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GROWING AND SUSTAINING RELATIONSHIPS

GROWING AND SUSTAINING RELATIONSHIPS
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Yashodha Chaku

CORE TEAM MEMBER

WEB ACCESS INDIA PVT. LTD.

http://webaccessglobal.com

Its great to work on a project that has a profound impact on non profits. I am very excited about the work we do on CiviCRM which involves building on each other's ideas to create best of breed solutions for non profits. The fact that CiviCRM is an open source project with an amazing community and dedicated developers is an icing on the cake.

GROWING AND SUSTAINING RELATIONSHIPS
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Amy Bucaida

Administrator

Missouri Credit Union Association

http://www.mcua.org

We are a full CiviCRM install with Drupal.

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Donald Lobo

Implementor, Developer

CiviCRM LLC

http://civicrm.org

Still thinking of a deep deep quote. Basically:

It is super important for non-profits, advocacy and related groups to take charge of their destiny. Having control of your data is a good start. The crowd-sourced nature of an open source project in so in line with the co-operation and principles of most non-profits

CiviCRM is a project that strives to make the above possible. It is FREE as in kittens.

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Samuel Vanhove

Developer, Implementor

Réseau Koumbit

http://koumbit.org

As non-profit consultants working for non-profit organizations, we found CiviCRM to be particularly well suited to answer the common needs of activist associations, charities and other medium-sized groups. Based in Montréal, we've helped local and international organizations migrate to CiviCRM to manage their memberships, events, communications and fundraising campaigns. We empower our clients and assist them when they need us.

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Paul Keogan

Implementor

BackOfficeThinking

http://www.backofficethinking.com

CiviCRM allows us to bring all benefits and capabilities of a large commercial CRM and
donor management system to medium and large non-profits at a fraction of the cost. CiviCRM also allows smaller non-profits to benefit from an integrated solution for donor management, events, bulk email, etc. substantially increasing their effectiveness as compared to managing a variety of nonintegrated software and spreadsheets. Thanks to a strong CiviCRM community, CiviCRM’s functionality continues to advance and CiviCRM’s market continues to grow rapidly.

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Katy Jockelson

Implementor, administrator

Third Sector Design

http://thirdsectordesign.org

We work with non-profits to help them use and understand Civi. It's such an important tool for these organisations and it's great to see people using it in different and interesting ways. Using and working with Civi is made so much more fun and useful by the enthusiastic and talented community surrounding it.

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Alice Aguilar

Implementor

Progressive Technology Project

http://progressivetech.org

The organizations we work with are experiencing the benefits of a robust tool that is
easy to use, supports their work, and allows them to collect and track data from various parts of their organization, such as membership, fundraising, communications, and organizing into a centralized database. CiviCRM as an open-source solution also allows us to nurture and build a user community to share and create a common vision of future features that would be useful to the community organizing field. Just two years after our pilot project, we're currently supporting 30 community organizing groups to use CiviCRM, and the community is steadily growing.

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Coleman Watts

End-user and Developer

Woolman Sierra Friends Center

http://woolman.org

If it weren't for CiviCRM we'd be using at least 5 different
systems for Woolman: one for donor management, another for email newsletters, a third for our school enrollment, a fourth for our summer camp registration, and then a whole bunch of spreadsheets for keeping track of things like event attendance, prospective students, CSA memberships, etc. And of course none of those systems would talk to each other or make it possible to get a whole picture of the many ways one person might participate in our education center's activities. Migrating all of our scattered data and disparate systems to CiviCRM was a long and challenging process, but the results have been more than worth it. Our ability to track and report on our programs has improved dramatically, while the burden on staff to do data entry has been greatly reduced, and our participants are happy that they can now register/enroll online rather than mailing or faxing paper forms.

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Allen Shaw

DEVELOPER

NS WEB SOLUTIONS

http://nswebsolutions.com

I'm quite impressed with the responsiveness of the CiviCRM community, both from the core developers and many experienced users who have quickly provided answers and ideas in areas where I just needed that extra insight, or where we needed to do something totally new. After several years working with open source software, I'm finding the CiviCRM community to be the most responsive and helpful I've seen.

We make CiviCRM one of our primary offerings because it just provides so much right out of the box that our clients need, without a line of custom code. And when we need to extend it for the clients' unique needs, the APIs and programming hooks let us add in features that would be impossible in some other systems. This means we can provide great value to our clients with quick turnaround times and reasonable budgets, which is great for our clients and for us.

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Merlise Clyde

End-user, administrator

International Society of Bayesian Analysis

http://bayesian.org

ISBA is an international non-profit society with members from all over the world. We have sections that represent different scientific areas and chapters that represent different regions of the world. Civi Member powers our membership system! We use CiviEvent for Conference and Workship registration, and utilize CiviPetition for creating new sections to our society through member petitions. We are epxloring how CiviGrants can be used to track our travel awards and look forward to features for integrating accounting and finance. As a growing non-profit CiviCRM plays a major role in managing our membership system!

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Eileen McNaughton

Developer and End-user

Fuzion

http://fuzion.co.nz

CiviCRM has one of the most active and friendliest communities I have come across. From initial tentative forum posts I was encouraged into engaging more actively through IRC and directly with other groups & individuals and am now happy to count many community members as friends. I recently found an article on the web that said if you post a question about CiviCRM anywhere on the web Lobo will post an answer within a few hours. It often feels like that is true.

One of the most valuable way in which the community supports me is by allowing me to bounce my ideas around and often someone is able to suggest an approach which is better than mine.

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David Moreton

Consultant

Circle Interactive

http://www.civisites.com

We help many not for profits implement CiviCRM through consultancy, training, configuration and custom development. Many of them come from a painful world of old Access databases, multiple spreadsheets and even paper. It's really satisfying to
help people move on with a system that's so much in tune with their own ethics of sharing and collaboration. We also 'eat our own dog food' and use Civi in-house for our client records because we love the flexibility and control it gives us.

For us it's important to share code and advice with other members of the community when we can because we know we get it back in help at other times. The community really is awesome and one of the friendliest and undaunting I've come across. We appreciate the huge value of the software to us and our clients so we try to contribute back and make it even better.

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The ideal workflow for your events registrations

Submitted by xavier on April 2, 2011 - 04:16

Hi all,

 

Was reading lobo's latest blog and I'm almost sure that with these improvments we can have an event smoother event registration. The workflow would be:

 

1) You create the event

So far so good, same as before

 

2) You are sending it to some groups using send to mail or civimail.

To have the highest response rate, you need to put in the subject and body the detail of the event (the title, location, date, description, registration link...).

 

Until now, it involved a lot of copy paste between the event page and the email to be send... or doing it the inefficient way "dude, I'm too lazy to give you the detail on the email so you can figure out what it's all about directly, but click on http://www.example.org/civicrm/event/view?id=42 and you'll get that info"

 

Beside being cumbersome, it also introduced errors, because the invitation was saved as template, reused but not properly update (eg. you forgot to update the id of the event and end up in the wrong registration, the date was incorrect...)

 

With the proposed improvment, you would have a template invitation where the proper information is fetched directly from the event thanks to new tokens:

-------------------------------------

Dear {contact.firstname},

I would like you to attend to the event "{event.title}".

Where? {event.location}

When? {event.start_date} until {event.end_date}

More info and map {event.url}

You can register online {event.registration_url}

{event.description}

-------------------------------------

By choosing a template that contains an event token, the mail form will have a new field "event" displayed where you can choose for which event (from a list/autocomplete of upcoming events) that invitation will be customised and so {event.title} contains the right title after the merge in the email sent.

 

3) The recipient receives the email.

The email contains a special hidden attachment (VCALENDAR), that contains the details of the event invitation in a computer readable format that both gmail and outlook understand (and plenty other mail clients too).

The mail clients display that invitation (in gmail, as a box on the top left corner of the mail)

Title: Event title as put in civiEvent
When: Thu 24 Mar 5:45pm – 6:45pm (CET)
Who: demo@tttp.eu*
  more details
 
Going? Yes - Maybe - No

 

By clicking on the yes Maybe or no, the contact is automatically added as a participant with the proper status.

 

4) Sending a "made up your mind?" email one week before the event

Sending a reminder to the ones that did click on "maybe" and that haven't clicked on yes or no. This is done automatically now.

 

5) Sending a reminder the day before the event

For all those that have clicked yes (or registered online via the form), send a reminder. This is done automatically too, and event organising is becoming less stressful.

 

6) Name badges

You can generate the name badges and print them the day before the event, without having to get interupted by having to send the reminder (cf point above) and you are feeling more and more happy.

 

7) Register the attendence during the event

TTTP has developped an external drupal module that provides a searchable list of participants. There is almost no waiting at the registration desk, each person give her/his name ("Arthur"), you type it and the list is filtered to it contains only the Arthurs', you click on the status on the right line (Arthur Dent)  and the status changes from Registered to Confirmed without leaving the page. You give the badge and are ready to register the next one. That's so easy that you are almost laughting remembering the mess it was before civi.

 

8) Sending a thank you after the event

The list of participant is already updated, the prepared templated message is sent automatically two hours after the event, while you are sipping a cup of champaign with the participants that congratulate you on how smoothly the event was run.

 

I'm pretty sure the make it happen covers this above points. Lobo, could you confirm ?

If you want to have events as easily run as what presented it, pick up your credit card and make it happen Event a small amount will help.

 

What's missing in the picture ?

The only points that aren't covered are:

1) being able to complete the "yes, I'm coming", and fill the details that are specific to the event (eg. if you want to register to a workshop, a dietary requirement, the arrival date...).

2) pay for the paid events

This would mean being able to let the participant update an existing registration. That has been a requested feature in the forums. Should we try to make it happen too ? Please comment if you can commit to fund part of the dev.

 

 

 

 

 

 

 

 

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Comments

yep

Permalink Submitted by Eileen on April 2, 2011 - 17:40

We use events a bit differently as we use them for classes & would want to invite people to several events at once - which would seem to fall outside the current plan.

 

However, the sort of e-mail we would want to automate would be a link to people to pay their pending registrations with a link to their pending registrations.

 

At the moment you can send links to people to complete pending registrations - you just copy the waitlist url - I think you add pid=participant_id from memory to the URL. It creates a new contribution rather than completing an existing pending one. This is problematic because if you cancel the original pending one it cancels the event. This is all pretty inter-related to the accounts initiative so I haven't wanted ot get into it too much until that is progressed as the way payments are recorded will change a little.

 

On my to-do list is request to have people added to an organic group after an event has finished. It is supposed to be only those who attended but I expect it will be enough to add all & let the admins remove manually. Haven't started on this yet

 

 

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Outside of scope, me think

Permalink Submitted by xavier on April 3, 2011 - 02:31

Hi,

 

Don't think they are token related to the participant in the scope, but shouldn't be difficult to add some that are {participant.status}, {participant.id}... (eg. you know the event and contact, can find the participant too).

 

X+

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Tokens?

Permalink Submitted by colemanw on April 3, 2011 - 09:57

If I understand you correctly, the tokens would exist as tokens up to the point where the email is sent. I think this would be counterintuitive for most people. The purpose of tokens is to replace text on a per-message basis, not a per-mailing basis. In other words, the substituted values will be exactly the same for every message sent, therefore they do not need to be tokens.

A better solution would be to use those tokens when designing the message template, but have the tokens get replaced when the template is loaded into the message editor. That way the user can see exactly what they are sending, and will have better control over the message and a better overall experience.

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Token is to replace

Permalink Submitted by xavier on April 4, 2011 - 10:51

Hi,

 

For a contact.*, that's per contact, hence per email sent. For an event.* that's per event.

you could in theory generate it per email sent, but as it won't change between the first and the last email, sounds more logical to do it per mailing.

 

I am not sure what you find confusing in that, your issue of not knowing exactly what is sent is the same for a contact.token than for an event.token, isn't it?

 

Moverover, if you do the token replacement before the save, it means you can't save a new template/update template, as it won't be a token anymore.

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The issue is usability

Permalink Submitted by colemanw on April 4, 2011 - 17:23

I'm trying to look out for the overall usability of CiviCRM, and this seems like an obvious pitfall.

Unless you're talking about sending out event messages completely unmanned (i.e. the message is generated and sent automatically when the event is created with no user interaction), then tokens don't make sense here.  They can and should be part of message templates, but as soon as that template is loaded into the editor the tokens should already be replaced, so the user can see exactly what she is sending, and can edit in an intuitive fashion.

It's pretty common to want to tweak the text of your email (embellishing the name, giving more specifics about the dates, etc). And I think useless tokens would just get in the way.

My $.02

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Interesting

Permalink Submitted by xavier on April 5, 2011 - 04:12

I see your point. wondering if an "expand/replace event token" (or whatever it's named in the word processor) button wouldn't do the trick ?

 

You get {event.title} that is transformed into "Conference and Dinner gala in Beiruth"...

 

Something that would actually be quite easy to do with ajax & api v3...

 

X+

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Wonderful! A few comments / suggestions

Permalink Submitted by sonicthoughts on April 4, 2011 - 07:08

1. Note that we generally send out a calendar of events in the email.  We often announce a single important event too but always include the upcoming events.  

2. Reminder should be based on registration close not event date.

3. For #6 Badges, should also manage attendance so we can know who showed up (and ensure only 1 registration per person). Also, should be optional for #7 so people it only goes to people who showed up.

4. Additional event tokens to concider: price, price set, early bird discount, participant listing (or link to "see who's coming")

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Adding Relationships

Permalink Submitted by Zack Esgar (not verified) on April 4, 2011 - 17:40

As looking through several forum posts. I think an extra plus to the workflow of the event registration process would be the ability to be able to add a relationship from the admin page to link the profile on the top of the page and the secondary profile.

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You mean between the first and additionnal contacts ?

Permalink Submitted by xavier on April 5, 2011 - 04:07

Hi,

 

Not sure I understood you, you mean between the main contact and the additionnal one, right ? (the top and bottom profiles always refer to the same contact/participant). My experience is that the rules are complex, and depends if the contacts exist or not, and for instance the gender of the second participant or her age (to know if you go for partner or child of) and might want to create an household beside creating the relationship...

 

I think this is better handled by a custom module where you can implement all the complex rules that you need.

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GROWING AND SUSTAINING RELATIONSHIPS

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