Case studies and user stories

Google hangout - fundraising with CiviCRM

Published
2013-02-13 01:35
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Next Tuesday at 9AM PST / 5PM GMT / 6PM CET (more timezones here) we're having a 'Fundraising with CiviCRM' Google Hangout where we'll explore how three organisations are using CiviCRM for fundraising.  We are aiming to keep this session really end-user focused, and something that fundraisers who are new to CiviCRM and those that are already using it will find useful.

Developing custom search results

Published
2013-01-02 18:21
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The goal was to allow a Civi admin to go to the Advanced Search page, enter criteria and then view results as a list of contacts, with all that individual's contributions appearing in an indented list below the contact.  Selected data would then be exportable in a complete form, with all available info about the contact.  A list of each donor's contributions are pivoted and laid out as columns at the end of the row, along with various, calculated LYBUNT flags.

Chained SMS

Published
2012-11-23 07:35
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For the past few months we have been working with Future First, who have an ambitious mission of 'creating an alumni network for every state school in the UK'. A key part of this work is the ability to track and engage with recent school leavers and we've spent a fair amount of time building tools that allow them to do this. One of these is an extension that allows them to hold scripted SMS conversations with their contacts in CIviCRM.  We've just piloted this functionality with them and the results look quite promising.

Seat maps and assigned seating for CiviCRM events

Published
2012-10-17 20:57
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We've been using CiviCRM at Bay Area Children's Theatre since 2008, and started using it for ticket sales shortly thereafter.  CiviEvent was really designed for event registrations, and there are some differences between an event registration and a ticket purchase, but we found that CiviEvent gave us enough flexibility to use it for ticket sales -- especially with price sets.  BACT also has some unique flexibility that allowed us to adopt CiviEvent for ticket sales, which other organizations may not have:

What's Missing in Advanced Search?

Published
2012-07-08 14:42
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The Progressive Technology Project has compiled a list of scenarios related to doing searches from our groups’  support requests. We would like to put these forward as suggestions/modifications for Advanced Search or custom searches. Perhaps some have already been solved and are lurking quietly as custom searches that we just don’t have on our radar yet. Please share comments and reactions to these - have any of your clients needed something similar?

Hashed links from webform to civiforms - a solution for collection Organisation details for Event registrations and more

Published
2012-07-01 16:31
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After more meanderings around the Universe of Webform_civicrm (Creator: Coleman) I started thinking that I should find a way to use it to collect more complex information about Organisations and Relationships which might be required as part of an event or membership registration.

The prompt for this particular meandering was that currently Event Registration does not provide any in-built options to collect information about an Organisation that the registrant might represent, beyond the Organisation Name (currently employer) and Job Title.

Improving CiviCRM’s soft credit functionality

Published
2012-05-11 15:03
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At the April sprint, several of us discussed improvements to CiviCRM’s soft credit functionality. For those of us who use CiviCRM for fundraising, soft credits are vital component of managing donor relationships, and there are several ways CiviCRM could be improved to make soft credits more robust and easier to use.

Thanks to Kellie Brownell and Jane Hanley for their contributions to this blog post.

Some background:

Would You Want to Become a CiviCRM Ambassador?

Published
2012-04-27 12:06
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When EFF began looking for a new CRM, we were incredibly impressed by the CiviCRM community. CiviCRM users were excited to speak with us about their experiences and developers responded quickly to our questions on the forums. In comparison to other products on the market, we viewed this willingness to help other users as a huge asset and important part of our final decision to adopt CiviCRM. More than eight months after migrating our database, the CiviCRM community still proves to be a tremendous resource for good ideas.