CiviCRM Tips and Tricks
Your CiviCRM database is the central hub of your nonprofit's fundraising efforts, membership and contact management, event organization and other important ongoing initiatives. Because of its integral role in your organization, your database requires ongoing maintenance to ensure optimum performance. With nonprofit constituent mobility and employee turnover at an all-time high, data can quickly become messy and stale when data entry procedures for the organization are not properly regulated.
How to setup yearly rolling memberships starting on the 1st of the month?
In CiviCRM there are 2 ways of setting up the period for membership:
Have you ever tried to cancel cable or get your number off a solicitor’s phone list? This can be a frustrating experience. But it doesn’t have to be when it comes to mass emailing. Sure, as an organization, you want to increase your readership and attract new members and participants to your events. And to that end, it's always a good idea to have a mailing list sign up form on your website.
If your organization is managing membership in CiviCRM you most likely already know how to send a reminder to your members including a personalized link to the membership page prefilled with the individual member's contact information.
This personalized link using the checksum token is especially useful if you don't have a portal where your members can log to in order to renew their membership.
Enabling reCAPTCHA on Profiles
While using the Internet you have probably stumbled across many CAPTCHAs. CAPTCHAs are the tools that make you enter a word, solve a math problem, pick a picture, etc. to prove you are a human. CAPTCHAs are an important defense against SPAM bots (automated SPAM creators) from filling out forms on your site.
The regular fees layout form provides a list of price levels from which a donor or a registrant must select a single option, for example:
- Select the platinum donor option for $1,000 or the gold donor option for $500
- Select the member fee for $50 or the non-member fee for $100
If your contribution or event page requires a more complex pricing structure, you would need to use a price set instead as they allow you much more flexibility.
Free event, multiple sessions with limited seats and multiple participant registration?
When you use a price set in an event configuration, CiviCRM requires that you select at least one payment processor and/or the "Pay later" option, even if the price set offers options with a $0 fee. If a credit card payment processor is selected and multiple participant registration is enabled, CiviCRM always asks for the credit card details to be entered by the registrant.
Stop Managing Contacts with Multiple Memberships Manually
CiviCRM was not specifically programed to handle multiple memberships for the same contact. For example, if a contact with multiple memberships renews online, CiviCRM will renew the original (oldest) membership record and will disregard any other memberships. As a result, organizations that allow multiple memberships have pushed the responsibility of membership renewal to their staff/volunteers, and this responsibility can become a very costly part of the membership management workflow.
Empower your internal teams with activities
You've been working with CiviCRM for a while and have come to realize what an invaluable tool it has become to manage your membership and donor base, but you might still be struggling with communication and task assignment with your team of volunteers and you've been wondering how to streamline internal assignments. Did you know that CiviCRM can be used to manage internal workflow and processes using Activities?
Your organization creates a number of custom data sets and profiles.1 If multiple users have permissions to create custom data fields in an uncoordinated manner without clear guidelines, redundancies and waste will most likely occur. Redundancies because similar custom fields could be created for identical or closely related information, potentially with different data types, semantics or input formats. Waste because unnecessary custom fields might be created that will burden the organization (and their constituents) with entering and maintaining this information. Finally, the organization's needs will surely evolve over time, and so will the needs to collect or maintain specific information, the reports that need to be produced, or the forms used for fundraising, event registration and membership maintenance.