tamarmeir's blog

Working towards GDPR compliance? Here's a tip on how to obtain constituent consent using CiviCRM

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

Locate "Pending (Incomplete Transaction)" Payments in Your Contributions

Contributions with the status of "Pending (Incomplete Transaction)" signal failed payments and should only appear when you are using an off-site payment processor like PayPal. The contributor may have made multiple attempts to process the payment and decided to abandon the transaction or to send an alternative form of payment.

To find contributions with a status of "Pending (Incomplete Transaction)":

What are Checksum tokens and why do I need them?

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?

Did you know that CiviCRM can handle really complex event pricing options?

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.

Scenario:

Updating Multiple Contributions in Pending (Pay Later) Status

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?!

Importing Contacts into CiviCRM? Be Sure to Include an Import Identifier (Just in Case!)

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”.

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