Click on our training calendar to register for our upcoming CiviTips (Purple sessions in the calendar).
And check back often to see our other upcoming CiviTips as we add new topics regularly.
CiviCampaign is a CiviCRM Core component that is used to link together events, mailings, activities, and contributions under one "umbrella" so that you can track the progress of all your efforts towards one programmatic goal or campaign. This enables organizations to measure and analyze the effectiveness of their outreach and mobilization efforts. During this CiviTip, you will learn how to use CiviCampaign to manage your campaigns such as advocacy campaigns or membership drive.
CiviCRM has two ways for you to contact your constituents via email: Send Mail to Contact and CiviMail. Though the end result is the same, they are created differently and offer different benefits. During this CiviTip, you will discuss the difference between Sending an Email and a CiviMail Mailing.
The CiviVolunteer extension provides tools for signing up, managing and tracking volunteers. This webinar will introduce some helpful pointers and tips to make volunteer management a breeze!
In addition to pre-built data fields, CiviCRM gives you the power to customize your information via custom data fields – fields that are defined and built by you to record and collect information specific to your organization. During this CiviTip, you will learn how to create these custom fields.
Deduping & Merging Contacts
Duplicate contacts can turn up in your database for many reasons. During this CiviTip, you will learn how to find and merge duplicate contacts.
Different Uses of Profiles - Part 1
A profile is a collection of fields from your database. Profiles are a powerful tool that have many different uses across all components of CiviCRM. This CiviTip will outline how to use profiles to display information on public pages and to customize your user interface. Profiles used to collect data and to update a large number of records all at once are covered in "CiviTip: Different Uses of Profiles - Part 2".
Different Uses of Profiles - Part 2
This CiviTip will outline how to use profiles to collect data as well as how to enter and update multiple records all at once. Profiles used for displaying information on public pages and customizing your user interface are covered in "CiviTip: Different Uses of Profiles - Part 1".
Discover some tips and tricks about event pages, including the participant approval process, the self-service registration/cancellation feature and how to make name badges.
Groups, Smart Groups & Tags
Groups and tags are two key methods for organizing data in your CRM. When used properly, both allow powerful segmentation and searching of your database.
The Mosaico extension enhances the existing CiviMail module to simplify the email creation process by producing a mobile ready and professional looking email for you! During this CiviTip, you will learn how to easily drag and drop blocks into a template. Each of these blocks has elements like images, text, buttons and more. There are lots of blocks that will fit almost any templating need.
Online Contribution Pages & Personal Campaign Pages
Discover some tips and tricks about online contribution pages, including personal campaign pages that allow your constituents to solicit donations in the name of your organization: e.g. individuals can create their own personal campaign pages that tell of their experience with the organization and what their goals are, then share the URL of this page with their own social network as an easy and convenient way to donate online.
Reporting & Summary Fields
Reporting helps your organization to evaluate its impact and achieve its mission. The Summary Fields extension makes it easier to search for and report on major donors, recent donors, lapsed donors as well as to show a synopsis of a donor’s history. During this CiviTip, you will learn how to create, run and schedule reports, how to make the most of Summary Fields and how to configure the extension.
Scheduled Reminders allow you to automatically send an email to your contacts when a system event is reached. For example, you can inform members that it is time to renew their membership, or remind participants of the date of an upcoming event that they are registered for. In addition to membership end date and event start date, learn how Scheduled Reminders can be triggered by a variety of other system events such as activity status, payment completion and individual birthdays.
Searching & Exporting Data
Learn how to search for and export data for contacts, event participants, contributions, and memberships to Excel files.