A powerful new outreach & organizing tool for working groups

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Tech Ops is now ready to offer trainings on the use of CiviCRM, an open-source “constituent relationship management” tool. We are running an instance at contribute.occupywallstreet.net.

Civi can do a lot of things. The simplest, and easiest to get started with, is broadcast email lists.¬†We highly encourage all New York-based OWS working groups to move their email announcements into Civi. Unlike a Google Group, Civi lists: don’t require contacts to accept an invitation; support templates for mailings; support scheduled mailings; support sub-lists based on a project or interest without requiring a separate signup; can have a signup form easily embedded on any website; allow you to track how many people receive each email, open it, or click on a link; and integrate with a lot of other outreach functionality. It’s also easy to import your contacts from any spreadsheet or text file. And if you import your contacts into the Civi managed by Tech Ops, we can also offer them a weekly newsletter with events and updates from around the movement (the first of these went out today, using Civi).

Civi also supports, out of the box, events with RSVPs, and keeping track of information about people you’re in touch with including email, phone number, skills, and interests, in a searchable way.

Tech Ops will be hosting a training next Tuesday evening, March 13, at 6pm, in Brooklyn, with more to follow. You can RSVP (using Civi), and we’ll give you the location details.

The training will cover:

  • How to create a newsletter for a mailing list
  • How to import contacts & dedup
  • How to create multiple newsletter/mailing lists
  • How to create profiles for newsletter subscription and contact management
  • How to create events and track RSVPs
  • How to create campaigns
  • How to track/review contact engagement and follow-up

We do ask that, before we give you admin access to Civi, you attend a training, and can demonstrate that you have been trusted with this task by your working group.

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