Email is a vital tool to engage and maintain long-term relationships with your constituents.
CiviCRM helps protect your sending reputation in several ways:
- An unsubscribe or opt-out token is required to send any mass email
If you hide the unsubscribe option, your contacts are more likely to hit the spam button.
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.
In "Data Hygiene: How to Keep Data Clean and Healthy!", we spoke in general terms of the basic steps you need to take to keep your data clean and healthy. In this blog post, we outline 5 simple steps that will keep your contact data squeaky clean!
Let's say you have a registration profile you are using for an event in which you are collecting both the home and work addresses for an individual.
As you can see in the screenshot below, without headers, it is hard to see where the fields related to the personal information end and where the fields related to the professional information begin.
CiviCRM uses mapping and geocoding service providers such as Google to display event location maps and geocode addresses to enable proximity searches.
The use of API keys was optional until changes (as detailed HERE) recently went into effect in the Google Maps Platform.
Ever find yourself days or even weeks away from the next available training session, when what you need is immediate instruction on how to complete a certain task in your CiviCRM? Don't worry! Helpful resources are just a click away - below is a list of the best resources and tips on searching to help you find what you need fast!
CiviCRM online forms aren't just for your target audience. They can also be used by your staff to streamline data entry and ensure data integrity when recording donations, membership signups/renewals and event registrations.
Here's the difference:
General Data Protection Regulation (GDPR)1 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 financi
To find contributions with a status of "Pending (Incomplete Transaction)":
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.