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Author Topic: A CiviConference Component  (Read 2983 times)

tontate

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A CiviConference Component
March 28, 2010, 10:44:29 am
I'm a long time CiviCRM user with a background in Association Management mainly focused on technology. In recent years I have moved our clients over to Drupal in order to take advantage of CiviCRM and it has been very successful. I know that some folks here have expressed that they'd like to see more direction towards AMS functionality and I'm on the same boat.  I would like to share my experience and programming background in order to make it a reality. I'm most interested in putting together a conference/trade show registration component. Currently CiviEvent works really well but we have stretched it to its limit so instead of feature requests and unnecessary improvements to a very usable component I think a Conference component on it's own would work better.  This component can also be used for simple events.  Below is a list of proposed features. It would be great to get some feedback on this. At the moment the component is in pieces while I try out various ideas. From past experience these would be the most fundamental features:

Tracks – used to build the schedule or program. A session would be assigned to a track.
Sessions – optionally belonging to one or more Tracks.
Rooms – belong to a session
Speakers – assigned to sessions
Fee time frames – similar to discount sets but will act as a container for price sets or fees
Promotional codes – can be applied to selectable areas or total
Fee permissions – selectable by member types, groups or tags to control who can see which fee option.

The registration info page should display a description of the conference with a menu allowing the registrant to view the program schedule, sessions and speakers. Additional custom menu options would be nice here as well. A simple portal if you will.

Ambitious options:
Recurring events
Register additional based on relationships
Register additional on behalf of an organization
Speaker room setup and A/V requirements

Thoughts?
« Last Edit: March 28, 2010, 01:09:54 pm by tontate »

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Re: A CiviConference Component
March 28, 2010, 03:33:51 pm
I think what you are suggesting would be warmly received ;-)
The only other aspect that springs to mind, but which you may want to sidestep, relates to 'booths' that exhibitors etc may often require at such events.

EDIT: oh and the other aspect is around voting that often happens around AGM type events - well outside your intentions but hopefully worth flagging.
« Last Edit: March 29, 2010, 11:38:56 am by peterd »
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Re: A CiviConference Component
March 29, 2010, 07:01:01 am

cool. excited that you are willing to step up and tackle this. I've asked Civi'S AMS expert (Brian S / lcdwed) to respond to this in more detail

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Re: A CiviConference Component
March 29, 2010, 11:54:04 am
tontate --
this is a great discussion to kick off. here are some of my thoughts:

- we should think through the pros/cons of having a separate CiviConference component vs. extending the existing events component. there clearly would be a lot of overlap if they were separate. if the overlap can share code effectively, maybe that's not an issue. but we wouldn't want a situation where one or other developed functionality over time and it became difficult to port over to the other. also, creating two components with similar/cross-over functionality may be confusing to end users (which do i use?!). however on the other hand, we wouldn't want to build out so many complex functions that it became tedious to create very basic events.

- when i first looked at the features, i was thinking "what existing tools could potentially achieve this functionality." in my case, i typically use participant custom data to track session registration (if there's no direct fee associated). so your "tracks" could be profiles -- groupings of these sessions. right now we're limited to two profile sets per event, but that's an artificial limitation because of how they are handled in the templates. so if we could have more profiles included in an event, they could be grouped as tracks.

- rooms and speakers are session-specific. one idea is to create a new custom data type that is used to modify existing custom fields. i'd have to think through whether the existing schema would hold up. but it's an idea, and would mean we could work within existing tools

- regardless, the custom data/profile creation tools would be too clunky for actually handling the initial confi. we would want a new interface specific for this purpose, but perhaps working with the existing class methods

- fee permissions: i've done this a couple ways. one way is to require members to login first, and then to hide/display fees specific to members. i recently accomplished this another way by doing a lookup on the email address when entered, determining if it had an existing contact with valid membership, and then allowing the registrant to continue if their fee selection was suitable for their membership. the first is easier to accomplish because the person is already validated and so i can limit their options when they get to the form. this is definitely an important piece for associations.

- for the reg page -- maybe that could be accomplished with jquery tabs. for example, what if we had smarty tokens available to the event description field that let people organize all the content in that field into multiple tabs?

- some of what you're suggesting is shifting the emphasis away from the constituent, and turning this into a project management tool. what if the case functionality was harnessed for some of that (it has similar project management type roles)?

- another common feature request is the ability to limit registrations for specific events or fee options. right now you can limit registrants to a set number, but if you are hosting a banquet or something where people may purchase multiple tickets, the maximum allowed needs to be calculated based on items purchased, not total number of participants attending the conference

- agree with pete that we would want exhibitor related functionality, such as purchasing booths and selecting the preferred booth location from a dynamically updated visual map

- also related to exhibits -- perhaps having some kind of "terms and conditions" option that people must choose before continuing with the registration. that could be done with a custom field linked to a separate article, but maybe there's benefit in having something built-in

- another great feature i'd like to see with events/conferences is the ability to create multiple event reg pages per event. for example, one might want to create a reg form geared toward registrants, another for exhibitors, and a third for potential speakers (call for presentations). all should filter into the same event.

i'll post back if i come up with any other ideas...
-Brian
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tontate

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Re: A CiviConference Component
March 30, 2010, 04:36:27 pm
Hi Brian,

Thanks for your input and you raise a very important question and maybe even deal breaker.

we should think through the pros/cons of having a separate CiviConference component vs. extending the existing events component. there clearly would be a lot of overlap if they were separate. if the overlap can share code effectively, maybe that's not an issue. but we wouldn't want a situation where one or other developed functionality over time and it became difficult to port over to the other. also, creating two components with similar/cross-over functionality may be confusing to end users (which do i use?!). however on the other hand, we wouldn't want to build out so many complex functions that it became tedious to create very basic events.

I would think that sharing code or functionality with the CiviEvent component would have the reverse effect. Far more would have to be considered before any changes are made to either component and inevitably add more complexity.

After having stepped through the event code in some more detail it's apparent that beyond the registration logic which is certainly the brains of the component most of the core functionality is dependent on the other core components and their class methods such as CiviContact, CiviContribute, Custom Data/Profiles, Location , Email, Activity etc... Strip all this away and you won't have much left to work with since it isn't a very big component to start with. CiviConference will naturally do the same and effectively share most of the code that CiviEvent shares including price sets & event types. This brings to mind another topic all together. If components were more self-contained perhaps CiviConference would need not be considered a core component solving the issue of back porting and confusing the user. In the end we are looking for a way to present and organize conference material and group them logically. I personally don't like the idea of any overlap either but I believe there's enough difference to justify a separation of the two components.

another common feature request is the ability to limit registrations for specific events or fee options. right now you can limit registrants to a set number, but if you are hosting a banquet or something where people may purchase multiple tickets, the maximum allowed needs to be calculated based on items purchased, not total number of participants attending the conference

Sessions should have seating limits and guest limits - failed to mention in proposed features

agree with pete that we would want exhibitor related functionality, such as purchasing booths and selecting the preferred booth location from a dynamically updated visual map

really cool idea - but the thought of implementation is making me sweat.

another great feature i'd like to see with events/conferences is the ability to create multiple event reg pages per event. for example, one might want to create a reg form geared toward registrants, another for exhibitors, and a third for potential speakers (call for presentations). all should filter into the same event.

More interesting ideas..  awesome

Can conference registration be achieved through CiviEvent? Yes it can. I know this having gone down the same road as you. Would a conference component be considered fluff?  Maybe.. It all depends on Civi's target audience and business model. Would we like to see more AMS consultants jump on the bandwagon? I think this would be a good step in that direction.

-Anthony
« Last Edit: March 30, 2010, 04:40:36 pm by tontate »

petednz

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Re: A CiviConference Component
March 30, 2010, 04:45:33 pm
Quote
agree with pete that we would want exhibitor related functionality, such as purchasing booths and selecting the preferred booth location from a dynamically updated visual map

really cool idea - but the thought of implementation is making me sweat.

he he - i hate it when it turns to a cold sweat

some work has been done on the 'visual map' referenced here http://forum.civicrm.org/index.php?topic=11879.new;topicseen#new

You can see it in action here http://www.rlaba.com/civicrm/event/register?id=1&reset=1
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baparks

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Re: A CiviConference Component
May 02, 2010, 02:57:35 pm
I am a complete newbie with not very much practical experience in USING CivicRM beyond installing it for a couple of clients and pretty much pointing them in the direction of the users manual (which is why I'm here...)

but from a newb's perspective, Conference IS the missing component! and quite frankly we don't care if it is a component in and of it self or if it is a part of Events!

I'm here searching the forum about customizing profiles to collect information about conference participation. And after a couple of sleepless nights will basically stumble my way into giving the client what they want. But this is my second client who is using Joomla and looking for a really good conference module. Why SHOULDN'T it be in CivicRM?!?!?

MHO.

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Re: A CiviConference Component
May 03, 2010, 02:19:23 am
Quote from: peterd on March 30, 2010, 04:45:33 pm
Quote
agree with pete that we would want exhibitor related functionality, such as purchasing booths and selecting the preferred booth location from a dynamically updated visual map

really cool idea - but the thought of implementation is making me sweat.

he he - i hate it when it turns to a cold sweat

some work has been done on the 'visual map' referenced here http://forum.civicrm.org/index.php?topic=11879.new;topicseen#new

You can see it in action here http://www.rlaba.com/civicrm/event/register?id=1&reset=1

Just to note, regarding that map, the shape of it was done custom for that particular event, to represent the booths at that "conference" (actually a street fair) and the coding was done as a Drupal module, i.e. not in CiviCRM. Participant fields are used to store which booth each registrant has purchased.
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Re: A CiviConference Component
February 22, 2012, 04:47:31 am
I'm all for development towards better functionality for conference-like events. This is my main use case for CiviCRM (except for the actual CRM-functionality of course).

But I think there is a lot that can be made by enhancing the existing CiviEvent component. A couple of things I'd really want to see are:

- possibility to add discounts etc after registration (this has been discussed before, but I haven't seen it implemented)

- possibility to add custom fields at registration with focus on the use case when a secretary or some such is registering a number of people on behalf of others and want to pay by invoice (so we can 1) allow registration without participation, and 2) force input of extra information for the whole group at registration dependent on payment method.

Thanks, anyway for opening up a thread of thinking along these lines.

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