Using CiviCRM（Second Edition）
Erik Hommel Joseph Murray Brian P. Shaughnessy更新时间：2021-07-14 10:17:23
最新章节：Index封面
版权页
Credits
About the Authors
www.PacktPub.com
eBooks discount offers and more
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
Chapter 1. Achieving Your Mission with CiviCRM
Why you need Constituent Relationship Management
What is Constituent Relationship Management?
Customer Relationship Management versus Constituent Relationship Management
When is CiviCRM the best CRM?
Why CiviCRM?
CiviCRM events
How CiviCRM will help your organization
Summary
Chapter 2. Planning Your CRM Implementation
Challenges on your way to success
Thoughts on development
Building the team
Focusing on constituents and mission
Determining your needs
Functional requirements
Development environment and best practices
Summary
Chapter 3. Installation Configuration and Maintenance
Installing CiviCRM
Configuring CiviCRM
Site configuration
Upgrades and maintenance
Summary
Chapter 4. CiviCRM Basics – Moving through the System and Working with Contacts
Introduction to the interface
Contacts
Search
Search result actions
Working with contact records
Summary
Chapter 5. Collecting Organizing and Importing Data
Custom data fields
Creating online forms with profiles
Importing contact and activity data
Summary
Chapter 6. Communicating Better
Looking at communication
Sending e-mails to one or more constituents
Printing address labels
Printing a PDF letter
Organizing groups for communication
Encouraging subscriptions using profiles
Sending bulk e-mails and SMS
Creating a bulk e-mail template
A/B testing
Customizing system workflow messages
Recording external e-mails
Personalized appeal for volunteers
Summary
Chapter 7. Campaigning with Petitions and Surveys
Working with campaigns
Referencing campaigns throughout the system
Surveys and petitions
Summary
Chapter 8. Fundraising for Your Mission
Implementing a fundraising appeal
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
Accounting Batches
Reporting
Implementing an appeal
Other types of donation
Permissions
Summary
Chapter 9. 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
The big picture and other tools
Summary
Chapter 10. Managing Events
First things – why events?
Building and promoting your event
Processing and managing participants
Tracking searching and reporting
Additional tools and options
Integrating events into your CRM strategy
Summary
Chapter 11. Interacting with Constituents – Managing Cases
Thinking through your case management system
Configuring cases
Tracking managing and resolving cases
Summary
Chapter 12. Providing Support – Grant Management
Defining the grant application process
Managing grantees
Tracking grant applications
Grant reports
The other side of the coin – applying for grants
Summary
Chapter 13. Telling Your Story – Building Reports
Getting to the bottom line
Toolsets and timing
Saving and working with reports
Available templates
Customizing and building your own templates
Summary
Chapter 14. Customization Community and Cooperation
Future versions and the project roadmap
Customizing and extending
Community and cooperation
Supporting CiviCRM
Summary
Index
更新时间：2021-07-14 10:17:23