Event Details
Workshop Details
Date: Thursday June 12
Time: 10:00 AM-11:30 AM
Location: Virtual, via Zoom
Registration fee:
- Free for Volunteer Ottawa member organizations (2 free seats per organization)
- $50 for Non-Members
This session will focus on solving common challenges nonprofits face in managing volunteers, donors, and members. While the WordPress platform supports all three areas, this workshop will specifically demonstrate how to streamline volunteer management using WordPress, FluentCRM, and Fluent Forms. This workshop is appropriate for learners with intermediate-level tech skills. Users will not need advanced tech knowledge.
Learning Outcomes:
1) Challenges addressed:
Dependence on spreadsheets creates inefficiencies and security vulnerabilities.
Managing data across various platforms often results in fragmentation and increased errors/costs.
2) Affordable solution:
Osamu will introduce a cost-effective, all-in-one CRM system leveraging WordPress and FluentCRM. Nonprofits can take advantage of both free and premium options, with premium starting at $149/year, making it accessible for small to mid-sized organizations.
3) Live demo:
During the demo, Osamu will show how to create a volunteer intake form using Fluent Forms and set up automation to send notifications to both admins and applicants. Osamu will also demonstrate how to track volunteer activities, segment data based on interests or roles, and run targeted email campaigns to engage and promote more volunteers.
4) Benefits for nonprofits:
The solution consolidates tools into one system, reducing complexity and costs. It is also cloud-based, ensuring accessibility for hybrid and remote teams.
Who Should Attend:
This webinar is designed for nonprofit professionals who are responsible for managing membership, volunteer, and donor programs.
Facilitator
Osamu is a web developer and digital solutions expert who specializes in assisting nonprofit organizations. With over a decade of experience, he helps nonprofits streamline their operations and maximize impact through user-friendly technologies.
As an instructor and consultant, Osamu has worked with nonprofits across North America to enhance their digital presence, secure their websites, and manage donor, volunteer, and membership databases effectively. He is passionate about simplifying complex processes and equipping nonprofit professionals with the skills and confidence to leverage technology for good.
How to register?
For Volunteer Ottawa Members
Click “Join this event” at the top of the page and follow the prompts to register.
Enter Coupon Code: mem_edu_benefit_2025
Staff and volunteers affiliated with Volunteer Ottawa (VO) member organizations can register and attend this workshop for a discounted fee (Max. 2 staff/volunteers per member organization per workshop). Not sure if your organization is a VO member? Check the directory here: https://volunteerottawa.ca/member-directory/
For NON-Volunteer Ottawa Members
Click “Join this event” at the bottom of the page and follow the prompts to register.
Cancellation Policy
Learn more about what to expect after registrations and cancellations here.
Contact Information
If you have any questions on this workshop please contact Nadine at [email protected]
