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
CiviEvent Outcome: Be able to create events and set up online registration and email reminders Be able to create customized event types, participant roles, and registration fields Understand how to use profile Understand how to add custom fields exclusively for a participant role or an event type What is CiviEvent CiviEvent is the CiviCRM component … read more
Contributions tab Outcome: Understand what CiviContribute does Be able to set up payment processors and contribution pages Be able to record contributions manually through batch data entry What is CiviContribute CiviContribute is the CiviCRM component that facilitates, manages and keeps track of your organization’s monetary flow. According to the CiviCRM Users Book, “throughout CiviCRM, the … read more
CiviMember and CiviPledge Outcome Understand what CiviMembers and CiviPledge do Understand the difference between CiviMembers and CiviPledge Be able to configure CiviMembers Be able to manage your members CiviMember What it is CiviMember is the CiviCRM component that allows you develop and manage a membership system. CiviMember allows you to define and create your own … read more
Other Civi Components The only reason I’m writing this section of the lesson is because I want to let you know how much more you can do with CiviCRM. I hope this inspires you to learn more about CiviCRM, and help organizations with the knowledge you acquired. CiviReport CiviReport is the component that allows you … read more