CiviCRM is a free and open source PHP and MySQL web based application suited for management memberships, donations and contacts. It's designed primarily for use in not for profit organisations.

1. Introduction to CiviCRM
● Kathy Reid
● BarCampMelbourne
●
12-13th September 09
● kathy@kathyreid.id.au

2. The problem
● Donors, members, volunteers
● How to communicate in a targeted way?
● How to encourage ongoing giving?
● How to streamline administrative tasks?

3. Constituents = stakeholders
Constituent Relationship
Management = CRM

4. CiviCRM: a solution
● Manage members
● Manage donors
● Manage volunteers
● Manage communication

5. we'll use the demo;
http://drupal.demo.civicrm.org/

6. CiviMember
● Administer and track memberships
● You need to define Membership types
● This is essentially groups functionality
● Lot of attributes can be stored on a member

7. CiviContribute
● Track donations and contributions
● Ensure that thank yous are sent to volunteers
● Public pages can be set up for specific
campaigns
● Contributors can have their own pages

8. CiviPledge
● Manage and track pledges
● Track recurring donations
● Show outstanding balances against pledges
● (Linked to members and activities)

9. CiviMail
● Set up mailings such as newsletters
● Track responses
● Fine grained control over recipients
● HTML capability for branding

10. CiviEvent
● Promote events
● Track registrations and payment
● Manage event roles – attendee, speaker etc
● Good reporting for event management

11. CiviReport
● Reporting on many aspects of the data
● Able to create your own report from templates
● Very flexible
● Mainly HTML templates

12. Other advantages
● Granular permissions
● Sensible database structure

13. What's next?
● CiviCRM 3.0 is in beta
● The beta is not yet very stable
● Overhaul of user interface

14. More resources
● http://www.civicrm.org
● FLOSS Manual at;
http://en.flossmanuals.net/CiviCRM/AboutThisManu
● #civicrm on freenode