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Author Topic: Tracking the source of a donation  (Read 805 times)

xavier

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Tracking the source of a donation
October 09, 2012, 06:59:19 am
Hi,

I have a donation page and I have a fixed number of partners that I want to track how many donation they generate.
Say I have a make it happen for civimobile,
http://civicrm.org/civicrm/contribute/transact?reset=1&id=36

 and I know that I want to promote it on the main civicrm.org website, on the forum (signatures of lobo and dgg) and on the monthly newsletter

How can I track these various channels?

One idea was to create 3 campaigns (main site, forum and newsletter), because you can associate a contrib to a campaign, but I don't see a way of doing it automatically

Well, I see one way,  that is to copy the donation page 3 time and set the campaign to the right channel, but that's a maintenance nightmare, not to mention the counter will be wrong.

What I would want to implement is and extra param
http://civicrm.org/civicrm/contribute/transact?reset=1&id=36&source=newsletter
http://civicrm.org/civicrm/contribute/transact?reset=1&id=36&source=civicrm.org
http://civicrm.org/civicrm/contribute/transact?reset=1&id=36&source=forum

I don't think an extension can add a new field into a wizard, so bit short on ideas of how to implement.

One idea is to add a read only custom field and the extension would use the get to populate it. But it won't be using campaigns, that seems to be the right vehicle to track what I want, aren't they?

Any idea to implement or "dude, it's already there, do XY" ?





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Donald Lobo

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Re: Tracking the source of a donation
October 09, 2012, 10:47:56 am

i think the techniques described in this blog post:

http://civicrm.org/node/562

are still relevant :) However now that we have campaigns, we should start using campaigns and sub-campaigns (so our top level campaign is: increase community participation in improving civi, wih the sub-campaigs: newsletter / civicrm.org etc) and basically allow a contrib / participant object be seeded via a GET parameter

lobo
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razor

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Re: Tracking the source of a donation
October 22, 2012, 08:01:06 am
I am  dealing with the same issue, wanting to track the referrals using a campaign, but need to be able to track the individual contributor. The function Lobo refers to for sure works for static referrals, however what would be REALLY beneficial for many non-profits is how individual contributors drive memberships.

This is how I see it: the campaign has a associated memberid as a custom field we can put in the get of the url we send using civimail. (&refmemid='xx') this memberID is tracked throughout the membership & event scenario.. so we use the soft credit existing field to make that reference. (in the db we store the contactID, we display the full name (with a deep link to the contact record) Then, reporting wise you can slice and dice by campaign, by contributor etc..)

DO I miss something or is this not possible without custom development?

Donald Lobo

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Re: Tracking the source of a donation
October 22, 2012, 09:00:45 am

any of the custom fields could include a contact / membership / participant id

however the things that you want todo via soft credits etc would need some custom coding. This definitely is becoming more important so would be great if you can take a crack at it and start working on a solution :)

lobo
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xavier

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Re: Tracking the source of a donation
October 23, 2012, 12:36:23 am
@lobo,

Can we add a field on a form in a wizard (multi-pages) from a hook?

ie on the buildForm of the donation, add a source/memberid as hidden (based on the far in the url) and get it through all the process of event registration or membership registration (form, confirm, payment)?

and get it on the last pre?

X+
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Donald Lobo

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Re: Tracking the source of a donation
October 23, 2012, 10:56:15 am

yes, u can store it in the form session scope ($form->set( )) for the first page and retrieve it as and when needed

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • Tracking the source of a donation

This forum was archived on 2017-11-26.