CiviCRM Community Forums (archive)

Hi Guys,

Just an update on our work to automate donor journeys in civiCRM.
Now at the last day of code sprinting in Amersfoort, the Netherlands, we can say we are almost there… Erik and Jaap from Civicoop did a great job.

What came out is civiRules, a module for civiCRM to enable automated donor journeys. If something happens (a donation, a change in contact details…) civiRules executes a certain predefined action: send an email to that donor, alert a relationship manager.
We did build it starting from a fundraising perspective. But the cool thing is it can be used for anything: membership or volunteer management, follow up for event registration... And even application I couldn’t think of.

A nice user interface makes it easy for end user to set up a series of rules for any situation: if something happens, civi will execute a predefined action. This is great. I might be a data-driven marketing geek – I just can’t code.

The framework is now set up the engine works. Step by step, we can now add events (stuff that happens in civi), conditions (to set more conditions for what contact an action should be executed) and actions (the stuff civi should do automatically if and event occurs and conditions are fulfilled). The system is built to be really open, so any developer can code additional features, and data analysts as me can push in more advanced conditions.

2 fundraising non-profits MAF Norway and Amnesty International took the lead to develop this great engine. But of course, we do are an open source community, we invite everybody in to join us in developing this further and implement it in your own civi instalment for make your volunteer, supporter, donor, participants journeys more exiting.

Have a look at http://redmine.civicoop.org/projects/civirules/wiki or contact us for more…

Join us to make the next step forward possible.

Great news!

From what I have seen so far, this is just flexible enough to use for everyone wanting to automate tasks in Civi, and also advanced enough to do complex tasks based on complicated fundraising statistics.

Looking forward to be able to share event/condition/action with others, and hopefully be able to implement some event/condition/action made by others!

BTW I tried downloading the .mm file and opening in FreeMind but it said it was made on an older version and gave me a parse error when it failed.

thanks - yeah i used that before switching - can't recall why, but though mm files were fairly transportable - nw