Difference between revisions of "CiviCRM"
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| − | == | + | == Subpages == |
| − | + | There are several articles that delve into the specific aspects of CiviCRM | |
| − | + | {{#subpages:}} | |
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== Documentation == | == Documentation == | ||
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<li>enable the [http://book.civicrm.org/user/current/introduction/components/ components] | <li>enable the [http://book.civicrm.org/user/current/introduction/components/ components] | ||
<li>check/enable permissions (Drupal) | <li>check/enable permissions (Drupal) | ||
| − | <li> | + | <li>disable the headers and footers for mailings (place mandatory tokens in your templates instead) |
<li>set the message template for mailings (note that you'll want to design, and create all assets for your mail [[templates]], and host them) | <li>set the message template for mailings (note that you'll want to design, and create all assets for your mail [[templates]], and host them) | ||
<li>setup custom fieldsets and data fields. Before you do this, learn about Option Groups | <li>setup custom fieldsets and data fields. Before you do this, learn about Option Groups | ||
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<li>Option Groups. There are many things in CiviCRM that are already configured as "Option Groups". "Website" is one example. When adding an Organization or Contact, and you want to enter data about their website, it could be one of many types: main, work, personal, facebook, twitter, pinterest, github etc. These are defined in the option group for "website". You can modify these to suit your data and your needs. As another example, "Campaign Type" comes defined as 'Direct Mail', 'Referral Program', and 'Customer Engangement'. I added 'Marketing' so that I can do a generic (email/web) marketing campaign. | <li>Option Groups. There are many things in CiviCRM that are already configured as "Option Groups". "Website" is one example. When adding an Organization or Contact, and you want to enter data about their website, it could be one of many types: main, work, personal, facebook, twitter, pinterest, github etc. These are defined in the option group for "website". You can modify these to suit your data and your needs. As another example, "Campaign Type" comes defined as 'Direct Mail', 'Referral Program', and 'Customer Engangement'. I added 'Marketing' so that I can do a generic (email/web) marketing campaign. | ||
<li>If you plan to use the CiviCase component to manage the common constituent "projects" or "workflows" and their associated timelines, then you'll need to create your own "Case Types". Look at the existing "Case Types" for reference. | <li>If you plan to use the CiviCase component to manage the common constituent "projects" or "workflows" and their associated timelines, then you'll need to create your own "Case Types". Look at the existing "Case Types" for reference. | ||
| − | <li>{{@todo}} review [http://wiki.civicrm.org/confluence/display/CRMDOC/Managing+Scheduled+Jobs docs] and setup cron to do things like geocoding. '''Your mail campaigns will not send without cron''' | + | <li>{{@todo}} review [http://wiki.civicrm.org/confluence/display/CRMDOC/Managing+Scheduled+Jobs docs] and setup cron to do things like geocoding. '''Your mail campaigns will not send without cron''' Drupal cron is best managed with drush |
| − | <li>Test and set your SPF record for your domain so that you can use Mailer, and review the docs for [http://book.civicrm.org/user/current/advanced-configuration/email-system-configuration/ email system configuration] I was unable to get CiviCRM to use Google's smtp.gmail.com server, nor relay-smtp.gmail.com, even with an IP address whitelisted. This is because Digital Ocean is still dropping all outbound SMTP traffic at their firewall (telnet doesn't even connect). Somehow, if I smarthost it through [[Postfix]] it actually works. I want to use Google for delivery because using <code>mail()</code> from an IP at Digital Ocean will result in mail being flagged as spam or silently dropped by several major providers (e.g. Yahoo, Microsoft). Besides, if I'm '''paying''' for GAFYD, then I want to actually '''use''' it! Google IS pretty well known for their email delivery capability! | + | <li>Test and set your SPF record for your domain so that you can use Mailer, and review the docs for [http://book.civicrm.org/user/current/advanced-configuration/email-system-configuration/ email system configuration] I was unable to get CiviCRM to use Google's smtp.gmail.com server, nor relay-smtp.gmail.com, even with an IP address whitelisted. This is because Digital Ocean is still dropping all outbound SMTP traffic at their firewall (telnet doesn't even connect). Somehow, if I smarthost it through [[Postfix]] it actually works. I want to use Google for delivery because using <code>mail()</code> from an IP at Digital Ocean will result in mail being flagged as spam or silently dropped by several major providers (e.g. Yahoo, Microsoft). Besides, if I'm '''paying''' for GAFYD, then I want to actually '''use''' it! Google IS pretty well known for their email delivery capability! Ultimately, Google is not a good choice for delivery. Use a vendor. (See [[CiviCRM/CiviMail]] and [[Email Marketing]] |
<li>Turn on logging in the Administration console, otherwise each record has a changelog, but there is no detail in the log! | <li>Turn on logging in the Administration console, otherwise each record has a changelog, but there is no detail in the log! | ||
| + | <li>Synchronize Users to Contacts | ||
| + | <li>Create a BOD group, and put each member into the group | ||
</ol> | </ol> | ||
