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- Herausgeber: Packt Publishing
- Kategorie: Fachliteratur
- Sprache: Englisch
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.
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Seitenzahl: 225
Veröffentlichungsjahr: 2013
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Table of Contents
CiviCRM Cookbook
CiviCRM Cookbook
Copyright © 2013 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: June 2013
Production Reference: 1310513
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-78216-044-1
www.packtpub.com
Cover Image by Abhishek Pandey (<[email protected]>)
Credits
Author
Tony Horrocks
Reviewers
Erik Hommel
Kurund Jalmi
Andrew Wasson
Acquisition Editor
Usha Iyer
Lead Technical Editor
Dayan Hyames
Technical Editors
Jalasha D'costa
Pushpak Poddar
Varun Pius Rodrigues
Lubna Shaikh
Project Coordinator
Anugya Khurana
Proofreaders
Maria Gould
Paul Hindle
Indexer
Tejal Soni
Production Coordinator
Nitesh Thakur
Cover Work
Nitesh Thakur
Foreword
This year CiviCRM celebrated its eight birthday. Leveraging the open source model of collaboration and transparency, a global network of passionate people have built an enterprise quality CRM solution, which provides a compelling alternative to closed source proprietary products, and supports the mission critical activities of thousands of nonprofit and civic-minded organizations in more than 25 countries and five continents. Nonprofits of all sizes are adopting CiviCRM, from local arts groups (such as San Francisco Center for the Book), to multinational membership associations (International Mountain Biking Association), political parties (British Columbia NDP), advocacy organizations (Electronic Frontier Foundation), national charities (Leukemia & Lymphoma Research), and government entities (New York State Senate).
This "Cookbook" represents another exciting milestone in the evolution of the project. As an enthusiastic chef, I learned long ago that cookbook recipes provide a launching point for creativity. Good cooks take a recipe, test it out, and then modify and improve it based on their personal taste and knowing their "audience" (family, friends, and guests). Cookbook recipes are a perfect analog for sharing, leading to innovation.
CiviCRM's strength is based on shared innovation. In the two years since Packt's Using CiviCRM was published, we've seen an explosion of invention as users and implementers shape CiviCRM-based solutions to increasingly complex problems. Some of these are one-off customizations, but many have developed into full-fledged projects such as the CiviCRM-Webform integration module highlighted in this book. The power of these tools was brought home to me at a recent CiviCRM meetup, where Lisa Hubbert demonstrated the complex summer camp management interface she had built as a volunteer for San Francisco Arts Ed – a wonderful nonprofit that runs arts programs for inner-city kids. Lisa is not a software engineer, but a curious and passionate "cook". She developed an effective solution for her organization, and she taught and inspired others by sharing her work at a meetup and on the CiviCRM.org blog.
The introduction this year of "native" CiviCRM extensions, a built-in extension browser for site administrators, and a searchable Extensions Directory (http://civicrm.org/extensions) on CiviCRM.org, will facilitate even more shared innovation—including sharing major new extension-based functionality such as the forthcoming CiviVolunteer module across all three CMS platforms.
For those of you working with CiviCRM in a Drupal environment, this book includes a wide array of techniques. Take advantage of the integration capabilities and openness of both platforms. For those of you working with CiviCRM in WordPress or Joomla!, my hope is that these recipes will stimulate you to explore, build, and share analogous integrations with those CMSs.
This Cookbook is well-suited to bridge the gap between nontechnical end users and software engineers. Whether you are a volunteer, in-house staff person, or a consultant—I'm confident it will provide you with ideas for using CiviCRM more effectively.
Ultimately, the strength of any open source project is the strength of the community behind it. If CiviCRM helps your organization (or your clients' organizations) with mission critical tasks, I urge you to participate actively in the community. Sponsor new features and improvements via the "make it happen" campaigns (http://civicrm.org/mih), post new recipes and modules on the Extensions Directory (http://civicrm.org/extensions), use social media to share success stories, introduce your peers at other nonprofits to CiviCRM, join a local meetup (or start one), help others who are getting started, and ensure the long-term sustainability of the project with a recurring contribution at http://civicrm.org/contribute!
David Greenberg,
Co-founder of CiviCRM
Looking for more learning resources? Check out:
And remember, CiviCRM is continually evolving and growing, so make sure you're on top of the latest news, by subscribing to the community newsletter at http://civicrm.org.
About the Author
Tony Horrocks is the owner of Fabriko Limited (http://fabriko.co.uk), a web development company that specializes in CiviCRM and Drupal. Tony has worked for membership organizations for over 25 years and has been developing websites since 1994.
He now works primarily as a Development Consultant for the nonprofit sector.
Thanks, of course, to the superstars of Packt Publishing for their assistance and encouragement, and the reviewers far and wide who I have never met.
Also, thanks to the CiviCRM core development team and the wider CiviCRM community for their dedication.
Thank you to all those people and organizations who donate to the CiviCRM project (http://civicrm.org/content/make-it-happen).
Lastly, thanks to Jackie, without whom none of this would have been possible, and also thanks to Rosie, who now has a book dedicated to her.
About the Reviewers
Erik Hommel has been an active member of the CiviCRM community since 2009. As project manager and developer with EE-atWork (http://www.ee-atwork.nl), he has worked on several projects implementing CiviCRM and developing customizations to CiviCRM. You can spot Erik regularly in the CiviCRM community on IRC or on the forum.
Kurund Jalmi is one of the core developers of CiviCRM, and he has been associated with the project since its inception. He has also worked on a CiviCRM book at flossmanuals.net. When not coding, he likes to spend his time outdoors exploring nature. He loves traveling and is very passionate about photography. For more information, check out kurund.com.
Andrew Wasson is partner and lead developer at Luna Design, a graphic design and web development studio in North Vancouver, British Columbia, Canada.
Keenly interested in electronics and technology from an early age, Andrew built his first computer from scratch while in high school in the early 80s. His journey in computer programming began with machine language assemblers, graduating to variations of Basic, C, and he eventually made the leap to web technologies in the mid-1990s when the Internet burst on to the scene.
Andrew has been developing and producing websites since 1998, and today he specializes in developing online membership management systems using Drupal and CiviCRM. Andrew was the technical reviewer for Designing Next Generation Web Projects with CSS3 (2013), Packt Publishing.
When he is not sharing the responsibilities of running their business with his wife Fiona, Andrew can be found riding or restoring his vintage ex-racing motorcycles.
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Preface
A good implementation of CiviCRM can transform your organization. Online management of contacts, members, communications, campaigns, funding, and casework used to be beyond the means of small non-governmental organizations (NGOs). But not anymore.
CiviCRM is loaded with features designed and developed by NGOs that make it a second-to-none management tool.
This book takes you from a CiviCRM installation and guides you through, by example, how to exploit the features that make it so popular.
We cover the post-installation setup and all the core and component parts of CiviCRM. In some cases, the recipes focus on CiviCRM, while in others, we cover using CiviCRM with Drupal.
The recipes in this book are not just meant to provide solutions to specific problems. They are there for you to explore and adapt to your own situation.
You don't need to be—and are not expected to be—a CiviCRM expert or a coding ninja. Far from it. What you do need, however, is the will and enthusiasm to use CiviCRM to take your organization from where it is now to where you want it to be.
What this book covers
Chapter 1, Setting Up CiviCRM, covers the important post-installation tasks that will get you going quickly. We look at some of the hard-to-do and hard-to-find settings and explore some of the ways of implementing workflows using Scheduled Reminders and CiviCase.
Chapter 2, Organizing Data Efficiently, covers the role of tags and groups. We also explore importing and exporting data, and some techniques to make these processes trouble-free.
Chapter 3, Using the Power of Profiles, covers how you can exploit the power of CiviCRM profiles to improve usability, speed up data entry, and control listings and directories.
Chapter 4, Controlling Permissions, demystifies permissions and shows you how you can use them in a variety of contexts to control access to viewing and editing data.
Chapter 5, Managing Communications, covers how to get the best out of CiviMail. We explore the mail templating system and a Drupal-based alternative to authoring your mailings. We also cover techniques for managing mailing subscriptions and allowing users to update information easily.
Chapter 6, Searching and Reporting, focuses on the search capabilities of CiviCRM. We look at how you can use searching to find and group data easily. We also explore how you can customize the search result display, and finally we will look at a search technique in Drupal that is not possible within CiviCRM itself.
Chapter 7, Integrating CiviCRM with Drupal, covers integrating CiviCRM with Drupal Views and using the power of the Drupal Webform CiviCRM module to do things CiviCRM can't. Finally, we explore some experimental modules that enable you to create user accounts on the fly and to organize contacts using Drupal taxonomy terms.
Chapter 8, Managing Events Effectively, uses CiviEvents to explore how you can use jQuery to alter the display and behavior of CiviCRM forms. We also look at how you can use Webform CiviCRM to control registration workflow for paid-for events.
Chapter 9, Using Campaigns, Surveys, and Petitions Effectively, covers in detail how to set up campaigns, surveys, and petitions. We also look at how you can use Drupal Views to create a Campaign Dashboard so you can get at-a-glance information about the progress of your campaigns.
Chapter 10, Working with CiviMember, explores CiviMember, a CiviCRM component used for membership management. We look at a popular requirement—displaying a membership directory—and then explore how to link common membership tasks with other CiviCRM components.
Chapter 11, Developing with CiviCRM, looks at the software, skills, and resources you need to start developing CiviCRM in earnest. We also cover developing a simple Drupal module and exploring the CiviCRM API.
What you need for this book
You will need an installed version of CiviCRM. For several recipes, the CMS of choice should be Drupal. There are no specific recipes for Joomla! or WordPress.
For some of the recipes you should have a good text editor.
Who this book is for
This book is for the nontechnical CiviCRM user. You will know how to get CiviCRM installed, but will now want to find out the tips, tricks, and techniques to get the best out of CiviCRM for your particular situation. You should understand the basic operation of CiviCRM and Drupal. For some recipes, it helps if you are familiar with a coding environment as we will be doing some PHP scripting, but you do not need any programming or technical skills as you will learn everything you need in this book.
Conventions
In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.
Code words in text are shown as follows: "In the previous recipe, we used a URL to access the profile we created, that is, civicrm/profile/create?gid=N&reset=1, where N was the ID of our profile."
New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "Navigate to Administer | Customize Data and Screens | Profiles and add a new profile that will contain the fields you wish to display on your directory."
Note
Warnings or important notes appear in a box like this.
Tip
Tips and tricks appear like this.
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Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or may have disliked. Reader feedback is important for us to develop titles that you really get the most out of.
To send us general feedback, simply send an e-mail to <[email protected]>, and mention the book title via the subject of your message.
If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide on www.packtpub.com/authors.
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Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.
Errata
Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/submit-errata, selecting your book, clicking on the errata submission form link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded on our website, or added to any list of existing errata, under the Errata section of that title. Any existing errata can be viewed by selecting your title from http://www.packtpub.com/support.
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Questions
You can contact us at <[email protected]> if you are having a problem with any aspect of the book, and we will do our best to address it.
Chapter 1. Setting Up CiviCRM
In this chapter we will cover:
Introduction
This chapter provides recipes to help you set up your CiviCRM installation. You will find that most of them work in Drupal, Joomla!, and WordPress. Some recipes are Content Management System (CMS) specific and we have chosen Drupal to illustrate these.
Setting up a CiviCRM theme in Drupal
CiviCRM administration screens take up a lot of browser real estate. How CiviCRM looks is determined by what themes you are using in your CMS. Problems arise when you use your main website theme to display CiviCRM pages. All the customizations, blocks of information, and layouts suddenly get in the way when you want to administer CiviCRM. The trick is to use a different theme for CiviCRM.
How to do it…
This is very easy to accomplish, and just uses a configuration screen in Drupal.
How it works…
Drupal uses the page URL to check if you are administering CiviCRM. If you are, the pages are displayed using the CiviCRM administration theme.
It's a good idea to select a flexible-width theme with sidebars. Garland is a good example. The flexible width accommodates CiviCRM displays nicely.
Once the administration theme is selected, navigate to admin/structure/blocks. Here you will see various blocks provided by the CiviCRM module. You can now place these blocks within your administrative theme.
Pay special attention to the visibility settings for these blocks, so that they only appear when using CiviCRM.
There's more…
In Drupal, there is an additional setting that controls which theme is used to display public CiviCRM pages, for example, event sign-up pages.
See also
Setting up cron using cPanel
Cron
