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Index
CiviCRM Cookbook
Table of Contents CiviCRM Cookbook Credits Foreword About the Author About the Reviewers www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe? Free Access for Packt account holders
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
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