TL:DR of entire project: 30-Year-old Charity migrates to CiviCRM from an archaic bespoke legacy database. Although we were warned that Drupal 7 is the preferable CMS for Civi, we decide on WordPress for staff skill and market longevity reasons. Documenting our journey and any challenges, watchpoints and lessons learnt. Solution uses CiviCRM, WordPress, memberships with portal, donations, GoCardless, Stripe, Mosaico, SparkPost & GiftAid. You can follow our progress at https://medium.com/@simonjohnparker
- Bringing together people, organizations, and companies worldwide to end plastic pollution,
- Raising awareness about the plastic pollution crisis, through news, guides, templates and toolkits,
- Encouraging and supporting individuals, organizations and companies to innovate and advocate for alternatives to plastic.
NationBuilder to CiviCRM Migration
I started working as the Technology & Digital Operations Director with Plastic Pollution Coalition in June 2019, and by the end of July 2019, we had to migrate from NationBuilder to another CRM! One...Read more
How can we find a user-friendly way of creating templates for serial letters and other mass communication? Is it possible to integrate CiviCRM with open-source online applications to facilitate the creation of office templates for our users?
This has been bothering us for some time, because many of our users find it hard to set up and work with templates in HTML format. So we started a proof of concept to check possible options… and we found an answer!
After the server version of libreoffice unfortunately turned out to be unsuitable, we found a feasible solution using the open-source office suite ONLYOFFICE, and created an extension to plug it into CiviCRM.
In a first draft version of the extension “onlyoffice”, you will be able to ….
- Install ONLYOFFICE on a CiviCRM server and use its comprehensive functionality for document management.
- Display files created with ONLYOFFICE in CiviCRM ...
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 the most popular 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!
So you’ve got that perfect donation page, you’ve grouped your nonprofit’s audience into three neat segments, and you’re announcing your latest fundraising campaign via your social media channels.
But do you have the perfect automated email marketing system to keep in touch with your new donors and reach out to prospective contributors? Here’s what you need to know about CiviCRM to help you ace the email marketing campaign you’re dreaming of.
CiviMail, a Robust Mass Email Platform
CiviMail grants you a lot of versatility, because you can send an email to any individual or organization via their contact record, choose specific contacts from a report you’ve run, or send out mass mailings to your total contact base or select groups. And here’s where you start to feel the power, because se...Read more
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
I've had a few requests from clients recently with queries around updating contact details and permissions with the new GDPR data protection legislation coming into force in Europe in May.
As a result I've developed two very simple extensions which I'd like to share:
This extension provides a simple UI under the contact summary via Actions->Contact Checksum.
When opened a simple UI is displayed with information and example links to use in emails when sending personalised / "update your details" links from CiviCRM.
Available from https://civicrm.org/extensions/contact-checksum-ui
Opt-In Communications Fields
This is a simple extension that provides a set of "Communication Preferences" custom fields for each contact. Email, Phone and Mail(Post) are provided.
The fields are provided as "Yes/No" fields so that when...Read more
During the month of November, we made a concerted effort to stabilize the CiviCRM-Mosaico extension -- addressing several bugs, installation issues, missing features, and testing processes. I'm happy to announce a new beta releases of the Mosaico and FlexMailer extensions for CiviCRM. The updates include ~160 commits from ~15 contributors.
v2.0-beta3 has been made possible through the work of over a dozen people. Multiple contributions were provided by the maintainers (Deepak Srivastava of Veda and Tim Otten of CiviCRM) as well as the Compucorp theming team (Maged Adel, Mihael Mladenov, Mukesh Ram), Matthew Wire (MJW), and Samuel Vanhove (SymbioTIC). Additional contributions were provided by Anne Dru, David Snopek, Francesc Bassas, Jitendra Purohit, John Kingsnorth, Matthew Roberts, and Philipp Batroff. And, of course, all of this is built on the great upstream project, Void Labs' Mosaico.
(And I apologize if I've...Read more
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?
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-...Read more