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Author Topic: Extending schedule reminders : other entities and more tokens  (Read 4521 times)

pdelbar

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Extending schedule reminders : other entities and more tokens
August 19, 2013, 01:39:36 am
I've been working on an extension to schedule reminders to
* make more tokens available for the message (like membership custom fields)
* running reminders on other objects than the current ones (activity, event, membership mainly)

Do you have use cases where this would be useful ? Would you like reminders on contributions or pledges, on grants or on custom date fields for contacts ? Please post what you would like to do and help me prioritize what would be most useful.

xavier

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Re: Extending schedule reminders : other entities and more tokens
August 19, 2013, 02:25:19 am
sepa files to generate ;)
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Owen

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Re: Extending schedule reminders : other entities and more tokens
August 19, 2013, 11:12:37 am
We've been working on scheduled reminders recently, I'm in the process of building an email welcome series for new donors, as well as fundraising tips and training schedules for people who enter our events.

Completed :

  • Got them obeying marketing preferences e.g "No bulk mail"
  • Included "register date" as an option as well as event date for the event object
  • We're also now firing the email from CiviMail so that we can track opens and clicks, this would might solve some of your custom contact tokens

To do:
  • Limit recipients to smart groups as well as static groups.


Triggering off contributions would be great, I figured that this could happen with activities, but if that's not possible it'd be a really useful addition. PCP actions would be great too, I'm not sure how many of these aren't covered by an activity.

We should also then rename the functionality from "Scheduled reminders" and put it somewhere people can find it. Once we've got the smart group limiting in place then it's quite powerful marketing automation.

krypto

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Re: Extending schedule reminders : other entities and more tokens
August 19, 2013, 12:04:57 pm
  • +1 for everying in Owen's list - particularly limiting recipients by smart groups! We have a bunch of members paying automatically in ways that Civi doesn't recognise as auto-renewing, so they don't get excluded from membership reminders (so we're running such reminders manually atm).
  • Reminders on contributions would be great - particularly if you could filter by payment type / amount / financial type. Automated thank-you letters would save us a lot of time.
  • Option to always CC/BCC another address.
  • It'd be nice if the Activity list included Membership Renewal, too.
« Last Edit: August 19, 2013, 12:10:22 pm by krypto »

Parvez

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Re: Extending schedule reminders : other entities and more tokens
August 20, 2013, 02:24:48 am
Hey All,

As per Owen's email, I'm about to get my hands dirty with the smart groups side of things.

Let me know if anyone has done any work on this that may help.

FYI - the JIRA Issue raised for this was http://issues.civicrm.org/jira/browse/CRM-11518

Thanks

Parvez
Veda Consulting Limited

xavier

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Re: Extending schedule reminders : other entities and more tokens
August 20, 2013, 04:39:42 am
Parvez & Owen,

Sounds like great additions. Do you think other other type of actions could be triggered by the reminder with your work on plugin in civimail? (eg. sending an sms, adding a schedule phone for the new members above a level...)

As for the no bulk email, not sure the reminders are always bulk emails, eg if it's a confirmation for the participants, it hardly qualifies as bulk, isn't it? Is this going to be adjustable?
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Owen

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Re: Extending schedule reminders : other entities and more tokens
August 20, 2013, 04:57:36 am
SMS: We wouldn't use it but would make a good addition, Parzez: would it work in theory?

Scheduled phone:  Nice idea, could almost build https://ifttt.com/ for CiviCRM. I'd normally surface those contacts in a dashlet for the person who should phone them, but creating the activity automatically works better.

Bulk: the ones we're setting up will always be marketing messages rather than transactional. Will release as a separate patch though rather than with everything else.

Parvez

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Re: Extending schedule reminders : other entities and more tokens
August 20, 2013, 05:11:10 am
SMS Should work in theory, might need to put a little more validation in around having a phone number or something but the underlying logic will cater for this scenario.

I'll be blogging about it in the next day or two, in essence it adds anyone who would have got a scheduled reminder into the mailing job if you setup the scheduled reminder to 'track'. So other reminders work as normal. The Bulk Email check is in a separate extension so doesn't need to be bundled with this stuff.

The other bit we do is the opt out/unsubscribe takes you to a custom page (not for LLR as we've removed the need for unsubscribe in the bulk email). The page doesn't actually allow an opt out as you weren't part of a mailing group.

Upperholme

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Re: Extending schedule reminders : other entities and more tokens
October 15, 2013, 07:15:06 am
I know this is an old thread, but in light of the discussions at Civicon London about marketing automation, and work that Jostein presented for MAF in Norway, I was wondering where things are on this extension (small 'E', as compared to an Extension, with a cap 'E') of the scheduled reminders functionality.

I was talking with a client just last week about how good it would be to have a contribution be able to trigger a sequence of scheduled reminders.

Aah! Just seen this more recent thread: http://forum.civicrm.org/index.php/topic,30221.msg129506.html#msg129506. sounds promising as a possibility for 4.4
« Last Edit: October 15, 2013, 07:18:35 am by Upperholme »
Graham Mitchell
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Parvez

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Re: Extending schedule reminders : other entities and more tokens
October 15, 2013, 07:18:24 am
Hey - we were looking at why Contribution Activity wasn't in the list of possible scheduled reminders during the Post CiviCon sprint. Its something that I think the core will address pretty soon as this seems to be a key requirement.

We'll be releasing an extension that allows the feeding of scheduled reminders into Bulk Emails pretty soon - in the next couple of days with any luck.

Upperholme

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Re: Extending schedule reminders : other entities and more tokens
October 15, 2013, 07:19:12 am
Outstanding stuff. Many thanks.
Graham Mitchell
http://mc3.coop

robbrandt

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Re: Extending schedule reminders : other entities and more tokens
November 13, 2014, 02:04:30 pm
Did anyone come up with an extension that would allow us to cc or bcc someone for a particular scheduled reminder?
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Extending schedule reminders : other entities and more tokens

This forum was archived on 2017-11-26.