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

Printing address labels


Old-fashioned though it is, postal mail is still around, still useful, and won't be disappearing any time soon. While e-mail is less expensive and faster than regular mail, many people still do not use it, do not respond as well to e-mail-only communications, or simply prefer receiving something they can hold in their hand. Multichannel campaigns including direct mail, telemarketing, and meet-ups continue to outperform e-mail-only campaigns. Chances are that somewhere in your CRM plan you will still need to print out a list of addresses.

You will typically choose one of two methods for generating a mailing, depending on the size of the mailing and general mailing requirements. One option is to generate a search for the recipients and export the required fields as a .csv file. This file can be used as a mail merge data source with MS Word, Open Office Writer, or other word processors, or may be sent to a mailing house for large-volume processing.

Your second option is...