CiviCRM Tips and Tricks
Does your data contain special characters such as accented letters or names with apostrophes? Have you exported that data in CSV format and found that those special characters have been made even more special (funky, actually)?
If so, there is a setting called "Language Encoding" located in CiviCRM under Administer > Localization > Languages, Currency, Locations that can be configured as "UTF-8" such that any special characters being exported to CSV will be preserved when you open the file.
CiviCRM Advanced Search offers two wildcard characters: the percentage symbol (%) and an underscore (_). A wildcard is a single character that can represent one or a number of characters or an empty string of unknown characters. For many of us, we are used to the asterisk (*) as being the wildcard character from old command line computers but in CiviCRM, the percentage symbol (%) and an underscore (_) are used.
Have you ever wanted to send emails to all of your contacts that meet specific criteria such as everyone coming to an event or all donors who made contributions under $500? You might not want to create a group for each of these scenarios but you may want to send them a targeted email.
CiviCRM offers two options for sending an email to contacts:
Setting up an event with multiple options and prices is a great way to meet the various needs of your guests. However, it can be a complex process and configuring the event incorrectly could create some issues such as a wrong attendance number.
Before configuring the event in CiviCRM, consider how you want the participants to be recorded in the CRM:
When you first install CiviCRM, you are given the ability to create different Financial Types. Using the Price Set functionality, you can assign each item in the Price Set to a different Financial Type. For example, you might have an event with tickets, the option to sponsor, and the option to make an additional donation. Each of these items could be mapped to different Financial Types.
Despite best practices, the fact is, we are all going to run into problems with the software we use. Cividesk clients are no different. This blog post is a guide to help you submit the best support request that in turn will help Cividesk or any other support department give you the best support and problem solving tips for your issue.
1. Text Over Images
Many email users have their email client (e.g. Outlook, Apple Mail, Gmail) set to show text until they explicitly allow images. This means that the first look your email recipients have of your email is text only. Make a good impression with this. As an added bonus, this helps with not being considered SPAM and makes your email useful for those readers not able to see images at all.
2. Resize Images
Having a system that helps organizations understand their donors is critical to maximizing the potential of their contributors. When a donor makes a contribution, a significant amount of data is recorded in CiviCRM. Much more than just the date and amount of the contribution.
"Summary Fields" helps us uncover this additional data.
When crafting a web page or an email, it is often nice to be able to link to content within the same page. This is called an "anchor". For example, it is popular to have an email table of contents and then link to the content below.
Doing this with CiviMail just takes a few clicks: