Osamu Wakabayashi at Zen Ideas
Osamu Wakabayashi at Zen Ideas
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Building Donor Management System Made Easy with WordPress | Fluent CRM
In this tutorial, I will demonstrate how to create a robust Donor Management System using WordPress and Fluent CRM. Whether you run a nonprofit organization or want to streamline your donation process, this guide will help you set up and manage your donor data effectively.
What You Will Learn:
Intro - 0:00
Building a donation form using drag-and-drop fields, including name, email, address, and donation options (e.g., one-time or monthly donations) - 0:50
Settings and integrations - 02:22
Setting up automated email notifications for donors and admins - 03:16
Capturing donor information directly into Fluent CRM for easy management - 05:03
Embedding the donation form into your WordPress website seamlessly - 07:18
Showing the result - 08:17
Segmenting your donor list and targeting specific groups with personalized email campaigns - 11:11
This tutorial is designed to be user-friendly, even if you are new to WordPress or CRM systems. By the end of this tutorial, you will see how easy it is to build a fully functional Donor Management System that centralizes all your donor data, making it easier to manage and engage with your supporters.
If you found this tutorial helpful, please like, share, and subscribe for more tutorials on building and optimizing your WordPress site!
zenideas.ca/web-services/simple-crm-for-nonprofit-organizations/
มุมมอง: 151

วีดีโอ

Create a Responsive Profile Menu for Mobile with JetEngine ProfileBuilder
มุมมอง 31721 วันที่ผ่านมา
In this tutorial, I am showing how to create a mobile-friendly profile menu for JetEngine ProfileBuilder with the Elementor/JetMenu plugin. Unfortunately, the Profile Menu doesn't have an option to make it responsive. However, this step-by-step guide offers a simple workaround to enhance your profile account page mobile experience. Download #crocoblock crocoblock.com/?ref=3183 Need website help...
How to Block Vacation Time on Calendly: Quick & Easy Tutoria
มุมมอง 65หลายเดือนก่อน
In this quick tutorial, I show you how to block your vacation time on Calendly in just a few simple steps. Learn how to manage your availability efficiently so that no one can book appointments while you’re away.
JetSmartFilter: Making JetSmartFilter Mobile-Friendly with JetOffCanvas Add-On
มุมมอง 6232 หลายเดือนก่อน
Do you know about the Jet Offcanvas Column Add-on? In this video, I will walk you through how to make your JetSmatFilter more mobile-friendly by using JetOffCanvas add-on. github.com/Crocoblock/jet-offcanvas-column Download #crocoblock crocoblock.com/?ref=3183 Need website help? zenideas.ca/web-services/web-design-and-development/
How to Fix Website Performance by Blocking Bot Traffic | Cloudways Tutorial
มุมมอง 1823 หลายเดือนก่อน
Is your website slow and struggling with performance issues because your server is reaching 100% CPU usage? In this tutorial, I show you how to identify and block high-traffic bot IPs that may be maxing out your server's CPU. Using Cloudways and the AbuseIP DB tool, I'll guide you through the process of identifying these problematic IPs and blocking them with your htaccess file. Watch this vide...
CRM for Nonprofit | How to Create Custom Contact Fields and integrate with WordPress site
มุมมอง 3813 หลายเดือนก่อน
In this video, I'll walk you through the process of adding custom contact fields to your CRM, allowing you to tailor the system to gather exactly the information your nonprofit needs. Whether you're tracking donor preferences, volunteer skills, or other important data, customizing your CRM fields can significantly enhance your organization's efficiency and data management capabilities. Intro - ...
Streamline Donor Management with Free WordPress Plugins (WooCommerce and more)
มุมมอง 1094 หลายเดือนก่อน
Learn how to simplify donor management and cut costs with WordPress WooCommerce, Donation Platform for WooCommerce, and PDF Invoices & Packing Slips plugins. This tutorial is perfect for nonprofits that struggle with fragmented donor management solutions. By consolidating your processes into one platform, you save on costs and enhance the donor experience, ensuring that every interaction is mea...
Nonprofit CRM - Streamline Fundraising and Donor Management Efforts within your WordPress site
มุมมอง 1754 หลายเดือนก่อน
I’m going to show you how to use WooCommerce and FluentCRM together on your WordPress site. This guide is especially for nonprofits who want to handle their fundraising and donor info more easily and affordably. Many nonprofits find it hard to keep track of different tools for fundraising, sending emails, and managing donor details. It can get complicated and expensive. We’ll learn how to bring...
Update CRM Data with Frontend Forms Using FluentCRM & JetEngine
มุมมอง 5414 หลายเดือนก่อน
Welcome to our latest tutorial, where we will be showing you how to use FluentCRM and JetEngine to turn your WordPress site into a dynamic membership platform. In this video, we will guide you through creating a frontend form that is user-friendly and allows your members to update their profiles easily from your website. We will demonstrate how to sync this data with your CRM system instantly a...
Integrate FluentCRM Subscribers with JetEngine REST API
มุมมอง 4925 หลายเดือนก่อน
FluentCRM, a powerful email marketing automation plugin for WordPress, and JetEngine, known for its dynamic functionality to extend Elementor's capabilities, together, can create a powerful synergy. In this tutorial, I'll delve into the process of connecting FluentCRM subscribers' data with JetEngine's REST API functionality, ultimately displaying this data in Elementor. Chapters: Intro - 0:00 ...
Nonprofit CRM how to create volunteer intake process
มุมมอง 1935 หลายเดือนก่อน
CRM product to enhance your nonprofit's engagement and efficiency. In this video, I am walking you through several key features that will transform the way you manage volunteers and communicate with your members. Let's get started. Intro - 0:00 How to create a volunteer application form - 01:33 How to create email notifications - 04:50 How to integrate the form into the CRM - 07:20 How to creat...
How to Create Event Site Without Any Plugins
มุมมอง 6215 หลายเดือนก่อน
In this video tutorial, I will demonstrate how to create an event listing website using only the JetEngine plugin, without the need for any additional plugins. Here are the topics that I can cover in this video: Intro - 0:00 How to Order Posts by Custom Meta Fields - 00:41 Hide Past Events in the Listing Grid Widget - 03:05 How to Create Relations Between Posts - 04:50 Checking the result for -...
How to add a JetSmartFilter for user's metadata / Custom Content Type (CCT)
มุมมอง 7635 หลายเดือนก่อน
In this video, I will demonstrate how to add a Crocoblock JetSmartFilter for the user's metadata. This approach should also work for CCT. Download #crocoblock crocoblock.com/?ref=3183 Need a new website? zenideas.ca/web-services/web-design-and-development/
Custom post listing that allows you to link to a custom URL
มุมมอง 8256 หลายเดือนก่อน
Here's a simple guide on how to make a custom post listing that redirects to a custom URL instead of linking to a single WordPress post. This is useful when you want to create a list of external links or PDF documents. Chapters: Intro - 0:00 Creating a custom post type (CPT) - 01:18 Creating a custom taxonomy- 02:11 Creating a listing template for the CPT - 03:53 Adding a listing grid widget on...
Nonprofit DX Meetup 02 14 2024
มุมมอง 566 หลายเดือนก่อน
Here is a recording video of our Nonprofit Digital Transformation (DX) Meetup that was held on February 24th, 2024. During the meetup, we explored how Zeffy fundraising software can redefine online fundraising and presented cost-free technological solutions that can be used, from intuitive donation forms to an efficient donor management system provided by Zeffy. This is an excellent opportunity...
How to Embed 360 image on a WordPress website without plugin
มุมมอง 5847 หลายเดือนก่อน
How to Embed 360 image on a WordPress website without plugin
Excel to CRM Made Easy: Import & Map Your Data Efficiently!
มุมมอง 4657 หลายเดือนก่อน
Excel to CRM Made Easy: Import & Map Your Data Efficiently!
How to make your Crocoblock Jet Plugin Website faster - Don't use shared hosting services.
มุมมอง 3608 หลายเดือนก่อน
How to make your Crocoblock Jet Plugin Website faster - Don't use shared hosting services.
Transforming Childcare Administration: Parent Portal CRM Project | CubeDrive Flow Case Study
มุมมอง 1148 หลายเดือนก่อน
Transforming Childcare Administration: Parent Portal CRM Project | CubeDrive Flow Case Study
How to Show Posts in Listing based on Location and Distance (JetEngine Ver. 3.3)
มุมมอง 2K8 หลายเดือนก่อน
How to Show Posts in Listing based on Location and Distance (JetEngine Ver. 3.3)
Hassle-Free Website Move: Cloudways Migration Plugin Explained
มุมมอง 1638 หลายเดือนก่อน
Hassle-Free Website Move: Cloudways Migration Plugin Explained
Nonprofit CRM | Digitizing intake process and help save a lot of time and effort
มุมมอง 10810 หลายเดือนก่อน
Nonprofit CRM | Digitizing intake process and help save a lot of time and effort
Nonprofit dx meetup for October 2023
มุมมอง 4010 หลายเดือนก่อน
Nonprofit dx meetup for October 2023
Power of AI for Data Querying - Future of data management system
มุมมอง 25811 หลายเดือนก่อน
Power of AI for Data Querying - Future of data management system
Nonprofit Client Relationship Management (CRM) System
มุมมอง 215ปีที่แล้ว
Nonprofit Client Relationship Management (CRM) System
Instagram Posts in Minutes Chat GPT x Canva | Nonprofit dx meetup for August 2023
มุมมอง 160ปีที่แล้ว
Instagram Posts in Minutes Chat GPT x Canva | Nonprofit dx meetup for August 2023
Step-by-Step Guide: Custom Listing Pages and Archives with Crocoblock JetEngine and Elementor
มุมมอง 4.8Kปีที่แล้ว
Step-by-Step Guide: Custom Listing Pages and Archives with Crocoblock JetEngine and Elementor
Jetformbuilder converter
มุมมอง 1.3Kปีที่แล้ว
Jetformbuilder converter
JetAppointment Form issue: Cannot click the "Next" button on the appointment form
มุมมอง 314ปีที่แล้ว
JetAppointment Form issue: Cannot click the "Next" button on the appointment form
How to design a custom search results archive page
มุมมอง 2.1Kปีที่แล้ว
How to design a custom search results archive page

ความคิดเห็น

  • @evansonpresents
    @evansonpresents 3 ชั่วโมงที่ผ่านมา

    Osanu, thanks for the workaround.

  • @evansonpresents
    @evansonpresents 3 ชั่วโมงที่ผ่านมา

    It allways amazes me how something as simple as adding a link to text is made so difficult by supposedly technical giants, like Croockblock. Maybe I'm missing something. Could some one explain please.

  • @jimknopf512
    @jimknopf512 20 ชั่วโมงที่ผ่านมา

    Thank you Osamu, this sounds very straight forward. I'm trying to make it work in a block-based theme ... I figured I can simply paste the generated MailChimp code into a "Custom HTML" block ... it does not display on my WP page ... I can not figure out why ... any ideas?

  • @Archibaldwattsz-x7b
    @Archibaldwattsz-x7b 2 วันที่ผ่านมา

    Jackson Kevin Hernandez Deborah Davis James

  • @user-ve4qe4wc3c
    @user-ve4qe4wc3c 5 วันที่ผ่านมา

    Great ❤ Could you tell us what called your design software?

    • @osamu_wakabayashi
      @osamu_wakabayashi 4 วันที่ผ่านมา

      @@user-ve4qe4wc3c I use Sketches.

    • @user-ve4qe4wc3c
      @user-ve4qe4wc3c 16 ชั่วโมงที่ผ่านมา

      @@osamu_wakabayashi this software called sketches??

  • @riamahmed7019
    @riamahmed7019 6 วันที่ผ่านมา

    Hi, can you build a client portal? Please make tutorial on this

  • @andyprakash
    @andyprakash 10 วันที่ผ่านมา

    Can I use this method on CPT too? Also how can I export csv or excel file from front end?

    • @osamu_wakabayashi
      @osamu_wakabayashi 10 วันที่ผ่านมา

      Yes, you can achieve this using CPT, but JetEngine doesn't have an export functionality for CPT. You will need to use another plugin (which is free) to enable exporting. You can refer to this video for instructions. th-cam.com/video/tSTOmsrrA1M/w-d-xo.html

    • @andyprakash
      @andyprakash 10 วันที่ผ่านมา

      @@osamu_wakabayashi thank you for the reply. I had already checked that and many other videos. They all use this same plug-in but it is shown doing this only from the back end. I need to do this from the front end for users who don’t have admin access.

    • @osamu_wakabayashi
      @osamu_wakabayashi 10 วันที่ผ่านมา

      @@andyprakash Not sure if it is possible from the front end. Sorry that I cannot assist you with this.

    • @andyprakash
      @andyprakash 10 วันที่ผ่านมา

      @@osamu_wakabayashi thank you for your time and effort.

    • @andyprakash
      @andyprakash 9 วันที่ผ่านมา

      @@osamu_wakabayashi if I use CCT instead of CPT will I get the export to CSV as a default if I use Store form Records action? Also, will it export Repeater Fields as well?

  • @caspervsworld
    @caspervsworld 12 วันที่ผ่านมา

    It is important to use the TERM FIELD not (as often) the other metafield selectors

  • @meisterleise
    @meisterleise 13 วันที่ผ่านมา

    I don't understand how to display more than 1 category! Do you have a tutorial for this too? Thank you!!!

  • @leftcoaststudios
    @leftcoaststudios 13 วันที่ผ่านมา

    Thanks! Just what I needed.

  • @AlexanderFriesen-w3r
    @AlexanderFriesen-w3r 15 วันที่ผ่านมา

    Do you know if there is a solution to save the location? Because if the user is changing to another site of your own website and then go back to the first site, they have to allow again for the geolocation

  • @EISHANELI
    @EISHANELI 16 วันที่ผ่านมา

    th-cam.com/video/Tb6P1S1GLFU/w-d-xo.html

  • @sergio23878
    @sergio23878 20 วันที่ผ่านมา

    Thank you. I would like you to create tables where two CPTs are related and the table has data from both CPTs.

  • @jochensteckert1367
    @jochensteckert1367 21 วันที่ผ่านมา

    Thank you very much, Osamu

  • @serdimay7
    @serdimay7 22 วันที่ผ่านมา

    It is a solution for now and that's great. A quick question, how many profilebuilders (Accounts) do you have in there? Can you have multiple profiles for different custom posts?

  • @Ben-ez5md
    @Ben-ez5md 27 วันที่ผ่านมา

    can you add blackout dates unavailable to the community to post events?

  • @jhamaker
    @jhamaker หลายเดือนก่อน

    What about deleting a CCT record from the front end. I haven't had much luck figuring out a way to do this. For deleting CPTs there is a "Delete Current Post" link in the dynamic link options. But I have not been able to find something similar for deleting a CCT item.

  • @jhamaker
    @jhamaker หลายเดือนก่อน

    For what it's worth, you can combine the add and edit forms into a single form. On your link to the form just add a query variable you can use for conditional logic. I always use '_post_id=new'. Then create a post submit action for the add and one for the edit. Apply a conditional logic to each with the add action executing when _post_id=new is true, and the edit action executing when _post_id=new is false. I have this working on 2 different sites across multiple forms and it works well with all of them.

  • @muadmz
    @muadmz หลายเดือนก่อน

    Nice guide. Thanks. I have a question. For example on your site there will be many companies that register and add their jobs available in their company right? I am guessing that you are maybe using Relations for Company > User > Jobs (One to Many) with grandparent relations? If so, how do you make sure that the query only fetches the data related to the current user's company?

  • @evansonpresents
    @evansonpresents หลายเดือนก่อน

    Thank you for your delivery of this subject. Clear and understandable. 😊

  • @wieseldesign
    @wieseldesign หลายเดือนก่อน

    I did this with my own admin columns ages ago, needed the function again and almost searched myself to death. Thanks to your video, I finally found the function again. Many, many thanks for that! You saved me from madness :D

  • @GeorgeTheDentist
    @GeorgeTheDentist หลายเดือนก่อน

    Great video. Thanks

  • @JohnKornbluh
    @JohnKornbluh หลายเดือนก่อน

    Thank you for this very useful video. I had about 240 Gigs in my draft folder, but in my internet searching, I could not find out what to do about it, until I saw this. The video was clear and easy to follow. My Mac now has a whole new life ahead. Thanks!

  • @diegomachado6437
    @diegomachado6437 หลายเดือนก่อน

    My friend, can I create a filter to use with field type (text)? Because I would like to filter the options that the user will fill in the input field. Basically, I want create a filter with countrys, citys and etc

  • @NET-mo7yp
    @NET-mo7yp หลายเดือนก่อน

    この機能はエレメンターを使わないと機能しませんよね? いれてみましたが、固定ページかつグーテンベルグでOFFCANVAS settingsが出ないです。

    • @osamu_wakabayashi
      @osamu_wakabayashi หลายเดือนก่อน

      そうですね。Elementor専用のアドオンだと思います。

    • @NET-mo7yp
      @NET-mo7yp หลายเดือนก่อน

      @@osamu_wakabayashi ありがとうございました。

  • @localhost9
    @localhost9 หลายเดือนก่อน

    Jet appointment?

  • @jackwarner4883
    @jackwarner4883 2 หลายเดือนก่อน

    FIRST

  • @KaifShaikhTaufiq
    @KaifShaikhTaufiq 2 หลายเดือนก่อน

    What Admin Dashboard customisation for Fluent CRM you are doing As i dont find it anywhere

  • @collinswenko9928
    @collinswenko9928 2 หลายเดือนก่อน

    Thanks for the video

  • @comleonmoto
    @comleonmoto 2 หลายเดือนก่อน

    Thank you, Osamu. Appart from the collapse trick, it works like Elementor's Off-canvas menu, doesn't it?

  • @chuksokie1213
    @chuksokie1213 2 หลายเดือนก่อน

    Hello. Have you tried Wp Geodirectory Plugin? I have used it and it is a good alternative for your charities listing component. Please let me know your thoughts

  • @Mongo210693
    @Mongo210693 2 หลายเดือนก่อน

    Does it work with Elementor Offcanvas as well?

  • @ogarjosephodama1878
    @ogarjosephodama1878 2 หลายเดือนก่อน

    How to you add let say book ticket button that lets to cart, checkout and payment? Using crocoblock

    • @osamu_wakabayashi
      @osamu_wakabayashi 2 หลายเดือนก่อน

      For selling events, I think the Woo Event plugin is the best option. Check out my case study video here.. th-cam.com/video/29g-Zy5HaPA/w-d-xo.htmlfeature=shared&t=762

  • @abdelouahadelhaddadi5990
    @abdelouahadelhaddadi5990 2 หลายเดือนก่อน

    Nice. I benefited from this video 👍

  • @shahinulislam9304
    @shahinulislam9304 2 หลายเดือนก่อน

    Super helpful, indeed indeed

  • @illpadrino6473
    @illpadrino6473 2 หลายเดือนก่อน

    Thank you for this!

  • @ami4302
    @ami4302 2 หลายเดือนก่อน

    I have been trying to find solution for this issue for so long thank you a lot for the help.

  • @aryatidila3050
    @aryatidila3050 2 หลายเดือนก่อน

    how remove filler word on android

  • @recitequran3171
    @recitequran3171 2 หลายเดือนก่อน

    Please tell us how to populate a select control from list of items stored in another custom content type table?

  • @NickSimon01
    @NickSimon01 2 หลายเดือนก่อน

    Thanks, worked perfectly!

  • @BrixFaxMA
    @BrixFaxMA 2 หลายเดือนก่อน

    I am afraid that connecting the CCT to posts (has single page = yes), for many cases, defeats the purpose of having CCTs with a separate table. The problem is how to create a template to show a single CCT without using CPTs.

  • @clarkkent8302
    @clarkkent8302 2 หลายเดือนก่อน

    Thank you so much! its very useful step-by-step- guide you provided. i really appriciate it.

  • @sapshotz
    @sapshotz 3 หลายเดือนก่อน

    I was very frustrated about this, i was using the embed code and it was always showing "playback error", this is the solution. Just paste the URL directly into visual mode, don't even need to go into text mode (on classic editor), you helped me fix it. Google is a naughty beast sometimes, most of the time, you just have to tickle it in the correct spot I suppose.

  • @fotografocancun
    @fotografocancun 3 หลายเดือนก่อน

    Thank you

  • @faridnavabi3214
    @faridnavabi3214 3 หลายเดือนก่อน

    It was Great, Thanks One question, how can I have queries to separate the colors? Separate lists of each color, so one blue list, one green list, one orange list?

  • @cristianarantes1236
    @cristianarantes1236 3 หลายเดือนก่อน

    Mr Osamu, if I want to made this CPT Listing template clickable so the user can get more in-depth detail about the product, how could I do it?

  • @mojtabaiam
    @mojtabaiam 3 หลายเดือนก่อน

    This was a nice trick and it was very useful for me. Thank you very much. i do have a question; does this make a post for each entry? because for me, it did and each entry will have a URL and has its own page, is there a way to remove them or create a automatic redirection for each post URL to the file URL with jetengine? (there is a plugin for it but i don't want to use it)

  • @BornSolutions
    @BornSolutions 3 หลายเดือนก่อน

    I had a problem with the number shown when hovering over the mouse. The value is being rounded. Have you ever had to go through something like this?

  • @johndavidson9587
    @johndavidson9587 3 หลายเดือนก่อน

    Interesting video, thanks. It seems like a big 'Crocoblock gap', there being no events software. Do you think it's possible to create a good events management system with existing Croco plugins?

  • @unodetailing
    @unodetailing 3 หลายเดือนก่อน

    Nothing of this make any sense.