Staff Conference Reports

Part of the effort to encourage our staff having continued education, they will be attending one-two educational conferences per year. Below are the reports and notes from these conferences.

2016

CiviCRM Summit

Location: Washington, DC

Dates: September 21-24, 2016

PSF Staff Present: Ewa Jodlowska, Kurt B. Kaiser, Mark Mangoba

Report from Ewa Jodlowska

The CiviCRM Summit was a worth while conference for us to attend. We were able to see what the new version of CiviCRM has to offer and see if it can be applied to any of the processes we already do and/or want to do. Below are my notes from the training and conference:

• CiviCRM Admin Training (1.5 day course)
  • - Dashboard can be customized by user - Employer field connects relationships w/ organization

    - When using PayPal w/ CiviCRM have "use billing address" and go to profile>form to make sure the fields match PayPal's fields otherwise it may throw the zipcode or name into the wrong field - Has mailchimp and sendgrid integration through extensions - Subtypes may not be a good idea in organizing your database - Smart Groups can be a specific search that you can re-run. You can also apply mailing list behavior and other types of actions to Smart Groups. - Groups are mainly used for mailing list groups and they keep subscription history. - Tags are used for simple tracking, esp. for imports, to store short term data as a flag, there is no history on tags, using a tag will tag the entire organization that the person belongs to - Relationships within Civi are completely customizable, % is wildcard - Activities helps track - can setup future activities - Civi has custom fields and profiles (aka forms) that are completely customizable - Mailings: could send mailings to groups, when setting up mailing, "unsubscribe group" field tells where someone's opt out will be stored for future mailings - Contributions allows groups to have their own pages and stand alone links (this is what PSF uses for fiscals) - Membership: Mark and Ewa discussed doing a view only API from Civi -> pydotorg. Civi has an extensive API tool to help. - Events: could be used to track board meetings possibly? Could create a template event for board meetings and use that to track attendance better so we can report on it once a year. - Mail: possibly use to email previous PyCon attendees when future PyCon registration launches - Import: works great, especially when email blasts are needed. We would import registration email this way to send email blast for reg launch

• Crowdsourcing and Fundraising, conference session
  • - Had ability to add thermometer and honor roll / scroll (more for fundraiser) - Personal campaign pages can be used for PSF Fiscals

    - Use "webform CiviCRM" to create contacts for campaign leaders so you can set permissions. Setup as members to create action of one time use password. Possibly could use funraiser/campaign pages for PyCon Financial Aid and possibly one for PyLadies Auction - Vanity URLs -> Drupal Path Module - has ability for XML feed to accounting system and has ability for tagging accounting - CiviCRM Entity 3.x will have Drupal Pages and forms (which was written by presenting company) and could be used to show data elswhere through viewform. Maybe viewform is what we can use to display membership on pydotorg from civi (note for Mark)

• Email Deliverability & you, conference session

  • - avoid failed DNS, bad reputation, spammy links, spammy content. - check SPF file through mxtoolbox.com and it should contain all domain for sender and where it is being sent from (such as pydotorg and psfmemberdotorg)

    - CiviMail has SMTP config - has bounce reports under mailings that should be checked regularly after mailings - sending mail from @python.org from CiviMail may not be a good idea since the domains don't match it would be caught as spam (to check with postmasters) - check out mail-tester.com before sending email blasts

• Keynote from Wikimedia
  • - A/B testing for emails - Thumbtack ABBA - Segmentation of lists
• Balancing Customization, conference session

  • - High impact & low effort tasks should be main goal for customization tasks - High impact and high effort are typically the tasks that require customization - need way to determine if to move forward and how - Using CiviCases you can customize many high impact and high efforts so they turn into high impact and low effort tasks - CiviCases is a blank slate for customization and can be done through admin

• Non-profit payments, conference session
  • - The company who presented specialized in non-profit payment processing. - They negotiate better rates on your behalf if necessary - They can set up flags for better security - They integrate with CiviCRM - They have ways to tag payments

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