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Out of the box, WordPress provides an easy way to publish content on your website, including blogs, news, events, and programs. Since the beginning of 2012 CiviCRM has been available for use within WordPress. It's the best of both worlds in one place. You can publish new content about your organization with ease using WordPress. Plus you can capture visitors' information automatically update their contact profile in CiviCRM.
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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
