- 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 learned how to use CiviCRM for fundraising. In particular, we discussed:
- The basics of developing a fundraising plan
- Factors to consider when selecting an online payment processor
- How to configure CiviContribute and CiviPledge
- Manually recording donations and pledges
- Finding, examining, and acting on contributions and pledges
- Implementing a fundraising appeal
In the next chapter, we will discuss how your organization can track memberships and subscriptions using CiviCRM, and how to use contribution pages to enable your constituents to purchase and renew them online.
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