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This lab is structured and taught by a student leader of the Everett Program of UC Santa Cruz!
Want to learn more about CiviCRM? The Users Guide is a great resource with clear writing and graphs!
CiviCRM is only one of the tech labs of the Everett Program. Come check out our other labs!
What is CRM Outcomes Understand what CRM is Learn about different CRM programs Understand the difference between CiviCRM and conventional CRMs Understand how CiviCRM have helped organizations and companies What is CRM, and what does it do? Before we dig into CiviCRM, we need to know what CRM is, and what it does. CRM stands … read more
Lesson 2: Installation and basics of CiviCRM Outcome: be able to install CiviCRM as a plug in on WordPress independently Understand basic functions of CiviCRM be able to set up Organization Address and Contact Info Install CiviCRM on WordPress Before we begin installing CiviCRM, make sure you have WordPress installed on a sub-directory If you … read more
Contacts tab Outcome: Know how to import and create contacts Understand different types of contacts and how to use them properly Understand the difference between groups and tags and be able to organize contacts with them. Learn how to create customized contact reports and find specific contacts Know the importance of Activities and how to record … read more
Mailings tab Outcome: Understand the difference between CiviMail and Send Mail action Know how to set up CiviMail with your or the org’s email address Know how to create, edit and format an email on CiviMail Be able to set up cron for scheduled mailings Be able to manage mailing subscribers Be able to create … read more