Book Image

CiviCRM Cookbook

Book Image

CiviCRM Cookbook

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.
Table of Contents (19 chapters)
CiviCRM Cookbook
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Using tokens in templates


In CiviMail you can substitute tokens for contact data so that your recipients get a personalized message.

How to do it…

CiviCRM has a comprehensive collection of tokens that you can use to personalize mailings.

  1. Navigate to Mailings | New Mailings and create a new mailing.

  2. Place your cursor in the main edit screen and click where you wish to place a token.

  3. At the top right corner of the main edit screen, click on the Insert Tokens link. A pop-up box appears containing all the tokens that are available.

  4. Click on the token you wish to use. This is now inserted into your message.

There's more…

You can also mail contacts by doing a search and selecting Send Email to Contacts in the Actions menu. You can put tokens into these mails too. CiviCRM restricts you to 50 contacts or less using this method.