Blog

A series of practical use cases for CiviCRM. Our non-profit clients all use CiviCRM to build relationships and maintain engagement with their constituents whether they are donors, members, event attendees, volunteers, funders or grant recipients. When used together with a web content management system like WordPress, CiviCRM becomes a powerful tool for streamlining operations by allowing constituents to interact directly with your organization via your website and serving as a centralized repository for your constituents’…

When you hire a digital agency, you want to be sure that your data is secure in their hands. In order to provide effective service, a vendor must have access to sensitive, critical information such as administration credentials for your website back end, your hosting account, and your production servers. Data, including Personally Identifiable Information (PII) of the members and staff of your organization, are available to those with this type of high-level access to…

The contents of this post is outdated. On June 24, 2022, Tadpole hosted a virtual Lunch and Learn where Kevin Cristiano gave an update on the progress of the CiviCRM Search Kit. Now under development by the CiviCRM core team, Search Kit expands and improves upon the search experience for CiviCRM admins. Search Kit is community funded; the primary funder of the initial work was Wikimedia Foundation. Below is the full recording of the session,…

On August 13, 2021, Tadpole hosted a virtual Lunch and Learn where Kevin Cristiano gave an update on the progress of the CiviCRM Search Kit. Now under development by the CiviCRM core team, Search Kit expands and improves upon the search experience for CiviCRM admins. (Search Kit is community funded; the primary funder is Wikimedia Foundation.) Below is the full recording of the session, followed by a brief summary of the demonstration. Current ways of…

CiviCRM allows you to create Groups of Contacts or Members. You may already be using Groups to create mailing lists, but did you know you can also allow users to access content based on Groups? Restricting Menu Items and Front-End Content Groups are useful if you have content on your public-facing website that should only be accessible to staff or perhaps available only with a paid membership to your organization. You can also create Groups…

In 2018, WordPress introduced the Gutenberg block editor, and while it’s been hugely popular with content editors it has also impacted the way CiviCRM users traditionally insert CiviCRM entities onto their WordPress pages. In the video, Kevin Cristiano demonstrates how the Gutenberg Blocks for CiviCRM plugin improves on Gutenberg’s default Shortcode block and walks us through how to use it. Prior to Gutenberg/WordPress 5.0, inserting a CiviCRM entity on a page was done by clicking…

Both WordPress and CiviCRM allow for the grouping of users either to provide special access to content on the front-end, e.g., a special membership area; or to grant administrative privileges on the back-end. CiviCRM also uses Groups for email subscription lists. By default, WordPress comes with five basic user groups: Subscriber, Contributor, Author, Editor, and Administrator; these are all meant for providing access control to the WordPress Dashboard. However, if you want to restrict content…