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CiviCRM Cookbook

You're reading from   CiviCRM Cookbook Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it's the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.

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Product type Paperback
Published in Jun 2013
Publisher Packt
ISBN-13 9781782160441
Length 236 pages
Edition 1st Edition
Languages
Tools
Concepts
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Toc

Table of Contents (13) Chapters Close

Preface 1. Setting Up CiviCRM 2. Organizing Data Efficiently FREE CHAPTER 3. Using the Power of Profiles 4. Controlling Permissions 5. Managing Communications 6. Searching and Reporting 7. Integrating CiviCRM with Drupal 8. Managing Events Effectively 9. Using Campaigns, Surveys, and Petitions Effectively 10. Working with CiviMember 11. Developing for CiviCRM Index

Effective membership communications using reminders

In CiviCRM 4.3, the reminder system for membership renewals has been moved from membership management to Scheduled Reminders. This gives us the opportunity to use these reminders in our member workflow. For example, you may have a process for membership induction. This may involve sending out information at fixed intervals.

Examples of this include a guide to the organization's website, a personalized message from the head of the organization, or a request to share some information to provide a better service for the member.

How to do it…

We will create two mail templates. We will use one to send out a guide to the website, and the other to send out a guide to local involvement. We will then schedule these mailings using Scheduled Reminders.

  1. Navigate to Administer | CiviMail | Message Templates. Add a new template.
  2. Set Title to Guide to the website.
  3. Set the Subject to Guide to the Cookbook website. Substitute Cookbook with the name...
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