CiviCRM Tips and Tricks
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.
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.
Let your event registrants choose their participant role and automate communication based on their choice
An organization hosts events that can be attended either in person or via teleconference. During the registration process, the registrant chooses the preferred method of attendance. The event manager then needs to send different emails to the participants based on how they will attend the event in order to provide the necessary information such as parking instructions or a link to the teleconference.
Has this happened to you? When an individual registers for an event the relationship with his current employer becomes disabled and is replaced by another employer contact with a similar name!
If so: You might like to know that this is a typical situation for membership based organizations (ie. trade, alumni, etc.) who hold events.
Any public facing fill-out form can fall victim to nefarious robots looking for a way to gain access to admin-only areas of your system or payment forms that can be used to test stolen credit card numbers. If they take hold of a given form, this can result in the creation of thousands of contact and contribution records. Since these robots are relentless and continuously adapt to new security measures, there is no 100% fool-proof method of stopping them.
A smooth online event registration process will avoid constituent frustration and if your organization offers events with similar configurations (e.g. monthly community dinners), you can streamline the configuration by using Event Templates.
Membership status is normally assigned and updated automatically based on your configured membership status rules, and, as explained in "Data Hygiene: Keep your Membership Data Up to Date", the key to maintaining accurate membership data (or any data for that matter), is to limit the amount of data that needs to be manually keyed into the system.