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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
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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

What this book covers

Chapter 1, Achieving Your Mission with CiviCRM, introduces CiviCRM and how it can help you as a non-profit in achieving your mission.

Chapter 2, Planning Your CRM Implementation, will help you to plan for your CRM implementation based on the experiences of the authors.

Chapter 3, Installation, Configuration, and Maintenance, explains about the installation using the CMS Drupal, Joomla!, or WordPress and guides you through the configuration steps.

Chapter 4, CiviCRM Basics – Moving through the System and Working with Contacts, explains about the basic navigation and tells you about contacts, the heart of CiviCRM.

Chapter 5, Collecting, Organizing, and Importing Data, focuses on where your data would be collected from, how it can be segmented, and how data can be imported into CiviCRM.

Chapter 6, Communicating Better, deals with how you can communicate with your constituents and stakeholders using email and SMS and use groups to make communication easier.

Chapter 7, Campaigning with Petitions and Surveys, explains how CiviCampaign and its Survey and Petition components can help you with your campaigns.

Chapter 8, Fundraising for Your Mission, explains how CiviCRM can support and administer your fundraising efforts. The topics covered include segmentation, benchmarking, payment processors, contributions, and pledges.

Chapter 9, Growing Your Membership and Interacting with Members, deals with administering and managing memberships and how CiviCRM can support you interacting with your members.

Chapter 10, Managing Events, guides you through all aspects of CiviEvent that will support you in your event organization and management and interaction with event participants.

Chapter 11, Interacting with Constituents – Managing Cases, discusses how CiviCase can help you with case management for different purposes.

Chapter 12, Providing Support – Grant Management, details the CiviCRM functionality for grant management.

Chapter 13, Telling Your Story – Building Reports, explains how the reporting facilities of CiviCRM can be used with default reports and how you can enhance these reports to suit your specific needs.

Chapter 14, Customization, Community, and Cooperation, Cooperation gives you an introduction to customizing CiviCRM, how the CiviCRM community operates, and invites you to cooperate!

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