- 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
In this chapter, we delved into the heart of CiviCRM—the contact record. We did the following:
- Learned how to navigate effectively through the system
- Thought through the implications and configuration of contact subtypes
- Created contact records and discovered the types of data we store with the record
- Organized records with groups, and categorized them with tags
- Built relationships from one contact record to another
- Tracked communication with contacts using activities and miscellaneous information with notes
- Ran searches and looked at the difference between contact and component-based searches
- Performed actions on search results
- Discovered alternative workflows available through the system
- Conducted the important maintenance process of deduping and merging records
At this point, you should feel comfortable with the CiviCRM interface and understand the basic contact functionality and concepts. In Chapter 5, Collecting, Organizing, and Importing Data, we will look at the broader picture of inputting and segmenting your data.
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