Book Image

Using CiviCRM - Second Edition

By : Hommel, Murray, P Shaughnessy
Book Image

Using CiviCRM - Second Edition

By: Hommel, Murray, 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 (16 chapters)
15
Index

Chapter 7. Campaigning with Petitions and Surveys

One of the challenges many organizations will face is how to best orchestrate multiple outreach and promotion efforts into a unified project—something that will clearly tie together these disparate pieces so that they can be understood and reported on as part of a single goal. For politically-oriented organizations, or those that are involved in lobbying and education efforts to advance the concerns of the organization to legislators, their project goals will often include outreach to constituents or the public at large, seeking support for their positions. CiviCRM's campaign tools can provide the project glue and many of the outreach features to help achieve these goals. Although you can also use campaigns in CiviCRM for fundraising, it is originally more focused on political processes.

In this chapter, we will discover how campaigns can help you in:

  • Managing projects
  • Defining goals
  • Reporting on them in a unified way

We...