CivicActions is offering training for the open source constituent relationship management system CiviCRM.
We have been deploying CiviCRM for our clients since 2005 and have extensive experience with the application. Over the last four years we have offered customized training to our clients. In 2010 are happy to offer group trainings. Gregory Heller has conducted two trainings in 2010, one in conjunction with David Greenberg of CiviCRM at the Nonprofit Technology Conference in Atlanta, and the other at DrupalCon in San Francisco.
CiviCRM User Training
I'll be conducting this full day hands-on training session is aimed at non-profit staff and consultants who want to learn how to configure, administer and use CiviCRM.
The training program is equally applicable to people who are already using CiviCRM and want to become "power users", as well as people who are interested in evaluating CiviCRM for their organization or clients.
The agenda will be finalized based on participant mix. Topics may include:
- Introduction to CiviCRM - what does it do and how can it help you?
- CiviMember, CiviEvent, CiviReport, CiviMail
- Installation Overview
- Configuring CiviCRM - site preferences, dedupe rules, mapping
- reCAPTCHA, payment processors
- Using the Contribution, Event and Membership modules
- Collecting and exposing data to constituents (custom data, profiles)
- Advanced features - price sets for events, CiviMail and message templates
- Customizing CiviCRM - custom data, custom templates
- Integrating CiviCRM with Drupal, including user/contact synchronization, Profiles, Organic Groups, Views2
- Debugging - tips and tricks
- Participating in the CiviCRM Community
Requirements:
- Participants should bring a laptop
- Participants are STRONGLY encouraged to have a working installation of CiviCRM locally on their laptop
- If not locally, than on a webhost, though internet speeds at the training location will not support all participants working on their own
remote installation simultaneously. - There will be an opportunity in the week prior to the training to get assistance installing CiviCRM locally on Linux or Mac OS X
machines. CiviCRM installs in a similar fashion to other Drupal Modules, though at CivicActions we do recommend installing CiviCRM into a separate database from your Drupal Installation.
Space is limited to a maximum of 20 people in order to ensure that all participants have an opportunity to ask questions.