CiviCRM

Tipps von der Mailingliste

Für einen Einstieg bietet sich vielleicht das Webinar mit Systopia beim Haus des Stiftens an:
https://www.youtube.com/watch?v=ruRM5tH5wF0
Es gibt die englische Dokumentation:
https://docs.civicrm.org/user/en/latest/
Systopia hat auch einen kurzen deutschen Leitfaden:
https://www.systopia.de/sites/default/files/CiviCRM_Leitfaden_aktuell.pdf
Empfehlenswert ist auch:
https://www.packtpub.com/eu/web-development/using-civicrm-second-edition
Und da Du explizit nach Onlineschulung fragst:
Es gibt Civiteacher, das allerdings kostenpflichtig ist: https://civiteacher.com/

Die gibt es in zusammengefasster (und teils ergänzter) Form auch auf der Webseite von SfE:
https://sfe-ev.org/dokumentation

Das Listenarchiv kannst du hier einsehen:
https://mail.digitalcourage.de/cgi-bin/mailman/private/civicrm-de/

Übersetzungen

https://civicrm.org/blog/spidersilk/how-to-edit-your-own-sites-civicrm-translation-files

Berechtigungen

https://book.civicrm.org/user/current/initial-set-up/permissions-and-access-control/

Editieren von Daten über Checksum-Links

https://wiki.civicrm.org/confluence/display/CRMDOC/Tokens

There is a very powerful feature to allow you to send an email with CiviMail to your constituents with a link to the contribution form, profile, or event registration form with all of their contact information already filled in! This saves them the hassle of filling it out and increasing the chances they would ultimately donate. Or it can be a simple way to periodically allow people to review their contact info and update it if applicable.

The way it works is you create a „special“ link in the CiviMail message that includes the checksum token {contact.checksum}. When people click on the special link, it looks them up in the database and prefills any information on the contribution form or profile with any data that exists in their record. The special link lasts for seven days from the time it was sent out.

  • Checksum for Contribution Pages: To send people to a contribution page use this path where N is the ID of your contribution page:
    http://www.myorganization.org/?page=CiviCRM&q=civicrm/contribute/transact&reset=1&id=N&{contact.checksum}&cid={contact.contact_id}
  • Checksum for standard Profiles (edit mode): To send people to a profile use this path where N is the ID of the Profile you want to send them to:
    http://www.myorganization.org/?page=CiviCRM&q=civicrm/profile/edit&reset=1&gid=N&{contact.checksum}&id={contact.contact_id}
  • Checksum for Event Registration Pages: To send people to an event registration page use this path where N is the ID of your event:
    http://www.myorganization.org/?page=CiviCRM&q=civicrm/event/register&reset=1&id=N&{contact.checksum}&cid={contact.contact_id}
  • Checksum for Petition Signature Pages: To send people to sign a petition, use this path where N is the ID of your petition:
    http://www.myorganization.org/?page=CiviCRM&q=civicrm/petition/sign&reset=1&sid=N&{contact.checksum}&cid={contact.contact_id}