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Using CiviCRM - Second Edition

Name: Using CiviCRM - Second Edition
Author: Erik Hommel, Joseph Murray, Brian P. Shaughnessy

Erik Hommel, Joseph Murray, Brian P. Shaughnessy

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eBook - ePub

Using CiviCRM - Second Edition

Erik Hommel, Joseph Murray, Brian P. Shaughnessy

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About This Book

Develop and implement a fully-functional, systematic CRM plan with CiviCRMAbout This Book• Develop an integrated online system that manages contacts, donations, event registrations, memberships, bulk e-mail, campaigns, case management, and other functions such as activity tracking, grant distribution, and reporting.• Plan a constituency relationship management strategy with ladders of engagement that will improve how your organization realizes its mission.• Use case studies and step-by-step examples to put the raw concepts into real-life terminology and build your solutions.Who This Book Is ForThe book is primarily for administrators tasked with implementing, configuring, maintaining, and updating CiviCRM, and staff users who are looking to better understand the tools available in order to become power users. CiviCRM is software that may be used by advocacy groups, non-profit, and non-governmental organizations, elected officials, professional and trade associations, government entities, political campaigns and parties, and other similar organizations, and this book will prove useful to all such users.What You Will Learn • Install and configure your CiviCRM• Analyze your current workflows and processes to translate them effectively into the CiviCRM model• Build an integrated system to solicit, retain, and manage your donors and members through robust management and reporting tools for administrators• Raise more money with CiviCRM with effective solicitation campaigns• Market events effectively and track registrations and payments• Improve communications with constituents using targeted broadcast e-mail campaigns• Track ongoing communications with constituents including from Outlook and Gmail using activities and case management tools• Take advantage of the many CiviCRM tools to generate both simple and complex event structures and manage registrants through every phase of the projectIn DetailCiviCRM 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.Style and approach This guide is packed with step-by-step tutorials and real-life examples interspersed with practical advice and best practices on how to use CiviCRM strategically. You will be able to quickly grasp and implement the basic elements of CiviCRM before moving on to more advanced tools.

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Yes, you can access Using CiviCRM - Second Edition by Erik Hommel, Joseph Murray, Brian P. Shaughnessy in PDF and/or ePUB format, as well as other popular books in Computer Science & Project Management. We have over one million books available in our catalogue for you to explore.

Information

Publisher

Packt Publishing

Year

2016

ISBN

9781783281466

Edition

Topic

Computer Science

Subtopic

Project Management

Index

Computer Science

Using CiviCRM - Second Edition

Credits

About the Authors

www.PacktPub.com

eBooks, discount offers, and more

Why subscribe?

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Achieving Your Mission with CiviCRM

Why you need Constituent Relationship Management

What is Constituent Relationship Management?

Customer Relationship Management versus Constituent Relationship Management

Who are your constituents?

When is CiviCRM the best CRM?

Thinking through alternatives

Customizing CiviCRM to match your needs

Other CRMs

Why CiviCRM?

Focused on needs of non-profits

User satisfaction

No vendor lock-in

Integration with Drupal, Joomla!, and WordPress

Total cost

Dynamic open source development

Documentation

Responsive community support

CiviCRM events

How CiviCRM will help your organization

Summary

2. Planning Your CRM Implementation

Challenges on your way to success

Perfection is the enemy of the good

Thoughts on development

Where to get help?

Development methodologies

The conventional waterfall development methodology

Iterative development methodology

Agile development methodology

Food Pantry Association of Greater Metropolis

Right-sizing the process

Building the team

Getting started

Creating a baseline

FPAGM memberships

Developing the vision

Creating a project plan

Total cost of ownership

Focusing on constituents and mission

Rethinking organizational processes

Determining your needs

Functional requirements

Contact record management

Contact subtypes

Custom data

E-newsletters and bulk e-mails

Payment processing

Memberships and subscriptions

Events

Grant management

Activities

Case management

Campaigns

Volunteer management and human resources

Roles and permissions

CMS integration

Implementation plan

Development environment and best practices

Summary

3. Installation, Configuration, and Maintenance

Installing CiviCRM

Installation in Joomla!

Installing in Drupal 7

Browser/FTP procedure

Drupal shell procedure

Installing in WordPress

Installing troubleshooting

Configuring CiviCRM

Site configuration

Viewing and editing contacts

Sending e-mails

Handling return e-mail traffic

Maintaining a good e-mail server reputation

Configuring the e-mail processor

Payment processors

Integrated versus redirection processors

Configuring the payment processor

The System Workflow Templates page

Organizing, customizing, and components

Organize your contacts

Customize data, forms and screens

Components

Option lists

Synchronizing users with contacts

Access control

Advanced access control

Drupal – the CiviGroup Roles Sync module

Drupal – the CiviMember Roles Sync module

Drupal – the CiviCRM OG Sync module

Joomla! – the CiviAuthenticate plugin

Joomla! – the CiviCRM Group Sync plugin

WordPress – the WordPress Member Sync plugin

Dashboard

Navigation

Setting up Cron jobs

Running the Scheduled Jobs tool via Cron

PHP CLI

URL method

Drush method

WP-CLI method

Other parameters

Managing scheduled jobs

Upgrades and maintenance

Version and revision upgrades

Upgrade process

Moving an installation to a new server

System maintenance

Developing a backup policy and procedure

Summary

4. CiviCRM Basics – Moving through the System and Working with Contacts

Introduction to the interface

Contacts

Individuals, organizations, and households

Contact subtypes

Planning your contact types

Core information fields

Contact details

Custom data

Address

Communication preferences

Demographics

Deleting contacts

Tags and groups

About This Book

Frequently asked questions

Information

Using CiviCRM - Second Edition

Table of Contents

Table of contents