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Using CiviCRM（Second Edition）
Erik Hommel Joseph Murray Brian P. Shaughnessy 著
更新時間：2021-07-14 10:17:23
開會員，本書免費讀 >
最新章節：
Index
Thebookisprimarilyforadministratorstaskedwithimplementing,configuring,maintaining,andupdatingCiviCRM,andstaffuserswhoarelookingtobetterunderstandthetoolsavailableinordertobecomepowerusers.CiviCRMissoftwarethatmaybeusedbyadvocacygroups,non-profit,andnon-governmentalorganizations,electedofficials,professionalandtradeassociations,governmententities,politicalcampaignsandparties,andothersimilarorganizations,andthisbookwillproveusefultoallsuchusers.
最新章節
- Index
- Summary
- Supporting CiviCRM
- Community and cooperation
- Customizing and extending
- Future versions and the project roadmap
品牌：中圖公司
上架時間：2021-07-14 09:56:21
出版社：Packt Publishing
本書數字版權由中圖公司提供，并由其授權上海閱文信息技術有限公司制作發行
- Index 更新時間：2021-07-14 10:17:23
- Summary
- Supporting CiviCRM
- Community and cooperation
- Customizing and extending
- Future versions and the project roadmap
- Chapter 14. Customization Community and Cooperation
- Summary
- Customizing and building your own templates
- Available templates
- Saving and working with reports
- Toolsets and timing
- Getting to the bottom line
- Chapter 13. Telling Your Story – Building Reports
- Summary
- The other side of the coin – applying for grants
- Grant reports
- Tracking grant applications
- Managing grantees
- Defining the grant application process
- Chapter 12. Providing Support – Grant Management
- Summary
- Tracking managing and resolving cases
- Configuring cases
- Thinking through your case management system
- Chapter 11. Interacting with Constituents – Managing Cases
- Summary
- Integrating events into your CRM strategy
- Additional tools and options
- Tracking searching and reporting
- Processing and managing participants
- Building and promoting your event
- First things – why events?
- Chapter 10. Managing Events
- Summary
- The big picture and other tools
- Searching and reporting
- Forms to solicit new members and retain the existing ones
- Working with memberships and daily management tools
- Setting things up
- Chapter 9. Growing Your Membership and Interacting with Members
- Summary
- Permissions
- Other types of donation
- Implementing an appeal
- Reporting
- Accounting Batches
- Searching examining and taking action on pledges
- Searching examining and working with contributions
- Manually creating a pledge
- Importing contributions
- Recording a contribution manually
- Initial fundraising configuration
- Selecting a payment processor
- Developing a fundraising plan
- Implementing a fundraising appeal
- Chapter 8. Fundraising for Your Mission
- Summary
- Surveys and petitions
- Referencing campaigns throughout the system
- Working with campaigns
- Chapter 7. Campaigning with Petitions and Surveys
- Summary
- Personalized appeal for volunteers
- Recording external e-mails
- Customizing system workflow messages
- A/B testing
- Creating a bulk e-mail template
- Sending bulk e-mails and SMS
- Encouraging subscriptions using profiles
- Organizing groups for communication
- Printing a PDF letter
- Printing address labels
- Sending e-mails to one or more constituents
- Looking at communication
- Chapter 6. Communicating Better
- Summary
- Importing contact and activity data
- Creating online forms with profiles
- Custom data fields
- Chapter 5. Collecting Organizing and Importing Data
- Summary
- Working with contact records
- Search result actions
- Search
- Contacts
- Introduction to the interface
- Chapter 4. CiviCRM Basics – Moving through the System and Working with Contacts
- Summary
- Upgrades and maintenance
- Site configuration
- Configuring CiviCRM
- Installing CiviCRM
- Chapter 3. Installation Configuration and Maintenance
- Summary
- Development environment and best practices
- Functional requirements
- Determining your needs
- Focusing on constituents and mission
- Building the team
- Thoughts on development
- Challenges on your way to success
- Chapter 2. Planning Your CRM Implementation
- Summary
- How CiviCRM will help your organization
- CiviCRM events
- Why CiviCRM?
- When is CiviCRM the best CRM?
- Customer Relationship Management versus Constituent Relationship Management
- What is Constituent Relationship Management?
- Why you need Constituent Relationship Management
- Chapter 1. Achieving Your Mission with CiviCRM
- Questions
- Piracy
- Errata
- Customer support
- Reader feedback
- Conventions
- Who this book is for
- What you need for this book
- What this book covers
- Preface
- eBooks discount offers and more
- www.PacktPub.com
- About the Authors
- Credits
- 版權頁
- 封面
- 封面
- 版權頁
- Credits
- About the Authors
- www.PacktPub.com
- eBooks discount offers and more
- Preface
- What this book covers
- What you need for this book
- Who this book is for
- Conventions
- Reader feedback
- Customer support
- Errata
- Piracy
- Questions
- Chapter 1. Achieving Your Mission with CiviCRM
- Why you need Constituent Relationship Management
- What is Constituent Relationship Management?
- Customer Relationship Management versus Constituent Relationship Management
- When is CiviCRM the best CRM?
- Why CiviCRM?
- CiviCRM events
- How CiviCRM will help your organization
- Summary
- Chapter 2. Planning Your CRM Implementation
- Challenges on your way to success
- Thoughts on development
- Building the team
- Focusing on constituents and mission
- Determining your needs
- Functional requirements
- Development environment and best practices
- Summary
- Chapter 3. Installation Configuration and Maintenance
- Installing CiviCRM
- Configuring CiviCRM
- Site configuration
- Upgrades and maintenance
- Summary
- Chapter 4. CiviCRM Basics – Moving through the System and Working with Contacts
- Introduction to the interface
- Contacts
- Search
- Search result actions
- Working with contact records
- Summary
- Chapter 5. Collecting Organizing and Importing Data
- Custom data fields
- Creating online forms with profiles
- Importing contact and activity data
- Summary
- Chapter 6. Communicating Better
- Looking at communication
- Sending e-mails to one or more constituents
- Printing address labels
- Printing a PDF letter
- Organizing groups for communication
- Encouraging subscriptions using profiles
- Sending bulk e-mails and SMS
- Creating a bulk e-mail template
- A/B testing
- Customizing system workflow messages
- Recording external e-mails
- Personalized appeal for volunteers
- Summary
- Chapter 7. Campaigning with Petitions and Surveys
- Working with campaigns
- Referencing campaigns throughout the system
- Surveys and petitions
- Summary
- Chapter 8. Fundraising for Your Mission
- Implementing a fundraising appeal
- Developing a fundraising plan
- 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
- Accounting Batches
- Reporting
- Implementing an appeal
- Other types of donation
- Permissions
- Summary
- Chapter 9. Growing Your Membership and Interacting with Members
- Setting things up
- Working with memberships and daily management tools
- Forms to solicit new members and retain the existing ones
- Searching and reporting
- The big picture and other tools
- Summary
- Chapter 10. Managing Events
- First things – why events?
- Building and promoting your event
- Processing and managing participants
- Tracking searching and reporting
- Additional tools and options
- Integrating events into your CRM strategy
- Summary
- Chapter 11. Interacting with Constituents – Managing Cases
- Thinking through your case management system
- Configuring cases
- Tracking managing and resolving cases
- Summary
- Chapter 12. Providing Support – Grant Management
- Defining the grant application process
- Managing grantees
- Tracking grant applications
- Grant reports
- The other side of the coin – applying for grants
- Summary
- Chapter 13. Telling Your Story – Building Reports
- Getting to the bottom line
- Toolsets and timing
- Saving and working with reports
- Available templates
- Customizing and building your own templates
- Summary
- Chapter 14. Customization Community and Cooperation
- Future versions and the project roadmap
- Customizing and extending
- Community and cooperation
- Supporting CiviCRM
- Summary
- Index 更新時間：2021-07-14 10:17:23
