contact relationship management for ngo's and businesses
CiviCRM Training Course
CiviCRM Training Course Description
CiviCRM, a dynamic and web-based open source Contact Relationship Management (CRM) solution, is the cornerstone of efficient operations for non-profit organisations. This powerful software, available at https://civicrm.org, empowers non-profits to effortlessly manage their multifaceted world of contacts, activities, events, reports, membership directories, donations, campaigns, case management, workshops, conferences, volunteers, and interactions with stakeholders.
What sets CiviCRM apart is its innate adaptability, making it a versatile tool suitable for not just non-profit organisations, but also for companies and the public sector. In an era where effective relationship management is paramount, CiviCRM proves indispensable for streamlining operations and fostering stronger connections with constituents.
Discover why this versatile CRM software is a crucial asset for your organisation’s success.
CiviCRM Components
CiviCRM consists of the following components:
CiviCampaign
CiviCampaign enables you to link together activities, events, mailings, and contributions under one “umbrella” so that you can track the progress of all your efforts towards one programmatic goal of campaign.
CiviCase
CiviCase is similar to a case management system which provides your organisations with tools for structuring, scheduling and recording case activities.
CiviContribute **
CiviContribute will enable you to record and report on financial and in-kind contributions to your organisation.
CiviEvent **
CiviEvent provides integrated online event registration and management for paid and free events.
CiviGrant
CiviGrant is used by organisations that distribute funds to others.
CiviMail
CiviMail is a mass-mailing component which allows you to engage constituents with personalised email blasts and newsletters. You can also send SMSs using Clickatell.
CiviMember **
CiviMember provides the functionality to support and automate the management of memberships.
CiviPetition
CiviPetition includes a function that lets you create a petition to publicly gather responses and information online.
CiviPledge
CiviPledge allows for the flexibility to create various types of fundraisers. Allows to individuals to donate daily, weekly, monthly or yearly.
CiviReport **
CiviReport allows you to create, run and schedule reports based on the data CiviCRM has about your contacts and their interactions with your organisation.
CiviSurvey
CiviSurvey enables off-line surveys by providing a standardised way to record survey responses and then generate reports from the survey data.
CiviVolunteer
The CiviVolunteer extension provides tools for signing up, managing and tracking volunteers. This extension has to be installed separately.
** Indicates the components which will be covered on the course.
CiviCRM Requirements
CiviCRM can be installed as a plugin for a WordPress website or as an extension for a Joomla website or as a module for a Drupal website.
If you have an existing website which is or is not not based on WordPress, Joomla or Drupal and you want to keep your website, then CiviCRM can be installed in a subdirectory.
CiviCRM Training Course Prerequisites
The CiviCRM Training Course will be based on WordPress.
Thus, knowledge of WordPress will be advantageous, but not compulsory if you catch on quickly.
You must bring a laptop/Mac to the course.
CiviCRM Training Course Outline
The following modules will be covered:
- Module 1: About CiviCRM
- Module 2: Setting Up a Local Webserver
- Module 3: Installing WordPress
- Module 4: Installing CiviCRM
- Module 5: Configuring CiviCRM
- Module 6: CiviCRM Menu Options
- Module 7: Contact Types & Subtypes
- Module 8: Custom Data Fields
- Module 9: Groups and Tags
- Module 10: Adding Contact Records
- Module 11: Recording Activities
- Module 12: Setting Up Membership
- Module 13: Creating and Managing Events
- Module 14: Using CiviContribute
- Module 15: Sending Individual E-mails
- Module 16: Sending Text Messages (SMS)
- Module 17: Generating Reports
- Module 18: Backing Up Your Website
Course Venues and Dates
The course will be conducted from 9:00 to 15:00 as follows:
| Venues | Course Dates | 25% OFF if you register & pay before or on this date |
| Alberton | TBA | |
| Centurion | TBA | |
| Durbanville | TBA |
Private Training
We recognise that scheduling can sometimes be challenging for attending our publicly announced courses. To address this, we provide the option of private training for the CiviCRM Training Course, which can be scheduled on a date that suits both parties and can take place at your venue. This could be for 1 or more participants.
Alternatively, we can arrange to use one of our training venues for your private training, with the associated venue cost covered by you. Please note that some venues may have a minimum participant requirement.
For groups of two or more participants located outside Gauteng, we offer the training at your preferred location.
Furthermore, our CiviCRM Training Course is flexible and can be customised to cater to your specific needs and requirements.
