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 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
- 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
- - Dashboard can be customized by user - Employer field connects relationships w/ organization
- Crowdsourcing and Fundraising, conference session by Skvare
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