CiviCRM Tips and Tricks

Data Hygiene: How to Keep Data Clean and Healthy!

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 send membership renewal reminders to your organizational membership?

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. 

I'm not a robot!

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.  

Get the most of your price sets

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.

Think outside the box with CiviCRM: Innovative idea #13

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.

Think outside the box with CiviCRM: Innovative idea #12

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.

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?

Data Hygiene: Centrally Manage and Periodically Review Custom Data and Profiles

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. 

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.

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