CiviContribute

• Tanya has sent in a donation. Record this donation and make sure she is sent a confirmation / receipt.
  • Quick Search for "Thomas" - select her record and click enter.
  • Click the Actions button > Add Contribution
  • Contribution type = Donation
  • Amount = $500
  • Source = Summer Campaign
  • Paid By = Check (#509)
  • Send Receipt = YES

• You want to track year to date contributions from people in your Active Volunteers group. Create an instance of the Donor Summary report which will do this.

• Configure the "dummy" payment processor (Administer > Configure > Global Settings > Payment Processors):
  • Type = "Dummy"
  • Name = "Dummy Processor"
  • User = dummy
  • URL = http://dummy.com
  • Test User = dummytest
  • URL = http://dummytest.com

• Update the sample online contribution page to use it for your organization
  • Contributions > Manage Contribution Pages
  • Click Configure for "Help Support CiviCRM" page
  • Click Title and Settings and modify the page title and introductory text ("Help Support our Co-op", etc.) and click Save
  • Click Contribution Amounts and select "Dummy" as the payment processor and click Save

• Click the link in the yellow box on top of the Configure screen to try our your "LIVE" contribution page.
  • Use 4111111111111111 for your Visa card, 000 for your Security Code and Jan 2012 as the expiration date

• Go to Reports > Create Reports from Templates and create a new instance of the "Donor Report (Summary)". The new report shows all contributions YTD as a pie chart. Title this new report instance: "Contributions - YTD (Chart)", and mark it to be "Available for Dashboard". Now go to CiviCRM > Home (the main dashboard) and add your new report to the dashboard.

CiviMember

• You're ready to track memberships in the coop. You'll need to first add the coop itself as an organization (Greentops Co-op), then setup your membership types. All memberships are for "rolling" 12 month periods.

  Click Create New button (left column) > Organization and add "Greentops Co-op" as an organization contact. Go to Administer > CiviMember > Membership Types Click Add Membership Type Individual Membership Membership Organization = Greentops Co-op Minimum fee = $50 Period = 1 year, rolling Sustaining Membership Membership Organization = Greentops Co-op Minimum fee = $100 Period = 1 year, rolling

• For your co-op, the grace period for 'expiring' memberships is 2 months. Check and adjust membership status rules as needed (Administer > CiviMember > Membership Status Rules - edit the "Expired" status rule).

• Create a new online contribution page to be used for membership signup and renewal. Allow folks to "pay by check" if they want. Include the "Volunteer Information" profile in the contribution page. Use your "Dummy" processor. Also enable the Tell a Friend feature.

• Add a link to your membership signup and renewal page to the front page of your site by editing the content page you created for your Volunteer Signup profile link.

• Logout and use your online membership signup page as an anonymous visitor. Log back in and check that the new contact AND new membership are there using Find Members.
  • Use 4111111111111111 for your Visa card, 000 for your Security Code and Jan 2012 as the expiration date

CiviEvent

• Your co-op holds a quarterly volunteer meetup. It's free (of course). Create an event template for this meetup (Events > Event Templates). You want to know who's coming, so enable online registration. The event is always held at:

Beth-el Synagogue 79 Leonard St New York, N.Y. 10013

* Include your "Volunteer Information" profile in the online registration so you get folks information when they register.

• Now create an event for next month's meetup (6pm, 1st Wednesday of the month)

• Register a new contact for the meetup (Create New button > Event Registration)
  • Participant's name is Jill Peterson. Check if she's already in your DB (type Peterson into "Select Contact" box). If she's not, click "create new contact" > Individual and add her (her email is jill.peterson@example.org).

• Add a link to your event info page on your site's home page (again editing the Drupal page you created earlier).

• Logout and register for the meetup as an anonymous user.

• Log back in and find your newly registered participant from Events > Find Participants.

• It's now 2 days before the meetup ... send a "Reminder" email to all participants in the upcoming meetup reminding them of the date and time (from Events > Find Participants). Save your email as a "Template" before sending it so you can use it again for future meetup reminders.

CiviMail

• Review and update your default Mailing Footer
• Create a New Mailing for you Active Volunteers group
• Accept defaults for reply and tracking
• Compose a message appeal including a link to an active online contribution page on your site
• Test / Preview your mailing
• Schedule mailing to be sent tomorrow 9:00am