Is there any way to have schedule reminders based on a contributions?

[jkirsner]

I was wondering if there was anyway to use the Schedule Reminder functionality for when people make a gift of a certain ordinality (like make a first-time gift) or based on which contribution page someone is using.

My organization wants to send a set of automated welcome messages after someone makes a gift for the first time to our organization. We also want to have a different message when someone uses our monthly donation page to make their first gift than every other time that gift is processed.

Thanks!

[Erik Hommel]

Out of the top of my head: you can use Schedule Reminder for activities? And a donation or contribution is recorded as an activity?

[xavier]

Paul is working (not sure if finished) to be able to trigger the reminder based on other stuff than activities. I think it's coming for 4.4

[Donald Lobo]

there are scheduled reminders for memberships

i dont think we've recd any PR for scheduled reminders for contributions

however this is a good idea and might be a worthwhile addition. Would be good if your org can contribute the code. I suspect its not too large a project

lobo

[pdelbar]

I have indeed been working on a patch to change the options  scheduled reminders can trigger on. Extending that is not too painful, although it takes some testing to ensure nothing else breaks, but it is the UI that is difficult to make clean. That being said, someone commented on the possibility to have a smartgroup to select items with, which is nice but limited to contacts.

Ideally, we could use a saved search to select the items we want, but I have not been able to spend a lot of time on this topic.

[Donald Lobo]

Parvez from Veda consulting and Owen et al from LLR have indeed extended scheduled reminders to be able to:

a. Use CiviMail as the sending mechanism
b. Ability to use smart groups

We do hope to integrate these changes during the Dalesbridge sprint

lobo

[jkirsner]

Would be good if your org can contribute the code. I suspect its not too large a project

lobo

I would love to do this if we had anyone at my org capable of the coding (both time and skill wise). However, it is nice to hear from others that this is something that is being thought about at least

[Owen]

Limit recipients by smart groups will fix the ordinal bit (It's what we're going to use it for too) we'll be releasing that soon.

We haven't done the contribution trigger though, Paul is that in your patch?

[nseltzer]

Hi all.  We are crafting a communications work flow plan at our organization, and the ability to do a scheduled reminder by contribution type (ie one for sales, one for donations, etc) is needed.  Can you report on any progress in this area since October?  Thanks so much!

[Owen]

We've built reminders off contributions filterable by :

Campaign
Payment Instrument
Status
Source
Hard or Soft Credit

It'd require a patch into your install or hanging on till they make it to core.

[Erich Schulz]

any chance of a link to a diff to see how this was done?

 

[Owen]

Hey,

Sorry have been away. Parvez at Veda did the work, I can't see it on his github account though.

I'll be back once I've found out where it is.

[Parvez]

Hi Guys

I'll get one of our team to post onto our github repo in the next few days. Watch this space!

[xavier]

Hey parvez,

Did you post already?

[Deepak Srivastava]

1. Supporting contributions in reminder (Campaign, Payment Instrument, Contribution Status, Source)
2. Showing count of reminders going to be sent, when a reminder is enabled.

Code for #1 and #2 (CiviCRM v4.3): https://github.com/deepak-srivastava/civicrm-core/commits/4.3-llr-contribution-reminder-plus-alerts (last 6 commits)

A quick comparison with CiviCRM v4.6 code: https://github.com/deepak-srivastava/civicrm-core/compare/master...4.3-llr-contribution-reminder-plus-alerts (seems like not much changed)

3. Is recipient a hard or soft credit - https://gist.github.com/deepak-srivastava/66ba347a14bba4cb8cf8