CiviCRM Tips and Tricks

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.

Think outside the box with CiviCRM: Innovative idea #9

How can an event participant keep the relationship with his/her primary member?

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.

Data Hygiene: Minimize the Risk of Spam Contact and Contribution Creation

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.

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.

Data Hygiene: Keep your Membership Data Up to Date

Membership-based organizations rely on membership revenue for a steady cash flow, so keeping accurate membership records and ensuring a smooth renewal process is vital. 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. When a new membership is created, CiviCRM automatically does the following:

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.

Data Hygiene: Keep your Financial Data Accurate

Non-profit organizations are under intense financial scrutiny - they must show accountability through the willingness to explain actions to stakeholders, and must be transparent by publishing critical financial data about the organization. These two tasks, however, can become exceedingly difficult if multiple systems are used to track financial information without regular reconciliation. Luckily, CiviCRM has an Accounting Batch feature that allows you to avoid manually re-keying financial data into your accounting software.

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