Tips

End-user tips and tricks go in this category.

GMCVO Databases CiviMail Masterclass

Published
2017-07-04 02:51
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Based on feedback from clients, we're launching a series of Masterclasses this year. They will provide an opportunity for you to deepen your knowledge and skills in a particular area of CiviCRM. These courses will assume that you have a basic understanding of CiviCRM as a Contact Management System.

CSV Import Helper extension released

Published
2017-01-30 02:58
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Got a load of spreadsheet data from a 3rd party to import as activities/contributions but it's not matched up with contacts? Want an efficient way to reduce duplicates caused by messy spreadsheets? This extension might just help.

PSA: Please verify PHP extension "mysqli"

Published
2016-07-19 18:17
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To ensure that CiviCRM continues to work with standard, contemporary PHP hosting platforms, a future version may make a subtle change in hosting requirements. We expect this to be mostly seamless; however, we're looking for administrators responsible for sites running a recent CiviCRM (e.g. v4.7+) to spend a few minutes to help ensure a smooth transition.

Q: I'm not too fluent in geek-speak. What should I do?

Forward this to whoever manages your server. If you work with a CiviCRM partner, they may be thinking of you already.

Mapping it in 5-10min - a CiviCON 2016 Lightning Talk

Published
2016-07-09 11:31
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Someone asked me to post this here - so that he can give it a try!

I did a Lightning Talk at CiviCON 2016 showing how you can put your Contacts on a Leaflet Map. It only takes a few minutes to put your CiviCRM Contacts on a Leaflet Map if you're using Drupal. Leaftlet is an open-source JavaScript Library for interactive maps. In addition what's really cool is that you can color the PIN based on the value of a CiviCRM custom field!

I've posted the details in a QA format including some of my slides from my CiviCON Lightning Talk on CiviCRM's StackExchange site:

Using Civi to track Major Donor and Grants cultivation

Published
2016-06-27 12:01
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I’d like to pose a question to users of CiviCRM that is not particularly technical.  It’s more to do with using the existing features of Civi in the most effective and efficient way to do 2 very important things...cultivate Major Donors and apply for Grants. 

Alternatives to Mandrill

Published
2016-04-15 14:29
Written by

Note: this post was edited August 17, 2017, to include pricing changes on Mailjet and Sparkpost.

CiviMail is a great way to send targeted email to your supporters using CiviCRM to segment recipients and populate token values. Meanwhile, email marketing services such as Mailchimp and Constant Contact provide sending infrastructure so you don't have to worry much as much about deliverability. By using CiviMail with an SMTP or email API service, CiviCRM users get the benefits of both.