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Using CiviCRM
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Index
Thisbookisastep-by-steptutorialwithpracticalexamples,introducedbyaplanningframeworkandillustrationsofgoodrelationshipmanagementtechniquesforavarietyofsituations.Webeginwithbasicssuchasinstallation,low-levelimplementation,andCiviCRM'scoremodulesbeforecoveringCiviCRM'sadvancedfeaturesandissuessuchascustomizationofCiviCRMandintegratingitwithJoomla!andDrupal.YoushouldbeabletoquicklygraspandimplementthebasicelementsofCiviCRMbeforemovingontothemoreadvancedfeaturesandtools.Thisbookisforprojectimplementers,organizationleaders,staff,andvolunteersinadvocacy,non-profit,andnon-governmentalorganizations,electedofficials,professional/tradeassociations,politicalcampaignsandparties,governmentagencies,andothersimilarorganizationswhowanttoimplementCiviCRMinamannertailoredtotheirorganization'ssize,culture,andneeds.ItaddressesCRMstrategists,implementers,administrators,andenduserslookingtobecomepowerusersincommunicating,fundraising,managingevents,memberships,grants,cases,andpeople-resourcemanagement.
目錄(96章)
倒序
- 封面
- 版權頁
- Credits
- Foreword
- About the Authors
- About the Reviewers
- Support files eBooks discount offers and more
- Preface
- What you need for this book
- Who this book is for
- Conventions
- Reader feedback
- Customer support
- Chapter 1. Achieving Your Mission with CiviCRM
- What is Constituent Relationship Management?
- When is CiviCRM the best CRM?
- Why CiviCRM?
- How CiviCRM will help your organization
- Summary
- Chapter 2. Planning Your CRM Implementation
- Development methodologies
- Right-sizing the process
- Building the team
- Getting started
- Focusing on constituents and mission
- Determining your needs
- Functional requirements
- Implementation plan
- Summary
- Chapter 3. Installation Configuration and Maintenance
- Configuring CiviCRM
- Upgrades and maintenance
- Summary
- Chapter 4. CiviCRM Basics: Moving through the System and Working with Contacts
- Contacts
- Search
- Search result actions
- Working with contact records
- Summary
- Chapter 5. Collecting Organizing and Importing Data
- Creating online forms with profiles
- Importing contact and activity data
- Summary
- Chapter 6. Communicating Better
- Sending e-mails to one or more constituents
- Printing address labels
- Printing a PDF letter
- Organizing groups for communication
- Encouraging subscriptions using profiles
- Sending a bulk e-mail
- Creating a bulk e-mail template
- Customizing system workflow messages
- Recording external e-mails
- Summary
- Chapter 7. Fundraising: Money for Your Mission
- Selecting a payment processor
- Initial fundraising configuration
- Recording a contribution manually
- Importing contributions
- Manually creating a pledge
- Searching examining and working with contributions
- Searching examining and taking action on pledges
- Reporting
- Implementing an appeal
- Other types of donations
- Permissions
- Summary
- Chapter 8. Growing Your Membership and Interacting with Members
- Working with memberships and daily management tools
- Forms to solicit new members and retain the existing ones
- Searching and reporting
- Big Picture and other tools
- Summary
- Chapter 9. Managing Events
- Building and promoting your event
- Processing and managing participants
- Tracking searching and reporting
- Integrating events into your CRM strategy
- Summary
- Chapter 10. Interacting with Constituents: Managing Cases
- Configuring cases
- Tracking managing and resolving cases
- Summary
- Chapter 11. Providing Support: Grant Management
- Managing grantees
- Tracking grant applications
- Other side of the coin: Applying for grants
- Summary
- Chapter 12. Telling Your Story: Building Reports
- Toolsets and timing
- Summary
- Chapter 13. Customization Community and Cooperation
- Customizing and extending
- Community and cooperation
- Summary
- Index 更新時間：2021-04-09 22:05:24
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