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
About the Authors

Chapter 3. Installation, Configuration, and Maintenance

By now, you should have a good understanding of what CiviCRM and constituent relationship management tools can do for your organization. You should also have taken the time to plan your implementation, including thinking through your existing data sources, and mapping out how they will translate to CiviCRM. Don't underestimate the importance of the planning process—while you may be anxious to install CiviCRM and begin working with it, your project will be better positioned for success if you invest more of your time in preliminary planning.

In this chapter, we will cover the following topics:

  • Installing CiviCRM

  • Walking through the initial configuration of the system

  • Discussing advanced configuration options you need to be aware of, including access control permissions

  • Reviewing the upgrade process

  • Outlining recommended maintenance procedures

  • Planning a backup strategy

Since CiviCRM may be implemented in Joomla!, Drupal, or WordPress content...