CiviCRM Cookbook电子书

CiviCRM Cookbook

Table of Contents

CiviCRM Cookbook

Credits

Foreword

About the Author

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Setting Up CiviCRM

Introduction

Setting up a CiviCRM theme in Drupal

How to do it…

How it works…

There's more…

See also

Setting up cron using cPanel

How to do it…

How it works…

Adding items to the CiviCRM navigation menu

How to do it…

How it works…

See also

Refreshing the dashboard

How to do it…

Changing display preferences

How to do it…

See also

Replacing words

How to do it…

Setting up geocoding

How to do it…

How it works…

There's more…

See also

Autofiling e-mails

How to do it…

How it works…

See also

Creating new activities

How to do it…

How it works…

See also

Adding custom fields

Getting ready…

How to do it…

There's more…

See also

Using Scheduled Reminders for activities

Getting ready

How to do it…

How it works…

There's more…

See also

Using CiviCase to create an HR system

How to do it…

How it works…

There's more…

See also

Installing languages and localizing CiviCRM

How to do it…

See also

2. Organizing Data Efficiently

Introduction

Adding contact types

How to do it…

How it works…

There's more…

See also

Adding a time-limited relationship

How to do it…

How it works…

There's more…

See also

Using tag sets to quickly organize data

How to do it…

See also

Using tags and groups to segment data

How to do it…

Changing option lists

How to do it…

Creating and updating a smart group

How to do it…

How it works…

See also

Using Google Refine to prepare data

How to do it…

How it works…

See more

Importing into CiviCRM using an import script

Getting ready

How to do it…

How it works…

There's more…

See more

Using external identifier deduping rules to update contacts

How to do it…

See also

Using Google Refine to create a unique ID

How to do it…

How it works…

Importing relationship data

How to do it…

How it works…

There's more…

See also

Exporting related data

How to do it…

How it works…

See also

Batch updating using profiles

How to do it…

How it works…

There's more…

See also

3. Using the Power of Profiles

Introduction

Speeding up data entry

How to do it…

See also

Using URLs to change profile displays

How to do it…

Creating a membership directory

How to do it…

There's more…

See also

Controlling the search result columns using profiles

How to do it…

How it works…

Using the Profile Pages and Listings setting to improve usability

How to do it…

How it works…

Setting up reCAPTCHA for user profiles

How to do it…

See also

4. Controlling Permissions

Introduction

Integrating profiles into Drupal user accounts

How to do it…

How it works

See also

Restricting access to custom fields

How to do it…

How it works

See also

Using CRM profile permissions correctly

How to do it…

See also

Creating permissions for administrators

How to do it…

How it works…

There's more…

Managing event registrations using CiviCRM Access Control Lists

How to do it…

How it works

5. Managing Communications

Introduction

Setting up a bounced e-mail account using Gmail

Getting ready…

How to do it…

How it works…

See also

Creating mail templates for CiviMail

How to do it…

Creating mail templates for CiviMail in Drupal

How to do it…

How it works…

There's more…

Using tokens in templates

How to do it…

There's more…

Creating custom date tokens

Getting ready…

How to do it…

How it works…

See also

Scheduling CiviMail

How to do it…

See also

Throttling mailings to comply with hosting restrictions

How to do it…

Creating newsletter subscription services using profiles

How to do it…

How it works…

There's more…

Creating newsletter subscriptions using URLs

How to do it…

How it works…

Creating a standalone newsletter subscription form

How to do it…

How it works…

See also

Getting a CiviMail report

How to do it…

How it works…

Mailing attachments in e-mails and CiviMail

How to do it…

Allowing users to update information without logging in

How to do it…

How it works…

There's more…

See also

6. Searching and Reporting

Introduction

Creating a membership mailing list using Advanced Search

How to do it…

How it works…

There's more…

See also

Using Search Builder to create a smart group

How to do it…

There's more…

See also

Adding the external identifier to full-text searching

How to do it…

Adding custom fields to a report

Getting ready

How to do it…

How it works…

See also

Adding an extra display field to a report template

How to do it…

There's more…

See also

Creating a dynamic relationship report using Drupal Views

How to do it…

How it works…

7. Integrating CiviCRM with Drupal

Introduction

Enabling Drupal Views

How to do it…

How it works…

See also

Creating user accounts from contacts in CiviCRM

How to do it…

How it works…

See also

Mapping contact data

How to do it…

There's more…

Using Webform CiviCRM to update relationship data

How to do it…

How it works…

See also

Creating user accounts on the fly with CiviCRM entities

How to do it…

How it works…

Combining CiviCRM contacts with Drupal content using CiviCRM entities

How to do it…

How it works…

There's more…

8. Managing Events Effectively

Introduction

Using jQuery to control form elements

Getting ready

How to do it…

How it works…

See also

Using jQuery to show and hide form elements by user choices

How to do it…

How it works…

There's more…

See also

Using CiviDiscount with CiviEvents

How to do it…

How it works…

There's more…

See also

Collecting data for a paid event registration with Webform CiviCRM

How to do it…

How it works…

Using a shopping cart and Drupal views for event registration

How to do it…

How it works…

9. Using Campaigns, Surveys, and Petitions Effectively

Introduction

Using activities for campaign planning

How to do it…

How it works…

There's more…

See also

Designing campaign dashboards in Drupal Views

How to do it…

How it works…

There's more…

Using surveys effectively

How to do it…

How it works…

See also

Recording survey results

How to do it…

How it works…

Using get out the vote effectively

How to do it…

How it works…

Using petitions effectively

How to do it…

See also

10. Working with CiviMember

Introduction

Creating a membership directory using Drupal Views

How to do it…

How it works…

See also

Updating memberships by bulk data entry

How to do it…

How it works…

Effective membership communications using reminders

How to do it…

See also

Using price sets for complex memberships

How to do it…

How it works…

Using CiviCase for membership induction

How to do it…

How it works…

See also

11. Developing for CiviCRM

Introduction

Setting up a local development environment

How to do it…

Finding developer resources

How to do it…

Exploring Drupal hooks

How to do it…

How it works…

Exploring the CiviCRM API

How to do it…

How it works…

There's more…

See also

Developing a CiviCRM Drupal module

How to do it…

How it works…

See also

Exploring CiviCRM extension development using Civix

How to do it…

How it works…

See also

Index