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CiviCRM Cookbook

Book Description

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

  • 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

  • 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.

    Table of Contents

    1. Table of Contents
    2. CiviCRM Cookbook
    3. Credits
    4. Foreword
    5. About the Author
    6. About the Reviewers
    7. www.PacktPub.com
      1. Support files, eBooks, discount offers and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
    8. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Errata
        2. Piracy
        3. Questions
    9. 1. Setting Up CiviCRM
      1. Introduction
      2. Setting up a CiviCRM theme in Drupal
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
      3. Setting up cron using cPanel
        1. How to do it…
        2. How it works…
      4. Adding items to the CiviCRM navigation menu
        1. How to do it…
        2. How it works…
        3. See also
      5. Refreshing the dashboard
        1. How to do it…
      6. Changing display preferences
        1. How to do it…
        2. See also
      7. Replacing words
        1. How to do it…
      8. Setting up geocoding
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
      9. Autofiling e-mails
        1. How to do it…
        2. How it works…
        3. See also
      10. Creating new activities
        1. How to do it…
        2. How it works…
        3. See also
      11. Adding custom fields
        1. Getting ready…
        2. How to do it…
        3. There's more…
        4. See also
      12. Using Scheduled Reminders for activities
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. There's more…
        5. See also
      13. Using CiviCase to create an HR system
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
      14. Installing languages and localizing CiviCRM
        1. How to do it…
        2. See also
    10. 2. Organizing Data Efficiently
      1. Introduction
      2. Adding contact types
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
      3. Adding a time-limited relationship
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
      4. Using tag sets to quickly organize data
        1. How to do it…
        2. See also
      5. Using tags and groups to segment data
        1. How to do it…
      6. Changing option lists
        1. How to do it…
      7. Creating and updating a smart group
        1. How to do it…
        2. How it works…
        3. See also
      8. Using Google Refine to prepare data
        1. How to do it…
        2. How it works…
        3. See more
      9. Importing into CiviCRM using an import script
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. There's more…
        5. See more
      10. Using external identifier deduping rules to update contacts
        1. How to do it…
        2. See also
      11. Using Google Refine to create a unique ID
        1. How to do it…
        2. How it works…
      12. Importing relationship data
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
      13. Exporting related data
        1. How to do it…
        2. How it works…
        3. See also
      14. Batch updating using profiles
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
    11. 3. Using the Power of Profiles
      1. Introduction
      2. Speeding up data entry
        1. How to do it…
        2. See also
      3. Using URLs to change profile displays
        1. How to do it…
      4. Creating a membership directory
        1. How to do it…
        2. There's more…
        3. See also
      5. Controlling the search result columns using profiles
        1. How to do it…
        2. How it works…
      6. Using the Profile Pages and Listings setting to improve usability
        1. How to do it…
        2. How it works…
      7. Setting up reCAPTCHA for user profiles
        1. How to do it…
        2. See also
    12. 4. Controlling Permissions
      1. Introduction
      2. Integrating profiles into Drupal user accounts
        1. How to do it…
        2. How it works
        3. See also
      3. Restricting access to custom fields
        1. How to do it…
        2. How it works
        3. See also
      4. Using CRM profile permissions correctly
        1. How to do it…
        2. See also
      5. Creating permissions for administrators
        1. How to do it…
        2. How it works…
        3. There's more…
      6. Managing event registrations using CiviCRM Access Control Lists
        1. How to do it…
        2. How it works
    13. 5. Managing Communications
      1. Introduction
      2. Setting up a bounced e-mail account using Gmail
        1. Getting ready…
        2. How to do it…
        3. How it works…
        4. See also
      3. Creating mail templates for CiviMail
        1. How to do it…
      4. Creating mail templates for CiviMail in Drupal
        1. How to do it…
        2. How it works…
        3. There's more…
      5. Using tokens in templates
        1. How to do it…
        2. There's more…
      6. Creating custom date tokens
        1. Getting ready…
        2. How to do it…
        3. How it works…
        4. See also
      7. Scheduling CiviMail
        1. How to do it…
        2. See also
      8. Throttling mailings to comply with hosting restrictions
        1. How to do it…
      9. Creating newsletter subscription services using profiles
        1. How to do it…
        2. How it works…
        3. There's more…
      10. Creating newsletter subscriptions using URLs
        1. How to do it…
        2. How it works…
      11. Creating a standalone newsletter subscription form
        1. How to do it…
        2. How it works…
        3. See also
      12. Getting a CiviMail report
        1. How to do it…
        2. How it works…
      13. Mailing attachments in e-mails and CiviMail
        1. How to do it…
      14. Allowing users to update information without logging in
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
    14. 6. Searching and Reporting
      1. Introduction
      2. Creating a membership mailing list using Advanced Search
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
      3. Using Search Builder to create a smart group
        1. How to do it…
        2. There's more…
        3. See also
      4. Adding the external identifier to full-text searching
        1. How to do it…
      5. Adding custom fields to a report
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. See also
      6. Adding an extra display field to a report template
        1. How to do it…
        2. There's more…
        3. See also
      7. Creating a dynamic relationship report using Drupal Views
        1. How to do it…
        2. How it works…
    15. 7. Integrating CiviCRM with Drupal
      1. Introduction
      2. Enabling Drupal Views
        1. How to do it…
        2. How it works…
        3. See also
      3. Creating user accounts from contacts in CiviCRM
        1. How to do it…
        2. How it works…
        3. See also
      4. Mapping contact data
        1. How to do it…
        2. There's more…
      5. Using Webform CiviCRM to update relationship data
        1. How to do it…
        2. How it works…
        3. See also
      6. Creating user accounts on the fly with CiviCRM entities
        1. How to do it…
        2. How it works…
      7. Combining CiviCRM contacts with Drupal content using CiviCRM entities
        1. How to do it…
        2. How it works…
        3. There's more…
    16. 8. Managing Events Effectively
      1. Introduction
      2. Using jQuery to control form elements
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. See also
      3. Using jQuery to show and hide form elements by user choices
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
      4. Using CiviDiscount with CiviEvents
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
      5. Collecting data for a paid event registration with Webform CiviCRM
        1. How to do it…
        2. How it works…
      6. Using a shopping cart and Drupal views for event registration
        1. How to do it…
        2. How it works…
    17. 9. Using Campaigns, Surveys, and Petitions Effectively
      1. Introduction
      2. Using activities for campaign planning
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
      3. Designing campaign dashboards in Drupal Views
        1. How to do it…
        2. How it works…
        3. There's more…
      4. Using surveys effectively
        1. How to do it…
        2. How it works…
        3. See also
      5. Recording survey results
        1. How to do it…
        2. How it works…
      6. Using get out the vote effectively
        1. How to do it…
        2. How it works…
      7. Using petitions effectively
        1. How to do it…
        2. See also
    18. 10. Working with CiviMember
      1. Introduction
      2. Creating a membership directory using Drupal Views
        1. How to do it…
        2. How it works…
        3. See also
      3. Updating memberships by bulk data entry
        1. How to do it…
        2. How it works…
      4. Effective membership communications using reminders
        1. How to do it…
        2. See also
      5. Using price sets for complex memberships
        1. How to do it…
        2. How it works…
      6. Using CiviCase for membership induction
        1. How to do it…
        2. How it works…
        3. See also
    19. 11. Developing for CiviCRM
      1. Introduction
      2. Setting up a local development environment
        1. How to do it…
      3. Finding developer resources
        1. How to do it…
      4. Exploring Drupal hooks
        1. How to do it…
        2. How it works…
      5. Exploring the CiviCRM API
        1. How to do it…
        2. How it works…
        3. There's more…
        4. See also
      6. Developing a CiviCRM Drupal module
        1. How to do it…
        2. How it works…
        3. See also
      7. Exploring CiviCRM extension development using Civix
        1. How to do it…
        2. How it works…
        3. See also
    20. Index