CiviCRM Tips and Tricks
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!
Use "Activities" to manage your workflows
You may have heard of CiviCase which allows you to handle complex workflows in CiviCRM. This is a powerful tool but can be difficult to configure properly.
What if you have a simple workflow involving only a few interactions with your contacts? You can manage this workflow with the use of "Activities!"
Use Schedule Reminders to send Welcome Messages to Members
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.
Use the Membership module to manage Sponsor/Student Relationships
This is an example of how you can use the membership module of CiviCRM called "CiviMember," for managing sponsorships for students seeking continuing education rather than the traditional use for managing memberships!
The organization main need is to track the relationship and the financial support between the individual sponsor and the sponsored student.
General Data Protection Regulation (GDPR) 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 financial transaction takes place.
Picture this: You walk into the office one morning and log into CiviCRM to check on the latest contributions you received and you are taken aback by the hundreds (maybe even thousands) of failed contributions that were submitted over night! Public forms that accept credit card information are often targeted by robots attempting to process stolen credit card numbers in order to check their validity, and since most credit card processors charge an 'authorization fee' for these transactions, failed or not, this could leave you liable for a hefty bill at the end of the month!
To find contributions with a status of "Pending (Incomplete Transaction)":
Spring membership drives are in full swing so it is important to know how to effectively launch your membership renewal campaign from within CiviCRM. With that in mind, be sure you are taking advantage of the "Scheduled Reminders" feature! It is a great tool to make sure each member receives a timely email from the system reminding them that their membership is about to expire.
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.
What else are checksum tokens good for?