WordPress for Nonprofit Organizations

This topic will cover how Nonprofit Organizations (NPO) can make use of WordPress to track their constituents, donations, events, memberships and more. NPO have many choice, both open source and proprietary. This talk will explore my journey with NPOs and technology from 1983 until today and how using an open source CRM has been a game changer.

Transcript

1. WordPress for Nonprofit Organizations: An Open Source Journey Kevin Cristiano kcristiano@tadpole.cc July 2016 Tadpole Collective @kcristiano
2. • 1983 - First Job at a Nonprofit • 2004 – Formed my first Nonprofit • 2004 – Consulting on Business Systems for Nonprofits • 2006 - WordPress • 2012 – WordPress and Nonprofits About Me
3. • Contributions • Membership • Events • Mailings – bulk and transactional • Petitions – Advocacy • Reports • Contact Records showing all the above Working with Nonprofits
4. WordPress
5. • Originally developed for Drupal in 2005. Joomla! Support added next. • WP support added in February 2012
6. Why CiviCRM? • Own and control your data • Open Source • GPL • Strong Community • Shares values with WordPress
7. “Our vision: That all organizations – regardless of their size, budget, or focus – have access to an amazing CRM to engage their contacts and achieve their missions; that they own their data and their code; and that they can modify and extend their CRM without restriction.”
8. Contributions & Pledges Memberships Events Mass communications (SMS, email) Campaigns Case management Volunteers Grants Accounting Activities Reporting Modules
9. Usage by Sector
10. • Initial WP Integration was not as full featured as Drupal Integration • How do we fix? Perfect?
11. • Very few WP people working on the project • We needed improvements • We decided to get involved • Started creating issues and working on the code Contribute
13. My Reaction • Install Drupal and Joomla! • Learn CiviCRM on all Three CMS • Test on all Three CMS
14. Result • Issues fixed for all CMS • Less Single CMS Development • Increased use of CiviCRM with WordPress • April 2015 – Installer rewrite
17. Contact Dashboard
20. Alternative CRM systems • Nationbuilder • Salsa • Blackbaud - eTapestry • SugarCRM • SalesForce for Non Profits
21. Trapped
22. Lessons Learned
23. QUESTIONS?
24. Links • CiviCRM Website – https://civicrm.org • CiviCRM Stack Exchange - http://civicrm.stackexchange.com/ • CiviCRM Mattermost (open source Slack instance) - https://chat.civicrm.org/login • CiviCRM Download link - https://civicrm.org/download/list • CiviCRM Documentation - https://civicrm.org/documentation • CiviCRM Wiki - https://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+Documentation • CiviCRM Admin Utils - https://wordpress.org/plugins/civicrm-admin-utilities/ • CiviCRM Profile Sync - https://wordpress.org/plugins/civicrm-wp-profile-sync/ • CiviCRM BP Group Sync - https://wordpress.org/plugins/bp-groups-civicrm-sync/ • CiviCRM Member Sync - https://wordpress.org/plugins/civicrm-wp-member-sync/ • CiviCRM Contribution Widget – https://wordpress.org/plugins/civicrm-contribution-page-widget/ • CiviCRM Event Widget - https://wordpress.org/plugins/civievent-widget/ • CiviCRM css helper - https://develop.tadpole.cc/extensions/cc.tadpole.csshelper • CiviCRM Jira - https://issues.civicrm.org/jira/secure/Dashboard.jspa • CiviCRM Github Core Repo – https://github.com/civicrm/civicrm-core • CiviCRM Github WP Repo – https://github.com/civicrm/civicrm-wordpress • CiviCRM Packages Repo – https://github.com/civicrm/civicrm-packages • CiviCRM Development Enviornment - https://github.com/civicrm/civicrm-buildkit-vagrant
25. WordPress for Nonprofit Organizations: An Open Source Journey Kevin Cristiano kcristiano@tadpole.cc July 2016 Tadpole Collective @kcristiano