http://whiteboard.debian.net/civicrm.wb

Thursday November 5, 2009

  • CiviMail - how to create a mailing and how to queue a mailing
  • CiviMail - how to interpret stats on sent messages
  • Managing contact data - relationships, groups, tags
  • Managing contact data - add contact to a group
  • Managing contact data - how to create a group

Next Meeting November 12, 2009

  • CiviContribute - taking donations

Further Training Topics

  • Analysis - searching for donation data
  • Analysis - exporting of data for analysis
  • Analysis - reporting based on group tagging
  • Adding Contacts - Tagging/group contacts  http://civicrm.org/node/512
  • Adding Contacts - Administration input of contact data
  • Adding Contacts - User input of contact data - basic data entry,
  • Adding Contacts - User input of contact data - advanced (profiles)

Decisions

  • 11/05 Brigid (Outreach), Sha (Resources), and Scott (Communications) are point people to ICT surrounding
  • 11/05 CiviMail: insert scheduling date in "Mailing Name"
  • 11/05 Create group "Recipient of Press Releases"

To Do

  • Writing auto-messages for civimail
  • Social networking analysis of data and relationships
  • Investigate smart groups
  • Creating guidelines for tagging, grouping, and relationships: Groups and Tags strategy