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Using CiviCRM

You're reading from   Using CiviCRM Develop and implement a fully functional, systematic CRM plan for your organization Using CiviCRM

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Product type Paperback
Published in Feb 2011
Publisher Packt
ISBN-13 9781849512268
Length 464 pages
Edition 1st Edition
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Concepts
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Table of Contents (21) Chapters Close

Using CiviCRM
Credits
Foreword
About the Authors
About the Reviewers
www.PacktPub.com
Preface
1. Achieving Your Mission with CiviCRM FREE CHAPTER 2. Planning Your CRM Implementation 3. Installation, Configuration, and Maintenance 4. CiviCRM Basics: Moving through the System and Working with Contacts 5. Collecting, Organizing, and Importing Data 6. Communicating Better 7. Fundraising: Money for Your Mission 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 Index

Customizing system workflow messages


In Chapter 3, Installation, Configuration, and Maintenance we outlined how to set up CiviCRM to send e-mails. Once that is done, CiviCRM sends a number of messages automatically as part of its workflow. The text and formatting of these messages provided in the standard installation is basic and serviceable. During your initial configuration, you should consider customizing these messages to fit with your organization's communication style. Alternatively, it is easier though a bit less professional to wait until you see problems before changing default automated message templates. When you or your users start to see workflow messages that don't have quite the right tone or polish of the rest of your organization's communications, you can find the message template at issue and modify it.

The process begins by noting the text that is problematic, working out what should replace it, finding the text in the appropriate template, and then replacing it with the...

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