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Category: Explanation

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User Guide > Contacts > Data Creating, searching, and maintaining contacts—core of your CRM. User Guide > External reporting > Reporting How to export, connect and use CiviCRM data in external analytics/BI/reporting tools. User Guide > Free Software? > Appendices Explains the open-source foundations and licensing of CiviCRM. User Guide > Groups and tags > Data Organizing and segmenting contacts with groups and tagging. User Guide > History of this book > Appendices How the User Guide and its collaboration have evolved over time. User Guide > Is CiviCRM for You? > Introduction Explains use-cases, features, and profiles of organizations suited to CiviCRM. User Guide > Key concepts and configurations > Contributions Underlying logic and important settings for using and customizing CiviCRM contributions. User Guide > Mapping your data > Data Plan, map, and optimize structure before importing your data to CiviCRM. User Guide > Overview > Data Conceptual and practical introduction to organizing data in CiviCRM. User Guide > Real World Examples > Introduction Representative case studies, use-cases, and implementation examples. User Guide > Relationships > Data How to record, browse, and manage relationships between any contacts. User Guide > Smart groups > Data Define and use smart (dynamic) contact groupings updated in real-time. User Guide > The CiviCRM Community > Community Structure, roles, and key resources for the worldwide user and developer community. User Guide > What is CiviCampaign? > Campaign Introduction to CiviCampaign and its features for organizing efforts. User Guide > What is CiviCase? > Case Management Overview of the case management module uses and advantages. User Guide > What is CiviContribute? > Contributions General overview and key use-cases for the Contributions module. User Guide > What is CiviCRM? > Introduction Historical and technical introduction to CiviCRM. User Guide > What is CiviEngage? > Civic Engagement Module overview and features for civic engagement. User Guide > What is CiviEvent? > Events Introduction to event management features in CiviCRM. User Guide > What is CiviGrant? > Grants Overview of CiviGrant for managing grant processes, workflows, and reporting. User Guide > What is CiviMail? > Email An intro to bulk email communication management in CiviCRM. User Guide > What is CiviMember > Membership Overview of CiviMember’s features for managing membership lifecycles, access, and reporting. User Guide > What is CiviPledge > Pledges What is a pledge? Pledges as promises for future donations (full/instalment) and tracking them. User Guide > What is CiviReport > Reporting Reporting module intro; what to use it for and its structure. User Guide > What is CiviSurvey? > Survey Introduction to CiviSurvey and its best use-cases. User Guide > What is GOTV? > Survey Explains the "Get Out The Vote" (GOTV) tracking module and how to use it in campaigns. User Guide > What is SMS? > SMS What is SMS marketing & transactional messaging in CiviCRM? User Guide > What You Need To Know > Campaign Key concepts and essentials for running campaigns with CiviCRM. User Guide > What You Need To Know > Case Management Core concepts and essentials for setting up effective case management. User Guide > What You Need To Know > Civic Engagement Basics and recommendations for maximizing civic engagement impact. User Guide > What You Need To Know > Email Key CiviMail concepts, requirements, and best use recommendations. User Guide > What You Need To Know > Grants Key concepts and best practices for grants. User Guide > What You Need To Know > Petition Summary of core knowledge needed to deploy effective petitions and outreach. User Guide > What you need to know > Pledges Key settings and best practices to efficiently use CiviPledge in your CRM and fundraising workflows. User Guide > What You Need To Know > Reporting Core concepts to leverage reporting power efficiently in your CRM. User Guide > What You Need To Know > Survey Core knowledge for successful survey planning and deployment. User Guide > Who is CiviCRM? > Introduction The CiviCRM community, governance model, and how to participate. User Guide > Widgets > Contributions Insert CiviCRM widgets (forms, quick donate links) on other sites.

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