WordPress and CRM. Match Made In Heaven... or Hell?

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2 WordPress and CRM Match Made In Heaven... or Hell?

3 Who Am I? Colin Pizarek Product Manager, NeonCRM Board Member, Ridgeville Foundation Alumnus, Idealware

4 Disclaimer: I m opinionated.

5 Moving data from one place to another

6 Your website and your CRM are two different things.

7 Import / Export

8 CRM-Provided Solution

9 API Connection API

10 Projects and Solutions

11 Projects Web Forms Restricted Access Directories Analytics

12 Format To what end? What are your options? What can go wrong?

13 Web Forms

14 Example: Not integrated

15 Example: Integrated

16 Integrated Web Forms: To what end? Your forms should be consistent with your website. Increase giving Reduce friction

17 Option 1: Import / Export Makes sense if: Time-sensitive events or campaigns Few users Does not make sense if: Ongoing campaigns or events Lots of users

18 Option 2: CRM-Provided Forms Makes sense if: Priority is toward speedy implementation and reliability Doesn t make sense if: Priority is toward a highly optimized user experience

19 Option 3: API-Connected Forms Makes sense if: Developers for building and support are available Custom user experience is high priority High volume of payment processing Doesn t make sense if: Budget is a concern Low tolerance for risk or failure Lower technology experience on-site

20 What can go wrong? Duplicates Spam / Fraudulant submissions Payment processing security

21 Donor / Member Portals

22 Donor Portals: To what end? Constituents log in to: Update their contact information View restricted content Manage recurring donations

23 Option 1: CRM-Provided Portals Makes sense if: Your CRM provides what you need Doesn t make sense if: You already have a lot of users used to logging in elsewhere

24 Option 2: Host it in WordPress / Elsewhere Makes sense if: Your users are already there You need to provide a very specific functionality You need total control over user experience Doesn t make sense if: You don t have the resources to implement and maintain

25 What can go wrong? Constituents may not adopt it. Supporting constituents

26 What if you have multiple? Example: An association of cancer researchers Discussion Forum CRM Online Journal, subscription

27 Single Sign-On Makes sense if: You have constituents logging in to multiple unique services Doesn t make sense if: Budget is a concern You lack the resources to implement and maintain

28 What can go wrong? Constituents may not adopt it. Supporting constituents

29 Directories and Lookups

30 Directories, Lookups: To what end? Search for people or businesses directly from your CRM Campaign progress Event feeds

31 Example: Fair Trade Federation Searches for businesses from CRM Displays contact information

32 Directories and Lookups Makes sense if: The CRM is the best place for the data to be stored The data is valuable to your constituents Doesn t make sense if: The data isn t really appropriately stored in the CRM

33 What can go wrong? Accidental exposure of sensitive data Displaying wrong information Slow performance

34 Website Analytics

35 Website Analytics: To what end? Target website content to improve desired results Learn about preferences of constituents Fine-tune content to your constituents

36 Option 1: Anonymous Tracking Makes sense if: You want to improve your website s effectiveness. Doesn t make sense if: You need this data stored in your CRM.

37 Option 2: Non-Anonymous Tracking Makes sense if: You have a very specific reason for collecting the data Doesn t make sense if: You lack a specific reason for needing this data. You lack the resources to take action on this data

38 What can go wrong? Trust and privacy concerns Information overload

39 Let s wrap this up.

40 Add value. For staff For constituents

41 Data is messy. Fail gracefully. Account for the unexpected. Know your data.

42 CRMs are not created equally. Knowing one CRM does not mean knowing all CRMs. Everyone involved needs to know the data structure.

43 It s over. Many images courtesy of Freepik.com

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