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Author Topic: High level view of all related efforts  (Read 1431 times)

Narabear

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High level view of all related efforts
March 14, 2013, 09:32:40 am
Forgive the basic question, but I have been searching the demo site & documentation and can’t seem to figure out how/ if you can do this.    I’m in the process of deciding if CiviCRM is right for us, and would be helpful to know how the below works:

I’m wondering how one can easily see what events, mailings, etc are related to a given campaign.  When I look at the main campaign record it doesn’t seem to show that in one place.  Is there a way to do this?  I’ve read that you can track “activities” such as event registrations, membership sign-ups survey responses, etc.  It also looks like you can search mailings etc specifically based on campaign.  But what I really need is to see the high level view (in one place) of the efforts we’ve built around the given campaign.  For example, if we have set up three events and 4 mailings, would love some easy way to list those out together to say we have done or plan to do x y and z.  It would seem intuitively that this would display as a list/ set of relationships on the campaign record itself, but apparently doesn’t work that way?

Again, sorry if this is terribly basic, painfully obvious or I’m just missing the point in the purpose of this function.

Thanks

Dave Greenberg

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Re: High level view of all related efforts
March 14, 2013, 10:54:19 am
You question is a good one - and points to a 'not yet implemented' piece of functionality for the 'Campaigns' feature. Currently you can get decent summary and detail information by Campaign for each tracked 'interaction / transaction' (e.g. event registrations, mailings, contributions, activities) SEPARATELY using either the component searches (e.g. Find Participants ....) as well as using various component reports. However, Campaign Report(s) which aggregate these across a campaign are still needed.

If you decide to move ahead with CiviCRM would be great if your organization can help design and implement or fund development for this.
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Narabear

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Re: High level view of all related efforts
March 14, 2013, 11:23:10 am
Great- super helpful to know I wasn't just missing something.  We will keep this in mind, it's almost definitely something we would have to create if we went with Civi.  Realize this is difficult to say, and totally just looking for a ball park, but if you had to put this in the low, medium or high category in terms of effort, what do you think?   

Many thanks

Dave Greenberg

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Re: High level view of all related efforts
March 14, 2013, 12:35:33 pm
I'd say medium - since we can use the existing reporting framework and the data should be already there w/ appropriate foreign keys etc.
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Tony Horrocks

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Re: High level view of all related efforts
April 29, 2013, 12:43:49 am
I tried to do this using Drupal Views with a list of activities YOu then add in the campaign relationship and summarise the view using the campaign title.

Unfortunately there is a bug in the view that means the relationship is not handled properly. Cross posted to using Drupal Modules forum
Tony Horrocks
Author of the CiviCRM CookBook https://www.packtpub.com/web-development/civicrm-cookbook

Guy Iaccarino

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Re: High level view of all related efforts
May 03, 2013, 03:28:14 am
I'm interested in this as well. I can't do the work but am willing to kick in towards making it happen. Can you give a range in the number of hours Dave that you think this would take for an experienced developer?
Guy Iaccarino
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Dave Greenberg

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Re: High level view of all related efforts
May 03, 2013, 05:43:05 pm
Guy - A group of us currently at the sprint in Nevada City discussed this earlier in the week and Andrew Hunt (AGH Consulting) came up with some specifications on the wiki for a group of improvements including an overview Campaign Report:

http://wiki.civicrm.org/confluence/display/CRM/Campaigns

You might want to comment on the wiki page and possibly chat with Andrew and get his thoughts on effort for the various parts as I think he spent some time thinking about the implementation details. My rough guess for the report  (including a web test and upgrade logic) would be 2-3 days.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCampaign (Moderators: Kiran Jagtap, xavier) »
  • High level view of all related efforts

This forum was archived on 2017-11-26.