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

Selecting a payment processor


CiviCRM may be used for fundraising with or without processing online contributions. For example, you could use CiviCRM to support a direct mail and telemarketing operation and require online donors to mail in checks. You can also accept in-kind donations online without setting up a payment processor.

Some organizations continue to use external online donation systems as they begin to use CiviCRM, which involves transferring the transactions to CiviCRM in order to use it as their centralized CRM for segmentation and reporting. This can be a cumbersome approach given the ease of using CiviContribute to process online donations, but might better suit your needs.

It depends on your specific requirements whether you find it worthwhile to set up online payment processing in CiviCRM.

Payment processors, sometimes known as payment gateways, assist in transferring payments from payers to you, the payee receiving the funds. CiviCRM relies on the processor to do the complicated...