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Using CiviCRM

You're reading from   Using CiviCRM Develop and implement a fully-functional, systematic CRM plan with CiviCRM

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Product type Paperback
Published in Aug 2016
Publisher
ISBN-13 9781783281459
Length 574 pages
Edition 2nd Edition
Languages
Tools
Concepts
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Authors (3):
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Erik Hommel Erik Hommel
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Erik Hommel
Joseph Murray Joseph Murray
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Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
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Brian P Shaughnessy
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Toc

Table of Contents (16) Chapters Close

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. Campaigning with Petitions and Surveys 8. Fundraising for Your Mission 9. Growing Your Membership and Interacting with Members 10. Managing Events 11. Interacting with Constituents – Managing Cases 12. Providing Support – Grant Management 13. Telling Your Story – Building Reports 14. Customization, Community, and Cooperation Index

First things – why events?


Before digging into things, it's worth taking a minute to ask the questions: why would you host events, and what exactly is an event as it relates to CiviCRM?

Many not-for-profits exist as organizations that people donate to, become members of, or support in other ways. The purpose and services many organizations provide are not oriented around walk-in support or other face-to-face interactions with constituents, apart from events.

All in all, events provide an important person-to-person interaction with your supporters, volunteers, members, donors, and other contacts interested in or related to your organization.

So what exactly is an event? In CiviCRM, event management tools allow you to do the following tasks:

  • Publishing and advertising an event description, including date, time, and location

  • Registering participants

  • Calculating and collecting fees

  • Collecting data about participants

  • Tracking registrants' status

  • Using more advanced elements, such as self-registration...

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