Automated Outreach Campaigns

[FrTommy]

I recently came across a system that allows a user to create outreach campaign templates that include emails, texts, and manual actions. http://textinchurch.com/

Say for instance a Church has a first time visitor and the church has a set way they follow up with their visitors (email immediately, Text on Saturday following first visit, Deliver coffee mug(send reminder to volunteers), send email 1 week after 1st visit, etc.)

This template would be set up with the appropriate email and text template wording and when a contact is added and the Outreach Campaign is added to that user it starts the actions.

I think this would be an awesome feature for Civi.

[petednz]

How close can civi alreadt get to this ? (thinking aloud here)

- CiviCase can
-- create a pre-defined set of Activities

- drupal webforms can
-- add a contacy
-- add an Activity to 'follow up' eg send mug (and may soon be able to add multiple Activities if a project gets funded)
-- add a Membership

- Scheduled Reminders can
-- send email 5 days after Membership created
-- send email 1 day before Activity due

[FrTommy]

Thanks Pete!! I had never really looked at Scheduled Reminders. I think that will do what I need. Will try it out and report back.

[FrTommy]

Ok I checked it out and need some clarification on Scheduled Reminders.

If I set up a Scheduled Reminder to send an email 2 days after Activity "First Contact" is completed. I don't enable repetition. Will SR ONLY send one email to the Activity assignee or will it send multiple emails?

[JonGold]

FrTommy - you should do testing in your particular scenario - but if the "First Contact" activity is only recorded once, the person shouldn't receive multiple scheduled reminders based on it.

[FrTommy]

Thanks JonGold.

I wonder what it would take to enable civiSMS to scheduled reminders?

[Dave Greenberg]

This is part of the upcoming 4.5 release:
https://issues.civicrm.org/jira/browse/CRM-13912

Please help test by upgrading a copy of your site!