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

Supporting CiviCRM


We've already described a number of ways you can support CiviCRM—by contributing code, reporting issues, discussing and answering questions through StackExchange and the forums, and attending events—but you can also support CiviCRM more directly, through financial contributions. While CiviCRM is free to download and install, it is not free to develop and maintain. The health and future of the software depends on organizations demonstrating their commitment through financial support.

There are several ways you can show support financially:

  • Becoming a member (https://civicrm.org/become-a-member): Membership is the first step in demonstrating support. It is an affordable way to recognize the benefit of CiviCRM to your organization and help contribute to its sustainability.

  • Becoming a partner (https://civicrm.org/become-a-partner): Partnership elevates your level of commitment to the next level. Partners value the significance of CiviCRM to their organization or business and...