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CiviCRM Cookbook

4.7 (6)

CiviCRM Cookbook

4.7 (6)

Overview of this book

CiviCRM is a web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations.Organizations realize their mission via CiviCRM through contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, case management, and much more.CiviCRM is localized in over 20 languages including: Chinese (Taiwan, China), Dutch, English (Australia, Canada, U.S., UK), French (France, Canada), German, Italian, Japanese, Russian, and Swedish.CiviCRM Cookbook will enhance your CiviCRM skills. It has recipes to help you use CiviCRM more efficiently, integrate it with CMSs, and also develop CiviCRM.This book begins with recipes that help save time and effort with CiviCRM. This is followed by recipes for organizing data more efficiently and managing profiles.Then you will learn authentication and authorization and managing communication with contacts.Then you will be guided on using the searching feature and preparing reports. We will then talk about integrating Drupal and CiviCRM. You will also be taught to manage events effectively. Finally, learn about CiviCampaign, Civimember, and developing CiviCRM.

Preface

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Free Chapter

1. Setting Up CiviCRM

1. Setting Up CiviCRM

Introduction

Setting up a CiviCRM theme in Drupal

Setting up cron using cPanel

Adding items to the CiviCRM navigation menu

Refreshing the dashboard

Changing display preferences

Replacing words

Setting up geocoding

Autofiling e-mails

Creating new activities

Adding custom fields

Using Scheduled Reminders for activities

Using CiviCase to create an HR system

Installing languages and localizing CiviCRM

2. Organizing Data Efficiently

2. Organizing Data Efficiently

Introduction

Adding contact types

Adding a time-limited relationship

Using tag sets to quickly organize data

Using tags and groups to segment data

Changing option lists

Creating and updating a smart group

Using Google Refine to prepare data

Importing into CiviCRM using an import script

Using external identifier deduping rules to update contacts

Using Google Refine to create a unique ID

Importing relationship data

Exporting related data

Batch updating using profiles

3. Using the Power of Profiles

3. Using the Power of Profiles

Introduction

Speeding up data entry

Using URLs to change profile displays

Creating a membership directory

Controlling the search result columns using profiles

Using the Profile Pages and Listings setting to improve usability

Setting up reCAPTCHA for user profiles

4. Controlling Permissions

4. Controlling Permissions

Introduction

Integrating profiles into Drupal user accounts

Restricting access to custom fields

Using CRM profile permissions correctly

Creating permissions for administrators

Managing event registrations using CiviCRM Access Control Lists

5. Managing Communications

5. Managing Communications

Introduction

Setting up a bounced e-mail account using Gmail

Creating mail templates for CiviMail

Creating mail templates for CiviMail in Drupal

Using tokens in templates

Creating custom date tokens

Scheduling CiviMail

Throttling mailings to comply with hosting restrictions

Creating newsletter subscription services using profiles

Creating newsletter subscriptions using URLs

Creating a standalone newsletter subscription form

Getting a CiviMail report

Mailing attachments in e-mails and CiviMail

Allowing users to update information without logging in

6. Searching and Reporting

6. Searching and Reporting

Introduction

Creating a membership mailing list using Advanced Search

Using Search Builder to create a smart group

Adding the external identifier to full-text searching

Adding custom fields to a report

Adding an extra display field to a report template

Creating a dynamic relationship report using Drupal Views

7. Integrating CiviCRM with Drupal

7. Integrating CiviCRM with Drupal

Introduction

Enabling Drupal Views

Creating user accounts from contacts in CiviCRM

Mapping contact data

Using Webform CiviCRM to update relationship data

Creating user accounts on the fly with CiviCRM entities

Combining CiviCRM contacts with Drupal content using CiviCRM entities

8. Managing Events Effectively

8. Managing Events Effectively

Introduction

Using jQuery to control form elements

Using jQuery to show and hide form elements by user choices

Using CiviDiscount with CiviEvents

Collecting data for a paid event registration with Webform CiviCRM

Using a shopping cart and Drupal views for event registration

9. Using Campaigns, Surveys, and Petitions Effectively

9. Using Campaigns, Surveys, and Petitions Effectively

Introduction

Using activities for campaign planning

Designing campaign dashboards in Drupal Views

Using surveys effectively

Recording survey results

Using get out the vote effectively

Using petitions effectively

10. Working with CiviMember

10. Working with CiviMember

Introduction

Creating a membership directory using Drupal Views

Updating memberships by bulk data entry

Effective membership communications using reminders

Using price sets for complex memberships

Using CiviCase for membership induction

11. Developing for CiviCRM

11. Developing for CiviCRM

Introduction

Setting up a local development environment

Finding developer resources

Exploring Drupal hooks

Exploring the CiviCRM API

Developing a CiviCRM Drupal module

Exploring CiviCRM extension development using Civix

Index

Index

Setting up geocoding

Geocoding allows you to do location-based searching and to display the maps of contacts.

How to do it…

You need to set a mapping provider—that is a service that will provide you with the visual maps—and a geocoding provider, which will translate your contact addresses into latitude and longitude coordinates.

Navigate to Administer | Localization | Address settings. In Address Display, make sure that the Street Address Parsing checkbox is ticked.
Navigate to Administer | System Settings | Mapping and Geocoding. Set Mapping Provider to Google or Openstreetmap. Set Geocoding Provider to Google.
Navigate to Administer | System Settings | Scheduled Jobs. The Geocode and Parse Addresses scheduled job should now be enabled. You can set how regularly you want CiviCRM to geocode your address data.

How it works…

Geocoding Provider finds latitude and longitude coordinates for each contact address. Mapping Provider uses this information to draw a local map, with a pointer for the contact. Geocode and Parse Addresses do the geocoding work each day, though you can change this in the settings.

There's more…

Google currently limits geocoding requests to 2,500 per 24 hours. So, if you exceed this limit, Google may not process requests; it may even restrict access to their geocoding service should you continue to break this limit. This is a problem when you have thousands of addresses to process—for example, after a big import of address data.

CiviCRM does not have a tool to place a daily limit on the number of contacts that are processed each day. But you can put parameters into the Geocode and Parse Addresses scheduled job that provide a range of contact IDs to process. You would have to change this each day to work your way though all your contacts.

Navigate to Administer | System Settings | Scheduled Jobs, and edit the Geocode and Parse Addresses scheduled job.
In the Command Parameters box, enter:
```
start= 1
end=2500
```
1 would be the ID of your first contact. If you have access to your database tables, check the database table civicrm_contact to know what the first value for your contacts is.

See also

Further details about geocoding in CiviCRM are available at http://wiki.civicrm.org/confluence/display/CRMDOC43/Mapping+and+Geocoding

CONTINUE READING

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