CiviCRM is a community project driven by those who actually use it, with no proprietary technologies, no conditions or binding contracts. This presentation will show you how to use CiviCRM to manage your contacts, events, mailing, donations, memberships and much more.

1. TAKE CONTROL OF
YOUR DATA

2. What is CiviCRM?
• Web-based, open source CRM software
• Designed for Non-Profits, Membership and Advocacy
Organizations
• Project of Social Source Foundation (501c3) and CiviCRM LLC
• Open source (free) software supported by a large and diverse
community of users, developers and technology providers
• Integrated with Drupal, Joomla! Content Management Systems
and Wordpress
• Translated and localised into many languages
• Regular NTEN overall grade of A

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

4. Contributions & Membership
Management
• CiviContribute
• Configurable online contribution pages
• Automatic receipting
• Track online / offline contributions and pledges
• Plugins for PayPal, eWay and others
• CiviMember
• Configurable self-service member signup and renewal
• Tracks member status based on your organization’s
membership categories, periods and “rules”.

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

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

7. New and upcoming features
• Tell-a-friend - make it easy for donors, event participants and
members to spread the word.
• Social sharing
• Personal fundraising pages - supporters promote your fund-raising
campaigns by creating personal contribution portals.
• CiviMobile – Mobile theme and features
• CiviAccounting – Integration with several popular accounting
systems.
• CiviCase - integrated case management.
• CiviGrant - input and track grants to organizations, individuals or
households.
• CiviEngage – Surveys, petitions

8. Who’s Using CiviCRM?
• Non-profits of all shapes and sizes…
• 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 …

9. Who’s Using CiviCRM
• WikiMedia Foundation
• Amnesty International
• Electronic Frontiers Foundation (Soon Australian branch
to)
• Voiceless
• PILCH Victoria
• Greens party of Australia and NZ
• Several branches of Liberal party
• Environment Victoria
• And many more with contact databases from hundreds to
millions…

10. Vibrant Community - Viral Growth
• 100,000+ total downloads since inception
• 30,000+ installations
• Community forums
• 12,000+ members (100+ new members / month)
• Over 100 individuals and consultants have participated in the design
and development of CiviCRM
• 3rd party module integration - Organic Groups, Ubercart, Webform…
• Many local experts and Melbourne (run by me!) and Sydney meetups

11. Evaluating CiviCRM for Your Organization
• Free software… BUT, requires technical skills OR budget for
consultant to install, configure and maintain
• Rapidly evolving in response to active user and developer community
- top ratings in recent NTEN CRM survey
• Growing integrator ecosystem. Some will host too.
• “Specialized” hosting companies
Do you need a web-based non-profit focused CRM, with the current
feature-set AND integrated with a Content Management application?

12. Integrate and Customize
• CiviCRM Profiles and custom data
• Import and Export data
• Custom screen layouts (templating)
• Custom search framework
• Public API's - allow other tools to insert, update and
retrieve CRM data

13. Wrap up
Chris Ward
@chrischinch
chinchillamedia.com
I work for moatmedia.com
Melbourne meetup – www.meetup.com/MelbourneCiviCRM
Sydney meetup – www.meetup.com/SydneyCiviCRM

14. Do we have time for a demo?
drupal.demo.civicrm.org