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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

Summary


In this chapter, we walked through the purpose and use of campaigns as a tool to tie together various resources in the system, and as a mechanism for collecting information from constituents. We demonstrated how petitions are used to build the public-facing forms for soliciting information and positions from visitors. We also demonstrated how surveys are used to facilitate staff and volunteer phone banks and in-person surveys, discussed the intended workflows for ensuring interviewees are handled efficiently, and how duplicate contacts are avoided. We reviewed how campaigns, petitions, and surveys are presented in reports and briefly presented the CiviEngage Drupal module and discussed how it impacts the system.

In the next chapter, we will delve into CiviCRM's fundraising tools and considerations when developing a fundraising plan.

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