CiviTips

CiviCRM Tips: Applying a Discount Code After Event Registration

Posted by Sheila Burkett & filed under CiviTips.

CiviCRM & CiviEvent

Besides offering a plethora of donor and contact management tools for organizations, CiviCRM is also a great solution for organizations who wish to have event registration on their site. One of the features of CiviEvent, a collection of event management tools for CiviCRM, is that it provides the ability to offer a discount code to your audience at the time of registration.

While this feature makes it easy for your registrants to apply their own coupon code, sometimes they forget, in which case it’s up to administrators to apply the code. Since this isn’t something we do all of the time, it is difficult to remember the steps on how to apply the discount correctly.

These steps assume you have Event Discount turned on in CiviCRM.

 

Step 1:

Search for the participant’s Contact Record. I personally use the search field in the top left corner, but you can find the contact record in many ways.

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Step 2:

Click on the EVENTS tab.

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NOTE: We have a client where we have renamed events to be registrations. If you can’t find Events, it could have be renamed to something else.

 

Step 3:

View their event registration.

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Step 4:

Under EVENT TOTAL, you will see Change Selections. This is tricky to find as it is in the middle of the page.

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Step 5:

Click the Change Selections option. If you have DISCOUNTS turned on for this event, you will see the Discount option.

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NOTE: If you don’t see the option for discounts and you have discounts turned on, then you need to make sure that the event discount code is configured correctly.

 

Step 6:

Enter the discount code and hit APPLY. That will apply the discount.

 

Step 7:

Be sure to hit SAVE after you have applied the discount.
The participant’s contribution record will now correctly show the correct amount that should be paid for the event. If they have already paid, then you will need to refund the participant manually or give them a discount on a further event.

 


CiviCRM is a free, open source web CRM solution that integrates with your Drupal, Joomla and WordPress CMS. Visit CiviCRM.org to learn more and to see how Spry Digital helps clients use CiviCRM.

Are you in St. Louis and want to learn more about CiviCRM and interact with direct users? Register for 2016 CiviDay for free!

Explore CiviCRM at St. Louis CiviDay 2016 Meetup

Posted by Sheila Burkett & filed under CiviTips, Events.

The Spry Digital team is excited to announce that we will be hosting the St. Louis CiviDay 2016 Meetup on Wednesday, February 24, 2016!

What Is CiviCRM?

CiviCRM is a free, open source, web-based Constituent Relationship Management (CRM) system. The system is used by a global community of tens of thousands of individuals and organizations. This modular system integrates with websites built on Drupal, Joomla and WordPress Content Management Systems (CMS).

Key out-of-the box features with CiviCRM include contacts, memberships, events, email marketing, advocacy campaigns, peer-to-peer fundraisers, contribution tracking, robust search, and reports. The flexibility and customization available gives you the freedom to grow your organization without internal systems breaking down over time.

What Is CiviDay?

CiviDay is an annual celebration of all things CiviCRM! The global CiviCRM community will host CiviDay events in 26 cities around the world to share what we’ve been able to build, who we’ve helped, and where CiviCRM is going.

St. Louis CiviDay 2016

CiviDay is coming up on Wednesday 24th February 2016. Find out what CiviCRM can do for you, meet others that are using CiviCRM, and find out what CiviCRM services are available locally.

The morning meetup will explore how certain nonprofits are using CiviCRM alongside all the new features coming out with CiviCRM 4.7 & CiviCRM 5.0.

This will be a great opportunity for nonprofit organizations to learn more about CiviCRM. Already using CiviCRM? Come by to network with other organizations taking advantage of CiviCRM and get the inside scoop on new or existing features never explored.

We hope you will join us!

Wednesday, February 24, 2016

7:30 a.m. – 10 a.m.

Spry Digital

2710 Lafayette Ave.

St. Louis, MO 63119

Parking: Free parking is available in parking lot or on street.

Agenda

7:30 am – Come network and enjoy free breakfast!
8:00 am – Introduction to the event
8:10 am – Talking Point 1: CiviCRM and what it can do for you
8:20 am – Case study 1: Gateway Off-Road Cyclists with Matt Hayes (Board Member and “Membership Guy”) discussing his experiences using CiviCRM.
8:40 am – Talking Point 2: What’s new in 4.7
9:00 am – Break for networking and more food!
9:30 am – Case study 2: Girls On the Run Operations Director Maggie Siemers shares her experiences using CiviCRM.
9.50 am – Talking Point 3: What makes CiviCRM different / The CiviCRM community / What’s coming in 5.0
10:00 am – Close and invitation to more networking at nearby venue

REGISTER Today! Space is limited.

Already a CiviCRM User? Make sure your site is registered at CiviCRM.org and consider becoming a supporting member of CiviCRM to ensure that the core team continues to enhance CiviCRM to meet everyone’s needs in the future.

Top CiviCRM Troubleshooting Tips

Posted by Sheila Burkett & filed under CiviTips, Donor Management.

We happily help our CiviCRM clients troubleshoot issues as they arise.  While CiviCRM is a great, intuitive, and user-friendly platform, sometimes there are issues that stump even seasoned users.  We’ve collected our most frequently asked CiviCRM help ticket requests.

Let’s solve those CiviCRM questions!


What is the difference between the Event Start & End Date in the Info and Settings tab versus the Start and End Date in the Online Registration tab in Event Configuration?

The Event Start & End Date on the Info and Settings tab applies to the date of the actual event. The Online Registration Start and End dates only apply to the date that you are accepting online registrations.

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How do I find specific information about donors?

CiviCRM has a wide variety of reports and robust reporting features which allow you to easily customize existing reports or create entirely new reports. Administrative users can configure filters to narrow down the results and configure fields to be included in the report results. Each area (Contributions, Memberships, or Events) has a dashboard that immediately gives you a summary of activity that has occurred. These areas also have a FIND option (Find Contributions for example) that allows you to search on specific criteria. And if all of the above falls short,  try ADVANCED SEARCH (under Search), which provides even more ways to pull the information you’re looking for.

A Sample Listing of CiviCRM Reports provided out of the box under REPORTS.

Reports

Can I import and export data with CiviCRM?

Yes, data can be exported and imported out of CiviCRM. Contacts, activities, contributions, event participants and memberships can all be imported into CiviCRM using a CSV file. Most search and reports give you the option to export information from CiviCRM into a CSV file.

Import

Can I create conditional questions on my website that will automatically store the information in CiviCRM?

Yes! Drupal has modules that can be installed that allow for seamless integration. We love the Webform, Webform CiviCRM integration, and Webform conditional modules. When users submit the form online, the information is saved to the CiviCRM database.


How do I export CiviCRM records into a format for Mailing Labels?

When doing a search in CiviCRM, you will receive the list of contacts and a list of actions. Select the contacts you want to export into mailing labels, select MAILING LABELS in the action box, and click GO. You will be given the option to eliminate contacts with DO NOT MAIL selected, merge contacts with the same address and merge contacts in the same household.

  1. Select *all* or *selected records* optionSearch3
  2. Select Mailing Labels from Drop Down Actions Menu > Select Go
  3. Select Mailing Label Format (ex. 5160)Search4
  4. Select Make Mailing Labels A PDF file will be downloaded to your computer to send to your printer for labels.

How do you make CiviCRM form fields required in online CiviCRM forms?

This is controlled in the Custom Data and Screens – Profiles section or you can indicate it is a required field in the Custom Fields section.

  1. CiviCRM > Administer > Custom Data and Screens > Profiles > Fields Custom2
  2. Edit Field > CHECK Required box. > Save Custom4

Can Activities be customized?

Yes, you can add custom Activity Types. Go to:  CiviCRM > Administer > Custom Data and Screens > Activity Types > Add or Edit Activity Type


Does CiviCRM automatically send an email receipt to users?

Yes. CiviCRM will automatically email a receipt to users if they provide an email address and the email receipt option is selected in the Contribution or Event setup. The receipt can be customized with plain text and includes a summary. Additionally, reminders to events can also be scheduled to be sent to participants through CiviCRM.

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Is there a limit to the number of records in CiviCRM?

No, unlike many other CRM and Donor Management solutions, there is no limit to the number of contacts, events, contributions, or memberships you record.


Can I use a payment processor outside of the United States?

Yes, CiviCRM accepts a large variety of payment processors. However, it is important to review the currencies and the technical changes that are needed when configuring the payment processor.


Why Spry Recommends CiviCRM

Posted by Sheila Burkett & filed under CiviTips, Donor Management.

Spry Digital prides itself in being platform agnostic, yet one of the programs that has earned our love and respect is CiviCRM.

When Spry Digital was started, we had a heart for nonprofits. We strive hard to build scalable, user-friendly sites that are customized to each client’s unique needs. CiviCRM dovetails excellently with many of our projects and clients.

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From a business standpoint, we love CiviCRM because it doesn’t penalize an organization for being successful. You’re not limited by (or charged more for) the number of users, contacts, events, or memberships.  Because it’s open source and maintained by a community of developers, you only pay for the services that you need – not what’s bundled with a bunch of extraneous features and sold to you. Basically, it’s a platform that listens and can be as individual as you are.  It’s easy on newbies with it’s intuitive interface as well as easy on an organization’s budget. Because it’s open source, the total cost of ownership over five years is lower than any other system making it the perfect choice for small and growing organizations.

For those of your more interested in technical aspects, CiviCRM excels here also. It’s all about integration. It integrates nicely with the most popular CMS systems on the market, but especially shines in partnership with Drupal built sites. This makes the process of moving, cataloging, and storing online donations and membership management extremely smooth. Unlike many of the traditional CRM platforms, CiviCRM always allows you to own your own data and it’s stored securely in one place. There are more than 15,000 members of the CiviCRM community worldwide. These members are using and extending CiviCRM in ways to fit their particular organization, but also helping contribute their extensions back to the community so everyone can benefit.

Small shop, growing nonprofit, or well-established organization, CiviCRM can be built to suit each need.

We’re so invested in CiviCRM that we’ve built a constituent relationship management system around it, specifically for nonprofits. Expect it to be rolling out very soon! But in the mean time here’s a sneak peek:

“Our mission is to work with organizations to advise, recommend and implement comprehensive, affordable and sustainable technology solutions that improve productivity, create a robust web presence and enhance the consumer experience. It is our vision that every organization, whether it be a small business, startup, or nonprofit, regardless of the size, be able to afford and maintain a robust presence and technology platform. We believe that when provided with the right tools and processes, the business can focus time and resources their goals rather than maintenance of systems.”

Stay tuned!

If you’re interested in how CiviCRM compares to other managment systems, check out NTEN’s comparison study from October 2013.

Manual Groups vs Smart Groups in CiviCRM

Posted by Sheila Burkett & filed under CiviTips, Donor Management.

Why use groups?

CiviCRM offers many ways to access and search for information on contacts, contributions, event participants, members and much more. Using a group makes running a search or accessing key information about contacts faster. In CiviCRM, groups can be designated as a mailing list or user access, but they really help improve your workflow when working in CiviCRM.

Find contacts easily by using a manual or smart group

Find contacts easily by using a manual or smart group.

Smart vs Manual- What’s the difference?

There are two different types of groups: manual or smart groups.

  • MANUAL Groups are when you create a CiviCRM group and you manually put contacts into the group. If you want someone in that group, you have to add them to the group. For example, you may create a BOARD group and you manually add or remove board members as they come on and off the board.
  • SMART Groups are when you create a group using Advanced Search and the SMART GROUP is dynamically created based on the criteria you use to build a group. An example of a SMART GROUP could be  you designate your MAJOR DONORS as anyone who has given $1,000 or more in the last 24 months.
Turn an Advanced Search into a New Smart Group by selecting the records after a search and the action New Smart Group.

Turn an Advanced Search into a New Smart Group by selecting the records after a search and the action New Smart Group.

Once you have created your groups, you can use them to do a quick search, add report criteria, or create user access or mailing lists.

When you go into CiviCRM > Contacts > Manage Groups the system indicates if it is a smart group or not.

When you go into CiviCRM > Contacts > Manage Groups the system indicates if it is a smart group or not.