Introduction to CiviCRM
Constituent Relationship Management
for the Civic Sector
Toronto CiviCRM Meetup, May 18, 2010
© CiviCRM LLC 2008-2010,
© JMA Consulting 2010
Meeting Agenda
 Introductions 6:30
 Presentation on CiviCRM (7:00)
 Question and Answers / Breakouts??
(7:30)
Agenda
 What is CiviCRM?
 Key CRM Features
 Components: Contributions and Pledges, Event
and Membership Management, Broadcast Email,
Case Management
 Who’s Using It
 Evaluating CiviCRM for Your Organization
 Integration with Other Tools
 Resources
What is CiviCRM?
 Web-based, open source, internationalized 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 community of users,
developers and technology providers
 Integrated with Drupal and Joomla! Content Management
Systems (CMS’s) - OR runs standalone
 Internationalized
 translated into Polish, Spanish, Dutch, German, French,
Portuguese, Japanese…
 Localised date, address, currency display…
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
Contributions & Membership
Management
 CiviContribute
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Configurable online contribution pages
Automatic receipting
Premiums
Track online / offline contributions and pledges
Plug-ins for PayPal, Moneris, IATS and others
 CiviMember
 Configurable self-service member signup and renewal
 Tracks member status based on your organization’s
membership categories, periods and “rules”.
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
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
UnDelete, UI v3, Case v3
Subtypes, Multi-Site, Engage (2010) v3.1
Timeline
Case, Report
(2009) v2.2
v1.8
v1.9
Mail v2
ACLs, Dojo
v1.6
Contribute,APIs
v1.3
CiviCRM
v1.2 Mail, Profiles
v1.0 (Mar, 2005)
v1.7 Dedupe, Event
(2007)
v1.5 Search Builder
(2006)
v3.0
Nav, jQuery
v2.1 Dedupe v2, Views
(2008) v2.0
BIRT, Event v2
v3.2
Recent Features
 Tell-a-friend - make it easy for donors, event participants and
members to spread the word.
 Personal fundraising pages - supporters promote your fundraising campaigns by creating personal contribution portals.
 CiviPledge - accept and track pledges for recurring
contributions.
 CiviCase - integrated case management.
 CiviGrant - input and track grants to organizations, individuals or
households.
 CiviReport – new reporting system with report templates
 CiviEvent – waitlisting, moderated registration, templates
 Usability – configurable menus, contact screens, workflows
Who’s Using CiviCRM?
 Non-profits of all shapes and sizes…
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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 CiviCRM?
Who’s Using CiviCRM
Who’s Using CiviCRM
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American Friends Service Committee
Creative Commons
ecoSpark
Ontario NDP
Canadian and New Zealand Green Parties
Kabissa (African NGO portal)
QuestBridge
University of Michigan Museum of Art
Urban Alliance for Sustainability
USPIRG / FFPIR
…
Vibrant Community - Viral Growth
 100,000+ total downloads since inception
 12,000+ installations (via ping-back) - v2.0+
 3,000+ active installations (via data analysis) - v2.0+
 Community forums
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5,000+ members (100+ new members / month)
Avg 80+ posts / week-day (29,000 total posts since 4/2007)
 Over 100 individuals and consultants have participated in the
design and development of CiviCRM
 Google Summer of Code Projects
 Organizations like U.S. Public Interest Research Group and
Physician Health Program are sponsoring major new features
 3rd party module integration - Organic Groups, Ubercart, Ninjitsu
Newsletter…
Versions in Use
Forum Posts
Reported Issues
Patches Submitted
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 2007 NTEN CRM survey, 2009 NTEN
EcoSystem survey
 Growing integrator ecosystem. Some will host too.
 http://civicrm.org/professional
 “Specialized” hosting companies (Drupal+CiviCRM) and CiviMailonly service (CiviSMTP)
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 / PdF Reports
 Highest adoption rate for orgs up to $500k
 User satisfaction rating of A or A- in all
categories
 97% of all CiviCRM users would highly
recommend the system
 CiviCRM ranked in the top ten (3.57 / 5.0) in
political campaign systems (PdF report)
 In most cases ranked as good or better than
the big guys: Salesforce, Convio, Blackbaud
Integrate and Customize
 CiviCRM Profiles - CMS integration
 Registration and input forms
 “Public” search and listings pages
 Growing integration with Drupal’s development
framework
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Import and Export data
Custom screen layouts (templating)
Custom search framework
Public API’s to integrate with other tools
Resources
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Project Home
 http://civicrm.org
Documentation
 http://documentation.civicrm.org
Presentations
 http://wiki.civicrm.org/confluence/display/CRM/Presenta
tions
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Community Forum (support and discussion)
 http://forum.civicrm.org
Professional Services
 http://civicrm.org/professional
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Downloads
 http://civicrm.org/download