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Lisa Jervis

End-user, Administrator, Implementor

Center for Media Justice

http://www.centerformediajustice.org

Civi has been an amazing tool for CMJ (and for other organizations I work with) to keep our most important data all in one place in a user friendly way.

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Chezre Fredericks

Administrator, Implementor, Developer

The Bible Society of South Africa

http://www.biblesociety.co.za

We are currently migrating to civiCRM. We will be using civiCRM for back office to record contributions, manage donor communication and report on contributions received.

CiviCRM is perfect for us because it is based on contributions

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Oliver Gibson

Consultant, Implementor, Trainer

Northbridge Digital

http://www.northbridgedigital.co.uk/

The community provides excellent forum support, new ideas and feedback on suggestions. The CiviCRM software suits many use cases and allows us to support a large number of diverse UK voluntary sector organisations.

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Pablo Sullivan

Administrator, End-user

Movimiento por la Paz -MPDL-

http://www.mpdl.org

We needed a CRM, found CiviCRM and fell in love with it :). We're starting with 4.3, we hope we can be of some help for future updates.

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Linus Widborg

Administrator

Responsive Development Tecnologies

http://www.responsive.se

We use CiviCrm to keep track of our customers and to administer our seminars and conferences.

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Leena Nangia

Consultant

nfpservices

http://www.nfpservices.co.uk/

We use CiviCRM for our own business functions. Nfpservices participate in the development of CiviCRM and contribute enhanced functionality to the community.

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Robyn Perry

End-user, Administrator, Trainer

Progressive Technology Project

http://progressivetech.org

CiviCRM is helping us serve member-based community organizing groups across the
U.S. to keep better track of their events, fundraising, and membership data. It's helping our community to aim higher in terms of what kind of questions they should be asking and what kind of data they should be collecting. We chose CiviCRM because it's the best all-around tool to do what our groups need, AND because it's open source.

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Luciano Spiegel

Developer & Implementator

IXIAM

http://www.ixiam.com

It's all about community. I love the CiviCRM philosophy and in IXIAM, we are trying to expand the spanish speaking community in Spain and Argentina

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Simon West

End-user, Administrator, Implementor

ZING

http://zing.uk.com

We feel there are too many obstacles facing not-for-profits (NFPs) considering commercial CRM offerings, including many of those that are charity oriented. From licensing models which restrict the fluid expansion of an organisation's user base (why should you be punished with higher costs for being successful?), to support from commercial companies being inherently tied to one supplier; a NFP would benefit from the option to 'shop around' for those most appropriate, e.g. based on: proximity and availability on-site, cost, experience, value added services... They also often lack the capacity for charity relevant workflows, necessitating either customisations, complicated and inefficient workarounds or an en-masse call for new functionality, as individual charities do not appear to carry the weight required to influence subtle NFP-only changes to market leading software, without large expense.

On the flip side, CiviCRM is completely free and open-source, carrying with it a friendly, hard-working and enthusiastic community of developers and implementers, constantly listening to the users' needs and sculpting future releases to the requirements of NFP organisations. This is exciting!

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Fred Sullivan

Implementor, Administrator, End User

AVdrive, Inc.

http://www.avdrive.com

In New York City we have been fortunate to have had in person user group meetings. It has been useful to CiviCRM see case studies presented by companies and individuals. To learn about how people use and customize CiviCRM for different types of organizations. It is also useful to meet in person other implementers, developers and users to work with on professional and volunteer projects. I think it is also important and fulfilling to try to share knowledge and resources with others to help sustain the community and project.

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Adam Wight

Developer

Wikimedia Foundation

http://wikimediafoundation.org/

Civi is one of those pieces of software that makes you wonder how early humans could have survived without it. Every nonprofit seems to be using Civi for some aspect of their fundraising, and I'm always surprised at the creative ways different people find to make it work for their needs. Happy to be able to help out a bit. There's a lot of energy going into this project--definitely checkout the forums and the IRC channel if you're curious.

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Sandra Mayers

Implementor, Developer

Unitarian Universalist Church of Lancaster

http://www.uuclonline.org

Contact management, email marketing/management and web site integration.

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Personal Campaign Page for Teams?

Submitted by mlutfy on December 6, 2012 - 12:14

An organisation I work with wishes to extend the Personal Campaign Page (PCP) to allow teams to raise money either using their group PCP page, or individual PCP pages of each team member. In other words, the team organiser creates a PCP page and sets a team objective. The organiser then invites members to join its group. By doing so, the team member creates its own PCP page with a personnal objective.

In terms of functionality:

  • Donors can donate either to the team member's page, to the team page, or to the general contribution page.
  • The team PCP page should list the members of the team, and how much money they have raised.
  • The team PCP page objective should also include the total amount raised by the team (e.g. donations to the group + to team member pages)

This is similar in many ways to the FPWR Fundraising Platform (blog post). It provides many excellent ideas and a set of Drupal modules are available. It is a great solution, but relies greatly on webforms, the CiviCRM v2 api and Drupal 6. It also makes some assumptions on how contribution types are used, and is for events. While I do not want to re-invent the wheel, I was hoping for a solution that would integrate more easily with CiviCRM core, possibly an extension with a subset of features.

So here's what I intend to do, and I'd love to get feedback from the community:

  • Create a CiviCRM extension "Team Personal Campaign Pages" that extends the civicrm_pcp table with a field to specify a team.
  • Modify the "setup a Personnal Campaign Page" form to allow the user to join a team.
  • Provide a way to get the honor roll for the whole team, team "amount raised", thermometer and team members listings.
  • Create/alter the team dashboard to manage team members, invite new members (tell a friend), etc.

You might wonder why not just create a contribution page for the team, and a PCP page for the team member? We have a few concerns:

  • Giving permissions to manage contribution pages could interfere with other donation pages
  • PCP already provides most of the required features for the user experience of a non-staff person
  • The workflow for a team page, or individual page, would be completely different.
  • Having hundreds of contribution pages would be a bit annoying to manage (although this could be worked out with the contribution page type).
  • I want something that could be "plug & play", without having to customize lots of screens or hardcode anything (ex: for contribution pages, we would need to override/hide which profiles get included in a team/member contribution page).

Finally, there are a few other things we would like to implement to have a more complete PCP toolset for participants, but have not evaluated in depth yet:

  • Tracking of who has received a "tell a friend" e-mail, whether they have donated or not (so that fundraisers can send them a reminder).
  • Provide a way to participants to track whether the donor has been thanked or not.
  • Provide a way to enter "offline" contributions, and flag them as such in the donors lists (participants sometimes receive money in cash or cheques, and we want to avoid the long delay of receiving the money and showing the progress online).
  • Provide a way to add a custom message in the thank you message sent by e-mail following a contribution.

Has anyone else run into this type of requirement? Any suggestions? Thank you in advance!

Mathieu (mlutfy, bgm on the #civicrm IRC channel)

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Comments

yes

Permalink Submitted by Stoob on December 7, 2012 - 10:10

I've got one instance of personal campaign pages being used sucessfully.  They would like the ability for people to "join" a team, and for a "leader to manage the team" (invite, approve, and remove members) and provide a "team total" for fundraising goals.  This strikes me as a deeply social and complex set of requirements, however, in which all team members and the team leader must have a nuanced set of permissions as well as access to a user interface that makes sense.

Given my client's miniscule budget I told them their goals were not even remotely possible, and team leaders simply co-ordinated their team rosters in the PCP description page, editing the text to show who was on their team.

If this is your next feature goal, I commend you and good luck!, but couldn't offer more than a small sum for MIH.

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The FPWR platform supports

Permalink Submitted by jeff porter on December 9, 2012 - 22:18

The FPWR platform supports most of what you intend to do.   Some brief updates

  • Drupal 7 is supported now
  • We will eventually upgrade to the v3 APIs, but for now, it works fine on the v2 ones
  • Our published version uses Locations, but those would use the same model as teams so one could easily just modify the existing code to declare them teams instead of "locations"
  • We intend to update the GITHUB repository with the latest code here shortly

If your desire is to build this into Civi, then this may not be a great solution for you.  We didn't want to extend Civi or any of its tables etc.  Instead, we wanted to maintain flexibilty and ultimate control over the UI and UXP.  That is why the system is architected as it is. So, again, it may not be a decent fit if you have other requirements.

With that said the system currently supports the following in your list of requirements:

 

  • Provide a way to participants to track whether the donor has been thanked or not.
  • Provide a way to enter "offline" contributions, and flag them as such in the donors lists (participants sometimes receive money in cash or cheques, and we want to avoid the long delay of receiving the money and showing the progress online). [WE TAKE THIS ONE STEP FURTHER AND WE HAVE A QUEUE WHERE THESE DONATIONS CAN BE RECONCILED BEFORE BEING SENT OVER TO CIVI - THIS SAVED OUR ACCOUNTANTS FROM A LOT OF HEADACHES]
  • Provide a way to add a custom message in the thank you message sent by e-mail following a contribution. [WE HAVE A TAGGING SYSTEM SO THAT YOU CAN CREATE TEMPLATES FOR THANK YOU MESSAGES]
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New Code Released

Permalink Submitted by jeff porter on December 10, 2012 - 14:18

We have released new code for the fundraising platform.  This version supports Drupal 7 as well as the other elements listed in my previous comment.  The link to the repo is:  https://github.com/fpwr/fundraising-campaigns-d7

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re: New Code Released

Permalink Submitted by mlutfy on December 12, 2012 - 13:27

Hi Jeff,

Great timing! Thank you very much for the detailed comment and code. I will definately look into it.

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Hey Jeff,

Permalink Submitted by building252 on December 13, 2012 - 07:43

Hey Jeff,

Do you know if there will be any code avaialble for Civi on Joomla. I've been riggin Civi to kinda work like a team fundraiser but it takes a lot of manual work.

I was excited when Civi finally made it possible to attach a PCP to an Event. That helps.

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