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Using CiviCRM - Second Edition

You're reading from  Using CiviCRM - Second Edition

Product type Book
Published in Aug 2016
Publisher
ISBN-13 9781783281459
Pages 574 pages
Edition 2nd Edition
Languages
Concepts
Authors (3):
Erik Hommel Erik Hommel
Profile icon Erik Hommel
Joseph Murray Joseph Murray
Profile icon Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
Profile icon Brian P Shaughnessy
View More author details

Table of Contents (20) Chapters

Using CiviCRM - Second Edition
Credits
About the Authors
www.PacktPub.com
Preface
1. Achieving Your Mission with CiviCRM 2. Planning Your CRM Implementation 3. Installation, Configuration, and Maintenance 4. CiviCRM Basics – Moving through the System and Working with Contacts 5. Collecting, Organizing, and Importing Data 6. Communicating Better 7. Campaigning with Petitions and Surveys 8. Fundraising for Your Mission 9. Growing Your Membership and Interacting with Members 10. Managing Events 11. Interacting with Constituents – Managing Cases 12. Providing Support – Grant Management 13. Telling Your Story – Building Reports 14. Customization, Community, and Cooperation Index

Customizing system workflow messages


In Chapter 3, Installing, Configuring, and Maintaining, we outlined how to set up CiviCRM to send e-mails. Once that is done, CiviCRM sends a number of messages automatically as part of its workflow. For example, if someone registers for an event, you will want them to receive an e-mailing detailing their registration selections; if you assign an activity to another staff member, they will receive an e-mail notifying them of the assignment. The text and formatting of these message templates provided in the standard installation is basic and serviceable. During your initial configuration, you should consider customizing these messages to fit with your organization's communication style. As you use the system, you should also be aware as to how these messages are triggered, so you can identify those that don't have quite the right tone, polish, or design as the rest of your organization's communications, and modify them accordingly.

The process begins by...

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