Book Image

Using CiviCRM - Second Edition

By : Erik Hommel, Joseph Murray, Brian P Shaughnessy
Book Image

Using CiviCRM - Second Edition

By: Erik Hommel, Joseph Murray, Brian P Shaughnessy

Overview of this book

CiviCRM provides a powerful toolbox of resources to help organizations manage relationships with constituents. It is free, open source, web-based, and geared specifically to meet the constituent relationship management needs of the not-for-profit sector. Beginning with broader questions about how your organization is structured, which existing workflows are critical to your operations, and the overarching purpose of a centralized CRM, the book proceeds step by step through configuring CiviCRM, understanding the choices when setting up the system, importing data, and exploring the breadth of tools available throughout the system. You will see how to best use this software to handle event registrations, accept and track contributions, manage paid and free memberships and subscriptions, segment contacts, send bulk e-mails with open and click-through tracking, manage outreach campaigns, and set up case management workflows that match your organization’s roles and rules. With specific emphasis on helping implementers ask the right questions, consider key principals when setting up the system, and understand usage through case studies and examples, the book comprehensively reviews the functionality of CiviCRM and the opportunities it provides. With this book, you can help your organization better achieve its mission as a charity, industry association, professional society, political advocacy group, community group, government agency, or other similar organization and position yourself to become a power user who efficiently and effectively navigates the system.
Table of Contents (20 chapters)
Using CiviCRM - Second Edition
Credits
About the Authors
www.PacktPub.com
Preface
Index

Tracking, searching, and reporting


In the previous section, we worked with an individual contact record to see how the registration is created with an associated contribution record. In this section, we will begin working with multiple participant records.

Tracking registrations using the dashboard

One of the most important things for you as an event manager is the ability to quickly see how many people have registered for a given event. CiviCRM provides you with a snapshot to these details on Events | Dashboard.

Similar to other areas of CiviCRM, this Dashboard page provides a snapshot into key data in a summarized fashion. For events, this consists of a listing of upcoming events with registrant counts broken down into various categories, and a list of recent registrations received.

The registrant counts are very useful and bear some explanation. Review the following screenshot:

CiviCRM helps you understand your participant records by breaking them down into categories. We begin with the number...