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

Additional tools and options


There are a few remaining event-related options and extensions we want to point out before closing out this chapter with a discussion of events as it relates to your overall CRM strategy. The event component has a few settings that you should review and consider. These are available by visiting Administer | CiviEvent | CiviEvent Component Settings.

The Use Shopping Cart Style Event Registration option will significantly alter how CiviCRM handles event registration signups by allowing people to register for more than one event at a time. This feature will affect the online registration options for all existing online events, and so should be used cautiously. Further, it is still considered in alpha state, meaning that it is not fully refined and may have some outstanding issues and bugs. For this reason, we want to make you aware of the capability, but do not consider it a key feature in the system. If you are interested in using this functionality, we recommend...