Egan Main Auditorium
Learn how to leverage popular open source content management systems (CMS) such as Joomla and Plone to integrate your website more tightly with your member database. We will discuss:
- Why use a constituent management system (CRM) to manage your members, supporters and donors
- What are the various CRM tools available and what are their pros/cons? (Salesforce, CiviCRM, SugarCRM, etc.)
- How to create forms on your website that are posted into Salesforce
- How to manage events and RSVPs on your website, and capture the attendees info and campaigns in Salesforce
- How to create a members-only area on your website
- How to track what files your members are downloading off your website and save this info into their contact record in Salesforce
- How to show a dynamic members listing on your website using the data from your Salesforce account
In Joomla we will discuss:
- Native Joomla membership management tools like
- Community Builder – user registration system
- Account Expiration Component – membership payment and automation
- DocMAN – Document management system
- Acajoom News. - Mailing list and newsletter management system
- Jevents and DT-Register – Calendaring and event registration.
- How CiviCRM can augment the native membership tools and consolidate your data.
- Back-end environment for administration.
- How to add membership types
- How to add custom fields
- How to create profiles and forms for front-end display
- How to create an event and publish it to the front-end
- How to generate a mailing in CiviMail
- How Joomla and CiviCRM can keep the cost of development down. What things cost.
About the presenters: Nate Aune is president and founder of Jazkarta, a Boston-based web solutions provider with deep experience helping non-profits excel online. Some of Jazkarta's recent customers include Oxfam America, UNICEF and Harvard School of Engineering. Nate is an expert in the Plone CMS and has served on the Plone Foundation board for 3 terms. Whether it's teaching video activists about open source tools in the jungles of Indonesia, extreme programming with sprinters on a mountaintop in Austria, or brainstorming with a customer about new ways to improve their website, Nate brings passion and dedication to everything he does.
Scott Samenfeld is an IT professional with over 30 years experience. He has long advocated open source and other public domain resources as a way to level the playing field for all kinds of organizations. For the past 5 years, he has been a leading proponent of Joomla and have founded the Boston Joomla Users Group. He has worked as an IT leader in nonprofit, academic, and private organizations and currently serves on the board of the Nonprofit Network, Inc. (www.nonprofitnet.us) which provides free seminars to a broad community of nonprofits. His clients include many large and small nonprofits; he is also a webmaster for several activist groups including Sustainable Arlington and the Mass Green Jobs Coalition (MAGJC). He is on the steering committe of the Mass Climate Action Network (MCAN).
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