CiviCRM Training Course

About CiviCRM

CiviCRM is open source Constituent Relationship Management software which you install in either your WordPress, Joomla or Drupal website and is geared towards meeting the needs of non-profit organisations and companies to manage their contacts, events, reports, memberships, donations, campaigns, case management , workshops, volunteers, recording interactions with their constituency, or any data involving their stakeholders.

The public sector can also benefit from using CiviCRM.

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 distributes 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.

Course Prerequisites

As indicated before, the CiviCRM course will be based on WordPress.

The following are the prerequisites for those who did not attend the FLOSSNet’s WordPress training course but have WordPress experience:

You must know how to login to the Backend/Dashboard of WordPress
You must be comfortable working in the Backend/Dashboard of WordPress
You must have created pages with images in WordPress
You must know what a plugin is and how to install a plugin
You must know what a shortcode is and how it is used
You must know what a widget and sidebar is

Alternatively, participants with no WordPress experience can attend our 2-day WordPress course at a generous discounted price as part of a bundle.

You must bring a laptop to the course.

Course Content

The following modules will be covered:

Module 1: About CiviCRM

Module 2: Setting Up a Local Webserver

Module 3:Creating a WordPress Website

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 E-mails

Module 16: Sending Text Messages (SMS)

Module 17: Generating Reports

Module 18: Backing Up Your Website

Complete the enquiry form on this page in order to detailed course outline and more information regarding CiviCRM.

Course Venues and Dates

The following are the course venues and dates:

Alberton: 7 & 8 March 2019

Cape Town: 14 & 15 March 2019

Centurion: 9 & 10 April 2019

Durban: 9 & 10 May 2019

Port Elizabeth: TBA

Courses are conducted from 9:00 to 15:00.

The course can be conducted at other venues if there are sufficient interest as well as on Saturdays. We also conduct on-site training, provide a consultancy service, and web hosting.

General Remarks

FLOSSNet will setup Moodle for a fee even if you do not attend the course. Just send us a request.

FLOSSNet is also able to upgrade your Moodle to the latest version or migrate it to another hosting provider.

The course can be conducted on-site for a group.

The course can also be conducted over 2 Saturdays.

Discounts

We have generous discounts for early bird payments and where two or more participants registers from the same organisation or company.