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

Building and promoting your event


The first step in event management is to configure your event in the system. Once configured, you can begin collecting registrations and tracking participants. The event tools all reside under the navigation bar's Events menu. As with the other areas of CiviCRM, the event administration tools are not always provided in a simple, task-oriented workflow. You are likely to find that the creation, configuration, registration, tracking, reporting, and managing happen in a more iterative pattern, rather than a linear one. We will begin by walking through the event creation process, touching on the various options available, and may circle back later to delve deeper into specific areas.

Use the New Event option to begin the process of setting up an event. This opens up an initial information and basic settings form. After saving it, you will be directed to a tabbed interface, where you optionally configure other settings areas (or return to adjust this first form...