Book Image

Using CiviCRM

Book Image

Using CiviCRM

Overview of this book

CiviCRM is a web-based, open source CRM system, designed specifically to meet the needs of advocacy, non-profit and non-governmental organizations. Elected officials, professional/trade associations, political campaigns and parties, government agencies, and other similar organizations are among its growing number of enthusiastic users. This book shows you how to harness CiviCRM’s impressive array of possibilities as you develop and execute performance-critical CRM strategies. This book will help you become familiar with the structure and main functions of CiviCRM. It will guide you in developing and successfully implementing a CRM strategy for your organization using detailed explanations and practical examples. Using CiviCRM walks you through developing a CRM Implementation Plan that is suited to your organization's size, culture, and needs. Readers will take away many constituent relationship management best practices and the knowledge of how to implement them with CiviCRM. Benefits of Using CiviCRM will be felt across your organization, and help it better achieve its mission. Overall, your organization will interact with constituents more effectively and handle staff growth and transitions by tracking all contacts and interactions with them in a system shared across the organization. Gathering and analyzing data about your constituents and their interactions with your organization will better inform your decisions. If your organization fundraises, you’ll be able to raise more money and reduce costs by identifying qualified prospects for targeted fundraising initiatives. We show how to attract new prospects and convert them to donors using online, direct mail, telemarketing and direct contact channels Using CiviCRM. You’ll learn why and how to set up and then grow your monthly donor program, as well as improve the frequency, average donation amounts, and retention rates of your donor base. With this book you’ll be able to reduce the burden on administrative resources by providing online payments and self-service options for event registrations and membership renewals. You can increase the likelihood your existing subscribers will become more involved with your organization, ensure more of your members show up to volunteer, identify potential leaders and steward their volunteer activities Finally, you'll be making relevant information easily available that quantifies what a great job you've been doing, including the number of hours that volunteers gave to your organization last year, the number of cases managed, or the number of new viral signups from your latest urgent action e-mail.
Table of Contents (21 chapters)
Using CiviCRM
Credits
Foreword
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Toolsets and timing


Reports are accessed from the main navigation menu. Within the reporting tool, we have report templates and report instances:

  • Report template: This defines the features of a report. This includes what fields are available to the report, options for grouping and filtering, display choices (tabular, bar/pie chart), and any other options available.

  • Report instance: This selects and saves specific criteria and options you wish to view. For example, you may want to view a constituent summary report displaying all contacts in Group A. At a later time, you may create a second instance of the constituent summary report displaying all contacts in Group A and Group B.

A template will be reused many times as different criteria and display options are selected to meet specific needs. After generating a report, you may print it, export as .csv, or publish as .pdf. It is common to refer to a report instance as simply a report, but you should make sure that the distinction between the...