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

Initial fundraising configuration


Two components in CiviCRM are geared solely for fundraising: CiviContribute, which handles donations, and CiviPledge, which is designed for preauthorized payments or promises to make future payments. This section describes how to configure them.

Note

For organizations that will want to use CiviCRM in Europe, there is an extension called CiviSepa, which allows the recording of SEPA mandates, both for one-off and for recurring contributions. You can find the CiviSepa extension on the CiviCRM website extensions page at https://civicrm.org/extensions/civisepa-sepa-direct-debit-extension.

CiviContribute also supports the financial aspects of the CiviEvent and CiviMember components; if you are using those tools you will need to configure it to record or accept payments for event registrations, memberships, and subscriptions, even if your organization does not accept direct donations but only payments in exchange for such things.

Configuring CiviContribute

The first...