Author Topic: civiRules for automated donor journeys (and more): we are nearly there!  (Read 1124 times)

Offline ilja

  • I’m new here
  • *
  • Posts: 11
  • Karma: 2
  • A passioned fundraiser and a data analytics freak
  • CiviCRM version: 4.2
  • CMS version: Drupal 7.15
  • MySQL version: MySQL 5.5.25
  • PHP version: PHP 5.3.14
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.

Offline HDevold

  • I’m new here
  • *
  • Posts: 1
  • Karma: 0
  • CiviCRM version: 4.3.3
  • CMS version: Drupal7
  • MySQL version: Your SQL
  • PHP version: PHD
My job at MAF is to help and support our donors in the most personal an efficient way.
We use CiviCRM to record gifts and data but also to plan and execute donor journeys. We are very happy with what Civi offer. But still, until now we have ben missing the functionality that would make our work much more automatic and manageable.

This sprint with Erik, Jaap and Ilja is well-used time, learning how the CiviRules can be a valuable tool for our donor journeys and helping us being more personal, more planned and at the same time save loads of time. The CiviRules will make it possible to manage growth in number of donors and also growth in activities and personalized communications. Without having to hire a team of people to manage it all.

So we are glad to be working with Erik and Jaap, together with Ilja (Amnesty) on this, and hope that other organizations will see the gold in this and come join us in the development.

Helén Devold / MAF Norway

Offline Flying

  • I’m new here
  • *
  • Posts: 29
  • Karma: 0
    • Mission Aviation Fellowship - Norway
  • CiviCRM version: 4.3.3
  • CMS version: Drupal 7
  • MySQL version: I am an end-user, why should I care about MySQL-versions?
  • PHP version: I don't (want to) know...!
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!

Offline petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
congrats guys. sounds like a great addition
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

Offline petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
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.
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

Offline Erik Hommel

  • Forum Godess / God
  • I live on this forum
  • *****
  • Posts: 1773
  • Karma: 59
    • EE-atWork
  • CiviCRM version: all sorts
  • CMS version: Drupal
  • MySQL version: Ubuntu's latest LTS version
  • PHP version: Ubuntu's latest LTS version
Hi Pete,
I used Freeplane to create it, which is another fork......
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

Offline petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
thanks - yeah i used that before switching - can't recall why, but though mm files were fairly transportable - nw
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate