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

Personalized appeal for volunteers


Let's see some of what we've covered in this chapter represented in our case study example.

John Doe and his staff have accomplished a lot with CiviCRM in 4 weeks. They have the following entities:

  • Imported the Canadian Tories' election list of people who have volunteered, donated, or taken signs for their lawn

  • Imported John's personal list of family and friends

  • Imported John's list of Fisheries Union contacts from around the province

  • Started tracking all issues in the Constituency Office in CiviCase

  • Sent out their first newsletter with CiviMail

  • Begun discussions with a couple of payment processors on what sort of deal they would provide

He needs to quickly get organized to hold a fundraising dinner in 7 weeks. His district association president booked the hall before heading overseas for a 3-month contract. He's decided to send out a personalized appeal to his top 50 volunteers, hoping to get about 12 or 18 to step up.

Joe has created 10 outreach coordinator positions...