CiviCRM Tips and Tricks

Think outside the box with CiviCRM: Innovative idea #11

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?

Think outside the box with CiviCRM: Innovative idea #10

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.

Data Hygiene: Membership Status Override, to be used with Caution

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.

Think outside the box with CiviCRM: Innovative idea #8

Use checksum token to update an event registration by someone else than the registrant

Let's say that you are organizing an event where registrants must ask a sponsor to support their application in order to get it accepted and become a participant. But how can you collect the sponsor’s feedback and still link it to the applicant?

One of our customers reached out to us for assistance with the configuration of their conference where students were required to provide the recommendation of a teacher to sponsor their application to a multi-day conference. Until now, they were collecting the data on different contacts:

  • the student registration is recorded with the student contact
  • the teacher’s recommendation is recorded with the teacher contact

but the only way to link a student with his/her teacher’s recommendation is to compile the two different lists of contacts.

We suggested a different approach which would allow collecting the teacher’s comments directly with the student contact record. This would be possible with the use of the checksum token.

 

Think outside the box with CiviCRM: Innovative idea #7

Allow registration status for "Not attending"

An organization holds regular committee meetings using CiviEvent to track the participants. To make sure the committee members register in advance so that meeting plans can be made accordingly, the organization sends several reminders prior to the event. 

But some members would like to be able to express their intention to not attend the event so they don't receive reminders for the event anymore.

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