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.

Using Webforms: Ask Your Members to Update Their Own Info

http://network.progressivetech.org/node/1295
Category: Collecting and Managing Contact Information

How can I address email to: Dear Friend if they don't have a first name?

http://network.progressivetech.org/node/1294
Category: Email and Postal Mailings

Finding Sustaining Donors and Recurring Contributions screen cast

http://network.progressivetech.org/node/1293
Category: Contributions, Reports

Using Powerbase Donor Behavior Detail report to see lapsed donors screen cast

http://network.progressivetech.org/node/1292
Category: Contributions, Reports

Creating a Key Numbers Fundraising Report screen cast

http://network.progressivetech.org/node/1291
Category: Contributions, Reports

Create and Print End of Year (EOY) Donor Tax Letters screen cast

http://network.progressivetech.org/node/1290
Category: Contributions

Adding a Contribution Widget or Thermometer to an online donation page or your own website page screen cast

http://network.progressivetech.org/node/1289
Category: Contributions

Working with Summary Fields screen cast

http://network.progressivetech.org/node/1288
Category: Admin Tasks, Contributions, Customizing PowerBase, PowerBase - General

Practice Contribution Searches

http://network.progressivetech.org/node/1287
Category: Contributions

How to Export Contacts with Addresses Screen Cast

http://network.progressivetech.org/node/1286
Category: Email and Postal Mailings, PowerBase - General

How to Manually Enter Donations via the Backend of Powerbase Screen Cast

http://network.progressivetech.org/node/1285
Category: Contributions

Creating an Online Contribution page Screen Cast

http://network.progressivetech.org/node/1284
Category: Campaigns, Contributions, Customizing PowerBase, PowerBase - General

Using Campaigns Screen Cast

http://network.progressivetech.org/node/1283
Category: Campaigns, Contributions, Customizing PowerBase

Tips for Addressing Power Dynamics in online meetings

http://network.progressivetech.org/node/1282

Using Register Event Participants to Manually Add Contacts to an Event

http://network.progressivetech.org/node/1280
Category: Events, PowerBase - General

Importing Event Participants from a Spreadsheet: Register via search results method

http://network.progressivetech.org/node/1279
Category: Collecting and Managing Contact Information, Events, PowerBase - General

Using event types successfully, including with summary fields

http://network.progressivetech.org/node/1277

Run a report showing attendance for each event

http://network.progressivetech.org/node/1276
Category: Events

Using Event Count to search for contacts based on number of events they have attended

http://network.progressivetech.org/node/1275

Find contacts based on when they attended or registered for an event

http://network.progressivetech.org/node/1274
Category: Events

Setting Up Recurring or Repeating Events Screen Cast

http://network.progressivetech.org/node/1273

Using Event Templates vs. Copying Existing Events Screen Cast

http://network.progressivetech.org/node/1272
Category: Events, PowerBase - General

Setting Up Scheduled Reminders for Online Events Screen Cast

http://network.progressivetech.org/node/1271
Category: Email and Postal Mailings, Events, PowerBase - General

Using Profiles in Online Events to collect Participant Information Screen Cast

http://network.progressivetech.org/node/1270

Using Price Sets for Complex Paid Events Screen Cast

http://network.progressivetech.org/node/1269

Setting Up Early Event Registration Discount using Built in Discount Set Screen Cast

http://network.progressivetech.org/node/1268

Setting Up Fees for a Paid Event Using the Built in Price Set Screen Cast

http://network.progressivetech.org/node/1267
Category: Events, PowerBase - General

Using Webforms to Track Attendance from Paper Sign In Sheets Screen Cast

http://network.progressivetech.org/node/1266
Category: Collecting and Managing Contact Information, Events, PowerBase - General

Setting up an online event to take multiple registrations screen cast

http://network.progressivetech.org/node/1265
Category: Events, PowerBase - General

Getting the link to the live online event registration page and testing screen cast

http://network.progressivetech.org/node/1264
Category: Events, PowerBase - General