Book Image

CiviCRM Cookbook

Book Image

CiviCRM Cookbook

Overview of this book

CiviCRM is a web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations.Organizations realize their mission via CiviCRM through contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, case management, and much more.CiviCRM is localized in over 20 languages including: Chinese (Taiwan, China), Dutch, English (Australia, Canada, U.S., UK), French (France, Canada), German, Italian, Japanese, Russian, and Swedish.CiviCRM Cookbook will enhance your CiviCRM skills. It has recipes to help you use CiviCRM more efficiently, integrate it with CMSs, and also develop CiviCRM.This book begins with recipes that help save time and effort with CiviCRM. This is followed by recipes for organizing data more efficiently and managing profiles.Then you will learn authentication and authorization and managing communication with contacts.Then you will be guided on using the searching feature and preparing reports. We will then talk about integrating Drupal and CiviCRM. You will also be taught to manage events effectively. Finally, learn about CiviCampaign, Civimember, and developing CiviCRM.
Table of Contents (19 chapters)
CiviCRM Cookbook
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Collecting data for a paid event registration with Webform CiviCRM


Collecting complex organizational data and user data on one form during event registration is difficult in CiviCRM. You can create profiles to gather individual contact data, but you can only collect the organization name for organizational contact data.

How to do it…

In this recipe, we will use the Drupal Webform CiviCRM module to collect the data we require and then pass the user onto the CiviCRM event registration screen, with details already filled in.

  1. Download, install, and enable the following Drupal modules:

  2. Create a simple event in CiviCRM. The event will show a single registration fee and collect the first name and last name of the registrant and the organization they work for. Make a note of the event registration URL.

  3. Create a new web form using Webform CiviCRM.

  4. Enable the...