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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

What you need for this book

In addition to the CiviCRM software itself (freely available from http://civicrm.org), you will need either Drupal (http://drupal.org) or Joomla! (http://joomla.org) as the CMS framework in which CiviCRM will reside.

CiviCRM runs on an Apache/MySQL/PHP platform. It requires a fair amount of server system resources more than other web-based software, including Drupal or Joomla! running on their own. Virtual private servers available from commercial hosting providers are a good option for hosting, and dedicated servers with high-availability and high-performance server clusters can also be used in more demanding situations. While you may be able to run CiviCRM on shared hosting for small implementations, you will generally find the resource limitations problematic, particularly when your use of the software grows.

For testing purposes or in special circumstances where you want a personal instance, you can set up an implementation on a local machine running the following:

Throughout this book, we assume you are running CiviCRM on a Linux operating system. Some of the configuration tasks require different procedures when running under Windows, which are not documented here. Unless you are familiar enough with Linux and Windows that you can translate accurately between crontab and scheduled tasks, file and directory permission systems, and simple Command Prompt/command-line commands, you should avoid using CiviCRM on a Windows environment.

This book deals with CiviCRM and thus addresses the Drupal/Joomla! environment as it pertains to CiviCRM integration. Though occasional mention is made of the other technologies used to implement CiviCRM (including PHP, MySQL, Apache, jQuery, and Smarty), no prior knowledge is required to install and configure the software.

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