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 Tomás Aguilar, PowerBase Trainer & Support Technician

CiviEngage & CiviCampaign: What's it For? • provides a 'common platform' for community organizers: o gives them a package out of the box to really move their work – track and analyze their engagement efforts over time to inform strategies o use common tool to teach skills and strategy o toolset helps organizers work more efficiently & effectively - o toolset helps organizers work more efficiently & effectively - communications, organizing, fundraising – leverage their social justice work

CiviEngage & CiviCampaign: What's it For? • provides a 'common platform' for community organizers: o gives them a package out of the box to really move their work – track and analyze their engagement efforts over time to inform strategies o use common tool to teach skills and strategy o toolset helps organizers work more efficiently & effectively - o 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

CiviEngage & CiviCampaign: What's it For? • provides a 'common platform' for community organizers: o gives them a package out of the box to really move their work – track and analyze their engagement efforts over time to inform strategies o use common tool to teach skills and strategy o toolset helps organizers work more efficiently & effectively - o 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 & CiviCampaign: What's it For? • provides a 'common platform' for community organizers: o gives them a package out of the box to really move their work – track and analyze their engagement efforts over time to inform strategies o use common tool to teach skills and strategy o toolset helps organizers work more efficiently & effectively - o 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

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!

How are community organizing groups using it? How are community organizing groups using it?

Causa Justa :: Just Cause – Personal Campaign pages

Petitions a.k.a. Online Surveys

PhoneBank Surveys for Grassroots Fundraising

Go directly to contribution record

Iowa CCI - PhoneBank Surveys & memberships

: Go directly to membership record

Event Turnout Workflow: 3 Touches

Track Voter Info & History

Cicero Integration

PTP – Grant tracking & dashboard

PTP: Use Webform CiviCRM Integration & Drupal Webforms • Collect program application info about groups

So why do we do this? So why do we do this?

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

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 !

P How do we go about doing this? Through ongoing engagement: training, consulting, coaching, & tech support

Develop Culture of Data Use

Using Workflows Articulate the goals, processes, and protocols in your Articulate the goals, processes, and protocols in your work Making your database work for you

Importance of Documentation: • Tips • Screencasts • Shared Curriculum Importance of Trainings: • F2F • Webinars: New Staff Trainings, Topic trainings • Office Hours • Bilingual offerings

Consulting & Coaching… Consulting & Coaching… Consulting & Coaching ...

Next Up: Enhancing Grassroots Fundraising features See blog: CiviEngage enhancements for fundraising http://wiki.civicrm.org/confluence/display/CRM/CiviEngage+Enhancements+for+fund- raising?focusedCommentId=83034166#comment-83034166

Summary Fields Tab extension configuration • Show synopsis of a donor’s history • easier searches about donor history • easier searches about donor history

Summary Fields Tab (extension)

Advanced Search “custom fields”

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

Questions? Questions?