Out of the box, WordPress provides an easy way to publish content on your website, including blogs, news, events, and programs. Since the beginning of 2012 CiviCRM has been available for use within WordPress. It's the best of both worlds in one place. You can publish new content about your organization with ease using WordPress. Plus you can capture visitors' information automatically update their contact profile in CiviCRM.

1. CiviCRM for Contact Management, WordPress for Content Management
CiviCRM for Contact Management,
WordPress for Content Management
CMS + CRM
Presented by:
Dana Skallman
Tadpole Collective
tadpole.cc

2. CiviCRM for Contact Management, WordPress for Content Management
What we will cover
• Two Dashboards
• What is CiviCRM
• What is WordPress
• Contribution Management
• Event Management
• User/Contact Profiles
• Newsletter Subscriptions

3. CiviCRM for Contact Management, WordPress for Content Management
Two dashboards connected

4. CiviCRM for Contact Management, WordPress for Content Management
Two dashboards connected

5. CiviCRM for Contact Management, WordPress for Content Management
What is CiviCRM
• CRM = Constituent Relationship Manager
“CiviCRM is a web-based, open source, CRM
software geared toward meeting the needs of non-
profit and other civic-sector organization”

6. CiviCRM for Contact Management, WordPress for Content Management
CiviCRM Features
• Contact management
• Contributions
• Communications
• Peer-To-Peer Fundraisers
• Advocacy Campaigns
• Events
• Members
• Reports
• Case Management

7. CiviCRM for Contact Management, WordPress for Content Management
Contact Centric CRM

8. CiviCRM for Contact Management, WordPress for Content Management
What is WordPress
CMS = Content Management System
“WordPress is web software you can use to
create a beautiful website or blog. We like to
say that WordPress is both free and priceless at
the same time.”

9. CiviCRM for Contact Management, WordPress for Content Management
WordPress Features
• Simplicity & Flexibility
• Publishing Tools
• Distraction Free Writing
• Custom Content Types
• Obsessively Organized
• Easy Theme System
• Plugin System
• User Management
• Search Engine Optimized

10. CiviCRM for Contact Management, WordPress for Content Management
Content Centric CMS

11. CiviCRM for Contact Management, WordPress for Content Management
Remember!
• Use CiviCRM for all Contact Details
• Use WordPress for all Content/Display needs

12. CiviCRM for Contact Management, WordPress for Content Management
Contribution Management
• Create a Contribution Page with CiviCRM
• Then use the CiviCRM Shortcode in WordPress to
add that contribution page into WordPress.

13. CiviCRM for Contact Management, WordPress for Content Management
Event Management
• Create an event in CiviCRM, add all details needed
for registration and fees.

14. CiviCRM for Contact Management, WordPress for Content Management
Event Management
• Event Calendar organized in WordPress
• Every Calendar + 1

15. CiviCRM for Contact Management, WordPress for Content Management
User Profiles
• Use the User Dashboard Shortcode with CiviCRM to
create a Contact History Profile that registered users
can see from the website.

16. CiviCRM for Contact Management, WordPress for Content Management
User Profiles
• Create Public User Profile with WordPress
• WP User Frontend
• WP Biographia

17. CiviCRM for Contact Management, WordPress for Content Management
Subscriptions
• Use CiviCRM HTML Snippets to embed Newsletter
registration, using the CiviCRM profiles create a
profile that links to the Newsletter Mailing List group
to manage subscriptions.

18. CiviCRM for Contact Management, WordPress for Content Management
Send Newsletter

19. CiviCRM for Contact Management, WordPress for Content Management
Q&A

20. CiviCRM for Contact Management, WordPress for Content Management
Thanks!
Dana Skallman
dana@tadpole.cc
tadpole.cc