Open Source Marketing Automation Tool With CMS Integration

System Requirements

CiviCRM is PHP and MySQL / MariaDB based marketing automation and CRM software. It requires following software.

• PHP 7.3
• MySQL 5.7.5+ / MariaDB 10.0.2+
• Drupal 7+ / Wordpress 4.9+ / Joomla 3.x.x / Backdrop 1.0+

Features

Following are the key features of CiviCRM

• Unlimited Custom Data Sets
• Unlimited Custom Data Fields
• Quick Search, Advanced Search, And Advanced Query Builder Capabilities
• Customized Organizational Hierarchy & Access Rights
• Send Individual, Group, Or Bulk Emails
• Extensive Import Capabilities With Duplicate Record Identification
• Customized Data Export To Multiple File Types
• Manage Tasks
• Unified View For All Constituent Types
• Track All Interactions With Each Constituent
• Track All Activities For Each Constituent
• Segment Constituents By Type, Group, Membership, Or Tag - All Customizable
• Fully Customizable Relationship Tracking Between Constituents (Friend Of, Employee Of, spouse of, brother of, etc.)
• Record Contributions
• Track Matching Gifts (Soft Credits)
• Track Gift Acknowledgements
• Send Automatic Gift Acknowledgements
• Record Pledges
• Track Open Pledges
• Send Automatic Pledge Payment Reminders
• Accept Online Gifts
• Offer Premiums (Gift Incentives)
• Easily Create Personal Campaign Pages
• Track Event Participation By Role (Volunteer, Staff, Speaker, Vendor)
• Accept Online Event Registration
• Accept Online Event Payments
• “Tell A Friend” Capabilities For Online Gifts And Event Registration
• Choose To Dynamically Show Or Not Show Who Had Registered To Attend An Event On The Event Registration Page
• Track Memberships
• Accept Membership Payments
• Track Grant Requests
• Accept Membership Payments
• Constituent Reports (Detail and Summary)
• Donor Reports (Detail and Summary)
• SYBUNT Report
• LYBUNT Report
• Soft Credit Reports
• Membership Reports (Detail and Summary)
• Event Reports
• Activity Report
• Donation Summary Report
• Top Donors Report
• Pledges Report
• Ability to select multiple filters on data
• Relative Data Ranges (This Year, This Fiscal Year, This Calendar Year, etc..)
• Save Reports format in .pdf, spreadsheet, .csv and other formats
• Most reports can be saved in table or pie chart form
• Automated Report Delivery – Reports can be delivered by email

Installation

Installing CiviCRM for Joomla

Download and Un-tar CiviCRM Code

All CiviCRM code and packages used by CiviCRM (such as PEAR libraries) are included in the compressed CiviCRM distribution files (’tarballs’). Follow these steps to download and install the codebase:

• Download the appropriate tarball file from the CiviCRM website within your browser. Tarball file-names include the CiviCRM version. For example, civicrm-x.x.x-joomla.zip. If you have command line access to your server, use wget and the URL of the file to pull a copy directly to your server. Then you can skip the next step.
• Upload this file to a folder in your root Joomla directory. Recommended location: JOOMLA_ROOT/tmp/.
• Unzip the package, which will create a directory called: com_civicrm. On cPanel, you can use the File Manager’s Extract function to unzip the file you uploaded.

Run the Installer

• Login to your Joomla Administrator site.
• Go to Extensions >> Install/Uninstall.
• Use Install from Directory and enter the full path to the un-zipped com_civicrm directory, which should be something like: JOOMLA_ROOT/tmp/com_civicrm . In most Joomla installations, the root directory and /tmp/ folder will already populate the “install from directory” field. You must simply add the /com_civicrm/ subfolder at the end. Click Install. If that doesn’t work:
  • put the full file system path to the com_civicrm, something like /home/yourusername/public_html/yourjoomladirname/tmp/com_civicrm/ - that worked for me on both a cPanel and a Virtualmin server.
• You should see “Component successfully installed” message.