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.
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.
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.
A few weeks ago, on April 17 and 18, Cividesk was back at the beautiful Oakland Preservation Park to take part in the second edition of CiviCamp Oakland, California.
Revived last year by Neil Planchon / First Things First and Noah Miller / Lemniscus, CiviCamp Bay Area (Oakland), the birth place of CiviCRM, is the opportunity for local CiviCRM users, people considering adopting the software for their organization, service providers and members of the core team to get together and share their CiviCRM experience with each other.This year's edition was a 2-day event in order to offer more time to connect, share and root the local community.
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?
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.