How-to guides¶
Browse this Diátaxis content type by functional area and component.
203 page(s) in this section.
Communication — Campaigns¶
- Set up CiviCampaign Enable CiviCampaign and configure campaign types, statuses, and the Engagement Index. 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 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¶
- 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
- 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
Configure, automate and extend — Configuration¶
- Address Settings Individual Name Format - The order and the specific fields for Individual Contact names when they are included in mailing labels. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Custom data¶
- Creating and managing Profiles Create a Profile, configure its settings, add fields, and manage existing Profiles. CiviCRM latest Updated 2026-10-06
- Translating profiles Translate modified profile field labels and use existing translations for unchanged text. CiviCRM latest Updated 2026-10-06
- Using Profiles Use Profiles in forms and directories, update multiple records, and add fields to user account pages. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Extensions¶
- Configure extension locations and installation options Configure extension locations, resource URLs, and repository-based installation options. CiviCRM latest Updated 2026-07-02
- Install, upgrade, and uninstall extensions Install extensions from available sources, upgrade them, and uninstall them. CiviCRM latest Updated 2026-07-02
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 with cv Install CiviCRM from the command line with cv, then configure the site and troubleshoot common installation problems. CiviCRM latest Updated 2026-08-20
- Install CiviCRM on WordPress with Composer Add CiviCRM to a Composer-based WordPress site and configure its asset path and resource URL. 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
- Filesystem permissions Identifies this page as a placeholder for filesystem permissions guidance. CiviCRM latest Updated 2026-08-20
- Install CiviCRM on Drupal 7 Download CiviCRM, run the Drupal 7 installer, and find troubleshooting and post-installation guidance. CiviCRM latest Updated 2026-08-20
- Drupal multisite Set up another CiviCRM domain for a Drupal site and configure its domain settings and access control. CiviCRM latest Updated 2026-08-20
- Install CiviCRM Standalone Install CiviCRM Standalone from a release tarball and complete the initial site setup. CiviCRM latest Updated 2026-08-20
- Using TLS encryption to connect to MySQL Configure TLS for CiviCRM's MySQL connections during installation and in DSN settings. CiviCRM latest Updated 2026-08-20
- Using CiviCRM in a language other than US-English Install and update translation files, change the default language, and configure native gettext. 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
- Install CiviCRM on Joomla Install CiviCRM on an existing Joomla site and synchronize existing Joomla users with CiviCRM contacts. CiviCRM latest Updated 2026-08-20
- Install CiviCRM on WordPress Install CiviCRM on an existing WordPress site, then back up its settings file and review the new installation. CiviCRM latest Updated 2026-08-20
- Using your own font or CJK characters in PDF output Add a web font or locally stored font for CJK characters in PDF output. CiviCRM latest Updated 2026-08-20
Configure, automate and extend — Permissions¶
- Native CiviCRM ACLs Create ACL roles, assign contact groups to them and define access to specific data. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — System administration¶
- API keys Choose a contact and assign a unique API key using an extension, an API explorer, the CLI, or MySQL. CiviCRM latest Updated 2026-07-02
- Authorize.net configuration Configure Authorize.net payments and recurring contribution notifications, and test transactions. CiviCRM 4.3.0 Updated 2026-07-02
- Configure CiviCRM caching Choose, install, and configure a cache service for CiviCRM. CiviCRM latest Updated 2026-07-02
- Card Access Services CASConnect configuration Download, install, and configure the CASConnect payment processor extension. CiviCRM latest Updated 2026-07-02
- Views integration Configure Drupal Views to display CiviCRM data on your website. CiviCRM latest Updated 2026-07-02
- Views integration Configure Backdrop Views to display CiviCRM data on a website. 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
- OAuth Configure the CiviCRM OAuth Client, register a connection with a provider, and authorize access to resources. CiviCRM latest Updated 2026-07-02
- Manage detailed logging Enable or disable detailed logging, review changes, and manage log tables. CiviCRM latest Updated 2026-07-02
- PayFlow Link Configure Payflow Link in PayPal Manager and test payments. CiviCRM latest Updated 2026-07-02
- Custom templates and PHP files Store custom templates outside the main CiviCRM fileset and review how custom PHP files affect upgrades. CiviCRM latest Updated 2026-07-02
- Backup data Identify what to back up, how often to do it, and how to protect the backups. 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
- Moving CiviCRM from Drupal to WordPress Move a CiviCRM database and its files from a Drupal site to a WordPress site. CiviCRM latest Updated 2026-07-02
- Setting up SSL Set up an SSL certificate and choose how to redirect CiviCRM traffic to HTTPS. CiviCRM latest Updated 2026-07-02
- eProcessing Network configuration via Authorize.net Emulation Configure eProcessing Network through Authorize.net Emulation and test payments. CiviCRM 4.3.0 Updated 2026-07-02
- Configure AdminTools for CiviCRM in Joomla Review Joomla extension interactions and add the AdminTools exceptions described for CiviCRM. CiviCRM latest Updated 2026-07-02
- First Data, Linkpoint, Global Gateway Configure First Data as a CiviCRM payment processor using a `.pem` certificate, an open port, a store number, and a server URL. CiviCRM latest Updated 2026-07-02
- iATS Payments configuration Set up an iATS account and configure payment processors for the payment types you receive. CiviCRM latest Updated 2026-07-02
- Configure the front-end Contact Dashboard in Joomla Add the Contact Dashboard to a Joomla front-end menu and verify access to it. 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
- Moneris configuration guide Set up the Moneris Hosted Paypage payment processor in CiviCRM and find the guidance for the Post extension. 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
- Override paths Identify the CiviCRM paths that can be overridden and see how to set a path or URL override. CiviCRM latest Updated 2026-07-02
- PayJunction configuration Set up and test a PayJunction payment processor, configure a live account, and review recurring contribution support. CiviCRM latest Updated 2026-07-02
- Setting up Ogone Payment Processor for CiviCRM This document serves as a brief description of how you go about setting up Ogone to work with CiviCRM. CiviCRM latest Updated 2026-07-02
- Configure PayPal Website Payments Pro and Express Configure and test PayPal Website Payments Pro and Express for CiviContribute. CiviCRM latest Updated 2026-07-02
- PayPal Standard configuration Configure PayPal Website Payments Standard for contributions and event registration, and troubleshoot payment notifications. 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
- Moving an existing installation to a new URL, location or CMS Move a CiviCRM installation to a new URL, location, or CMS and update its files, database, and location-dependent settings. CiviCRM latest Updated 2026-07-02
- Override CiviCRM settings Override settings in civicrm.settings.php when managing copies of a CiviCRM site. CiviCRM latest Updated 2026-07-02
- Running CiviCRM behind a firewall Configure system checks and email images when running CiviCRM behind a firewall. 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
- Upgrades Prepare for a CiviCRM upgrade and complete the checks needed afterward. CiviCRM 4.7.2, 4.7.3, 4.7.20, 4.7.31, 5.49.0 Updated 2026-07-02
- Directories Set paths for CiviCRM upload directories and review the precautions for images and custom files. CiviCRM latest Updated 2026-07-02
- Switching Smarty Choose and configure a supported Smarty version for a CiviCRM installation. CiviCRM latest Updated 2026-07-02
- Recurring contributions and webhooks Find the IPN notify URL to use when configuring a payment processor webhook. CiviCRM latest Updated 2026-07-02
- Clean URLs Learn how clean URLs work on WordPress front-end pages and how to enable them for an older installation. CiviCRM latest Updated 2026-07-02
- Drupal to Backdrop For some use cases, instead of a Drupal 7 to Drupal 8 migration, a migration from Drupal 7 to Backdrop is a great alternative. CiviCRM latest Updated 2026-07-02
- Upgrading CiviCRM for Joomla Use this document to upgrade CiviCRM installations on Joomla to the latest CiviCRM release. 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
- Upgrading CiviCRM for Backdrop CMS Upgrade a CiviCRM installation on Backdrop CMS to the latest CiviCRM release. 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
- Upgrading CiviCRM for Drupal 7 Upgrade a CiviCRM installation on Drupal 7 to the latest CiviCRM release. CiviCRM latest Updated 2026-07-02
- Upgrading CiviCRM for Drupal 8/9/10 Upgrade CiviCRM code and its database on a Drupal 8/9/10 site using Composer. CiviCRM 5.29.0, 5.30.0, 5.31.0 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
- Sync CiviCRM groups to Backdrop roles Prepare and configure associations that synchronize CiviCRM groups with Backdrop roles. CiviCRM latest Updated 2026-07-02
- Synchronize CiviCRM groups with Drupal roles Prepare group-to-role associations and configure CiviGroup Roles Sync. CiviCRM latest Updated 2026-07-02
- Sync CiviCRM memberships to Backdrop roles Configure membership-to-role associations and choose when Backdrop roles are synchronized. CiviCRM latest Updated 2026-07-02
- Synchronize CiviCRM memberships with Drupal roles Configure membership-to-role association rules and choose when CiviMember Roles Sync runs. CiviCRM latest Updated 2026-07-02
- Configure PayPal Pro recurring contributions Understand PayPal Pro recurring contributions and configure their IPN updates. CiviCRM latest Updated 2026-07-02
- Optimize CiviCRM performance Review search, template, cache, directory-scanning, and database options that may improve CiviCRM performance. CiviCRM latest Updated 2026-07-02
- Updating system workflow message templates Merge customized system workflow message templates with changes made by a CiviCRM upgrade. CiviCRM 4.7.2, 4.7.3, 4.7.20, 4.7.31, 5.49.0 Updated 2026-07-02
- Upgrade CiviCRM Standalone Upgrade CiviCRM Standalone to the latest CiviCRM release. CiviCRM latest Updated 2026-07-02
- Upgrade CiviCRM for WordPress Upgrade a CiviCRM installation on WordPress to the latest CiviCRM release. CiviCRM latest Updated 2026-07-02
- Filesystem permissions and file access Assess filesystem permissions and investigate warnings about publicly accessible CiviCRM files. CiviCRM latest Updated 2026-07-02
- Troubleshoot PayPal payments pending because of taxes Identify the PayPal tax setting associated with payments that remain pending. CiviCRM latest Updated 2026-07-02
- Drupal 7 Webform CiviCRM Integration . CiviCRM latest Updated 2026-07-02
- Displaying Public Forms in WordPress Frontend Sites CiviCRM includes the ability to present online contribution pages, event information pages and registration forms, and profile forms to users and visitors of the 'front-end' of your WordPress sites. CiviCRM latest Updated 2026-07-02
Configure, automate and extend — Troubleshooting¶
- Error handling Configure custom fatal error handling and save the settings. CiviCRM latest Updated 2026-10-06
- Troubleshooting Find more detailed errors and use symptom checks and recovery steps to troubleshoot CiviCRM. CiviCRM latest Updated 2026-07-02
Contacts and data — Activities¶
- Custom fields for cases and activities Create custom field sets for case types or activity types and choose where structured data belongs. CiviCRM latest Updated 2026-10-06
Contacts and data — Contacts¶
- Example: Show events attended by employees on an Organization’s contact record Show events attended by an Organization’s employees on the Organization’s contact record. CiviCRM latest Updated 2026-10-06
- Configure contact subtypes and the contact view Define contact subtypes and choose which contact information appears on editing and summary screens. CiviCRM latest Updated 2026-10-06
- Importing related contact data Import related contacts in separate files and link them using an external identifier. CiviCRM latest Updated 2026-10-06
- Exporting your contacts Export contact data to a CSV file using primary fields or a reusable selection of fields. CiviCRM latest Updated 2026-10-06
- How are Drupal or Joomla Users Linked to CiviCRM Contact Records Every CiviCRM instance sits within a "User Framework" — a CMS (Backdrop, Drupal, Joomla or WordPress) that handles user authentication (logging in) and gives users various levels of access to CiviCRM features (permissions). CiviCRM latest Updated 2026-10-06
- Add, edit and delete contacts Add a contact, update its record, or delete one or more contacts. CiviCRM latest Updated 2026-10-06
Contacts and data — Data management¶
- Importing data into CiviCRM Prepare a contact import, match its fields, review the preview, and check the results. CiviCRM latest Updated 2026-10-06
- Import contributions using Civi Import Prepare a contribution file, map its fields, and import contributions using Civi Import. CiviCRM latest Updated 2026-10-06
- Import event registrations Prepare a CSV file and import event registrations for existing contacts. CiviCRM latest Updated 2026-10-06
- Undelete Find deleted contacts in the trash and restore them. CiviCRM latest Updated 2026-10-06
- Deduping and merging Find duplicate contacts, review possible matches, and merge contacts individually or in batches. CiviCRM latest Updated 2026-10-06
- Import contributions Prepare contribution import data and match contributions to existing contacts. CiviCRM latest Updated 2026-10-06
- Export membership records Export membership records using primary fields or a selection of fields. CiviCRM latest Updated 2026-10-06
Contacts and data — Groups and tags¶
- Translating custom fields and groups Translate the labels and values of custom fields and groups into additional languages. CiviCRM latest Updated 2026-10-06
- Translate option values and groups Translate option labels and option group details in a multilingual system. CiviCRM latest Updated 2026-10-06
- Manage groups Configure groups, manage their contacts, and find group membership records. CiviCRM latest Updated 2026-10-06
- Manage tags and tag sets Create and manage tags and tag sets for contacts, activities, and cases. 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 — Cases¶
- Set-up Enable CiviCase and define case types, roles, activities, timelines, and sequences. CiviCRM latest Updated 2026-10-06
- Everyday tasks Find and manage cases, case roles, and activities in CiviCase. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Contributions¶
- Configure premiums Configure premiums to offer on contribution pages. CiviCRM latest Updated 2026-10-06
- Sales tax and VAT Enable Sales Tax or VAT, create a tax Financial Account, and assign it to a Financial Type. CiviCRM latest Updated 2026-10-06
- Set up a payment processor Configure a payment processor and find the card details given for testing. 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
- Creating contribution forms using FormBuilder Set up a contribution form with FormBuilder and configure its checkout and confirmation options. CiviCRM latest Updated 2026-10-06
- Create a membership signup form with online payment Create a public membership signup form with online payment using FormBuilder. CiviCRM latest Updated 2026-10-06
- Example: use FormBuilder to create an event booking form with online payment Create a public event booking form with online payment using FormBuilder. CiviCRM latest Updated 2026-10-06
- Configure profiles for batch entry Change the reserved profiles used for contacts and payments during batch entry. 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
- Widgets Create, customize, and embed a contribution page widget. 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
- Batch entry of Contribution, Membership or Pledge Payments Enter multiple payments in a batch, process its totals, and find the processed payments. CiviCRM latest Updated 2026-10-06
- Finding contributions Find contribution records, refine search results, and choose an action for selected contributions. CiviCRM latest Updated 2026-10-06
- Manual entry of contributions Record an offline contribution on a contact’s record. CiviCRM latest Updated 2026-10-06
- Offline fundraising Create a contact list and postal mailing materials for an offline appeal, then enter the contributions received. CiviCRM latest Updated 2026-10-06
- Accounting integration Create and manage accounting batches, then export their transactions for accounting software. CiviCRM latest Updated 2026-10-06
- Manage recurring contributions Find recurring contributions and understand which changes are made in CiviCRM or on the processor site. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Events¶
- Complex event fees Configure price sets and date-based discounts for event registration fees. CiviCRM latest Updated 2026-10-06
- Repeating events Set an Event to repeat at specified intervals and exclude dates from the repetition. CiviCRM latest Updated 2026-10-06
- Online event registration Configure online event registration, optional registration features, permissions, and testing. CiviCRM latest Updated 2026-10-06
- Event templates Create an event template and use it to pre-fill the configuration of a new event. 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
- Creating and printing event badges Configure a name badge layout and print badges for selected event participants. CiviCRM latest Updated 2026-10-06
- Integrating events with your website Find ways to link to event pages, display events on your website, and share an RSS feed of upcoming events. CiviCRM latest Updated 2026-10-06
- Manual event registration Register a contact for an event and record an initial or additional payment. CiviCRM latest Updated 2026-10-06
- Mass event registration Register a selected set of contacts for an event with the same registration choices. CiviCRM latest Updated 2026-10-06
- Finding and administering event participants Find existing event participants, take actions on search results, and change registration selections. CiviCRM latest Updated 2026-10-06
- Example: Upcoming Events --- title: Example: Upcoming Events category: tutorial topic: searchkit subtopic: upcoming-events component: SearchKit audiences: - administrators level: intermediate journeystage: plan-and-configure summary: Build an upcoming events overvi. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Grants¶
- Set up CiviGrant Enable CiviGrant and configure grant types, statuses, and custom data. CiviCRM latest Updated 2026-10-06
- Manage grants and recipient reports View grants, add or edit grant recipients, and record reports received from recipients. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Memberships¶
- Membership price sets Configure a membership price set with multiple membership terms, memberships and non-membership options. CiviCRM latest Updated 2026-10-06
- Set a default online membership renewal page Configure the renewal link on the Contact Dashboard for memberships entered manually. CiviCRM latest Updated 2026-10-06
- Online membership sign up Configure, test, and publish a page where visitors can sign up for or renew a membership. CiviCRM latest Updated 2026-10-06
- Defining membership types Understand the options for setting up membership types and collecting additional information about members. CiviCRM latest Updated 2026-10-06
- Cancelling and expiring memberships Change a membership to Cancelled or Expired while retaining its history, or delete a membership entered in error. CiviCRM latest Updated 2026-10-06
- Finding and viewing memberships Find membership records, view their details, and act on search results. CiviCRM latest Updated 2026-10-06
- Renew and update memberships manually Renew one contact's membership or update multiple existing membership records. CiviCRM latest Updated 2026-10-06
- Manual entry of memberships Create individual memberships, record payments and gifts, and enter batches of membership payments. CiviCRM latest Updated 2026-10-06
- Importing memberships Prepare and import membership records from outside CiviCRM or update existing memberships. CiviCRM latest Updated 2026-10-06
- Create a membership report Create and save a membership report with criteria that differ from the built-in reports. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Pledges¶
- Set up pledges on contribution pages Enable pledges on an online contribution page and configure payment options and reminders. CiviCRM latest Updated 2026-10-06
- Everyday tasks Record individual or batched pledge payments and cancel pledges. CiviCRM latest Updated 2026-10-06
- Create and manage pledges Enable CiviPledge, create pledges, set up payment reminders, and find and review pledges. CiviCRM latest Updated 2026-10-06
Getting started and community¶
- Managing relationship types Create relationship types, add custom relationship fields, and disable or delete types that are no longer needed. CiviCRM latest Updated 2026-10-06
Initial set up¶
- Customizing the user interface Change interface preferences, navigation, forms, search views, and terminology to suit your users. CiviCRM latest Updated 2026-10-06
- Mapping and geocoding Configure mapping and geocoding providers and their keys. CiviCRM latest Updated 2026-10-06
Mailings¶
- 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
- Set-up In this chapter, the steps required to set up an SMS gateway will be explored. Once configured, you will be able to send both single and mass text messages to individual contacts which have a mobile phone number defined, ie. Phone Type must CiviCRM latest Updated 2026-10-06
Organising your data¶
- Relationships Create relationships between contacts and connect individuals to employers, organisations, and households. CiviCRM latest Updated 2026-10-06
Search and reporting — Forms¶
- Creating custom data entry forms Create, configure, and preview a custom form for collecting data in CiviCRM. CiviCRM latest Updated 2026-10-06
- 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¶
- Set up CiviReports Create a report from a template, configure its criteria and settings, and make it available to users. CiviCRM latest Updated 2026-10-06
- The home dashboard & dashlets Add dashlets to your dashboard, control their refresh frequency and create dashlets from reports. CiviCRM latest Updated 2026-10-06
- Everyday tasks View configured reports, add reports to your dashboard, and add report results to a group. CiviCRM latest Updated 2026-10-06
- Reports and analysis (SMS) Use the Activities report to review and filter SMS activity recorded in CiviCRM. CiviCRM latest Updated 2026-10-06
- Bug reporting Check possible causes of a problem, try to reproduce it, and provide the details needed for a useful bug report. CiviCRM latest Updated 2026-10-06
Search and reporting — Search¶
- Adding new relative date filters Use the supported patterns to add relative date filters. CiviCRM latest Updated 2026-10-06
- Creating a custom autocomplete search list Create a filtered autocomplete list with identifying details and add it to a form. CiviCRM latest Updated 2026-10-06
- Use actions on Search Kit results Select search results to make actions available in Search Kit. CiviCRM latest Updated 2026-10-06
- Filter Search Kit results with Having Use Having to filter displayed Search Kit results, including aggregate data and transformed field values. CiviCRM latest Updated 2026-10-06
- Search for information in CiviCRM Find contacts and other records using CiviCRM search methods, and work with the results. CiviCRM latest Updated 2026-10-06
- Creating a FormBuilder interface for the Search Display Once the Search Display has been created, FormBuilder is then used to create an interface to make this display available for users. CiviCRM latest Updated 2026-10-06
Search and reporting — SearchKit¶
- Create a donation form with FormBuilder Create a public donation form with FormBuilder and a Stripe checkout option. CiviCRM latest Updated 2026-10-06
- Translating FormBuilder Build a FormBuilder form and translate its saved strings into an installed language. CiviCRM latest Updated 2026-10-06
- Create an invitation list for donor members Build a SearchKit invitation list of current members who are major donors and have no event participant record. CiviCRM latest Updated 2026-10-06
- Export and import SearchKit searches Export a saved SearchKit search to share or reuse it, and import a search shared with you. CiviCRM latest Updated 2026-10-06
- Create a Soft Credit search and table display Create a Soft Credit search in SearchKit and present its results in a table display. CiviCRM latest Updated 2026-10-06
- Tags Use tags to organize and filter saved searches in SearchKit. CiviCRM latest Updated 2026-10-06
- Pre-filling forms and using secret links Set default form values through URL parameters and send contacts secret links to pre-filled forms. CiviCRM latest Updated 2026-10-06
- Example: Listing Contacts who have relationships of the same type Use SearchKit to list contacts who have more than one relationship of the same type. CiviCRM latest Updated 2026-10-06
The CiviCRM Community¶
- Contributing to the CiviCRM user guide Learn how to propose a single edit or multiple edits to the CiviCRM user guide. CiviCRM latest Updated 2026-10-06
- Asking for help in chat.civicrm.org Learn what to include in a CiviCRM chat question and how to ask it in the right channel. CiviCRM latest Updated 2026-10-06
Translation¶
- Localising CiviCRM CiviCRM is written with English-language code and strings for display. It has, however, also been built for organisations worldwide. They need to be able to adapt the tool to local circumstances and demands without modifying the tool techni CiviCRM latest Updated 2026-10-06
- Translating CiviCRM CiviCRM is written with English-language code and strings for display. Using, Transifex CiviCRM is able to translate the entire interface into dozens of different languages for the use of many different organizations worldwide. Each local l CiviCRM latest Updated 2026-10-06