CiviCRM Tips and Tricks

Think outside the box with CiviCRM: Innovative idea #1

Use the Membership module to manage Sponsor/Student Relationships
 

This is an example of how you can use the membership module of CiviCRM called "CiviMember," for managing sponsorships for students seeking continuing education rather than the traditional use for managing memberships!
The organization main need is to track the relationship and the financial support between the individual sponsor and the sponsored student. 

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

General Data Protection Regulation (GDPR) 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 financial transaction takes place.

Protect Your Web Payment Forms from Credit Card Abuse

Picture this: You walk into the office one morning and log into CiviCRM to check on the latest contributions you received and you are taken aback by the hundreds (maybe even thousands) of failed contributions that were submitted over night! Public forms that accept credit card information are often targeted by robots attempting to process stolen credit card numbers in order to check their validity, and since most credit card processors charge an 'authorization fee' for these transactions, failed or not, this could leave you liable for a hefty bill at the end of the month! 

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)":

Use the Scheduled Reminders tool in CiviCRM for membership renewals

Spring membership drives are in full swing so it is important to know how to effectively launch your membership renewal campaign from within CiviCRM. With that in mind, be sure you are taking advantage of the "Scheduled Reminders" feature! It is a great tool to make sure each member receives a timely email from the system reminding them that their membership is about to expire.

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?

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