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Prerequisites
This hands-on 1-day training session is targeted at administrators, integrators and developers who want to learn more about configuring and customizing CiviCRM to meet their organization / client needs. Participants should have some familiarity with CiviCRM before the session. Each participant should bring a wifi-capable laptop. We will have training sites setup for exercises, but you are encouraged to install the latest copy of CiviCRM (3.1 beta) on your laptop.
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Agenda
Time |
Topic |
Presenter |
|---|---|---|
8:30 am - 8:45 am |
Arrival, caffeine and mingling |
|
8:45 am - 9:00 am |
Introductions / Your Goals |
All |
9:00 am - 9:15 am |
Presentation: CiviCRM Project Overview |
Dave Greenberg |
9:15 am - 9:45 am |
Presentation: CiviCRM Data Model |
Donald Lobo |
9:45 am - 10:45am |
Hands-on: Configuration Checklist |
(exercises) |
10:45 am - 11:00 am |
Break |
|
11:00 pm - 11:15 pm |
Custom data overview |
Dave Greenberg |
11:15 am - 11:30 am |
Customizing CiviCRM: SF School module demo |
Donald Lobo |
11:30 am - 12:30pm |
Hands-on: Custom data |
(exercises) |
12:30 pm - 1:30 pm |
Lunch |
|
1:30 pm - 1:45 pm |
Profiles overview |
Dave Greenberg |
1:45 pm - 2:30 pm |
Hands-on: Profiles and CMS integration |
(exercises) |
2:30 pm - 3:00 pm |
CiviReport overview |
Donald Lobo |
3:00 pm - 3:15 pm |
Break |
|
3:15 pm - 3:45 pm |
Presentation: Contribution, Membership and Event components overview |
Dave Greenberg |
3:45 pm - 4:45 pm |
Hands-on: Configuring contribution pages, membership and events |
(breakout) |
5:00 pm - 6:00 pm |
Breakout Sessions (based on interest): Advanced events features, Advanced CMS integration, CiviMail, CiviCase |
(breakout) |
6:00 pm - 6:30 pm |
How your organisation can help improve CiviCRM; Feedback on training |
All |
 |
|
Detailed Agenda
- What's new in 3.1
- CiviCRM Data Model
- CMS users vs. CiviCRM contacts
- Contact types and subtypes, relationships and activities
- Civi- components and their record types
- Core vs. custom fields
- Configuration Checklist
- Site preferences
- Dedupe rules
- Navigation and dashboard
- Permissions
- External services - mapping, reCAPTCHA, payment processors
- Localisation
- Custom data
- Used for (contact, contribution, participant, member...)
- Types of data / types of fields
- Entering and retrieving custom data (inline / tab, search, export)
- Collecting and exposing data to constituents
- Profile create/edit and search forms
- Profiles for directories
- Profiles embedded in other pages
- Batch update and advanced search profiles
- Integrating CiviCRM with your public website
- Drupal user registration and my account
- Joomla user registration module ?
- Joomla - Front-end integration using the Menu Manager
- Drupal - Permissioning and linking to CiviCRM forms and screens
- Reporting overview
- Built-in reports
- Create report instances from report templates
- CiviContribute
- Configuration : contribution types, payment processors, premiums
- Recording offline donations
- Configure and integrate online contribution pages (adding a profile, pay later, tell-a-friend)
- Personal campaign pages
- Contribution reports
- CiviMember
- Configuring membership types
- Recording offline membership signup and renewal
- Configure and integrate online membership signup and renewal pages (adding a profile, pay later, tell-a-friend)
- Keeping memberships updated and sending renewal reminders
- Member reports
- CiviEvent -
- Configuring event types and participant roles
- Recording offline event registrations
- Event templates
- Configure online events
- Discounts
- Price sets
- CiviCase (introduction)
- Customizing and extending CiviCRM (intro)
- admin customizations
- custom templates
- writing custom code
- Advanced topics
- batch updates
- mail-merge tokens
- using automated scripts
- checksum authentication
