Andy Burns

Event Organiser has always been a strong WordPress event plugin with a solid data model. It’s my go-to for WordPress CiviCRM event management. Why? It gives you a real event post type, venues, recurring events, mapping, and a litany of functions to retrieve data to display in templates. It also works well with WordPress theme […]

When moving your email management from Mailchimp to CiviCRM, don’t just import the names and email addresses of the active subscribers and call it good. Preserve the email status (subscribers, unsubscribes and bounces) so you bring in like for like as a historical record. Your level of detail depends on budget and usefulness of granularity.

I had a demo call recently where an organization told me their EveryAction CRM cost jumped from $325/mo to $1,166/mo after their contact count grew to around 28,000 contacts. That is not a small increase. The worse part? They said they received no notice and while it might have been buried in an email, they

People say time is money. I disagree. You can make more money. You can lose money, recover, and earn it back. Time does not work that way. Once it’s gone, it’s gone. It’s that slow paced dinner with friends, the quiet morning, the focused work you actually enjoy. Here’s the deal: That’s why improving how

Most people say they need more time. I’ll suggest they might just need more focus. Before you put up some defenses about how busy you are, please hang with me. Your inbox. Endless social media feeds from “friends” who may never call, listen, or show up. Notifications for every. little. thing. I’ve managed to quiet

CiviCRM is powerful, but ease of use is always an area the software needs to continue to improve to have happy and productive users. That is why I really like these 3 extensions and highly recommend they belong on every CiviCRM install. Recent Items Menu Recent Items Menu keeps recently viewed contacts and other configurable

Clients ask for this all the time: Can I get an email notification when someone submits this form? Yes. In CiviCRM FormBuilder, you can. Most form tools make this obvious. In CiviCRM, the setup is possible, but not neccessarily intuitive to make it happen. Here’s how I often use do it with the form logging

Event planning can get messy when the next step lives outside your CRM and between someone’s memory and a spreadsheet. A presenter submits a proposal. Staff review it. Then someone has to send the right follow-up, track the decision, collect more details, and remember what still needs action. That is how nonprofit operations staff end

Something is behaving oddly or you want to try a small config change. Before you throw it over to an expert, you gotta give it a try. And I’m asking for you to give me 20 minutes. You might fix it during this time, but you will surely learn something and collect facts in case