Ever find yourself days or even weeks away from the next available training session, when what you need is immediate instruction on how to complete a certain task in your CiviCRM? Don't worry! Helpful resources are just a click away - below is a list of the best resources and tips on searching to help you find what you need fast!
CiviCRM online forms aren't just for your target audience. They can also be used by your staff to streamline data entry and ensure data integrity when recording donations, membership signups/renewals and event registrations.
General Data Protection Regulation (GDPR)1 went into effect on May 25, 2018 in the EU with a global impact: any organization that has a web presence is required to comply with GDPR regulations if it collects personal data or behavioral information from someone physically located in the EU, regardless of whether or not a financi
To find contributions with a status of "Pending (Incomplete Transaction)":
Checksum tokens generate personalized links* that allow users to be identified when interacting with your website without logging in! When users click on a checksum link, they are directed towards a standalone profile, contribution or event page where any contact information already in the database will auto-populate. This saves your constituents the hassle of logging in and repetitively filling out contact information.
What else are checksum tokens good for?
CiviCRM can handle all of your complex event options - the best way to start is to understand what information you will need to manage your event (participant counts, meal choices, etc.), and then configure your information in such a way that will allow you to report easily and effectively as participants begin to register.
Did you know you can use a CiviCRM profile to customize your mailing list signups, even if you use MailChimp? Of course, you can offer a default list of groups to a given subscriber, but when you use a profile, you can also collect important data about that subscriber that can help target your constituents more effectively.
Let's say you have an event on which you have allowed Pending (Pay Later) registrations (i.e. a check is to be sent by a given date to the office), and like many of us do, the vast majority of participants decide to send in their checks at the very last minute - now you have a whole bunch of payments to record against a whole bunch of Pending (Pay Later) contributions - why record payments individually when you can record payments against multiple Pending (Pay Later) contributions simultaneously?!
When importing contacts into CiviCRM, you have the option of adding those contacts to a group and/or assigning them a tag. This will only apply to NEW contacts being imported, not to duplicate contacts that may be found and skipped or updated during import. A fool-proof method to identifying imported contacts (e.g. in order to be able to easily search and/or delete them if a mistake has been made) is to include a custom field for this purpose. I like to call it “Import Identifier”.
No matter how many controls we put into place to prevent duplicate contact creation, inevitably we always end up with a few, especially when website traffic volume has been high. As such, best practices for managing contacts include a periodic review and merging of duplicate contacts (especially after a big event or fundraising campaign). CiviCRM is equipped with several features that help prevent duplicate contact creation.