WordPress for Non-Profits

Creating an Web-Based Platform
with CRM Integration

And it’s all Free and Open Source Software


Dana Skallman
Tadpole Collective

WordCamp NYC 2016

Open Camps


OpenCampsJul8-172016

Free and Open Source Software


wp-freedoms-tab

WordPress


Website – CMS

  • Content
  • User/Member access
  • Theme

WordPress


  • Simplicity & Flexibility
  • Publishing Tools
  • Custom Content Types
  • Easy Theme System
  • Plugin System
  • User Management
  • Taxonomies
  • Search Engine Optimized

CiviCRM


CRM – back-office

  • Donations
  • Memberships
  • RSVP
  • Newsletters
  • Advocacy

CiviCRM


  • Contributions & Pledges
  • Memberships & Events
  • Mass communications
  • Campaigns & Activities
  • Case management
  • Volunteers
  • Grants
  • Accounting
  • Reporting

CiviCRM


Contact Record
civicrm-contact-record

What do organizations use now?


  • Variety of applications or services
  • Commercial services
  • WordPress website with no CRM

Case Studies


Highlights ways in which CiviCRM has been
implemented using WordPress

Small Nonprofit


Online donations

– Annual campaign

– Ongoing fundrasing

Membership registration and renewal

– Member directory based on status

– User login for content access and profile update

Newsletters

– Targeted emails based on member status

vz-donation-page

Small Nonprofit


Annual symposium and gala

– With complex registration process

– Registrations by attendee type

– Reports based on registration options

Membership registration and renewal

– Member directory based on member status

vf-symposium-registration-priceset

Medium Nonprofit


Donation with specific funds and campaigns

– Contributions can be given to specific funds

Membership and subscription access

– Web access and print

Financial transactions match accounting system

– Exports data to map into accounting software

Custom reports

SSA-contribute-fund-page

Medium Nonprofit


Contact custom data

– Specified by contact type (i.e. volunteers, press, board)

– Areas of interests

– Targeted mailings and outreach

Online Donations

– Soft credits

– Campaign funds

Volunteer management

– Sign up for volunteer activities

– Record volunteer time

civivolunteer-opportunities

Medium Nonprofit


Contact custom data

– Demographics

– Relationships

– Parent

– Child or student

Events around annual programming

– After school programs

– In school programs

Grant funding and reporting

Chapter/Affiliate based organization


– National entity with regional affiliates

– Affiliated membership dues

– Interconnected member directory

– Shared website infrastructure

– Shared CRM access

Plugins


A few plugins that are improving integration between WordPress and CiviCRM

CiviCRM WordPress Member Sync


Keep WordPress users in sync with CiviCRM memberships by granting either a role or capabilities to users with that membership.

https://wordpress.org/plugins/civicrm-wp-member-sync/

Caldera Forms CiviCRM Integration


A set of processor that interact with CiviCRM’s API to retrieve/create/update CiviCRM data. The main purpose of this integration is to facilitate the creation of responsive forms and allow exposing CiviCRM fields and entities that are not supported out of the box in WordPress, like Activities, Relationships, Tags, Groups, etc.

https://github.com/mecachisenros/caldera-forms-civicrm
Requires: https://wordpress.org/plugins/caldera-forms/

CiviCRM Contribution Page Widget


Displays contribution page widgets from CiviContribute as native WordPress widgets.

https://wordpress.org/plugins/civicrm-contribution-page-widget/

CiviEvent Widget


Display widgets for CiviCRM events: the next public event or a whole list. Embed widgets as shortcodes, too!

https://wordpress.org/plugins/civievent-widget/

BP Groups CiviCRM Sync


BP Groups CiviCRM Sync enables two-way synchronisation between BuddyPress groups and CiviCRM groups.

https://wordpress.org/plugins/bp-groups-civicrm-sync/

A few organizations that use CiviCRM


  • Amnesty International (various)
  • Doctors w/o Borders (various)
  • Democrats Abroad
  • Green Party of {AU,CA,NZ,UK}
  • New York State Senate
  • United Methodist Communications
  • UNESCO
  • Electronic Frontier Foundation
  • United Way (various)
  • Free Software Foundation
  • Wikimedia Foundation (Wikipedia)
  • Habitat for Humanity (various)
  • Columbia Business School
  • IMBA

Dana Skallman

https://tadpole.cc


Slides
https://tadpole.cc/slideshow/wordpress-for-non-profits-civicrm-platform