Tips

End-user tips and tricks go in this category.

Sending emails with personalised links / Opt-in to communications

Publicat
2018-03-26 10:08
Written by

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:

Contact Checksum

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.

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GMCVO Databases CiviMail Masterclass

Publicat
2017-07-04 02:51
Written by

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.

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CSV Import Helper extension released

Publicat
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.

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Developers: Updates for civix and cv

Publicat
2017-01-02 18:41
Written by

cv (https://github.com/civicrm/cv) and civix (https://github.com/totten/civix) are Unix/CLI tools for developers. cv provides access to your Civi site on the command line, and civix generates skeletal code for new extensions. We've had a few recent updates to each of these tools, so I wanted to introduce cv more formally and then recap some of recent improvements for each tool.

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PSA: Please verify PHP extension "mysqli"

Publicat
2016-07-19 18:17
Written by

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.

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

Publicat
2016-07-09 11:31
Written by

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:

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Using Civi to track Major Donor and Grants cultivation

Publicat
2016-06-27 12:01
Written by

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. 

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Alternatives to Mandrill

Publicat
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.

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