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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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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

Chapter 9. Growing Your Membership and Interacting with Members

If you are a member-based organization—whether a professional or trade association, a society, or a charitable not-for-profit organization using membership structures to encourage recurring support—your members are your lifeblood. They are most likely your primary constituents, and much of your organizational identity and vision revolves around serving their needs. Having an integrated system to solicit, retain, and manage your members is essential to your organization's success. As such, you will want to take advantage of CiviCRM's membership management tools.

In this chapter, we will cover the following topics:

  • Reviewing the initial setup and configuration of membership structures in CiviCRM
  • Understanding how the daily management tools work
  • Soliciting new members and retaining existing members with online forms
  • Searching and building reports to track members
  • Putting membership in context and reviewing...
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