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Author Topic: Email when contributions over certain $ amount  (Read 221 times)

katesneed

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Email when contributions over certain $ amount
September 03, 2014, 08:36:27 pm
I would like to have the development director and CEO receive an email anytime we enter a contribution over $1,000. I am thinking that I can create a scheduled job for this but am not sure how. Or is this something that I need to write my own code for? Any help on this would be greatly appreciated!
Thanks

Erik Hommel

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Re: Email when contributions over certain $ amount
September 04, 2014, 12:01:22 am
Hi Kate,

you would need to write a little code using a civicrm hook. Is that feasible?
Funded by MAF Norway we have developed a first extension TriggerAction that allows you to configure that sort of stuff, but the extension is still very much in beta and fairly complicated. If you have the ability to create a little customization code that would be simpler :-)

You migth also be able to use Drupal Rules to do this, if Drupal is your CMS.
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

Michael McAndrew

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Re: Email when contributions over certain $ amount
September 04, 2014, 12:46:41 am
Another approach (that we use successfully at CiviCRM) is to use CiviReport since for any report, you can choose for it to be emailed to a set of people on a regular basis.

Steps would be

1) create a report of all donations over $1000 in the last 24 hours / 7 days, etc.
2) add the person that you want to be sent the report as a recipient
3) create a cron job that is run every day / week (depending on 1))

Setting up a cron job can be fiddly, depending on your server environment - if you aren't sure how to do it, you should ask your hosting company / sys admin. In our case it looks something like this:
Quote
0 9 * * 1   www-data php /var/www/civicrm-website-org/drupal/sites/all/modules/civicrm/bin/cli.php -u cron -p xxx -s www.example.org -e Job -a mail_report --instanceId=38 --format=print

You can find more general info on scheduled jobs here: http://wiki.civicrm.org/confluence/display/CRMDOC41/Managing+Scheduled+Jobs




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  • Email when contributions over certain $ amount

This forum was archived on 2017-11-26.