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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
Author Profile Icon Erik Hommel
Erik Hommel
Joseph Murray Joseph Murray
Author Profile Icon Joseph Murray
Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
Author Profile Icon Brian P Shaughnessy
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

Summary


For many organizations, events are the only opportunity that constituents have to see the face of your organization. How you manage your event and what tools you have to effectively track and report on the success of the event will ultimately impact your bottom line. CiviCRM provides tremendous tools for generating both simple and complex structures and managing registrants through every phase of the project.

In this chapter, we walked through the configuration of events and discussed in detail the many options available and reviewed how an event registration impacts the contact record. We even registered a contact administratively and understood best practices when working within the backend environment. We discovered how CiviCRM calculates participant counts and how these can be effectively used to track the registration progress. We ran searches for participants and took bulk action on the resulting records, and generated reports to summarize event income details and produce attendee...

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