creating a fundraising pipeline / donor prospecting

[FadeOUT]

Quick question (hopefully) in support of this stuff... How can I add Campaign name (i.e. from CiviCampaign) to an Activity (i.e. a CiviCase Activity).

Actually, in some ways what would be even better would be to add it to the CiviCase screen with a little JQuery script to display it or otherwise depending if "Grant Request" (or whatever) is selected as the case type.

Is it easy enough to grab a list like that and add it as a custom field?

[Michael McAndrew]

i am not sure that civicampaign is integrated with civicase, though don't take my word for it.  If it isn't then it i am not sure that adding campaign is a simple thing to do since there is currently no campaign reference field type (in the same way that there is a contact reference field type).

if you do want to go down that road, adding a custom data field to civicase of type integer, setting it as read only and then using the buildForm and PostProcess hooks might be the way to go.  Or alternatively, you build that functionality into core in the same way that it is for activity, contribution, etc.  Might want to start another forum post for that

[FadeOUT]

I did indeed create a forum post for it and apparently it will require code. I haven't gone into enough detail with the core code to do it, yet, but I will need the functionality at some point.

[FadeOUT]

Woop, looks like I'm coming to CiviCon. Can I join in on this discussion? I'll be snatching as much time as I can over the next month to grill some fundraisers and learn as much as I can about the guts of CiviCRM. Time to get back into PHP/SQL/HTML/JS I suppose.

I'll try to get together some diagrams of some typical fundraising processes and stick them up here... I've seen some pretty complicated requirements (I wish more donors would read this: http://carolinefiennes.com/book/ !!), but the same general types of activity keep coming up.

I think CiviCase will model it all fairly well, with just a few tweaks (such as adding campaigns; I'm currently using them as "projects", effectively, a way of providing a heading for capital fundraising efforts for example - anything with a specific goal and a required total). Then, I suppose it would be useful to make the whole thing a bit prettier and easier to use, seeing as sending out donation requests and dealing with anything associated with that make up the bulk of a number of people's entire jobs here.

[FadeOUT]

When a grant application is successful, I'm thinking that we'll want to use Contributions and Pledges to record the details of the Grant, rather than separating out incoming money into any more places. That would mean (ideally) integrating CiviCase grant applications with CiviContribute contributions, although just a prompt and a hyperlink in the right place might cover it - although the rest of the details in CiviCase activity ("Grant Received" or similar) would have to be saved before moving on to filling in the financials.

[Michael McAndrew]

Hey FadeOUT - cool that you are coming to CiviCon.  Have you seen the code sprints that are happening afterwards in bristol and netherlands. you might want to come to those as well.

ping me if you want any more details.

michael

[Michael McAndrew]

Some more interesting work on CiviCase for prospecting: http://civicrm.org/blogs/planigan/enhanced-grant-tracking-civigrant-vs-civicase and http://forum.civicrm.org/index.php/topic,18780.0.html

[Michael McAndrew]

another one to add to the mix: http://forum.civicrm.org/index.php/topic,15660.msg93001.html#msg93001

looking forward to the BOF at CiviCon

[Michael McAndrew]

owen and gavin and i are about to start a BOF on this at civicon. let us know if we don't update here with our findings, ideas, next steps, etc.

[FadeOUT]

I'm definitely thinking that CiviCase is the way forwards for this for us at least - we'll just want to integrate with CiviCampaign and CiviContribute. Ideally, we'll want to be able to report on active applications, etc, too. I think we'll need a little code, but nothing too painful.

I'm also wondering if I can use Webforms internally to make the process more pleasing for fund raisers.

Gavin

P.S. Lobo is here! Starstruck.

[FadeOUT]

Great BOF, peeps, thanks for the input. Looks like I'm not the only one with fluffy money to deal with!   

[JoeMurray]

Just pinging this thread since Michael promised a followup and it would be great to hear about other implementations. We're about to implement a prospect to conversion workflow in CiviCase for CiviMember, as well as one for renewing and 'onboarding' new members.

[Michael McAndrew]

Hey there,

Sorry - the project that we were working on this for has stalled hence no follow up so it is looking for someone else to pick up the batton

[ayduns]

It's an old thread, but the same topic ... an example CiviCase template would be useful.  Has anything changed recently that would help this? - besides the GUI for CiviCase in 4.5

[JoeMurray]

It seems pretty easy using the Case Type editor to create activities and a standard timeline for a Case Type. Have you explored the existing Case Types provided in the default install, eg http://d45.demo.civicrm.org/civicrm/a/#/caseType/1