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Contents
1.
Introduction
1.1.
About this book
1.2.
What is CiviCRM?
1.3.
Real World Examples
1.4.
Components
1.5.
Extensions
1.6.
Who is CiviCRM?
2.
Getting prepared
2.1.
Identifying Your Needs
2.2.
Is CiviCRM for You?
2.3.
Test it out
2.4.
Hosting
2.5.
Transitioning to CiviCRM
3.
Initial set up
3.1.
Installation and basic set-up
3.2.
Scheduled jobs
3.3.
Customizing the user interface
3.4.
Permissions and access control
3.5.
Security
4.
Advanced configuration
4.1.
Email System Configuration
4.2.
Logging
5.
The user interface
5.1.
Menu, Dashboard and Dashlets
5.2.
Keyboard shortcuts
5.3.
Searching
5.4.
Undelete
6.
Organising your data
6.1.
Overview
6.2.
Mapping your data
6.3.
Contacts
6.4.
Groups and tags
6.5.
Smart groups
6.6.
Activities
6.7.
Relationships
6.8.
Creating Custom Fields
6.9.
Profiles
7.
Common workflows
7.1.
Importing Data into CiviCRM
7.2.
Exporting Your Contacts
7.3.
Deduping and Merging
7.4.
Tokens and mail merge
7.5.
Postal mail communications
7.6.
Automating tasks
8.
Contributions
8.1.
What is CiviContribute?
8.2.
What You Need To Know
8.3.
Set-up
8.4.
Everyday Tasks
8.5.
Soft credits
8.6.
Personal Campaign Pages
8.7.
Accounting Integration
8.8.
Payment processors
8.9.
Invoicing
8.10.
Sales tax and VAT
8.11.
Reports and analysis
9.
Pledges
9.1.
What is CiviPledge?
9.2.
What you need to know
9.3.
Set-up
9.4.
Everyday tasks
9.5.
Pledges Reports and Analysis
10.
Events
10.1.
What is CiviEvent?
10.2.
Event planning and management
10.3.
Creating an event
10.4.
Online event registration
10.5.
Integrating events with your website
10.6.
Manual event registration
10.7.
Keeping track of events and participants
10.8.
Complex event fees
10.9.
Event templates
10.10.
Reports
10.11.
Custom data for events
10.12.
Repeating Events
11.
Membership
11.1.
What is CiviMember
11.2.
Defining memberships
11.3.
Online membership sign up
11.4.
Manual entry of memberships
11.5.
Membership price sets
11.6.
Finding and viewing memberships
11.7.
Membership Reports
11.8.
Renewals
11.9.
Cancelling and expiring memberships
11.10.
Making member only websites
12.
Email
12.1.
What is CiviMail?
12.2.
What You Need To Know
12.3.
Set-up
12.4.
Maintaining Healthy Email Lists
12.5.
Everyday tasks
12.6.
Reports and analysis
12.7.
Scheduled reminders
12.8.
CiviMail A/B Testing
13.
SMS (text messaging)
13.1.
What is SMS?
13.2.
Set-up
13.3.
Everyday tasks
13.4.
Reports and Analysis (SMS)
14.
Reporting
14.1.
What is CiviReport?
14.2.
What You Need To Know
14.3.
Set-up
14.4.
Everyday Tasks
15.
Case management
15.1.
What is CiviCase?
15.2.
What You Need To Know
15.3.
Set-up
15.4.
Everyday Tasks
15.5.
Reports and analysis
16.
Campaign
16.1.
What is CiviCampaign?
16.2.
What You Need To Know
16.3.
Set-up
16.4.
Everyday tasks
16.5.
Reports and analysis
17.
Survey
17.1.
What is Survey?
17.2.
What You Need To Know
17.3.
Set-up
17.4.
Everyday Tasks
17.5.
Reports and analysis
17.6.
What is GOTV (Voter Tracking)?
18.
Petition
18.1.
What is a Petition?
18.2.
What You Need To Know
18.3.
Set-up
18.4.
Everyday Tasks
18.5.
Reports and analysis
19.
Civic Engagement
19.1.
What is CiviEngage?
19.2.
What You Need To Know
19.3.
Set-up
19.4.
Everyday Tasks
19.5.
Reports and analysis
20.
Grants
20.1.
What is CiviGrant?
20.2.
What You Need To Know
20.3.
Set-up
20.4.
Everyday tasks
20.5.
Reports and analyis
21.
Website integration
21.1.
Choosing your CMS
21.2.
Integrating with Drupal
21.3.
Integrating with WordPress
21.4.
Integrating with Joomla
22.
The CiviCRM Community
22.1.
The CiviCRM Community
22.2.
Bug Reporting
22.3.
Localising CiviCRM
22.4.
Contributing to this manual
23.
Appendices
23.1.
History of this book
23.2.
Free Software?
23.3.
Glossary
23.4.
Credits
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cuag
CiviCRM user guide
Introduction
Getting prepared
Initial set up
Advanced configuration
The user interface
Organising your data
Common workflows
Contributions
Pledges
Events
Membership
Email
SMS (text messaging)
Reporting
Case management
Campaign
Survey
Petition
Civic Engagement
Grants
Website integration
The CiviCRM Community
Appendices