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  • Automated Outreach Campaigns
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Author Topic: Automated Outreach Campaigns  (Read 932 times)

FrTommy

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Automated Outreach Campaigns
July 12, 2014, 06:08:16 pm
I recently came across a system that allows a user to create outreach campaign templates that include emails, texts, and manual actions. http://textinchurch.com/

Say for instance a Church has a first time visitor and the church has a set way they follow up with their visitors (email immediately, Text on Saturday following first visit, Deliver coffee mug(send reminder to volunteers), send email 1 week after 1st visit, etc.)

This template would be set up with the appropriate email and text template wording and when a contact is added and the Outreach Campaign is added to that user it starts the actions.

I think this would be an awesome feature for Civi.

petednz

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Re: Automated Outreach Campaigns
July 12, 2014, 07:17:30 pm
How close can civi alreadt get to this ? (thinking aloud here)

- CiviCase can
-- create a pre-defined set of Activities

- drupal webforms can
-- add a contacy
-- add an Activity to 'follow up' eg send mug (and may soon be able to add multiple Activities if a project gets funded)
-- add a Membership

- Scheduled Reminders can
-- send email 5 days after Membership created
-- send email 1 day before Activity due
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pete davis : www.fuzion.co.nz : connect + campaign + communicate

FrTommy

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Re: Automated Outreach Campaigns
July 13, 2014, 07:49:34 am
Thanks Pete!! I had never really looked at Scheduled Reminders. I think that will do what I need. Will try it out and report back.

FrTommy

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Re: Automated Outreach Campaigns
July 13, 2014, 08:00:07 am
Ok I checked it out and need some clarification on Scheduled Reminders.

If I set up a Scheduled Reminder to send an email 2 days after Activity "First Contact" is completed. I don't enable repetition. Will SR ONLY send one email to the Activity assignee or will it send multiple emails?

JonGold

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Re: Automated Outreach Campaigns
July 13, 2014, 02:48:57 pm
FrTommy - you should do testing in your particular scenario - but if the "First Contact" activity is only recorded once, the person shouldn't receive multiple scheduled reminders based on it.
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FrTommy

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Re: Automated Outreach Campaigns
July 14, 2014, 05:29:12 pm
Thanks JonGold.

I wonder what it would take to enable civiSMS to scheduled reminders?

Dave Greenberg

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Re: Automated Outreach Campaigns
July 14, 2014, 05:49:55 pm
This is part of the upcoming 4.5 release:
https://issues.civicrm.org/jira/browse/CRM-13912

Please help test by upgrading a copy of your site!
Protect your investment in CiviCRM by  becoming a Member!
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions (Moderator: Dave Greenberg) »
  • Automated Outreach Campaigns

This forum was archived on 2017-11-26.