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

Using petitions effectively


CiviCRM Petition allows you to gather data online. You can use the data simply as survey data, or you can use it to demonstrate support for your cause in the form of a petition. CiviCRM Petition allows you to store, enrich, and leverage the data you hold and that alone gives it a huge advantage over external petitioning applications. This recipe shows you how to set up a petition.

How to do it…

We will need to set up some custom fields to hold our petition question and put this into a profile. We will also need to create another profile to hold details of the person completing the petition. We then combine these two profiles to create the petition itself.

  1. Navigate to Campaigns | New Campaign and set the title to Stop the Supermarket.

  2. Navigate to People | Permissions and add the CiviCRM Petition permission for anonymous and authenticated users.

  3. Navigate to Administer Customize Data and Screens | Profiles and create a new profile. Name it Petition contact.

  4. Add first name...