Out of the box, WordPress provides an easy way to publish content on your website, including blogs, news, events, and programs. Which makes it easy for you to publish new content about your organization with ease. But how do you strategically engage visitors with your organization? Out of the box, CiviCRM provides contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, and much more. Now you can capture visitors’ information automatically update their contact record in CiviCRM. This gives you a top-level view of how a specific contact interacts with your organization over time. It’s the best of both worlds in one place, WordPress makes it easy for you to share your content and CiviCRM allows you to engage with your visitors directly.

1. WordPress for your Content, CiviCRM for your Contacts
WordPress for your Content,
CiviCRM for your Contacts
Presented by:
Dana Skallman
Tadpole Collective
www.tadpole.cc

2. WordPress for your Content, CiviCRM for your Contacts
Two dashboards connected

3. WordPress for your Content, CiviCRM for your Contacts
Two dashboards connected

4. WordPress for your Content, CiviCRM for your Contacts
WordPress Features
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Posts
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Pages
•
Users
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Taxonomy
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Post Types
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Calendar
•
Events

5. WordPress for your Content, CiviCRM for your Contacts
WordPress Plugins
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Used to add Functions to your site
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Events Calendar
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Membership
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E-commerce
•
Directories
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and much more...

6. WordPress for your Content, CiviCRM for your Contacts
Who is CiviCRM for
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Geared to non-profits and civic organizations that
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Fundraise
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Engage members
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Advocate
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Peer fundraising
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Track event attendance & registration
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Contact Management

7. WordPress for your Content, CiviCRM for your Contacts
CiviCRM Features
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Contact management
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Contributions
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Communications
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Advocacy Campaigns
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Events
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Members
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Reports
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Case Management
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Grant Management

8. WordPress for your Content, CiviCRM for your Contacts
Contact Centric CRM

9. WordPress for your Content, CiviCRM for your Contacts
Keep in Mind
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Use CiviCRM for all Contact Details
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Use WordPress for all Content/Display needs

10. WordPress for your Content, CiviCRM for your Contacts
CiviCRM Shortcode

11. WordPress for your Content, CiviCRM for your Contacts
Contribution Management
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Create a Contribution Page with CiviCRM

12. WordPress for your Content, CiviCRM for your Contacts
Contribution Management
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Then use the CiviCRM Shortcode in WordPress to add
that contribution page into WordPress.

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

14. WordPress for your Content, CiviCRM for your Contacts
Event Management
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Event Calendar organized in WordPress

15. WordPress for your Content, CiviCRM for your Contacts
Event Management
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Event Calendar organized in WordPress
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Every Calendar + 1

16. WordPress for your Content, CiviCRM for your Contacts
Event Management
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Event Calendar organized in WordPress
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Every Calendar + 1

17. WordPress for your Content, CiviCRM for your Contacts
Membership Registration
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WP Plugins to extend Member Access
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Members

18. WordPress for your Content, CiviCRM for your Contacts
Membership Registration
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WP Plugins to extend Member Access
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Members

19. WordPress for your Content, CiviCRM for your Contacts
Membership Registration
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WP Plugins to extend Member Access
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Members

20. WordPress for your Content, CiviCRM for your Contacts
Membership Registration
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CiviMember Sync
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https://github.com/tadpolecc/civi_member_sync

21. WordPress for your Content, CiviCRM for your Contacts
User Profiles
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Theme my Login
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Provides user widget
with custom menus by
role

22. WordPress for your Content, CiviCRM for your Contacts
User Profiles
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Theme my Login
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Frontend User Profile
with WordPress

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

24. WordPress for your Content, CiviCRM for your Contacts
Contact Record

25. WordPress for your Content, CiviCRM for your Contacts
Subscriptions
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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.

26. WordPress for your Content, CiviCRM for your Contacts
Send Newsletter

27. WordPress for your Content, CiviCRM for your Contacts
Q&A

28. WordPress for your Content, CiviCRM for your Contacts
Thanks!
Dana Skallman
dana@tadpole.cc
www.tadpole.cc