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

Designing campaign dashboards in Drupal Views


CiviCRM does have a campaign report, but it is based around a contact listing rather than a list of activities associated with a campaign. There is also a Campaign Dashboard, but this does not provide appropriate listings.

In any campaign you might want to know:

  • What administrative activities are completed, scheduled, or overdue?

  • What events are scheduled?

  • Were events successful?

  • What mailings were sent out?

  • How effective were mailings?

  • What petitions were organized?

  • What surveys were organized?

How to do it…

We will use Drupal Views recipes to create the necessary listings. We can also use Drupal Panels or Drupal Context modules to organize our views into dashboards. These recipes assume that you have a working knowledge of Drupal Views.

  1. Download, install, and enable the Drupal Views module: http://drupal.org/projects/views.

  2. Add a new view of CiviCRM Activities.

  3. Save the view.

  4. In the Advanced section of the view, add a relationship.

  5. Select the CiviCRM Activity...