CiviCRM Cookbook


CiviCRM Cookbook
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Overview
Table of Contents
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  • Take your CiviCRM skills to the next level and harness the power of CiviCRM
  • Covers a wide range of CiviCRM core and component topics
  • Practical, comprehensive, in–depth and well–explained recipes with the necessary screenshots

Book Details

Language : English
Paperback : 236 pages [ 235mm x 191mm ]
Release Date : June 2013
ISBN : 1782160442
ISBN 13 : 9781782160441
Author(s) : Tony Horrocks
Topics and Technologies : All Books, CMS and eCommerce, Cookbooks, CRM, Open Source

Table of Contents

Preface
Chapter 1: Setting Up CiviCRM
Chapter 2: Organizing Data Efficiently
Chapter 3: Using the Power of Profiles
Chapter 4: Controlling Permissions
Chapter 5: Managing Communications
Chapter 6: Searching and Reporting
Chapter 7: Integrating CiviCRM with Drupal
Chapter 8: Managing Events Effectively
Chapter 9: Using Campaigns, Surveys, and Petitions Effectively
Chapter 10: Working with CiviMember
Chapter 11: Developing for CiviCRM
Index
  • Chapter 1: Setting Up CiviCRM
    • Introduction
    • Setting up a CiviCRM theme in Drupal
    • Setting up cron using cPanel
    • Adding items to the CiviCRM navigation menu
    • Refreshing the dashboard
    • Changing display preferences
    • Replacing words
    • Setting up geocoding
    • Autofiling e-mails
    • Creating new activities
    • Adding custom fields
    • Using Scheduled Reminders for activities
    • Using CiviCase to create an HR system
    • Installing languages and localizing CiviCRM
    • Chapter 2: Organizing Data Efficiently
      • Introduction
      • Adding contact types
      • Adding a time-limited relationship
      • Using tag sets to quickly organize data
      • Using tags and groups to segment data
      • Changing option lists
      • Creating and updating a smart group
      • Using Google Refine to prepare data
      • Importing into CiviCRM using an import script
      • Using external identifier deduping rules to update contacts
      • Using Google Refine to create a unique ID
      • Importing relationship data
      • Exporting related data
      • Batch updating using profiles
      • Chapter 3: Using the Power of Profiles
        • Introduction
        • Speeding up data entry
        • Using URLs to change profile displays
        • Creating a membership directory
        • Controlling the search result columns using profiles
        • Using the Profile Pages and Listings setting to improve usability
        • Setting up reCAPTCHA for user profiles
        • Chapter 4: Controlling Permissions
          • Introduction
          • Integrating profiles into Drupal user accounts
          • Restricting access to custom fields
          • Using CRM profile permissions correctly
          • Creating permissions for administrators
          • Managing event registrations using CiviCRM Access Control Lists
          • Chapter 5: Managing Communications
            • Introduction
            • Setting up a bounced e-mail account using Gmail
            • Creating mail templates for CiviMail
            • Creating mail templates for CiviMail in Drupal
            • Using tokens in templates
            • Creating custom date tokens
            • Scheduling CiviMail
            • Throttling mailings to comply with hosting restrictions
            • Creating newsletter subscription services using profiles
            • Creating newsletter subscriptions using URLs
            • Creating a standalone newsletter subscription form
            • Getting a CiviMail report
            • Mailing attachments in e-mails and CiviMail
            • Allowing users to update information without logging in
            • Chapter 6: Searching and Reporting
              • Introduction
              • Creating a membership mailing list using Advanced Search
              • Using Search Builder to create a smart group
              • Adding the external identifier to full-text searching
              • Adding custom fields to a report
              • Adding an extra display field to a report template
              • Creating a dynamic relationship report using Drupal Views
              • Chapter 7: Integrating CiviCRM with Drupal
                • Introduction
                • Enabling Drupal Views
                • Creating user accounts from contacts in CiviCRM
                • Mapping contact data
                • Using Webform CiviCRM to update relationship data
                • Creating user accounts on the fly with CiviCRM entities
                • Combining CiviCRM contacts with Drupal content using CiviCRM entities
                • Chapter 8: Managing Events Effectively
                  • Introduction
                  • Using jQuery to control form elements
                  • Using jQuery to show and hide form elements by user choices
                  • Using CiviDiscount with CiviEvents
                  • Collecting data for a paid event registration with Webform CiviCRM
                  • Using a shopping cart and Drupal views for event registration
                    • Chapter 10: Working with CiviMember
                      • Introduction
                      • Creating a membership directory using Drupal Views
                      • Updating memberships by bulk data entry
                      • Effective membership communications using reminders
                      • Using price sets for complex memberships
                      • Using CiviCase for membership induction
                      • Chapter 11: Developing for CiviCRM
                        • Introduction
                        • Setting up a local development environment
                        • Finding developer resources
                        • Exploring Drupal hooks
                        • Exploring the CiviCRM API
                        • Developing a CiviCRM Drupal module
                        • Exploring CiviCRM extension development using Civix

                        Tony Horrocks

                        Tony Horrocks is the owner of Fabriko Limited (http://fabriko.co.uk), a web development company that specializes in CiviCRM and Drupal. Tony has worked for membership organizations for over 25 years and has been developing websites since 1994. He now works primarily as a Development Consultant for the nonprofit sector.
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                        Sample chapters

                        You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                        What you will learn from this book

                        • Set up geocoding
                        • Add custom data fields
                        • Display a contact map
                        • Create permissions for administartors
                        • Create mail templates for CiviMail
                        • Add the external identifier field to full text search
                        • Create user accounts from contacts in Drupal
                        • Move a site to a production server

                        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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