CiviCRM is a full database application that brings a ton of features to your WordPress website that makes your event, memership, donation and campaign management simple.

1. CiviCRM with WordPress: A Dynamic Duo
CiviCRM with WordPress:
A Dynamic Duo
Presented by:
Dana Skallman
Tadpole Collective
tadpole.cc

2. CiviCRM with WordPress: A Dynamic Duo
What we will talk about
● CiviCRM & WordPress strengths
● Planning implementation
● Installation & Configuration
● Extensions & Plugins
● Style with Theme
● CiviCRM WordPress Integration
● Profiles & Permissions

3. CiviCRM with WordPress: A Dynamic Duo
Develop around Strengths
Contact Centric
● Contact management
● Contributions
● Communications
● Peer-To-Peer Fundraisers
● Advocacy Campaigns
● Events
● Members
● Reports
● Case Management

4. CiviCRM with WordPress: A Dynamic Duo
Develop around Strengths
Content Centric
● Simplicity & Flexibility
● Publishing Tools
● Distraction Free Writing
● Custom Content Types
● Obsessively Organized
● Easy Theme System
● Plugin System
● User Management
● Search Engine Optimized

5. CiviCRM with WordPress: A Dynamic Duo
Plan out Features
● What is for Contact Management
● Event RSVPs
● Donation Processing
● Membership Registration
● Queries & Reports

6. CiviCRM with WordPress: A Dynamic Duo
Plan out Features
● What is for Content Management
● Public User Profile
● Content Types with Archives
● Social Engagement
● Theme/Design

7. CiviCRM with WordPress: A Dynamic Duo
CiviCRM: More than a Plugin
● A CRM Database
● A Back Office
Installed like a new software
● Download at CiviCRM
● Upload to WordPress Plugins
● Create Database

8. CiviCRM with WordPress: A Dynamic Duo
Installing & Configuring
CiviCRM
● Complete Configuration Checklist
● CiviCRM WordPress Base Page

9. CiviCRM with WordPress: A Dynamic Duo
Extensions
● Setup Extensions Up
● Create Directory
● Update Directories
● Update Resource URLs

10. CiviCRM with WordPress: A Dynamic Duo
Extensions
● CMS Independent
● http://civicrm.org/extensions/civicrm

11. CiviCRM with WordPress: A Dynamic Duo
Plugins
CMS Dependent Extension
● http://civicrm.org/extensions/wordpress
● http://civicrm.org/extensions/wordpress-civimember-role-
sync-plugin
WordPress Plugins
● http://wordpress.org/extend/plugins/members/
● http://wordpress.org/extend/plugins/every-calendar-1/
● http://wordpress.org/extend/plugins/wp-biographia/
● http://wordpress.org/extend/plugins/wp-user-frontend/

12. CiviCRM with WordPress: A Dynamic Duo
Control Styles with Theme
To get rid of civicrm.css completely simply
specify an alternate CSS file in CiviCRM settings
● Administer System Settings Resource→ →
URLs

13. CiviCRM with WordPress: A Dynamic Duo
Control Styles with Theme
To remove civicrm.css on a conditional basis,
write some code that checks for the right
condition, and then calls this function:
● $name = CRM_Core_Resources::singleton()-
>getUrl('civicrm', 'css/civicrm.css', TRUE);
● CRM_Core_Region::instance('html-header')-
>update($name, array('disabled' => TRUE));

14. CiviCRM with WordPress: A Dynamic Duo
Control Styles with Theme

15. CiviCRM with WordPress: A Dynamic Duo
WP/Frontend Integration
● Membership
● Events
● Contact Dashboard
● Profiles (Forms)

16. CiviCRM with WordPress: A Dynamic Duo
Organizing Content
● CiviCRM Shortcodes

17. CiviCRM with WordPress: A Dynamic Duo
Organizing Content
● CiviCRM Shortcodes

18. CiviCRM with WordPress: A Dynamic Duo
Content Types
● Post Types
● Events
● Calendar
● Taxonomies
● Category of Events

19. CiviCRM with WordPress: A Dynamic Duo
Profiles & Custom Fields
Forms in CiviCRM

20. CiviCRM with WordPress: A Dynamic Duo
Listing (Directory)
With a Profile Create a Directory or Listing

21. CiviCRM with WordPress: A Dynamic Duo
Access Control (Permissions)
● Control what roles can access what parts of
CiviCRM
● Administer Users and Permissions→ →
Permissions (Access Control)

22. CiviCRM with WordPress: A Dynamic Duo
WordPress Permissions
Roles and Content Access

23. CiviCRM for Contact Management, WordPress for Content Management
Q&A

24. CiviCRM for Contact Management, WordPress for Content Management
Thanks!
Dana Skallman
dana@tadpole.cc
tadpole.cc