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CiviCRM Cookbook

Cookbook
Tony Horrocks

Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it’s the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.
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Book Details

ISBN 139781782160441
Paperback236 pages

About This Book

  • 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

Who This Book Is For

If you have basic CiviCRM skills and want to further enhance your CiviCRM skills, this book is for you.

Table of Contents

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 9: Using Campaigns, Surveys, and Petitions Effectively
Introduction
Using activities for campaign planning
Designing campaign dashboards in Drupal Views
Using surveys effectively
Recording survey results
Using get out the vote effectively
Using petitions effectively
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

What You Will Learn

  • 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.

Authors

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