- Using CiviCRM
- Using CiviCRM
- Credits
- Foreword
- About the Authors
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Achieving Your Mission with CiviCRM
- 2. Planning Your CRM Implementation
- 3. Installation, Configuration, and Maintenance
- Installing CiviCRM
- 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
- Online payment processors
- Organization, customization, and components
- Option Lists
- Synchronization with CMS users
- Drupal access control for CiviCRM
- CiviCRM access control under Drupal
- Dashboard
- Navigation
- Setting up cron jobs
- Upgrades and maintenance
- Summary
- 4. CiviCRM Basics: Moving through the System and Working with Contacts
- 5. Collecting, Organizing, and Importing Data
- 6. Communicating Better
- How to communicate better
- Sending e-mails to one or more constituents
- Printing address labels
- Printing a PDF letter
- Organizing groups for communication
- Encouraging subscriptions using profiles
- Sending a bulk e-mail
- Creating a bulk e-mail template
- Customizing system workflow messages
- Recording external e-mails
- Summary
- 7. Fundraising: Money for Your Mission
- Developing a fundraising plan
- Selecting a payment processor
- Initial fundraising configuration
- Recording a contribution manually
- Importing contributions
- Manually creating a pledge
- Searching, examining, and working with contributions
- Searching, examining, and taking action on pledges
- Reporting
- Implementing an appeal
- Other types of donations
- Permissions
- Summary
- 8. Growing Your Membership and Interacting with Members
- 9. Managing Events
- 10. Interacting with Constituents: Managing Cases
- 11. Providing Support: Grant Management
- 12. Telling Your Story: Building Reports
- 13. Customization, Community, and Cooperation
Authors
Joseph Murray, PhD
Brian P. Shaughnessy
Reviewers
Alan Dixon
David Geilhufe
Mohamed M. Hagag
Rico Landman
Eileen McNaughton
Acquisition Editor
Steven Wilding
Development Editor
Neha Mallik
Technical Editor
Krutika Katelia
Copy Editor
Neha Shetty
Editorial Team Leader
Akshara Aware
Project Team Leader
Priya Mukherji
Project Coordinator
Shubhanjan Chatterjee
Indexer
Hemangini Bari
Proofreader
Aaron Nash
Graphics
Nilesh Mohite
Production Coordinator
Kruthika Bangera
Cover Work
Kruthika Bangera
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