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

CiviCRM events


The best way to benefit from community knowledge and experience is by attending a CiviCRM event. There are several different events hosted by the core team or by community leaders:

  • Several CiviCon conferences and user summits are organized all over the world, and are held every year. These one-day or two-day events are packed with sessions geared toward different types of users —end users, implementers, developers, and so on —and cover a breadth of topics, from site security and code architecture to case studies and practical how to recipes.

  • The core team and quite a few of the CiviCRM partners host several training programs each year, held in various locations around the world. There are two types of training: developer training, providing new developers with a crash course in CiviCRM code structure and tools; and administrator and end user training, providing both a broad overview of CiviCRM functionality and basic use, along with important configuration and planning considerations for system administrators.

  • Throughout the globe, there are an increasing number of CiviCRM Meet-up groups. These regionally located, community-led groups will typically meet monthly or bi-monthly, and use the time to learn about new features in CiviCRM, have a round-table discussion about working with particular tools, or make it a working meeting, where attendees break open their laptops and work on some aspect of their own site implementation. Meet-ups frequently include case study presentations, which provide a valuable way to learn about how other organizations are using the software, which in turn may inspire you to use it in new and creative ways.

  • Once a year, CiviDay is announced, which sees CiviCRM meet-up groups meet all over the globe on the same day.

  • The CiviCRM community also offers a wide variety of online and in-person training sessions and quite a few webinars can be found on the Web.

Depending on where you are located, it's not always easy to allocate the time and resources to travel to a CiviCRM event. But if you are able to, it's well worth the effort. Aside from the presentations, which may help you understand and utilize the software more fully, you will benefit from building relationships with other users and tapping into their experience.