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Using CiviCRM

Using CiviCRM

By : Hommel, Murray, P Shaughnessy
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Using CiviCRM

Using CiviCRM

By: Hommel, Murray, P Shaughnessy

Overview of this book

CiviCRM provides a powerful toolbox of resources to help organizations manage relationships with constituents. It is free, open source, web-based, and geared specifically to meet the constituent relationship management needs of the not-for-profit sector. Beginning with broader questions about how your organization is structured, which existing workflows are critical to your operations, and the overarching purpose of a centralized CRM, the book proceeds step by step through configuring CiviCRM, understanding the choices when setting up the system, importing data, and exploring the breadth of tools available throughout the system. You will see how to best use this software to handle event registrations, accept and track contributions, manage paid and free memberships and subscriptions, segment contacts, send bulk e-mails with open and click-through tracking, manage outreach campaigns, and set up case management workflows that match your organization’s roles and rules. With specific emphasis on helping implementers ask the right questions, consider key principals when setting up the system, and understand usage through case studies and examples, the book comprehensively reviews the functionality of CiviCRM and the opportunities it provides. With this book, you can help your organization better achieve its mission as a charity, industry association, professional society, political advocacy group, community group, government agency, or other similar organization and position yourself to become a power user who efficiently and effectively navigates the system.
Table of Contents (16 chapters)
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15
Index

First things – why events?


Before digging into things, it's worth taking a minute to ask the questions: why would you host events, and what exactly is an event as it relates to CiviCRM?

Many not-for-profits exist as organizations that people donate to, become members of, or support in other ways. The purpose and services many organizations provide are not oriented around walk-in support or other face-to-face interactions with constituents, apart from events.

All in all, events provide an important person-to-person interaction with your supporters, volunteers, members, donors, and other contacts interested in or related to your organization.

So what exactly is an event? In CiviCRM, event management tools allow you to do the following tasks:

  • Publishing and advertising an event description, including date, time, and location

  • Registering participants

  • Calculating and collecting fees

  • Collecting data about participants

  • Tracking registrants' status

  • Using more advanced elements, such as self-registration...

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