Agenda

User Training Exercises - Part 1
User Training Exercises - Part 2

Training Presentations

Training sites are at _http://training-x.civicrm.org_ - example: http://training-a.civicrm.org Logins... User: demo Password: demo

Detailed Agenda

• Introduction to CiviCRM - what does it do and how can it help you?
  • CRM and CMS
  • CMS users vs. CiviCRM contacts
  • Contacts, relationships and activities
  • Civi- components and their record types
  • Core vs. custom fields
  • Resources (forums, documentation/book, IRC, professional services, meetups)

• What's new in 3.2

• Contacts and their data
  • Finding contacts (search features)
  • Adding contacts (new individual, new contribution..., quick add, profiles)
  • Viewing and editing contacts
  • Address settings, mailing labels and mapping
  • Importing contacts

• Managing Contacts
  • Segmenting (groups, tags, custom fields)
  • Common tasks (send emails, add to group, export, dedupe...)

• Custom data
  • Used for (contact, contribution, participant, member...)
  • Types of data / types of fields
  • Entering and retrieving custom data (inline / tab, search, export)

• Configuring your site (overview)
  • Configuration checklist
  • Deduping
  • Other customizations (navigation, site preferences, option lists)

• Collecting and exposing data to constituents
  • Profiles for data entry
  • Profiles for directories
  • Views (demo only)

• Integrating CiviCRM with your public website
  • Drupal user registration and my account
  • 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

• CiviEvent -
  • Configuring event types and participant roles
  • Recording offline event registrations
  • Event templates
  • Configure online events
  • Discounts
  • Price sets

• 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

• 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

• Getting more involved with CiviCRM
  • how your organisation can help improve CiviCRM