 100, 000+ total downloads sinception o 12, 000+ installations (via ping-back) - v 2. 0+ o 3, 000+ active installations (via data analysis) - v 2. 0+ o Community forums n n 5, 000+ members (100+ new members / month) Avg 80+ posts / week-day (29, 000 total posts since 4/2007) o Over 100 individuals and consultants have participated in the design and development of Civi. CRM o Google Summer of Code Projects o Organizations like U. S. Public Interest Research Group and Physician Health Program are sponsoring major new features o 3 rd party module integration - Organic Groups, Ubercart, Ninjitsu Newsletter…

Versions in Use

Forum Posts

Reported Issues

Patches Submitted

Evaluating Civi. CRM for Your Organization o Free software… BUT, requires technical skills OR budget for consultant to install, configure and maintain o Rapidly evolving in response to active user and developer community - top ratings in 2007 NTEN CRM survey, 2009 NTEN Eco. System survey o Growing integrator ecosystem. Some will host too. n http: //civicrm. org/professional o “Specialized” hosting companies (Drupal+Civi. CRM) and Civi. Mailonly service (Civi. SMTP) Do you need a web-based non-profit focused CRM, with the current feature-set AND integrated with a Content Management application?

Data Ecosystem / CRM / Pd. F Reports o Highest adoption rate for orgs up to $500 k o User satisfaction rating of A or A- in all categories o 97% of all Civi. CRM users would highly recommend the system o Civi. CRM ranked in the top ten (3. 57 / 5. 0) in political campaign systems (Pd. F report) o In most cases ranked as good or better than the big guys: Salesforce, Convio, Blackbaud

Integrate and Customize o Civi. CRM Profiles - CMS integration n Registration and input forms n “Public” search and listings pages n Growing integration with Drupal’s development framework o o Import and Export data Custom screen layouts (templating) Custom search framework Public API’s to integrate with other tools

Resources o o o Project Home n http: //civicrm. org Documentation n http: //documentation. civicrm. org Presentations n http: //wiki. civicrm. org/confluence/display/CRM/Presenta tions o o Community Forum (support and discussion) n http: //forum. civicrm. org Professional Services n http: //civicrm. org/professional o Downloads n http: //civicrm. org/download