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Author Topic: literature request management?  (Read 881 times)

GinkgoFJG

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literature request management?
March 25, 2010, 09:42:22 am
Hello,

I am just getting started with CiviCRM, and I was wondering how to best handle literature requests.

I'd like to expose a form on the site to anonymous users to collect their mailing addresses, etc.  There are a few different types of literature available for request, and users should be able to make an unlimited amount of requests.  Also, sometimes the literature requests are for informational purposes (I'd like to learn more about X), and sometimes they are for distribution (I'd like to leaflet my campus to raise awareness about Y), so the amount of items requested is variable.  The organization currently has this functionality thanks to some spaghetti code I wrote years ago when I was learning PHP.

I have no interest in maintaining the spaghetti code, and I'd like to handle this functionality within CiviCRM, if possible.  It would be useful to know who our most active leafleters are, what percentage of people who request item Z go on to become donors, etc.  If possible, it'd be great to be able to report how much literature was distributed in any given month.

I'm still reading the manual, but I thought I might be able to pick up the pace a bit by drawing from the knowledge of some folks who've been doing this for a while.  It seems like each request could be recorded as an Action, but I seem to recall reading that Actions don't integrate well with Profiles, which are the main avenue for collecting data directly from users.

Apologies for the length of my post, and thanks for your insight!
-Pitt
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Dave Greenberg

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Re: literature request management?
March 25, 2010, 12:30:41 pm
Recording these literature requests as 'Activities' of a specific activity type makes sense. You'll need to write a small amount of code in a separate module which implements the postProcess hook on submit of the Profile form - and then uses the api to insert an activity record.

Hooks:
http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+hook+specification

APIs:
http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+Public+APIs
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This forum was archived on 2017-11-26.