Author Topic: Standard Procedures (Read 1017 times)

prickeke · August 04, 2007, 04:54:55 pm

I want to do the following in CiviCRM and would like help figuring out what features of CiviCRM I need and how to set it all up:

1. Track Pledges for a monthly fund raiser by associating a pledge amount with a Contact.
2. Track whether monthly payments where made
3. Send monthly e-mails/updates to those who pledge.
3a. I would like to send one e-mail, yet have it customized with the amount owed. I don't know how to do this, or if it's possible. I currently just write an e-mail individually to each person who has pledged with the amount owed.

Here's what I currently have:

- A group for tracking who has pledged. Every time someone pledges, I add them to a group.
- I can e-mail the whole group if I choose.
- I added a custom field for "Contacts" that has a pledge amount and note section. Unfortunately, this shows up on everyone's contact info. I would REALLY like it if it just showed up on those contacts who are in the pledge group (or however you can recommend to track this).

Thanks for any ideas.
--
Keith

Donald Lobo · August 04, 2007, 09:08:15 pm

Keith:

(this is more a tangential point, rather than an answer to your post)

You might want to read and comment on:

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

I suspect CiviPledge can and should handle the below quite seamlessly. This has come up on the forums / mailing list often and seems much needed. Would be great for a one or more organizations who need to functionality to step up and actually help develop this functionality in CiviCRM. Personally i feel it would be a better approach and more productive rather than trying to figure out how to achieve it with current functionality

lobo

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Author Topic: Standard Procedures (Read 1017 times)

prickeke

Standard Procedures

Donald Lobo

Re: Standard Procedures