PowerBase Tips

Welcome to the Progressive Technology Project's Network site. Below is our list of PowerBase Tips (which are designed for PowerBase but may be useful for anyone using CiviCRM). You may also be interested in our trainings or archive of non-powerbase tips.

Yikes! I recorded a contribution/event/volunteer and it changed my name to their name! What do I do?

http://network.progressivetech.org/node/1082
Category: Admin Tasks, Collecting and Managing Contact Information, Contributions, Events

How to Add or remove users

http://network.progressivetech.org/node/1070
Category: Admin Tasks

How to get help with PowerBase

http://network.progressivetech.org/node/885
Category: PowerBase - General

Donor Update Links for Stripe Payment Processor

http://network.progressivetech.org/node/1339
Category: Contributions

Registering for a 10 Digit Long Code (10dlc)

http://network.progressivetech.org/node/1338
Category: Collecting and Managing Contact Information

How do I format a date in a token?

http://network.progressivetech.org/node/1337
Category: Admin Tasks, Email and Postal Mailings

How do the Powerbase entities relate to each other?

http://network.progressivetech.org/node/1336
Category: PowerBase - General

Purge old mailing data so searching open and click through rates works better

http://network.progressivetech.org/node/1335
Category: Email and Postal Mailings

Set Captcha and other ways to protect your form from bots

http://network.progressivetech.org/node/1334
Category: Collecting and Managing Contact Information, Contributions

Changing default values

http://network.progressivetech.org/node/1333

How Do I run A/B mailing tests to find the best subject line?

http://network.progressivetech.org/node/1331
Category: Email and Postal Mailings

How to Use Search Kit and screen cast

http://network.progressivetech.org/node/1329
Category: PowerBase - General, Reports, Search

How to create Petitions and use the Electoral feature demo screen cast

http://network.progressivetech.org/node/1328
Category: Campaigns, PowerBase - General

How to add an Activity to Multiple Contacts screen cast

http://network.progressivetech.org/node/1327

Two Factor Authentication

http://network.progressivetech.org/node/1326

Ask your donors to cover the credit card processing fee

http://network.progressivetech.org/node/1325
Category: Contributions

Preparing your domain name to send email via Powerbase

http://network.progressivetech.org/node/1324
Category: Email and Postal Mailings

Exporting your Database

http://network.progressivetech.org/node/1323
Category: Admin Tasks

Don't put opt-in or subscribe fields in your forms

http://network.progressivetech.org/node/1322
Category: Email and Postal Mailings

Using Webforms to Create Anonymous Surveys Screen Cast

http://network.progressivetech.org/node/1321
Category: Customizing PowerBase, PowerBase - General

Using an iframe to display a form on your web site

http://network.progressivetech.org/node/1320
Category: Customizing PowerBase

Viewing Webform Submissions and Results Screen Casts

http://network.progressivetech.org/node/1319

Creating a Webform Custom Field Screen Cast

http://network.progressivetech.org/node/1318

Adding Additional Text to your Webforms using Markup Screen Cast

http://network.progressivetech.org/node/1317
Category: Collecting and Managing Contact Information, Customizing PowerBase, PowerBase - General

Making Your Webforms Pretty Screen Cast

http://network.progressivetech.org/node/1316

Using Webforms as an Alternative Data Entry Form Screen Cast

http://network.progressivetech.org/node/1315
Category: Collecting and Managing Contact Information, Customizing PowerBase, PowerBase - General

Creating a Webform that Collects Info on Multiple Contacts Screen Cast

http://network.progressivetech.org/node/1314
Category: Collecting and Managing Contact Information, Customizing PowerBase, PowerBase - General

The Import Page: Index of all import tip sheets

http://network.progressivetech.org/node/1313
Category: Admin Tasks

How to create custom fields

http://network.progressivetech.org/node/1310
Category: Customizing PowerBase

What can I do about blurry images in Mosaico emails and templates?

http://network.progressivetech.org/node/1309
Category: Email and Postal Mailings, PowerBase - General