Nearly every client with whom we’ve worked over the years has wrestled with how to manage duplicate contacts in their Civi. Although it’s impossible to eliminate duplicates completely, we do have some tried-and-true suggestions for minimizing them with as little risk as possible.
Creating effective duplicate rules is often more art than science. You want to hit the sweet spot between removing the possibility that contacts are overwritten incorrectly, and setting the rule so restrictively that contacts are more frequently duplicated than not.
Civi installs with a default rule (for individuals) of email only. We’ve found that to be largely insufficient and even risky, especially for organizations where a significant percentage of contacts share email addresses. For that reason, we usually suggest a starting point of first name, last name, and email for the default unsupervised rule (the rule used for front-end forms). In this day and...Read more
It's time to take your CiviCRM skills to the next level! Join us for two days of intensive hands-on learning, individual attention from CiviCRM experts and networking with nonprofit peers.
Dig into all the major components of CiviCRM with the guidance of experienced trainers.
Learn and practice on an actual database: we give each trainee their own CiviCRM site to work on.
Ask questions: you'll have plenty of opportunities.
Get an early-bird discount if you register by March 12.
We will cover all the most commonly-used core components of CiviCRM. This is your chance to become familiar with parts of Civi that you were curious about but haven't ventured into. You may also pick up better ways to accomplish the tasks you already do in Civi!
CiviCalendar is one of the first extensions Agiliway has developed for CiviCRM. The last version of the CiviCalendar extension has already had a lot of beneficial features facilitating work in the system. In particular,
- CiviCalendar dashlet could be installed on the Home dashboard so that users could have immediate access to their planned events, cases and activities;
- Users could choose to view all the plans for a day, a week, or a month. In addition, they could choose between viewing them on a calendar chart or in a list;
- The option of hiding past...
Te invitamos a nuestro próximo webinar el día 13 de noviembre a las 11h
¿Has lanzado tu campaña de #GivingTuesday? ¿Has definido tu estrategia de comunicación? Si aún no lo has hecho o si lo has hecho, pero tienes dudas o quieres hacer tu campaña más atractiva, regístrate a nuestro webinar gratuito en el que trataremos los siguientes puntos:
- Qué es #GivingTuesday
- Cómo Crear una campaña desde CiviCRM
- Cómo realizar la difusión de la campaña
- Cómo involucrar a donantes y comunidad.
- La importancia de analizar los resultados y compartir el impacto
- ¿Qué viene después?: campaña de fidelización
- Preguntas relacionadas
Participar en #GivingTuesday es una gran oportunidad para dar a conocer tu organización y sus proyectos y sobre...Read more
Now Smartcivi Mobile Application is available in IOS and Android users
This Blog is an update to the previous blog created on 16 Sep 2018 (https://civicrm.org/blog/ramesh/civicrm-android-mobile-app-smartcivi)
Additional Feature in this Release
Event list added to the Application which will display the Registered Event along with a map option to which opens event location in google map.
you can use "Guest Sign on" to test the application
Testing against your organisation civicrm website:
In order to test the application against your civicrm website you need to install smartcivi extension which you can find in the below link
Extension name: ...Read more
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.
- Login Page
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:...
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 contacting us at...Read more
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...Read more
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.
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 their existing...Read more
Hi everyone! I'm Andy, and I'm working on the OSDI integration project for GSoC 2018. If you want more information about what this project is all about, check out the GitLab here. The source code is here. The OSDI standard is a set of standards for interoperability between products in progressive movements. For more information about OSDI, click here.
A few services that support OSDI integration are:
- Action Network
For a more detailed list, look here.
The purpose of this project is to support easy sync between resources on OSDI-compliant third parties and CiviCRM. For instance, this extension could hypothetically sync users consistently between CiviCRM and Action Network and...Read more