a brief demonstration of how you can use CiviCRM to capture contact information on your WordPress website. A quick look at: WordPress plugins for CiviCRM, WordPress shortcodes, and CiviCRM Extensions.

1. CiviCRM for Nonprofits: Integrating with WordPress
An Intro:
WordPress with CiviCRM
Presented by:
Dana Skallman
Tadpole Collective
tadpole.cc

2. CiviCRM for Nonprofits: Integrating with WordPress
What we will cover
• Two Dashboards
• Contribution Management
• Event Management
• Membership Management
• User/Contact Profiles
• Newsletter Subscriptions

3. CiviCRM for Nonprofits: Integrating with WordPress
Two dashboards connected

4. CiviCRM for Nonprofits: Integrating with WordPress
Two dashboards connected

5. CiviCRM for Nonprofits: Integrating with WordPress
CiviCRM Features
• Contact management
• Contributions
• Communications
• Peer-To-Peer Fundraisers
• Advocacy Campaigns
• Events
• Members
• Reports
• Case Management

6. CiviCRM for Nonprofits: Integrating with WordPress
Contact Centric CRM

7. CiviCRM for Nonprofits: Integrating with WordPress
Keep in Mind
• Use CiviCRM for all Contact Details
• Use WordPress for all Content/Display needs

8. CiviCRM for Nonprofits: Integrating with WordPress
CiviCRM Shortcode

9. CiviCRM for Nonprofits: Integrating with WordPress
Contribution Management
• Create a Contribution Page with CiviCRM

10. CiviCRM for Nonprofits: Integrating with WordPress
Contribution Management
• Then use the CiviCRM Shortcode in WordPress to add
that contribution page into WordPress.

11. CiviCRM for Nonprofits: Integrating with WordPress
Event Management
• Create an event in CiviCRM, add all details needed for
registration and fees.

12. CiviCRM for Nonprofits: Integrating with WordPress
Event Management
• Event Calendar organized in WordPress

13. CiviCRM for Nonprofits: Integrating with WordPress
Event Management
• Event Calendar organized in WordPress
• Every Calendar + 1

14. CiviCRM for Nonprofits: Integrating with WordPress
Event Management
• Event Calendar organized in WordPress
• Every Calendar + 1

15. CiviCRM for Nonprofits: Integrating with WordPress
Membership Registration
• CiviMember Sync
• https://github.com/tadpolecc/civi_member_sync

16. CiviCRM for Nonprofits: Integrating with WordPress
Membership Registration
• WP Plugins to extend Member Access
• Members

17. CiviCRM for Nonprofits: Integrating with WordPress
Membership Registration
• WP Plugins to extend Member Access
• Members

18. CiviCRM for Nonprofits: Integrating with WordPress
Membership Registration
• WP Plugins to extend Member Access
• Members

19. CiviCRM for Nonprofits: Integrating with WordPress
User Profiles
• Theme my Login
• Provides user widget
with custom menus by
role

20. CiviCRM for Nonprofits: Integrating with WordPress
User Profiles
• Theme my Login
• Frontend User Profile
with WordPress

21. CiviCRM for Nonprofits: Integrating with WordPress
User Profiles
• Use the User Dashboard Shortcode with CiviCRM to
create a Contact History Profile that registered users
can see from the website.

22. CiviCRM for Nonprofits: Integrating with WordPress
Contact Record

23. CiviCRM for Nonprofits: Integrating with WordPress
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.

24. CiviCRM for Nonprofits: Integrating with WordPress
Send Newsletter

25. CiviCRM for Nonprofits: Integrating with WordPress
Q&A

26. CiviCRM for Nonprofits: Integrating with WordPress
Thanks!
Dana Skallman
dana@tadpole.cc
tadpole.cc