CiviCRM Saves Seismologists From "Faulty" Website
Seismological Society of America
Tadpole Collective helped SSA integrate CiviCRM into their existing website, and then led multiple follow-on projects: implementing single sign-on feature for their members and redesigning their WordPress Theme (in collaboration with LB Design). The final phase of this project will replace the last of SSA’s embedded FilemakerPro code with native WordPress+CiviCRM functionality, eliminating the last of their legacy applications.
We began by adding CiviCRM for Contact Management, Contributions, and Membership, importing SSA’s existing contact data from MemberClicks and FilemakerPro and creating the custom fields to meet their tracking requirements. SSA has a complex membership fee structure, so there was a fair amount of work involved in configuring price sets and accounting codes prior to import.
Tadpole built a custom function to allow SSA members to vote in the annual board of directors elections. The function checks membership status, passes members through to the voting site, and ensures each member can only vote once.
We added Event Additional Signup to allow for online registration of SSA’s field trips and their annual meeting, an event with thousands of of participants. We created a CiviMail template that SSA used to announce the event and link through to the CiviEvent registration form. SSA now uses CiviMail for all their newsletters and announcements.
Tadpole implemented a single sign-on feature, providing a seamless experience for members bouncing between the SSA website and the third-party subscription sites where its academic journals are published.
Tadpole brought in LB Design to replace SSA’s outdated WordPress Theme, replacing much of the hard-coding with native WordPress functionality and/or plugins. With its new look and feel, the new website leverages the best of WordPress and CiviCRM, enabling SSA to better serve their members and the broader community.
The final phase of the project, now in progress, adds the single sign-on feature to allow for the submission of presentation abstracts, and replaces the remaining legacy FilemakerPro code with a WordPress solution to display all presentations from the Annual Meeting.
The Seismological Society of America chose CiviCRM to replace multiple proprietary systems and consolidate all their operations with one open-source solution. We at Tadpole Collective are proud to have helped them build a powerful organizational tool using free software.
We suggested – and SSA showed an interest in – Tadpole’s “CiviCRM Launch Pad” product, a basic CiviCRM installation for managing Contacts, Contributions, Membership and Mailings. Once on board with CiviCRM, SSA decided to redesign its WordPress Theme to provide a more streamlined experience for their members and move towards a pure WordPress+CiviCRM solution for all its organizational and outreach activities.
Most of the challenges were time-based and required careful planning to roll out each module based on deadlines for SSA’s annual meeting registration, board elections, membership drives, etc. CSS styling for CiviCRM forms is an inherent challenge, but for this we developed our own CSS Helper extension to allow the Theme to override and control CSS for frontend CiviCRM forms and pages.
SSA Streamlines Membership Process with Caldera Forms CiviCRM
Seismological Society of America
Working with Andrei Mondoc, developer of Caldera Forms CiviCRM (CFC), Tadpole helped SSA streamline their membership application process and improve the presentation of the application. The solution leverages Caldera’s conditional logic capabilities plus three new CFC processors: Membership, Line Item, and Order.
- SSA’s new membership forms leverage Caldera Form’s conditional logic to present a streamlined and logical flow of options for the user.
- CFC’ allows the form fields to be mapped to the proper CiviCRM tables using the new Membership, Line Items and Order processors.
SSA wanted to improve its membership application process. Because they have multiple Membership Types (each of which includes multiple subscription options), the native CiviCRM forms were cluttered with options and confusing to the user. They also wanted to maintain a history of a contact’s membership records rather than letting CiviCRM update the membership record.
With multiple Membership Types and subscription options (which are used to control access to gated content on SSA’s website), using native CiviCRM profiles and membership forms proved cumbersome. During the previous year’s membership drive, no CFC processors yet existed that would allow for mapping Caldera Form fields to CiviCRM Price Sets.
Why did this project use CiviCRM?
SSA uses CiviCRM for all aspects of its operations: Contact Management, Events, Contributions, Mailings, etc., and was invested in improving the front-facing presentation and collection of CiviCRM data.