Administering Civi

People handing out fliers at an event

Introduction#

While using your Civi DemTools site can be very simple, administering a site and customizing it to your specific needs can sometimes be complicated. If you’ve decided to undertake this task on your own, here is the documentation to help you along the way. For a further breakdown and answers to the most specific questions, be sure to check out the full CiviCRM user and administrator documentation.

The Civi Administrator’s Manual is written as a supplement to the first section of this manual, which is focused on the everyday Civi DemTool user. Reading this Admin manual by itself without having first read the User section of this manual is not recommended. We recommend reading the User Manual first to better understand the functionality and purpose of the Civi DemTool and its three main flavors - CiviParty, CiviMP and CiviSociety. After completing the Civi DemTool User Manual, return to this document for a more detailed, technical look at how to make the most out of and further customize your Civi site as an administrator.

Site Localization#

Languages#

Enabling New Languages in CiviCRM

To enable a new language for the CiviCRM interface of your site, follow these steps:

  1. Go to the “Administer” tab of the toolbar >>> “Localization” >>> “Languages, Currency, Locations”.
  2. Scroll to bottom of page and check the ‘Enable Multiple Languages” box. Click save.
  3. To add language, use the “Add Language” drop-down menu on the “Languages, Currency, Locations” page.
  4. If you plan on using a non-Latin alphabet on your site, it is also important to enable a proper wkhtmltopdf path if this is not already done (this helps with PDF formatting for reports).
  5. To do this, go to Admin > System Settings > Misc
  6. Paste “/usr/bin/xvfb-run -- wkhtmltopdf” into ‘Path to wkhtmltopdf executable’ box.
    1. Please note that this should already be installed if your site is on the DemCloud platform

Enabling New Languages in Drupal

In addition to enabling languages for CiviCRM (as seen above), you will also want to enable any desired languages in Drupal, the content management system that runs Civi. To do this, follow these steps:

  1. Go to yoursite.org/admin/config (Note: NOT yoursite.org/civicrm/admin/config)
  2. Select “Languages”: yoursite.org/admin/config/regional/language
  3. Click ‘Add language’ and proceed as desired.

Date and Time#

After creating your site, you might be interested in setting the date and time to match your location. To do this, follow these steps:

  1. Go to your Drupal Admin configuration menu at yoursite.org/admin/config
  2. Select regional settings.
  3. Set desired default country and default time zone in the dropdown boxes.

Address Options#

You may want additional country and province/state options when creating contacts. To add country options for your site, follow these steps:

  1. Go to the “Administer” tab of the toolbar >>> “Localization” >>> “Languages, Currency, Locations”.
  2. Scroll to middle of page where you will find the “Contact Address Fields - Selection Values” section.
  3. From here, you can select a default country for all addresses via the ‘Default Country’ dropdown menu.
  4. You can also add country options for address fields by selecting the desired countries in the ‘Available Countries’ box on the left, and moving them to the box on the right by clicking “Add”.
    1. If you would like to select all countries, simply highlight the entire list and select “Add”.
  5. If you also want the relevant state/province designations for these countries, be sure to add them in the ‘Available States and Provinces” table as well using the same process as described above.
Contact address fields
Contact address fields

Host Organization Information#

If you need to change the organization name or contact information associated with the site, follow these steps:

  1. Go to “Administer” tab on the toolbar >>> Administration Console >>> Configuration Checklist.
  2. Once at this screen, select “Organization Address and Contact Info”, and edit as desired.

Translate Custom Content#

If you want to translate the content of specific option groups or other user-generated or selected content on your site that is not covered by the normal language switcher, see these directions.

For Report Templates:

  1. Make sure the language on the site is switched to the language that you want the report translated into, and go to the desired template page.
  2. Select the edit button, and write in the title and description for the report as desired in your language. If you make these edits and save them while working with the French language selected, for example, the changes should be made just for French. So when you switch back to English, the original title should remain in English.

For the various option drop-down (many exist on your Civi site), go to Administer >> Custom Data and Screens >> Drop Down Options.

  1. From here select the drop down option category that you want. From any of those pages, click 'edit' next to a particular entry. Next to the name of the entry, you should see a green overlapping box. If you select that, a window will pop up that allows you to input translations for all the enabled languages for that particular option.

You can also use the above translation process to translate customized drop-downs for activity types and contact types.

Custom Fields#

Creating Custom Field Set#

Before creating a custom field, you must first create a “Custom Field Set”. Custom Field Sets in Civi are intended to hold multiple related fields associated with a certain idea or concept. To create a custom field set, go to “Administer” >>> “Custom Data and Screens” >>> “Custom Fields”. From the Custom Fields page, click on the “Add Set of Custom Fields” button. Fill in the appropriate details for the custom field set. Most importantly, be sure to select what the custom fields that will fall under this set can be used for (examples include contacts, events, and/or activities). You can toggle on and off the “Collapse this set” buttons depending on if you would like the entire set with all of its custom fields, or just the set title itself, to show when running searches or looking at contacts.

Creating Custom Fields#

Once your desired Custom Field Set is created, select the “View and Edit Custom Fields” button in its appropriate row from the “Administer” >>> “Custom Data and Screens” >>> “Custom Fields” page. After clicking that button, you will see all existing custom fields within that set, and there will be a button giving you the option to “Add Custom Field”.

After clicking this button, the screen below will appear:

New field page
New field page

From this screen, you can select the Custom Field label, the type of field that you would like, and any details of choices that you would like to provide for the field. For instance, if you choose a multiple choice or checkbox field, you will be asked to provide the choices available for the field. Please note that previous multiple choice/checkbox option sets that you’ve created will be available to select from if you choose this field type. This means that if you want to use the same options/choices for multiple fields, you will not have to re-create those options a second time. Also please note that upon initial creation of a field, Civi limits you to only 10 options/choices for multiple choice and checkbox type fields. However, if you need more than 10 options, simple create your first ten, click save, and then return to the field edit screen. You will then be able to add as many additional choices as you would like.

After adding field choices/options as desired, you can then add descriptive information about the field in the pre-help and post-help. Last but not last, be sure to check the “Is this Field Searchable?” box if you would like this custom field to be something that you can include in advanced searches on your site. If you do not do this, your custom field will not be searchable! If the custom field will be holding information that, for example, you might want to run reports on, it is essential that you check is “Is this Field Searchable?” box.

After filling out the fields to your satisfaction, click “Save”. Your Custom Field should then be available to edit within the Custom Field Set, and will be present when conducting advanced searches and viewing contact pages.

Changes to Contact and Relationship Types#

Add New Contact Type#

Default CiviCRM comes with three contact types - Individual, Organization and Household. If you wish to create a different contact type, based either upon the Individual, Organization or Household type, follow these steps:

New contact type
New contact type
  1. Go the “Administer” tab on the toolbar >>> “Administration Console” >>> “Configuration Checklist”.
  2. Select “Contact Types”.
  3. From here, choose “Add Contact Type”.
  4. On this page, name the contact type as desired, choose the basic contact type upon which to base the new type, and provide a description if desired.
  5. Select save and your new contact type will be created.

Add Sub-Organization#

To put the above steps in context, let’s take the example of creating a sub-organization. For example, let's say you want to associate a contact with its main organization (US Dept. of State), but also its specific sub-organization (DRL). To do so, please follow these steps:

  1. To begin, go to Go to “Administer” tab on the toolbar >>> “Administration Console” >>> “Configuration Checklist”.
  2. Select “Contact Types”.
  3. From here, choose “Add Contact Type”.
  4. On this page, name the contact type as desired (sub-organization for this example), choose the basic contact type with which to associate the new type (Organization for this example), and provide a description if desired.
  5. Select save and your new contact type will be created.
  6. However, for this (or any new) contact type to be useful, you need to create the appropriate relationships as well. Please read the next section to learn how to set new relationships (we will continue to use the example of Organization and sub-organization).

Create New Relationship#

If you want to create a new relationship type between different contacts (for instance an Organization and a sub-organization, to use our ongoing example), please follow these steps:

  1. Go to the “Administer” tab on the toolbar >>> “Custom Data and Screens” >>> “Relationship Types”.
  2. From this screen select the “Add Relationship Type”.
  3. If the label for the relationship that you want to create already exists, simply select “edit” for that relationship and edit the relevant contact type on the “edit” screen.
  4. If, as in our example, the relationship has not yet been created, click ‘“Add Relationship Type”.
  5. From the following screen, type in the relationship labels (for instance ‘Main Organization of’ and ‘Sub Organization of’), and select the contact types (for instance here Contact Type A would be “Organization” while Contact Type B would be “Sub Organization”).
  6. Please take a moment to be sure that the written Relationship label A-B makes sense directionally based upon the contact type A and contact type B that you have chosen.
  7. Lastly you can add a description, and then click “Save”.

Profiles#

Profiles are an important concept for admin users looking to get the most out of their Civi system. As the CiviCRM user manual describes them, “profiles are used to collect data (e.g., on a sign-up form) and to display data to the user (e.g., as a member directory). They can be used both internally (e.g., to create simplified data entry screens for staff) and externally (to display up-to-date information from the database on other websites). Some of the most common custom uses of profiles that Civi admin users are likely to encounter relate to Search Views and Event Registration Templates. We will go through the process of creating and applying a custom search view below. For further information on utilizing profiles, click the above link to visit the full CiviCRM user manual.

Creating a Custom Search View#

You can create a new profile by going to the “Administer” tab on the toolbar >>> “Custom Data and Screens” >>> “Profiles”.

  1. From this screen, select “Add Profile”.
  2. Fill in the desired name and description, and select the appropriate ‘Used for” check boxes. In this example, you would want to select “Search View”.
    1. However, as mentioned above, profiles can be used in many other ways. A short description of the uses of the other “Used for” check boxes can be found by clicking on the blue ‘?’ next to “Used for”.
  3. After selecting “Search Views”, you can fill in any desired help text (this would be more applicable for other non-search profiles) and select any desired advanced settings.
  4. Save the profile.
  5. Next, you will be brought to a screen where you can select the desired fields for the search profile.
  6. Field Name: Choose the record type where your desired field appears from the - select - dropdown menu.
    1. This can be contacts (meaning all contact types), individual, organization, or a list of others. For this example of creating a contact search view, you would likely want to select ‘Contacts’, ‘Individual’ or ‘Organization’.
  7. Once ‘Field Name’ is selected, another box will appear that allows you to choose the specific category you would like to add to the profile (for example - Address, Email, Job Title, etc.)
  8. Once these are both chosen, you can customize the Field label to change the appearance of the field, and then hit save.
    1. Please note that for most use-cases of the profile creation process, you will want to leave the ‘Visibility’ setting as “Public Pages and Listings”.
  9. Select ‘Save and New’ if you’d like to save this field for your profile and add another.

Assigning a Custom Search View#

Contact search profile options
Contact search profile options

Now that you’ve created the search view profile, you will want to put it to good use. If you want to use this newly created profile when running your next search, simply select it from the ‘Search Views’ drop down menu in the top right portion of the ‘Advanced Search’ screen.

  1. Go to the “Administer” tab on the toolbar >>> “Custom Data and Screens” >>> “Search Preferences”.
  2. From this page, scroll about halfway down to the box labeled “Default Contact Search Profile”.
  3. Select the desired profile and click “Save” at the bottom of the page.

Users, User Roles and Permissions Customization#

Create a New CiviCRM User Record#

To create a new CiviCRM user record, please follow these steps:

  1. Navigate to the desired contacts’ individual page.
  2. Click on the “Actions” button, and select “Create User Record”.
  3. Fill in the desired username and password, and click save.
  4. To customize the new CiviCRM user’s role, go back to the contact’s page, click on the “Actions” button once again, and select “User Record”.
    1. Please note the change from ‘Create User Record’ to ‘User Record’ since the record was created.
  5. From this page, choose the “Edit” tab and update the roles as desired.
  6. Save.

Create a New User Role#

All CiviCRM sites come with a set of default user roles with associated permissions. These defaults are ‘anonymous user’ (a default which has almost no permissions and is applied to anyone visiting the site without logging in); ‘authenticated user’ (this is the role that is assigned as an initial default to any user of the system - the permissions for this role include viewing contacts and basic dashboards on the site, but not much else); and of course the “admin” user, which is the role given to the admin account used to create the website (the site admin has all permissions enabled on the site, a setting which cannot be changed).

Given that these roles are very limited, most Civi users will want to create custom user roles and associated permissions to fit their needs. Although each flavor of Civi includes its own custom user roles, you may find yourself wanting to create additional roles. To do this, please follow these steps:

  1. Go to the “Administer” tab on the toolbar >>> “Users and Permissions” >>> “Permissions (Access Control)”.
  2. From this page, select the “Drupal Access Control” link.
  3. Select “Roles” and click “Add role”.
  4. Fill in the desired name for the role.

Create Permissions for a Given Role#

Now that the role is created, you will need to edit the permissions as desired. To do this, follow these steps:

  1. From the roles page, select “Edit Permissions” - this will bring you to a screen with a list of all the possible permissions for a role.
  2. Check the boxes of the roles that you would like to enable, and click “Save Permissions” at the bottom.

Please note that the permissioning of roles is a very important task with serious security implications for data protection on your site. If you have any detailed questions about the meaning or significance of any particular permissions, please consult the detailed CiviCRM manual.

Creating a New User and Assigning Role#

If you want to add a staff member or a colleague as a user of your Civi site and assign him or her a role with set permissions, please follow these steps:

  1. Return to the “Drupal Access Control” page mentioned above - Go to the “Administer” tab on the toolbar >>> “Users and Permissions” >>> “Permissions (Access Control)”.
  2. Select the “List” tab (near the top of the page, right next to the “Permissions” tab).
  3. From this page, you can see all active site users and their associated roles.
  4. To create a new user, simply select “Add User”
  5. Fill in the desired username, email and password.
  6. Select the desired role by checking the relevant box under the “Roles” section of the page.
  7. FIll in the relevant name and address information
  8. Please note that this creates not only a user for the system, but also a contact within the system. When you view this contact’s individual page, you will be able to see under “Actions” >>> “User Record” that this contact is a site user.

Geographic-based Permissions#

A common use-case for permissions in Civi involves geographically based details. Thanks to the custom NDI CiviCRM County-State Permissions module, site admins can limit the Contacts that are viewable and editable by a given user to those living in the same State or County. Please note that most countries already have State/Province names pre-loaded for CiviCRM. If you desire to differentiate permissions by county, please contact the NDItech team for assistance.

To assign these limitations to a contact, please visit the Permissions (Access Control) screen mentioned above.

When selecting the permissions to turn on and off for a various role, scroll down to the bottom of the “CiviCRM” section, where you will see:

  • NDI CiviCRM County-State Permissions: view all contacts who live in your county
  • NDI CiviCRM County-State Permissions: edit all contacts who live in your county
  • NDI CiviCRM County-State Permissions: delete all contacts who live in your county
  • NDI CiviCRM County-State Permissions: view all contacts who live in your state
  • NDI CiviCRM County-State Permissions: edit all contacts who live in your state
  • NDI CiviCRM County-State Permissions: delete all contacts who live in your state

From this screen, turn on and off the permissions as desired for each user group.

Note: If the “View All Contacts”, “Edit All Contacts” and/or “Delete All Contacts” permission(s) is/are turned on for a user role (you can find those permissions higher on the Permissions list), the above County-State permissions will be overwritten. So, please ensure that only user-roles you want to be able to view/delete/edit have the “all” permissions checked. If those boxes remain unchecked for a given user-role, then you can select the above permissions at either the county or state level.

Event Type Customization#

Add New Event Type#

To add a new event type, please follow these steps:

  1. Go the “Administer” tab on the toolbar >>> “CiviEvent” >>> “Event Types”.
  2. Select “Add New Event”.
  3. Name event and describe event as desired.
  4. Select save and your new event type will be created.
  5. Please note that you can also “edit” existing event types by clicking ‘edit’ for an existing event on the “Event Type Options” screen.
Event type options
Event type options

Making Public Events#

Proper Permissions

If you would like the general public (non-registered visitors) to be able to register for your events, you will need to select/enable the following permissions for the ‘Anonymous Users’ user role:

  1. CiviCRM: profile listings and forms
  2. CiviEvent: register for events
  3. CiviEvent: view event info
  4. View Published Content

After enabling these permissions, you will be able to use ‘Event Links’ to publically share your event registration page via an external website, on social media, or on a custom, public-facing page of your Civi site.

Configure Online Registration Page:

  1. To view all of your events, navigate to the toolbar and select “Events” >>> “Manage Events”.
  2. From this page, click the “Configure” option on the far right side of the row for the desired event. A small drop-down menu should appear - select “Online Registration” from this menu.
  3. You will then be taken to a page that allows you to customize the design of your event registration page.
  4. If you’d like your event to be available for online registration, first ensure that the checkbox for “Online registration enabled?” is filled.
  5. For more information about the process of creating events themselves, check out our non-admin user manual!
  6. One important note for you as a site admin is that, in many use-cases, the information you would like to collect from the participant during registration will come in the form of a custom profile. Once the profile is built and enabled for event use, you can select it from the “Include Profile” selection boxes on the Online Registration page.
  7. For more information about building profiles, please check out the ‘Profiles’ section of this admin manual.

Share Online Registration Page with the Public

Although much of your outreach for events will come through emailing invitations to specific groups of contacts within your system (see the non-admin user manual for more information about that), you might also want to solicit registrations from users in other ways.

One effective way to do this is to create a public facing page on a website with either a link to the event registration or with the event registration fully embedded. To do this for your site, follow these instructions:

  1. Navigate to “Events” > “Manage Events” and then click “more” > “Live Page” for the event.
  2. Copy the URL for the event page, and share this link or embed it on any applicable webpage.
  3. You can also create a Drupal menu item for this URL on your site, or paste the URL into any Drupal page.
    1. Please note that this may require Drupal development skills. If you are looking to share events publicly in this way, please contact NDItech.
  4. Another method is to enable the “Tell a Friend” option
    1. If this option is selected for an event, the online registration page can be designed to prompt registrants to share the event link with other friends via social media and email forwarding. More information about using this module can be found in the non-admin user guide.

For further information on sharing and setting up event information and registration processes, check out the full CiviCRM user and administration manual. To see more tips on making events public, check out the bottom half of this page.

Report Type Customization#

Create New Report Type#

To create a new report type, follow these steps:

  1. Go to the “Reports” tab on the toolbar > “All Reports”
  2. Select the type of report upon which you would like to base your new report. Click on that report type.
  3. Make your desired changes within the “Report Criteria” section.
  4. Under the “Report Settings” section, make the appropriate changes to the Report Title, description, etc.
  5. Click “Save a Copy”.
  6. If you return to the “All Reports” page, you will see your new report as an option.
Create a new report page
Create a new report page

Case Type Customization#

Create New Case Type#

This is only available for those who have the CiviCase module enabled. This module comes enabled by default on any CiviMP flavored sites. To create a new case type, follow these steps:

  1. Go to the “Administer” tab on toolbar > “CiviCase” > “Case Types”
  2. Scroll to bottom of screen and select “New Case Type”.
  3. From this page, you can title the case, provide a description, and choose desired roles.

New Case Type Roles#

For information on creating new roles for a case type, check out this information from the CiviCRM user manual:

“If you need to create a new custom role for your case type, click the drop-down, and type the name of the new role into the field. As well as displaying any matches from the existing list of roles, you will also see a blue bar containing your keyed entry, underlined. Simply click on this to define the new role. The new role will be created when you save your new case type. Using this method you can quickly create as many new roles as you need for your case type.”

“As each role is selected or created, it appears in the listing of Roles, where you can further set 'Assign to Creator' and 'Is Manager' options. Any role marked with 'Assign to Creator' is then automatically assigned to the person who creates the case. You may also mark one of the roles as the manager. The case manager's name will be displayed prominently in case listings and reports. Specific people may be assigned to case-roles -- after a case has been opened."

“New roles/relationship types created through the Case Type interface are individual-to-individual relationships. If you want roles that are individual-to-organisation relationships then, once you have finished creating your case type, you can change the relationship definition at Administer > Customize Data and Screens > Relationship Types.  There you will also be able to review and edit other details of the roles/relationships if you need to.”

New Case Type Timelines and Sequences#

When defining the Case Type, you can also choose which Activity Types are made available within the Case’s drop-down menu.

To add activity types to your case type, navigate to the Activities section and the “Activities” tab on the create “Case Type” screen, then follow these steps:

  1. Click in the “Add Activity” box.
  2. Select the activity type to add.
    1. If you’d like to create a new activity type, enter the name of the activity into the field. From there, you’ll see a blue bar containing your entry, underlined. Click on this to define the new activity type.

In addition to simply adding activities, you can also establish standard timelines or sequences. These allow you to customize a case type to fit a typical workflow. For example, you might want the ‘Healthcare’ case type to include a meeting with a doctor, a phone call follow-up, and a 2-month check-in after the appointment. To learn more about the what and how of case type timelines and sequences, check out the following from the CiviCRM User Manual:

“In a Timeline you control the scheduling of each activity in your timeline relative to the date the case is opened, or relative to another activity in the case, using the 'Reference' and 'Offset' fields. When you use a timeline, all of the activities defined in the timeline are created when the timeline is added to the case and visible in the case summary.”

“A Sequence defines the order in which a set of defined activities should occur, but unlike the timeline it includes no information about time intervals between activities. A sequence also differs from a timeline in that the next activity in any sequence is created only when the preceding activity is marked as completed.”

To add new activities to a Timeline, follow these steps:

  1. Select or create an activity from the dropdown box.
  2. Select status (default status is scheduled).
  3. Enter a reference activity.
  4. Enter an offset in days - this is the period of time between the activity and its reference activity.
  5. Select an option that allows you to choose which instance of a reference activity type you want. For example, you could have two phone calls as part of your timeline, and you want to be able to choose the ‘newest’, ‘oldest’, etc.
  6. To add new activities to a Sequence, simply select the activities from the dropdown box. Remember that in a sequence, no specific statuses, references or times are given to the activities. Instead, a sequence is just an ordered list of the activities that need to be accomplished for a given case type.
  7. To rename a Sequence or Activity, simply use the fields available in the 'Advanced' section below the main Activities section of the page.

To add a new timeline, use the dropdown bar in the upper right corner of the ‘Activities’ section of the Case Type page.

Add timeline options
Add timeline options

Activity Type Creation#

Create New Activity Type#

  1. To create a new activity type, navigate to the “Administer” tab in the toolbar > “Customize Data and Screens” > “Activity Types”.
  2. From this screen, select “Add Activity Type”. You can, of course, also edit any existing activity types.
  3. From the “New Activity Type Screen”, you can customize the name of the activity, provide a description, and select whether you’d like the activity to apply to both ‘Case AND Contacts’ or ‘Cases only’.

Setting up CiviMail#

Create Transactional Email Account#

Setup up an SMTP using Sparkpost, Amazon SES, Mailchimp/Mandrill, CiviSMTP, or another trusted provider.

Setup will depend upon the provider, but usually steps include:

  1. Go to provider’s website and sign up for an account
  2. Sign-up using email address.
    1. ex: [email protected]
    2. Ensure that whatever domain you use has the proper SMTP and DKIM settings for sending email via your SMTP provider. Each provider will likely have guides for this on their website.
    3. In other words, use either an independent domain (not @gmail.com for example) or a domain for which you have settings access - if you do not, then your messages will likely be flagged for spam and not reach the intended recipients.
  3. Ensure you have collected the host name, port number, and SMTP username and password information information for your account. You will use this in CiviMail to setup your account.

Setup/Enable CiviMail#

  1. Set proper “From Email Address”
    1. Go to you Civi site.
    2. Select Mailings >>> From Email Address
    3. Edit “From Email Address” to match the address given with your Transactional Email Account
  2. Set Outbound Email
    1. Go to Civi site.
    2. Select Admin >>> System Settings >>> Outbound Email (SMTP/Sendmail)
    3. Select ‘SMTP’ radio button
    4. Fill in proper username/password, host, and port information collected above.
  3. Set Mail Account on CiviMail
    1. Go to Civi site.
    2. Select Admin >>> CiviMail >>> Mail Accounts
    3. If mail account does not appear or is not correct, edit mail account (or create new one) and fill in proper information.
      1. This should include Name (whatever name you prefer to associate with the account); server, username, password, and email domain from your SMTP account; select IMAP under the ‘Protocol’ dropdown menu; select ‘Use SSL’; select ‘Bounce Processing’ for final dropdown menu and save settings.

My Mail Isn’t Sending, What Do I Do?

One frequent issue with mail not sending relates to the “scheduled mail” task. If your mail is not sending when you want it to, or if there appears to be a delay, you can always automatically push mail out through the admin menu. To do this, follow these instructions:

  • Go to the admin dropdown menu >>> scheduled jobs and scroll down until you find "Send Scheduled Mailings". In this column, select "more" and click "execute now".

Setting up CiviSMS#

Create Account with Clickatell or Twilio#

  • Go to clickatell.com or twilio.com and setup an SMS gateway account. There will be instructions on both of these website for how to do so.
    • For further instructions on how to setup these types of accounts, you can contact the NDItech team for consultation, or visit this link.

Setup/Enable SMS Providers#

  • Once you have selected your SMS gateway provider and created an account, be sure that the relevant extension is enabled on your Civi site for Clickatell or Twilio.
    • To do this, visit “Administer” >>> “System Settings” >>> “Manage Extensions”. If the “clickatell” or “twilio” extensions are not yet highlighted in green, click “Install” for the appropriate one.
  • After the extension has been installed, you will be able to enable the SMS provider.
    • To do this, visit “Administer” >>> “System Settings” >>> “SMS Providers”
    • Click “Add SMS Provider” and choose the relevant provider “Name”. You’ll notice that only the name of the provider whose extension you’ve installed will appear as an option.
    • Complete the enablement of the SMS provider by filling out the rest of the required information, which can be collected from the Twilio or Clickatell accounts.
  • If setup has been completed as required, you’ll now be able to schedule and send SMS much in the same way as email.
  • Of course, please do keep in mind that the costs of text messages will apply when you send out SMS from your system. Both Clickatell and Twilio will provide specific rates for your country and telecom provider.

Thank you very much for reading the Civi Administrator’s Manual. If you have any questions about CiviCRM or administering your specific instance of the Civi DemTool, please contact NDItech at [email protected] or [email protected].