Communications teams¶
Manage email, SMS, campaigns and supporter communications.
78 page(s) in this audience.
Communication — Campaigns¶
- What is CiviCampaign? Learn how CiviCampaign connects activities under a campaign and helps organizations review their outreach. CiviCRM latest Updated 2026-10-06
- What is CiviSurvey? Learn how CiviCampaign records offline survey responses and how an organisation can use them. CiviCRM latest Updated 2026-10-06
- What is CiviPetition? Understand how petitions can gather signatures, responses, and information online. CiviCRM latest Updated 2026-10-06
- What you need to know Understand the concepts and planning questions to consider before creating a petition. CiviCRM latest Updated 2026-10-06
- Set up CiviCampaign Enable CiviCampaign and configure campaign types, statuses, and the Engagement Index. CiviCRM latest Updated 2026-10-06
- Planning a campaign with CiviCampaign Understand what to consider before creating a campaign in CiviCampaign. CiviCRM latest Updated 2026-10-06
- What you need to know Understand the concepts and decisions involved in planning a CiviCampaign survey. CiviCRM latest Updated 2026-10-06
- Set up a petition Set permissions, create profiles, and create a petition. CiviCRM latest Updated 2026-10-06
- Set up a survey Create survey fields and types, then configure a survey and its questions. CiviCRM latest Updated 2026-10-06
- Manage campaigns and campaign activities Create and manage campaigns, then associate mailings, events, contributions, and participation with campaign activities. CiviCRM latest Updated 2026-10-06
- Everyday petition tasks Manage petitions, share them for signing, view signatures, and review results. CiviCRM latest Updated 2026-10-06
- Everyday survey tasks Manage surveys, reserve respondents, record interviews, and find survey results. CiviCRM latest Updated 2026-10-06
- What is GOTV (Voter Tracking)? Learn how to record which surveyed contacts have voted at the polls. CiviCRM latest Updated 2026-10-06
- Create an address list for Surveys of type Walklist Create and print a WalkList report for door-knock canvassing, then record the responses. CiviCRM latest Updated 2026-10-06
- Reports and analysis Find the campaign search filters and reporting options available in CiviCRM. CiviCRM latest Updated 2026-10-06
- Reports and analysis View petition signatories and review petition results with an Activity Report. CiviCRM latest Updated 2026-10-06
- Survey reports and analysis Use the Survey Report (Detail) to analyse survey results. CiviCRM latest Updated 2026-10-06
Communication — Mailings¶
- What is CiviMail? Learn what CiviMail does and how organisations use it for mass email campaigns. CiviCRM latest Updated 2026-10-06
- What you need to know Understand CiviCRM's email options and the questions to consider before sending email. CiviCRM latest Updated 2026-10-06
- CiviMail mailer settings Configure CiviMail mailer properties and determine a mailer batch limit. CiviCRM latest Updated 2026-07-02
- Configure automated messages, headers, and footers Edit automated messages, create mailing headers and footers, and test templates. CiviCRM latest Updated 2026-10-06
- Set up CiviMail for mass mailings Configure organisation contact information, mailing groups, and scheduled jobs for mass mailings. CiviCRM latest Updated 2026-10-06
- Allow people to sign up for mailing lists online Make a mailing list available online and offer a subscribe link or profile for sign-up. CiviCRM latest Updated 2026-10-06
- CiviMail A/B testing Create a CiviMail A/B test, review its results, and select a final mailing. CiviCRM latest Updated 2026-10-06
- Everyday tasks Send email to one or more contacts and insert an image into an email. CiviCRM latest Updated 2026-10-06
- Message templates Create and manage reusable message templates for emails and mass mailings. CiviCRM latest Updated 2026-10-06
- Auto-file email conversations in CiviCRM Use a designated email address to file conversations as activities and set permissions for editing inbound email activities. CiviCRM latest Updated 2026-10-06
- Maintaining healthy email lists Understand email bounces and the differences between held addresses, unsubscribes, opt-outs, and the Do not email option. CiviCRM latest Updated 2026-10-06
- Filing emails on cases Understand the ways case-related emails and other activities can be filed on a case. CiviCRM latest Updated 2026-10-06
- Scheduled reminders Set up scheduled email or SMS reminders, choose recipients, and check why a reminder was not sent. CiviCRM latest Updated 2026-10-06
- Mass mailings using CiviMail Create a mass mailing, choose its recipients, review delivery statistics, and manage drafts and sent mailings. CiviCRM latest Updated 2026-10-06
- Manage email addresses on hold Find held email addresses and either release their holds or correct and update the addresses. CiviCRM latest Updated 2026-10-06
- Modifying system workflow message templates Review the precautions for changing system workflow messages and reverting customized templates. CiviCRM latest Updated 2026-10-06
- Reports and analysis Understand individual mailing reports, bounce information, click-through statistics, and CiviReport mailing reports. CiviCRM latest Updated 2026-10-06
- Variables and tokens in workflow message templates Identify tokens and Smarty variables described for contribution workflow message templates. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Configuration¶
- Configure CiviCRM Review the configuration checklist and the settings available for an installed CiviCRM site. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Installation¶
- Install CiviCRM on Backdrop Install CiviCRM on an existing Backdrop site and review its initial configuration. CiviCRM latest Updated 2026-08-20
- Install CiviCRM on Drupal Install CiviCRM on Drupal and review the post-installation settings. CiviCRM latest Updated 2026-08-20
- Plan for CiviCRM adoption Identify your organization's CRM needs, build internal support, and prepare a recommendation. CiviCRM latest Updated 2026-08-20
Configure, automate and extend — Permissions¶
- CMS permissions Find CMS permission settings, assign roles and review permissions for common access needs. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — System administration¶
- CiviCRM multisite Understand how CiviCRM domains relate to sites, settings, and levels of multisite support. CiviCRM latest Updated 2026-07-02
- Tactics for staying off email blacklists Check mail server settings and use provider guidance to improve CiviMail email deliverability. CiviCRM latest Updated 2026-07-02
- Configuring CiviCRM to use the default Drupal editor Configure CiviCRM to use Drupal input formats and WYSIWYG profiles for rich-text editing. CiviCRM latest Updated 2026-07-02
- Integrating with Joomla Create Joomla! menu items for CiviCRM content and set access levels for pages that require a logged-in user. CiviCRM latest Updated 2026-07-02
- Moving a CiviCRM instance from production to staging Set the environment when copying a production CiviCRM instance to a non-production site and understand the resulting changes. CiviCRM 4.7.2, 4.7.25 Updated 2026-07-02
- Configuring a new site Review configuration tasks for the features and components your organization will use. CiviCRM latest Updated 2026-07-02
- Email system configuration Configure outbound email, inbound processing, scheduled mail jobs, and related CiviMail settings. CiviCRM latest Updated 2026-07-02
- Outbound email Configure SMTP settings and the source-described OAuth setup for outbound email. CiviCRM latest Updated 2026-07-02
- Scheduled jobs Set up automatic execution of scheduled jobs and troubleshoot common failures. CiviCRM latest Updated 2026-07-02
- Handle bounced mail Set up bounce handling and find or remove on-hold email addresses. CiviCRM latest Updated 2026-07-02
- Archive CiviMail emails with Drupal Mailhandler Archive emails sent through CiviMail as Drupal nodes. CiviCRM latest Updated 2026-07-02
- Autofile email activities via EmailProcessor Configure an email account to file incoming messages as contact activities. CiviCRM latest Updated 2026-07-02
- Multisite components and functional separation Look up how multisite functionality is delivered and which entities are separated by domain. CiviCRM latest Updated 2026-07-02
- Version-specific upgrade tasks Find additional tasks and changes to check when an upgrade crosses specific CiviCRM versions. CiviCRM 4.7.3, 4.7.31, 5.27.0, 5.29.0 Updated 2026-07-02
- WordPress integration Find CiviCRM extensions, WordPress plugins, and widgets that support integration between CiviCRM and WordPress. CiviCRM latest Updated 2026-07-02
Contacts and data — Contacts¶
- Contacts Understand contact types, core fields, and the information available on each contact tab. CiviCRM latest Updated 2026-10-06
Contacts and data — Data management¶
- Tokens and mail merge Find tokens for mail merge and look up checksum links, date formatting, click-tracking rules, and available tokens. CiviCRM latest Updated 2026-10-06
Contacts and data — Groups and tags¶
- Groups and tags Understand how groups and tags categorise records and choose between them. CiviCRM latest Updated 2026-10-06
- Manage groups Configure groups, manage their contacts, and find group membership records. CiviCRM latest Updated 2026-10-06
- Smart groups Learn how to create, update, and manage smart groups and understand how caching affects them. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Contributions¶
- Personal Campaign Pages Understand what Personal Campaign Pages offer administrators and fundraisers, and where their limitations lie. CiviCRM latest Updated 2026-10-06
- Creating contribution pages Create and configure an online Contribution Page, then make it available to visitors. CiviCRM latest Updated 2026-10-06
- Set up and manage Personal Campaign Pages Enable Personal Campaign Pages, provide an invitation to create one, and manage submitted pages. CiviCRM latest Updated 2026-10-06
- Invoicing Invoicing works for all Financial Types and Completed and Pending Contribution Statuses and has to be enabled. To enable Invoicing go to Administer > CiviContribute > CiviContribute Component Settings and check the Enable Tax and Invoicing CiviCRM latest Updated 2026-10-06
- Sending receipts and thank you letters Donors making contributions through an online form will automatically receive an email receipt for their payment, provided the option to send them was selected during the configuration of the contribution page. If you wish to manually send CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Events¶
- Online event registration Configure online event registration, optional registration features, permissions, and testing. CiviCRM latest Updated 2026-10-06
- Creating an event Create an event and configure its information, location, fees, registration, reminders, sharing, and confirmation emails. CiviCRM latest Updated 2026-10-06
- Event planning and management Consider what you need to plan, promote, and follow up on an event. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Memberships¶
- Manual entry of memberships Create individual memberships, record payments and gifts, and enter batches of membership payments. CiviCRM latest Updated 2026-10-06
Introduction¶
- Real world examples See how six organizations have used CiviCRM to manage their work. CiviCRM latest Updated 2026-10-06
- What is CiviCRM? Learn what CiviCRM is, what it helps organizations manage, and how it works with a website. CiviCRM latest Updated 2026-10-06
Mailings¶
- What is SMS? Learn what SMS is and how CiviCRM can use it to communicate with constituents. CiviCRM latest Updated 2026-10-06
- Postal mail communications Plan postal mailings, create merged letters, and generate mailing labels. CiviCRM latest Updated 2026-10-06
- Everyday SMS tasks Send an SMS to individual contacts or prepare and send a bulk SMS. CiviCRM latest Updated 2026-10-06
Organising your data¶
- Mapping your data Understand where existing constituent and organization data fits in CiviCRM before transferring it. CiviCRM latest Updated 2026-10-06
Search and reporting — Forms¶
- Message token Create a token that lets CiviMail authors link to a form and populate it with the recipient’s contact data. CiviCRM latest Updated 2026-10-06
Search and reporting — Reporting¶
- Reports and analysis (SMS) Use the Activities report to review and filter SMS activity recorded in CiviCRM. CiviCRM latest Updated 2026-10-06
Search and reporting — Search¶
- Search result actions Look up the actions available for contact, contribution, participant, activity, and member search results. CiviCRM latest Updated 2026-10-06