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Title
Title CiviCampaign and CiviEngage CiviCampaign and CiviEngage to - - PowerPoint PPT Presentation
Title CiviCampaign and CiviEngage CiviCampaign and CiviEngage to - - PowerPoint PPT Presentation
Title CiviCampaign and CiviEngage CiviCampaign and CiviEngage to Change the World:The Next Journey Progressive Technology Project Alice Aguilar, Executive Director Toms Aguilar, PowerBase Trainer & Support Technician CiviEngage &
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CiviEngage & CiviCampaign: What's it For?
- provides a 'common platform' for community organizers:
- gives them a package out of the box to really move their work –
track and analyze their engagement efforts over time to inform strategies
- use common tool to teach skills and strategy
- toolset helps organizers work more efficiently & effectively -
- toolset helps organizers work more efficiently & effectively -
communications, organizing, fundraising – leverage their social justice work
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CiviEngage & CiviCampaign: What's it For?
- provides a 'common platform' for community organizers:
- gives them a package out of the box to really move their work –
track and analyze their engagement efforts over time to inform strategies
- use common tool to teach skills and strategy
- toolset helps organizers work more efficiently & effectively -
- toolset helps organizers work more efficiently & effectively -
communications, organizing, fundraising – leverage their social justice work
- the package of enhancements meets 85-90% of their common needs
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CiviEngage & CiviCampaign: What's it For?
- provides a 'common platform' for community organizers:
- gives them a package out of the box to really move their work –
track and analyze their engagement efforts over time to inform strategies
- use common tool to teach skills and strategy
- toolset helps organizers work more efficiently & effectively -
- toolset helps organizers work more efficiently & effectively -
communications, organizing, fundraising – leverage their social justice work
- the package of enhancements meets 85-90% of their common needs
- a vehicle to help build a community with a shared vision for future
development
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CiviEngage & CiviCampaign: What's it For?
- provides a 'common platform' for community organizers:
- gives them a package out of the box to really move their work –
track and analyze their engagement efforts over time to inform strategies
- use common tool to teach skills and strategy
- toolset helps organizers work more efficiently & effectively -
- toolset helps organizers work more efficiently & effectively -
communications, organizing, fundraising – leverage their social justice work
- the package of enhancements meets 85-90% of their common needs
- a vehicle to help build a community with a shared vision for future
development
- CiviEngage Integrates the features of CiviCampaign – Surveys,
Walklists, PhoneBank lists, & Petitions
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We want a Strategic Database!
PowerBase PowerBase
The Database for Community Organizers CiviCRM w/ CiviEngage + CiviCampaign, plus hosting, support, training
We want to Strategically use that Strategic Database!
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How are community organizing groups using it? How are community organizing groups using it?
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Causa Justa :: Just Cause – Personal Campaign pages
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Petitions a.k.a. Online Surveys
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PhoneBank Surveys for Grassroots Fundraising
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Go directly to contribution record
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Iowa CCI - PhoneBank Surveys & memberships
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:
Go directly to membership record
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Event Turnout Workflow: 3 Touches
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Track Voter Info & History
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Cicero Integration
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PTP – Grant tracking & dashboard
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PTP: Use Webform CiviCRM Integration & Drupal Webforms
- Collect program
application info about groups
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So why do we do this? So why do we do this?
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P
What PTP strives to do:
- Help groups use their database effectively & strategically
- Help groups understand the importance of data & building a
culture of use
- Partner with groups to develop best practices
- Partner with groups to develop best practices
- Work with the community to become stewards of PowerBase /
CiviCRM
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P
What PTP strives to do:
- Help groups use their database effectively & strategically
- Help groups understand the importance of data & building a
culture of use
- Partner with groups to develop best practices
- Partner with groups to develop best practices
- Work with the community to become stewards of PowerBase /
CiviCRM
Ultimately – We want to help groups do their work more efficiently and effectively!
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P
How do we go about doing this? Through ongoing engagement: training, consulting, coaching, & tech support
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Develop Culture of Data Use
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Articulate the goals, processes, and protocols in your
Using Workflows
Articulate the goals, processes, and protocols in your work Making your database work for you
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Importance of Documentation:
- Tips
- Screencasts
- Shared Curriculum
Importance of Trainings:
- F2F
- Webinars: New Staff Trainings, Topic trainings
- Office Hours
- Bilingual offerings
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Consulting & Coaching… Consulting & Coaching… Consulting & Coaching ...
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Next Up: Enhancing Grassroots Fundraising features
http://wiki.civicrm.org/confluence/display/CRM/CiviEngage+Enhancements+for+fund- raising?focusedCommentId=83034166#comment-83034166
See blog: CiviEngage enhancements for fundraising
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Summary Fields Tab extension configuration
- Show synopsis of a donor’s history
- easier searches about donor history
- easier searches about donor history
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Summary Fields Tab (extension)
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Advanced Search “custom fields”
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Grassroots Fundraising PowerBase Pilot project 2013
- Work with small number of cohorts for 6 months
- Test feature set
- Training, consulting, tech assistance around grassroots
fundraising practices and using the database to support the fundraising practices and using the database to support the work
- Develop best practices and workflows
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