Category: How-to
Pages in category "How-to"
User Guide > Accounting Integration > Contributions Integrate and reconcile contributions with external accounting systems. User Guide > Activities > Data Managing and reporting on activities, meetings, and tasks in CiviCRM. User Guide > Asking for help in Chat > Community How to get instant help and collaborate in CiviCRM user/developer chat rooms. User Guide > Automating tasks > Common Workflows How to automate frequent CiviCRM workflows (reminders, tasks, comms) with built-in features. User Guide > Bug Reporting > Community Steps to file a bug/issue and how reporting improves CiviCRM quality. User Guide > Cancelling and Expiring Memberships > Membership How to handle membership cancellations and automatic expiration rules in CiviCRM. User Guide > CiviMail A/B Testing > Email How to run and analyze A/B split testing for email campaigns in CiviMail. User Guide > Complex event fees > Events How to configure complex pricing, discounts, and payment scenarios for events. User Guide > Contacts > Data Creating, searching, and maintaining contacts—core of your CRM. User Guide > Contributing to this guide > Community How to contribute/edit and the editorial workflow for the user manual. User Guide > Creating an event > Events How to create, schedule, and publish events in CiviCRM. User Guide > Creating Custom Fields > Data How to create and manage custom fields for contacts, activities, events, etc. User Guide > Custom Data for Events > Events Creating and using custom fields for event registration or tracking. User Guide > Customizing the user interface > Initial Set-up Simplifying or adapting CiviCRM UI for your use-case and audience. User Guide > Deduping and Merging > Common Workflows Step-by-step for deduplicating and merging contacts and data. User Guide > Error handling > Initial Set-up How CiviCRM tracks, displays, and manages system or data errors. User Guide > Event planning and management > Events Full event lifecycle management including setup, scheduling, tracking, and follow-up. User Guide > Event Templates > Events Use and creation of templates for standardized recurring event processes. User Guide > Everyday tasks > Campaign Daily operations and typical workflows for campaign management in CiviCRM. User Guide > Everyday Tasks > Case Management Routine case management tasks – updating, tracking, reporting. User Guide > Everyday Tasks > Civic Engagement Actions and steps for engagement with supporters or members. User Guide > Everyday tasks > Grants Daily actions for grant management. User Guide > Everyday Tasks > Petition Daily administration and management of petitions and signatories. User Guide > Everyday tasks > Pledges Key routine tasks for managing, updating, and tracking pledges. User Guide > Everyday Tasks > Reporting Running, scheduling, and analyzing common and custom reports. User Guide > Everyday tasks > SMS Send, monitor, and manage mass and one-off SMS campaigns with CiviCRM. User Guide > Everyday Tasks > Survey Primary actions for survey deployment, collection, and administration. User Guide > Export and Import > Searching Workflows for exporting and importing search configurations and data. User Guide > Exporting Your Contacts > Common Workflows Guide to exporting contact data for analysis, backup, or migration. User Guide > Finding and viewing contributions > Contributions Locate, search, and analyze the contributions received in your CRM. User Guide > Finding and viewing memberships > Membership Searching and viewing membership records for contacts and analytics. User Guide > FormBuilder > User Interface Create new forms and public interaction screens with FormBuilder tool. User Guide > Groups and tags > Data Organizing and segmenting contacts with groups and tagging. User Guide > Importing contributions > Contributions How to bulk import contribution (donation/payments) data. User Guide > Importing Data into CiviCRM > Common Workflows Import data (contacts, memberships, activities) into your CiviCRM instance efficiently. User Guide > Installation and basic set-up > Initial Set-up Stepwise installation and minimal viable CiviCRM configuration for new users. User Guide > Integrating events with your website > Events How to display or automate event info and registration on external web platforms. User Guide > Invoicing > Contributions Generate and send invoices for contributions, event fees, and memberships. User Guide > Keeping track of events and participants > Events How to manage and monitor attendance, roles, and participant status for events. User Guide > Localising CiviCRM > Community Translate, localise, and adapt CiviCRM for different languages and regions. User Guide > Maintaining Healthy Email Lists > Email Guide to preserving list hygiene, deliverability, and data quality. User Guide > Making member only websites > Membership Restricting website content and access to members only via membership controls. User Guide > Manual entry of contributions > Contributions Enter and manage contributions received through offline channels manually. User Guide > Manual entry of memberships > Membership Step-by-step guide for office staff to add and manage new memberships manually. User Guide > Manual event registration > Events Enter and manage registrations received offline or by phone. User Guide > Manual receipts and thank-yous > Contributions How to issue manual receipts and personalized thank-you notes to donors. User Guide > Mapping > Initial Set-up Mapping data fields and sources to CiviCRM during import or export. User Guide > Mass mailings using CiviMail > Email Bulk message sending and management in CiviCRM using CiviMail. User Guide > Membership price sets > Membership Design and deploy flexible price structures for complex membership offerings. User Guide > Menu, dashboard and dashlets > User Interface Working with navigation, custom dashboards, and dashboard widgets ("dashlets"). User Guide > Message templates > Email How to create, reuse, and manage message templates for communications. User Guide > Offline fundraising > Contributions Setup and process offline fundraising campaigns using built-in tools. User Guide > Online contributions > Contributions Configure and accept online contributions through web forms and payment processors. User Guide > Online event registration > Events How to configure and promote online self-registration for event attendees. User Guide > Online membership sign up > Membership Guide for enabling online membership self-registration and integrations. User Guide > Permissions and access control > Initial Set-up How to set up, use, and troubleshoot user roles and access controls. User Guide > Personal Campaign Pages > Contributions Create and manage peer-to-peer fundraising pages for contacts and supporters. User Guide > Postal mail communications > Common Workflows Send and track postal mail to contacts using CiviCRM mail-merge tools and tokens. User Guide > Premiums > Contributions Manage and offer premiums (incentives) in return for donations. User Guide > Profiles > Organising your data How to use and configure Profiles to collect, display or update contact and custom fields everywhere in CiviCRM (search forms, public directories, mass-update, sign-up, email lists, etc). User Guide > Relationships > Data How to record, browse, and manage relationships between any contacts. User Guide > Renewals > Membership Managing renewal processes, notices, and automatic extensions for memberships. User Guide > Repeating Events > Events How to create and manage calendars for recurring or serial events. User Guide > Reports > Events Event-specific reporting options, attendance summaries, and data exports. User Guide > Reports and Analysis > Campaign How to access and interpret campaign performance data and custom reports. User Guide > Reports and Analysis > Case Management Generating and understanding case-related reports and analytics. User Guide > Reports and analysis > Civic Engagement CivicEngage-specific reporting features and analysis use-cases. User Guide > Reports and analysis > Grants Grant-specific reports and analysis. User Guide > Reports and Analysis > Survey Reporting, insights and follow-up analysis for survey data. User Guide > Scheduled Jobs > Initial Set-up Automation and background jobs in CiviCRM (emails, reminders, updates). User Guide > Scheduled reminders > Email How to setup and manage automated reminders for events and other entities. User Guide > Search Displays > Searching Configure and visualize search results, layouts, and output formats. User Guide > Search For > Search Kit Using the SearchKit "search for" function for object/entity-specific queries and segmentations. User Guide > Search Results Actions > User Interface Perform automated or batch actions on groups of search results. User Guide > Set-up > Grants Stepwise grant configuration and setup. User Guide > Set-up > Reporting Stepwise setup guide for configuring reports and dashboards. User Guide > Smart groups > Data Define and use smart (dynamic) contact groupings updated in real-time. User Guide > Soft Credits > Contributions Track secondary recognition (soft credits) for donations. User Guide > Tokens and mail merge > Common Workflows How to use tokens with mail merge for personalized mass communications. User Guide > Undelete > User Interface How to recover deleted contacts or records with built-in recovery tools. User Guide > Widgets > Contributions Insert CiviCRM widgets (forms, quick donate links) on other sites.