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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

The big picture and other tools


Membership management rarely occurs in a vacuum. It's most likely that your members will also be your authenticated (logged-in) website users, a primary target for event registrations, and recipients of most of your communication via snail mail, e-mail, or other means.

Let's consider some ways your membership may impact other areas of CiviCRM and review some third-party extensions that may be used with your site and members.

Common functions in CiviCRM

It's not uncommon for member-based organizations to have a "members-only" section in their website. This secure access area will require a Joomla!, Drupal, or WordPress user login account. If you have created a contribution page for membership sign-up, you can include a profile that has the user account creation option enabled. As contacts complete the membership application form, they will be able to create their user account to access the site.

As you work with your members, it's likely that you are primarily...

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