- 236 pages
- English
- ePUB (mobile friendly)
- Available on iOS & Android
eBook - ePub
CiviCRM Cookbook
About this book
In Detail
CiviCRM is a web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations.
Organizations realize their mission via CiviCRM through contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, case management, and much more.
CiviCRM is localized in over 20 languages including: Chinese (Taiwan, China), Dutch, English (Australia, Canada, U.S., UK), French (France, Canada), German, Italian, Japanese, Russian, and Swedish.
CiviCRM Cookbook will enhance your CiviCRM skills. It has recipes to help you use CiviCRM more efficiently, integrate it with CMSs, and also develop CiviCRM.
This book begins with recipes that help save time and effort with CiviCRM. This is followed by recipes for organizing data more efficiently and managing profiles.Then you will learn authentication and authorization and managing communication with contacts.Then you will be guided on using the searching feature and preparing reports. We will then talk about integrating Drupal and CiviCRM. You will also be taught to manage events effectively. Finally, learn about CiviCampaign, Civimember, and developing CiviCRM.
Approach
This book is written in cookbook style with practical, comprehensive recipes expained with the aid of the necessary screenshots.
Who this book is for
If you have basic CiviCRM skills and want to further enhance your CiviCRM skills, this book is for you.
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Information
CiviCRM Cookbook
Table of Contents
CiviCRM Cookbook
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Setting Up CiviCRM
Introduction
Setting up a CiviCRM theme in Drupal
How to do itā¦
How it worksā¦
There's moreā¦
See also
Setting up cron using cPanel
How to do itā¦
How it worksā¦
Adding items to the CiviCRM navigation menu
How to do itā¦
How it worksā¦
See also
Refreshing the dashboard
How to do itā¦
Changing display preferences
How to do itā¦
See also
Replacing words
How to do itā¦
Setting up geocoding
How to do itā¦
How it worksā¦
There's moreā¦
See also
Autofiling e-mails
How to do itā¦
How it worksā¦
See also
Creating new activities
How to do itā¦
How it worksā¦
See also
Adding custom fields
Getting readyā¦
How to do itā¦
There's moreā¦
See also
Using Scheduled Reminders for activities
Getting ready
How to do itā¦
How it worksā¦
There's moreā¦
See also
Using CiviCase to create an HR system
How to do itā¦
How it worksā¦
There's moreā¦
See also
Installing languages and localizing CiviCRM
How to do itā¦
See also
2. Organizing Data Efficiently
Introduction
Adding contact types
How to do itā¦
How it worksā¦
There's moreā¦
See also
Adding a time-limited relationship
How to do itā¦
How it worksā¦
There's moreā¦
See also
Using tag sets to quickly organize data
How to do itā¦
See also
Using tags and groups to segment data
How to do itā¦
Changing option lists
How to do itā¦
Creating and updating a smart group
How to do itā¦
How it worksā¦
See also
Using Google Refine to prepare data
How to do itā¦
How it worksā¦
See more
Importing into CiviCRM using an import script
Getting ready
How to do itā¦
How it worksā¦
There's moreā¦
See more
Using external identifier deduping rules to update contacts
How to do itā¦
See also
Using Google Refine to create a unique ID
How to do itā¦
How it worksā¦
Importing relationship data
How to do itā¦
How it worksā¦
There's moreā¦
See also
Exporting related data
How to do itā¦
How it worksā¦
See also
Batch updating using profiles
How to do itā¦
How it worksā¦
There's moreā¦
See also
3. Using the Power of Profiles
Introduction
Speeding up data entry
How to do itā¦
See also
Using URLs to change profile displays
How to do itā¦
Creating a membership directory
How to do itā¦
There's moreā¦
See also
Controlling the search result columns using profiles
How to do itā¦
How it worksā¦
Using the Profile Pages and Listings setting to improve usability
How to do itā¦
How it worksā¦
Setting up reCAPTCHA for user profiles
How to do itā¦
See also
4. Controlling Permissions
Introduction
Integrating profiles into Drupal user accounts
How to do itā¦
How it works
See also
Restricting access to custom fields
How to do itā¦
How it works
See also
Using CRM profile permissions correctly
How to do itā¦
See also
Creating permissions for administrators
How to do itā¦
How it worksā¦
There's moreā¦
Managing event registrations using CiviCRM Access Control Lists
How to do itā¦
How it works
5. Managing Communications
Introduction
Setting up a bounced e-mail account using Gmail
Getting readyā¦
How to do itā¦
How it worksā¦
See also
Creating mail templates for CiviMail
How to do itā¦
Creating mail templates for CiviMail in Drupal
How to do itā¦
How it worksā¦
There's moreā¦
Using tokens in templates
How to do itā¦
There's moreā¦
Creating custom date tokens
Getting readyā¦
How to do itā¦
How it worksā¦
See also
Scheduling CiviMail
How to do itā¦
See also
Throttling mailings to comply with hosting restrictions
How to do itā¦
Creating newsletter subscription services using...
Table of contents
- CiviCRM Cookbook
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Yes, you can access CiviCRM Cookbook by Tony Horrocks in PDF and/or ePUB format, as well as other popular books in Computer Science & Project Management. We have over one million books available in our catalogue for you to explore.