CiviCRM Tips and Tricks

Searching in CiviCRM is very powerful and allows you to find pretty much any kind of existing data using the Advanced Search functionality.

What about searching for data that is not ?

In these difficult time, your organization may find itself in a situation where it cannot offer the usual level of service or support to all your members. As a consequence, you may want to offer to some of your members the possibility to put their membership on hold for a period of time.

The new version of CiviCRM, that we have recently rolled out to all our customers, adds a new setting that can be used to temporarily put a membership on hold.

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.  

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?

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.