31 October, 2018

This month, British Columbians (in Canada) will be voting on whether to adopt proportional representation (PR) when electing their provincial representatives. If they do, they'll be the first province in Canada to do so.

Fair Vote Canada has been advocating for proportional representation in Canada's voting systems for more than 10 years, and I've been working with them for almost as long, using CiviCRM. They've grown into using more and more of CiviCRM's features along with their own growth in numbers, budget and sophistication.

When we started (May 2008), I imported 61 organizations and about 2,500 individuals from their Excel spreadsheets. As of this morning, they have 133,273 individuals and 1,817 organizations in CiviCRM, with 11,862,610 emails delivered and 38,065 donations received.

For the BC PR campaign, they're pulling out all the stops - raising more than twice as much money this year...

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25 October, 2018

If you've heard of stripe you'll know it's a great platform for accepting credit card payments.  If you haven't heard of it and are reading this then you should try it out: https://stripe.com

If you already use Stripe please read to the end and upgrade to 5.0 as soon as possible.

Stripe logoFrom the Stripe website: "Stripe is the best way to accept payments online. Stripe aims to expand internet commerce by making it easy to process transactions and manage an online business."

 

 

There are three reasons I recommend it to my clients:

  1. You don't need to know about PCI compliance - credit card details NEVER get sent to your CiviCRM server (they are submitted via Javascript directly to Stripe instead).
  2. Sign-up is REALLY easy and...
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10 October, 2018

Caldera Forms CiviCRM (CFC) for Donations and Membership

Tadpole has been working with Andrei Mondoc, the developer of CFC, to extend the availability of processors to support memberships. Since memberships typically use Price Sets, this work also allows for Donations that use Price Sets and Line Items within a contribution page. This work was supported by the Seismological Society of America, whose membership structure includes special subscriptions options and access to gated content based on their Membership Type. (For a more detailed description of the SSA project, see this case study).

The following processors were required to accomplish the goal: Membership, Line Item, and Order. These new processors allow us to (1) create a form for each Member Type (e.g., Regular, Student, Life), (2...

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16 September, 2018
By ramesh

 

I had always been thinking of developing a mobile app for CiviCRM and in the process of achieving the same, I have released an initial version of my mobile app just for Android named as SMARTCIVI.

What is Smartcivi?

Smartcivi is an Android mobile application for CiviCRM which is used for displaying CiviCRM content in Mobile Application – For now smartcivi is just a read only application.

In this version of SmartCivi you will have the following option listing a basic information of CiviCRM Data in the following.

  1. Login Page
  2. Dashboard
  3. Profile
  4. Contribution
  5. Membership

             

Login Page: Allows you to get connected with your CiviCRM website using the below details

  • Site URL: Absolute path of your CiviCRM location.
  • Site Key:...
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24 July, 2018

If you're a small organization with minimal or straightforward income from CiviCRM, you probably are happy with using CiviCRM income reporting for the purpose it was originally designed, i.e. for helping you engage with your constituents.

But if you are larger, use a payment processor, and your reporting needs are more complex (e.g. a political party that needs to report income rather carefully), then you will have run into the challenge of reconciling payment processor income in CiviCRM against your bookkeeping system and bank account. This is especially true if you are using a payment processor that deposits money into your bank account somewhat erratically in batches. In that case, matching up which of your contribution payments in CiviCRM are being deposited into your bank account, and when, becomes very laborious.

We've had a couple of organizations looking for help with this, so the latest iATS Payments Extension comes with a new report to partially help with...

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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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