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.

Securely Uploading Files for PTP to Import or Examine

http://network.progressivetech.org/node/1085
Category: PowerBase - General

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, Managing Contributions, Event Management

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: Learning Powerbase, PowerBase - General

Form Builder: Add Auto Complete Contact with your own custom display

http://network.progressivetech.org/node/1356
Category: Collecting and Managing Contact Information

How can I pre-populate a webform field with a value passed in via the link (URL)?

http://network.progressivetech.org/node/1355
Category: Collecting and Managing Contact Information

Setting Default State in Webform

http://network.progressivetech.org/node/1354
Category: Collecting and Managing Contact Information, Customizing Powerbase

Import Contributions from Donor Perfect

http://network.progressivetech.org/node/1353
Category: Managing Contributions, Importing Data

Form Builder Basics

http://network.progressivetech.org/node/1352
Category: Collecting and Managing Contact Information

Segmenting Options

http://network.progressivetech.org/node/1350
Category: Customizing Powerbase

Search Kit Exercise

http://network.progressivetech.org/node/1349
Category: Search

Switching from Dupal 7 to Drupal 10 and beyond!

http://network.progressivetech.org/node/1348
Category: Admin Tasks, PowerBase - General

Webform for Drupal 10+

http://network.progressivetech.org/node/1347

Dynamic Theme Selector

http://network.progressivetech.org/node/1346
Category: Managing Contributions, Customizing Powerbase, Event Management

Sending End of Year Donor Tax Receipts by Email in Powerbase

http://network.progressivetech.org/node/1341
Category: Managing Contributions, Email and Postal Mailings

Access Control Lists: What is is and some reasons you may not want to use it

http://network.progressivetech.org/node/1340
Category: Admin Tasks, Customizing Powerbase

Donor Update Links for Stripe Payment Processor

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

Registering for a 10 Digit Long Code (10dlc)

http://network.progressivetech.org/node/1338
Category: SMS Texting

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: Learning Powerbase, 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, Managing 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: Learning Powerbase, Organizing with Powerbase, Search

Page has moved

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
Category: Learning Powerbase, Organizing with Powerbase

Two Factor Authentication

http://network.progressivetech.org/node/1326
Category: Admin Tasks, PowerBase - General

Ask your donors to cover the credit card processing fee

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

Preparing your domain name to send email via Powerbase

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