CiviCRM User Guide
FormBuilder
Initializing search
Lab
CiviCRM User Guide
Lab
Home
Introduction
Introduction
What is CiviCRM?
Is CiviCRM for You?
Real World Examples
Components
Extensions
Who is CiviCRM?
Initial set up
Initial set up
Installation and basic set-up
Customizing the user interface
Dates
Addresses
Mapping
Users contacts
Permissions and access control
Logging
Error handling
Scheduled Jobs
Searching and reporting
Searching and reporting
Introduction
Search URL Filtering
Reporting
Reporting
What is CiviReport?
What You Need To Know
Set-up
Everyday Tasks
External reporting
Search Kit
Search Kit
Introduction to Search Kit
Search For
With (Optional) / With (Required) / Without
Group By
Where
Having
Field Transformations
Query Info
Search Button
Actions
Save
Title
Description
Expires
Tags
FormBuilder
Relative Date Formats
Example: Create a Soft Credit Search and Display
Example: Create an Upcoming Events Form
Example: Create a filterable public Membership List with Logo Grid
Example: Create a List of Donor Members to Invite
Customising the user interface
Customising the user interface
Form Builder
Menu, dashboard and dashlets
Organising your data
Organising your data
Overview
Mapping your data
Contacts
Groups and tags
Smart groups
Activities
Relationships
Creating Custom Fields
Profiles
Undelete
Common workflows
Common workflows
Importing Data into CiviCRM
Exporting Your Contacts
Deduping and Merging
Tokens and mail merge
Postal mail communications
Automating tasks
Contributions
Contributions
What is CiviContribute?
Key concepts and configurations
Online contributions
Offline fundraising
Manual entry of contributions
Finding and viewing contributions
Manual receipts and thank-you letters
Reports and analysis
Soft credits
Personal Campaign Pages
Accounting Integration
Payment processors
Invoicing
Sales tax and VAT
Premiums
Widgets
Pledges
Pledges
What is CiviPledge?
What you need to know
Set-up
Everyday tasks
Pledges Reports and Analysis
Events
Events
What is CiviEvent?
Event planning and management
Creating an event
Online event registration
Integrating events with your website
Manual event registration
Keeping track of events and participants
Complex event fees
Event templates
Reports
Custom data for events
Repeating Events
Membership
Membership
What is CiviMember
Defining memberships
Online membership sign up
Manual entry of memberships
Membership price sets
Finding and viewing memberships
Membership Reports
Renewals
Cancelling and expiring memberships
Making member only websites
Email
Email
What is CiviMail?
What You Need To Know
Set-up
Maintaining Healthy Email Lists
Everyday tasks
Mass mailings using CiviMail
Reports and analysis
Scheduled reminders
CiviMail A/B Testing
Message templates
SMS (text messaging)
SMS (text messaging)
What is SMS?
Set-up
Everyday tasks
Reports and Analysis (SMS)
Case management
Case management
What is CiviCase?
What You Need To Know
Set-up
Everyday Tasks
Reports and analysis
Campaign
Campaign
What is CiviCampaign?
What You Need To Know
Set-up
Everyday tasks
Reports and analysis
Survey
Survey
What is CiviSurvey?
What You Need To Know
Set-up
Everyday Tasks
Reports and analysis
What is GOTV (Voter Tracking)?
Petition
Petition
What is CiviPetition?
What You Need To Know
Set-up
Everyday Tasks
Reports and analysis
Civic Engagement
Civic Engagement
What is CiviEngage?
What You Need To Know
Set-up
Everyday Tasks
Reports and analysis
Grants
Grants
What is CiviGrant?
What You Need To Know
Set-up
Everyday tasks
Reports and analysis
The CiviCRM Community
The CiviCRM Community
The CiviCRM Community
Bug Reporting
Localising CiviCRM
Contributing to this guide
Asking for help in Chat
Appendices
Appendices
History of this book
Free Software?
Glossary
Credits
FormBuilder