PacktLib: Using CiviCRM

Using CiviCRM

Credits

Foreword

About the Authors

About the Reviewers

www.PacktPub.com

Preface

Achieving Your Mission with CiviCRM

Why your organization needs Constituent Relationship Management

What is Constituent Relationship Management?

When is CiviCRM the best CRM?

Why CiviCRM?

How CiviCRM will help your organization

Summary

Planning Your CRM Implementation

Barriers to success

Perfection is the enemy of the good

Development methodologies

Right-sizing the process

Building the team

Getting started

Focusing on constituents and mission

Determining your needs

Functional requirements

Implementation plan

Summary

Installation, Configuration, and Maintenance

Installing CiviCRM

Configuring CiviCRM

Upgrades and maintenance

Summary

CiviCRM Basics: Moving through the System and Working with Contacts

Introduction to the interface

Contacts

Search

Search result actions

Working with contact records

Summary

Collecting, Organizing, and Importing Data

Custom data fields

Creating online forms with profiles

Importing contact and activity data

Summary

Communicating Better

How to communicate better

Sending e-mails to one or more constituents

Printing address labels

Printing a PDF letter

Organizing groups for communication

Encouraging subscriptions using profiles

Sending a bulk e-mail

Creating a bulk e-mail template

Customizing system workflow messages

Recording external e-mails

Summary

Fundraising: Money for Your Mission

Developing a fundraising plan

Selecting a payment processor

Initial fundraising configuration

Recording a contribution manually

Importing contributions

Manually creating a pledge

Searching, examining, and working with contributions

Searching, examining, and taking action on pledges

Reporting

Implementing an appeal

Other types of donations

Permissions

Summary

Growing Your Membership and Interacting with Members

Setting things up

Working with memberships and daily management tools

Forms to solicit new members and retain the existing ones

Searching and reporting

Big Picture and other tools

Summary

Managing Events

Why host events?

Building and promoting your event

Processing and managing participants

Tracking, searching, and reporting

Integrating events into your CRM strategy

Summary

Interacting with Constituents: Managing Cases

Thinking through your case management system

Configuring cases

Tracking, managing, and resolving cases

Summary

Providing Support: Grant Management

Defining the grant application process

Managing grantees

Tracking grant applications

Other side of the coin: Applying for grants

Summary

Telling Your Story: Building Reports

Getting to the bottom line

Toolsets and timing

Summary

Customization, Community, and Cooperation

Future versions and project roadmap

Customizing and extending

Community and cooperation

Summary

Index