27 June, 2018

Just because your nonprofit's email communications are interesting to you (the person who most likely created them!) doesn't mean they will be interesting to your community. Is your call to action clear? Is your imagery inspiring and connected to your content?

Remove the guesswork from your email marketing strategy by using CiviCRM's A/B email testing feature.

Through A/B testing you can evaluate:

  • Subject lines
  • From lines
  • Entirely different messages

We do recommend that you only use this feature if you have at least 1,000 recipients in your group. As you configure your test, you will determine the distribution, meaning what percentage of recipients receive Test Mailing A vs Test Mailing B. The better performing email with then be sent to all contacts who did not already receive the intial test.

Learn more about how to set up and run A/B email tests by ...

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27 June, 2018

Your nonprofit doesn't have just one fundraising strategy. You have many. Think events, donor letters and appeals, e-newsletter blasts, planned giving, and capital campaigns. Each of these strategies typically targets a specific segment of your community, even if the funds raised impact the same budget line.

Your CRM system should make it easy to tie together and understand the effectiveness of your efforts. Fortunately, if you are using CiviCRM you get that functionality out-of-the-box with CiviCampaign. With CiviCampaign you can tie together events, mailings, activities, and contributions under one umbrella, or campaign.

Every dollar you raise, no matter how (offline gift manually entered, online event registration, major gift, corporate sponsorship) can be tied back to the same goal. You can easily use these campaigns as a filter in Advanced Search or your Reports. You can also take immediate action, such as emailing all individuals who have contributed towards a...

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27 June, 2018

We all give to causes because we care, but we may care more about the person who's asking us than the cause our money is going to. That's completely fine and completely normal. Nowadays nearly one-third of all online donations come from peer-to-peer campaigns, which are especially effective for Millenials and Gen X. 

Jumping into peer-to-peer fundraising could provide your organization with some beautiful opportunities; however, you might not be ready. Fortunately, you have options directly out-of-the box with CiviCRM for easily collecting honorary, memorial, and celebratory gifts.

One of our clients, the United Way of Central New Mexico uses this feature well on their general online donation page.

You have complete control over what fields you want to collect when a donor is making an honorary gift. The donation also automatically creates the honoree as a contact in CiviCRM or updates...

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09 February, 2018

Aloha, everyone! As you all know, CiviCRM is shipped with a lot of useful report templates for each CiviCRM entities. You can use these templates to create difference report instances to interrogate your data.

However, if you are report geeks like us, you might sometimes find that the existing templates don’t quite give you the flexibility you need. There is the excellent extended reports extension which you should definitely check out here; but if you are trying to do something a bit more complex; or looking for a graphical output then your may still be exporting your data into Excel or Google sheets to do more analysis…

The CiviCRM Pivot Report extension intends to change all...

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29 January, 2018

We are thinking about creating a native CiviCRM extension Someone Else Pays.

In CiviCRM you could use the soft credits (with a new soft credit type) to register another contact pay for an event registration, a membership and in theory any contribution. Our customer Domus Medica is using that at the moment. We encounter some issues though. Some of the issues are possibly bugs but some are also because we think soft credits is originally not meant to cater for this. It was meant to cater for soft credits. So we prefer to create an extension rather than fix a few issues in a hackish way and then finding out we have some more.

At this point in time our thinking would be to:

  • generate a new table (sep_contribution_payer) where the contribution_id and the paying contact_id are stored if there is a different payer
  • add a new collapse window on the contribution forms (also membership and...
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05 October, 2017
By petednz

Have you ever wondered whether those Event or Membership Reminders actually get delivered?

And what about those automatic Receipts that go out? Ever wished you could see what the heck was actually being sent?

Well now you can thanks to Fuzion's new extension for transactional mail.

With the help of funding from Agileware (Canberra, Australia), several Fuzion clients, and Fuzion's own contribution, we have put a couple of our extensions in to a single bundle to bring these goodies to a wider audience.

By default CiviCRM only performs bounce handling when sending via CiviMail, but not when sending transactional emails such as scheduled reminders, event registrations, contribution receipts and the like. This extension addresses that limitation.

How is this happening?

This extension creates a pseudo-...

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01 August, 2017

I'm please to announce the release of a new Smart Debit extension for CiviCRM 4.7.

The new extension is based on the vedaconsulting (https://vedaconsulting.co.uk) extensions for previous releases of CiviCRM but is rewritten and includes a number of new features and enhancements.  Development and Testing has been funded by Circle Interactive (https://circle-interactive.co.uk) and implemented by MJW Consulting (https://www.mjwconsult.co.uk).

The new extension includes the following features and enhancements:

  • Integrated reconciliation functionality - useful when smart debit and civicrm are not in sync (for example, you've been using smart debit before you integrated it with CiviCRM).
  • Easy to use settings page with context help.
  • Automated daily synchronisation with smartdebit for all...
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15 March, 2017

Before I started working as a CiviCRM consultant, I was a CiviCRM user at a small nonprofit. We got a large chunk of our revenue through grassroots donations, but we never had an opportunity to see how we compared to other organizations like ours.

(TL;DR – you should install the Individual Donor Benchmark Survey extension, run the report, and submit your survey response.)

Nowadays, some proprietary donor databases collect users’ data and publish reports, but besides being creepy, they can’t get good data without involving organizations directly. They also only cover users of a single software system.

Besides, how do you know the data covers organizations like yours?

The Individual Donor Benchmark Survey was developed by Third Space Studio to address these...

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21 December, 2016
Filed under CiviContribute, v4.7, v4.6

It's a time of year when machines and people get stressed, particularly in countries where tax laws and custom favour end-of-year donations. And if you've ever managed a CiviCRM installation, the last thing you probably want is to interrupt your end-of-year festivities with an issue of someone being unable to make a donation.

But of course, it's inevitable - there are no fool-proof systems. There's always someone trying to make a last minute donation with an old Internet Explorer 6 for example. And chances are, you got a call with something like 'your website is down' - no name, no time, no url, etc.

If you're using iATS Payments for your CiviCRM payment processing, then there's a useful diagnostic tool that I'd like to share here.

In case you're not already convinced - diagnosing the real issue is the most important first step. If you're able to trace the interaction of the donor with the server via web logs, then that's often extremely useful (e.g. it'll...

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14 December, 2016

This little story about financial transactions has a couple of objectives:
1. share what we want to do for the benefit of each and everyone
2. find out if there are more organisations out there that would be interested
3. even better, organisations out there that want to co-fund and influence!

If you are interested and want to co-contribute, drop either Björn (endres@systopia.de) or me (erik.hommel@civicoop.org) a mail!

At the moment CiviCRM allows for the linking of a financial account to the financial type as a basis for data exporting to whatever software you are using for accounting. You can also attach an asset type financial account to a payment instrument. When creating, updating, cancelling or refunding a contribution the financial 'traffic' between the configured financial accounts is nicely recorded in the financial transactions table. We are not sure...

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