CiviCRM Cookbook

Tony Horrocks

• Publisher: Packt Publishing
• Year: 2013
• ISBN:
  9781782160441
• Edition: 1
• Topic: Computer Science
• Subtopic: Project Management
• Index: Computer Science

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.

CiviCRM Cookbook

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Table of Contents

CiviCRM Cookbook

Credits

Foreword

About the Author

About the Reviewers

www.PacktPub.com

Support files, eBooks, discount offers and more

Why Subscribe?

Free Access for Packt account holders

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 it…

How it works…

There's more…

See also

Setting up cron using cPanel

How to do it…

How it works…

Adding items to the CiviCRM navigation menu

How to do it…

How it works…

See also

Refreshing the dashboard

How to do it…

Changing display preferences

How to do it…

See also

Replacing words

How to do it…

Setting up geocoding

How to do it…

How it works…

There's more…

See also

Autofiling e-mails

How to do it…

How it works…

See also

Creating new activities

How to do it…

How it works…

See also

Adding custom fields

Getting ready…

How to do it…

There's more…

See also

Using Scheduled Reminders for activities

Getting ready

How to do it…

How it works…

There's more…

See also

Using CiviCase to create an HR system

How to do it…

How it works…

There's more…

See also

Installing languages and localizing CiviCRM

How to do it…

See also

2. Organizing Data Efficiently

Introduction

Adding contact types

How to do it…

How it works…

There's more…

See also

Adding a time-limited relationship

How to do it…

How it works…

There's more…

See also

Using tag sets to quickly organize data

How to do it…

See also

Using tags and groups to segment data

How to do it…

Changing option lists

How to do it…

Creating and updating a smart group

How to do it…

How it works…

See also

Using Google Refine to prepare data

How to do it…

How it works…

See more

Importing into CiviCRM using an import script

Getting ready

How to do it…

How it works…

There's more…

See more

Using external identifier deduping rules to update contacts

How to do it…

See also

Using Google Refine to create a unique ID

How to do it…

How it works…

Importing relationship data

How to do it…

How it works…

There's more…

See also

Exporting related data

How to do it…

How it works…

See also

Batch updating using profiles

How to do it…

How it works…

There's more…

See also

3. Using the Power of Profiles

Introduction

Speeding up data entry

How to do it…

See also

Using URLs to change profile displays

How to do it…

Creating a membership directory

How to do it…

There's more…

See also

Controlling the search result columns using profiles

How to do it…

How it works…

Using the Profile Pages and Listings setting to improve usability

How to do it…

How it works…

Setting up reCAPTCHA for user profiles

How to do it…

See also

4. Controlling Permissions

Introduction

Integrating profiles into Drupal user accounts

How to do it…

How it works

See also

Restricting access to custom fields

How to do it…

How it works

See also

Using CRM profile permissions correctly

How to do it…

See also

Creating permissions for administrators

How to do it…

How it works…

There's more…

Managing event registrations using CiviCRM Access Control Lists

How to do it…

How it works

5. Managing Communications

Introduction

Setting up a bounced e-mail account using Gmail

Getting ready…

How to do it…

How it works…

See also

Creating mail templates for CiviMail

How to do it…

Creating mail templates for CiviMail in Drupal

How to do it…

How it works…

There's more…

Using tokens in templates

How to do it…

There's more…

Creating custom date tokens

Getting ready…

How to do it…

How it works…

See also

Scheduling CiviMail

How to do it…

See also

Throttling mailings to comply with hosting restrictions

How to do it…

Creating newsletter subscription services using...

Table of contents

• CiviCRM Cookbook