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Using Civicrm

Author: Erik Hommel
Publisher: Packt Publishing Ltd
ISBN: 1783281464
Size: 46.76 MB
Format: PDF, Docs
View: 6267
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Develop and implement a fully-functional, systematic CRM plan with CiviCRM About This Book Develop an integrated online system that manages contacts, donations, event registrations, memberships, bulk e-mail, campaigns, case management, and other functions such as activity tracking, grant distribution, and reporting. Plan a constituency relationship management strategy with ladders of engagement that will improve how your organization realizes its mission. Use case studies and step-by-step examples to put the raw concepts into real-life terminology and build your solutions. Who This Book Is For The book is primarily for administrators tasked with implementing, configuring, maintaining, and updating CiviCRM, and staff users who are looking to better understand the tools available in order to become power users. CiviCRM is software that may be used by advocacy groups, non-profit, and non-governmental organizations, elected officials, professional and trade associations, government entities, political campaigns and parties, and other similar organizations, and this book will prove useful to all such users. What You Will Learn Install and configure your CiviCRM Analyze your current workflows and processes to translate them effectively into the CiviCRM model Build an integrated system to solicit, retain, and manage your donors and members through robust management and reporting tools for administrators Raise more money with CiviCRM with effective solicitation campaigns Market events effectively and track registrations and payments Improve communications with constituents using targeted broadcast e-mail campaigns Track ongoing communications with constituents including from Outlook and Gmail using activities and case management tools Take advantage of the many CiviCRM tools to generate both simple and complex event structures and manage registrants through every phase of the project In Detail CiviCRM provides a powerful toolbox of resources to help organizations manage relationships with constituents. It is free, open source, web-based, and geared specifically to meet the constituent relationship management needs of the not-for-profit sector. Beginning with broader questions about how your organization is structured, which existing workflows are critical to your operations, and the overarching purpose of a centralized CRM, the book proceeds step by step through configuring CiviCRM, understanding the choices when setting up the system, importing data, and exploring the breadth of tools available throughout the system. You will see how to best use this software to handle event registrations, accept and track contributions, manage paid and free memberships and subscriptions, segment contacts, send bulk e-mails with open and click-through tracking, manage outreach campaigns, and set up case management workflows that match your organization's roles and rules. With specific emphasis on helping implementers ask the right questions, consider key principals when setting up the system, and understand usage through case studies and examples, the book comprehensively reviews the functionality of CiviCRM and the opportunities it provides. With this book, you can help your organization better achieve its mission as a charity, industry association, professional society, political advocacy group, community group, government agency, or other similar organization and position yourself to become a power user who efficiently and effectively navigates the system. Style and approach This guide is packed with step-by-step tutorials and real-life examples interspersed with practical advice and best practices on how to use CiviCRM strategically. You will be able to quickly grasp and implement the basic elements of CiviCRM before moving on to more advanced tools.

The Official Joomla Book

Author: Jennifer Marriott
Publisher: Addison-Wesley
ISBN: 0132978954
Size: 71.66 MB
Format: PDF, ePub
View: 2807
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“Joomla! is about allowing ordinary people to do extraordinary things, and that is exactly what the authors of this book do for its readers. . . . I present this book for your pleasure. It begins with how we began and takes you on a journey through which you can be empowered to reach the world.” –From the Foreword to the First Edition by Andrew Eddie, cofounder, Joomla! The Official Joomla!® Book, Second Edition, is the authoritative and comprehensive Joomla! reference for every administrator, developer, designer, and content manager. Distilling the unsurpassed experience of two long-time Joomla! contributors, it teaches exactly what you need to know, through practical example sites and crystal-clear explanations. If you’re new to Joomla!, you’ll learn how to quickly create usable, effective sites. If you’re an experienced Joomla! user, you’ll learn how to make your sites more flexible, feature-rich, visually attractive, and useful, taking full advantage of the features in Joomla! 3 and Joomla! 2.5. And whether new or experienced, you’ll learn how Joomla! really works, so you can fully leverage its power whenever you’re ready. You’ll also get to know the Joomla! community by hearing from seventeen community members through in-depth interviews, and you’ll learn how to participate in the Joomla! project in ways that make sense for you. The Official Joomla!® Book, Second Edition, covers everything from installation to usability, templates to extensions. The authors explain each key concept conversationally, helping you learn to help yourself and confidently gain control over Joomla! and the sites you build with it. They also present chapter-length application case studies for business, non-profits, and education. You will learn how to Plan sites effectively before you start building them Create production sites quickly while avoiding common mistakes Install and configure Joomla! for maximum efficiency Create and edit content for your Joomla! site Customize and work with Joomla! templates and create a basic template Work with extensions: components, modules, plugins, and languages Efficiently administer Joomla! sites Maintain Joomla! sites, including making back ups and managing upgrades and migrations between versions Participate in the Joomla! community as a user and contributor