Summary

In this chapter, we've seen how CiviCRM provides robust membership management and reporting tools for administrators and the ability to expose member sign-up and renewal forms to your website. Specifically, we have:

  • Walked through the essential configuration steps required to get up and running with membership management in CiviCRM, taking time to understand the core concepts with how CiviCRM deals with membership records
  • Reviewed the tools available for monitoring and tracking your membership records and seen how individual membership records are handled within the contact record
  • Set up a website form to allow contacts to join or renew their membership, while discussing the broader options available for contribution campaigns
  • Understood how the membership search tool can be used to find subsets of members, in particular with regard to the various date fields
  • Stepped through the creation of membership reports from one of the three membership report templates
  • Took a step back to understand how membership relates to your broader website objectives, and reviewed other tools available for enhancing membership-related functionality

In the next chapter, we will look at event management and see how CiviCRM lets you construct complex event programs and set up online event registration.

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