Search icon
Arrow left icon
All Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Newsletters
Free Learning
Arrow right icon
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

Personalized appeal for volunteers


Let's see some of what we've covered in this chapter represented in our case study example.

John Doe and his staff have accomplished a lot with CiviCRM in 4 weeks. They have the following entities:

  • Imported the Canadian Tories' election list of people who have volunteered, donated, or taken signs for their lawn

  • Imported John's personal list of family and friends

  • Imported John's list of Fisheries Union contacts from around the province

  • Started tracking all issues in the Constituency Office in CiviCase

  • Sent out their first newsletter with CiviMail

  • Begun discussions with a couple of payment processors on what sort of deal they would provide

He needs to quickly get organized to hold a fundraising dinner in 7 weeks. His district association president booked the hall before heading overseas for a 3-month contract. He's decided to send out a personalized appeal to his top 50 volunteers, hoping to get about 12 or 18 to step up.

Joe has created 10 outreach coordinator positions...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at €14.99/month. Cancel anytime}