24 March, 2016

Are you responsible for planning, managing and monitoring campaigns for your organisation? If yes, you are probably using CiviCampaign to link contributions and campaigns and analyse their success. However, unless your campaign requirements are rather simple, I bet that you encountered some limitations of CiviCRM's campaign functions such as:

  • no function to record costs involved with a campaign action or to track the campaign's budget

  • no campaign hierarchy

  • limited reporting options

  • not much of an UI to manage and or visualise...

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15 March, 2016
By Rob_S

Hello everybody. I am assessing the feasibility of a CiviCRM integrated 'Community Shares' extension on behalf of my client, the Kindling Trust.

Community Shares are an investment mechanism available to Co-operative and Community Benefit Societies in the UK - see CommunityShares.org.uk if you want more info.

Kindling are a not for profit organisation based in Northern England, who have been using Civi for a number of years, and are planning on launching a community share offer in the future, in order to raise funds for a community owned farm, to develop sustainable food practices, and regional food security.

I anticipate that the new extension would build upon the existing CiviContribute and CiviMember components, and have attached an outline document describing how I would see it functioning.

We are interested in talking to members of the...

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10 March, 2016

If you're like most leaders of small nonprofits, you want to know where your fundraising stands as compared to other organizations your size. CiviCRM stores a wealth of data, but it might be time-consuming to search for it all. Even then, how will you know you're comparing data apples-to-apples with the rest of the sector?

The survey and extension

This is where the Individual Donor Benchmark Survey comes in. By asking standard questions of small nonprofits across the United States, the survey allows you to see how your organization stacks up against nationwide benchmarks, and you can compare your own results in subsequent years.

AGH Strategies is a sponsor of the project, and we produced a ...

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18 January, 2016
Filed under CiviContribute, Extensions

I've been working on a few larger CiviCRM migrations lately. Out of that work I've been adding some new pieces to the iATS payment processor extension as well as my more generic recurring payments extension, and here's my story.

The original CiviCRM model for recurring contributions was built around what let's call the Paypal model, which tries as much as possible to give the donor ownership and management of their payments, by managing the recurring schedule and giving donors their own 'account'. This has benefits for donors and also for the organization receiving the donations - e.g. less administration.

But I've found that for many organizations migrating to CiviCRM, this model isn't ideal. For a start, a lot of older regular donors don't want to manage their payments and assume it's the responsibility of the organization. Secondly, having...

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01 September, 2015
By Parvez
Filed under CiviContribute, WordPress

Over the past year there've been a few conversations in the community about the availability of a WooCommerce CiviCRM extension. A couple of attempts are out there but accessing the codebase hadn't beared any fruit for us!

Thanks to funding from Cool Earth, we're pleased to share alpha versions of our WooCommerce integration Extensions.

At the moment they carry out a simple integration whereby WooCommerce orders are placed against contacts in CiviCRM as a single contribution entry. There's also the ability to see the orders from the contact within CiviCRM.

Our next milestone will be to allow donations to also be made via WooCommerce and to ensure that they are recorded as a seperate line within CiviCRM so that processes such as Gift Aid can be applied.

Please raise any issues against the github repositories directly, once we've reached beta release we'll add to the CiviCRM extension listings.

Github repos can be found...

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10 August, 2015

I have just completed the first cookbook on CiviRules, with 2 basic examples and an example on how to automatically classify donors based on their contributing behaviour. Have a look, any comment is highly appreciated :-)

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+Cookbook

The CiviRules extension is in the CiviCRM extension list (https://civicrm.org/extensions/civirules) and on GitHub (https://github.com/CiviCooP/org.civicoop.civirules)

16 July, 2015

During the past year, I've been working with a number of medium and larger organizations using CiviCRM, and have found a few gaps in CiviCRM's CiviContribute functionality, particularly around the management of recurring donors, which are often a really important part of a larger organizations' donor base.

To this end, I'm happy to share a couple of extensions that I've been developing to fill these holes, detailed below.

Feedback and patches welcome, as usual. 

Also a side note -- if you're using our iATS Payments extension, we've just released a new 1.4.0 release, which is CiviCRM 4.6.x compatible.

1. CiviContribute Recur Extra

Until I put together an official release, use this page: https://github.com/adixon/ca.civicrm.contributionrecur which...

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02 July, 2015

Message from Steinar (MAF Norge)

CiviRules is live and doing effective automation!

Two weeks ago, Wednesday June 10th, MAF Norway started to use CiviRules on their live production site.
We did set up one single rule, which starting from that day, saves us for approximately 1 hour work pr. day. That is almost 15% of one persons workload throughout the year!

The extension is open for download from github. It has some basics features and some cool stuff already.
If you also download the SMS API (or EMAIL API or PDF API), you could already schedule things like this:

  •     Automatically send a sms with congratulation every time a contact has birthday.
  •     Automatically put contacts in a certain group if they contribute over a certain amount.
  •     Automatically tag contacts that have changed their email adress.

This could again be combined with a report on some back office staff member....

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17 June, 2015

Amnesty International Flanders (AIVL) have been using CiviCRM for a couple of years now, initially with memberships mainly but lately more and more as a fundraising tool. They have implemented CiviBanking for their incoming bank transactions and are now in the process of testing CiviSepa for their direct debits. We (as CiviCooP) are part of their CiviCRM family and work together with them to support their processes in the best way we can, making the most of CiviCRM. Other CiviCRM community members like Xavier Dutoit and Björn Endres (of Systopia Organisationsberatung) also for part of the team with some projects and ongoing development.

AIVL has an ambitious goal for their street recruitment, striving to increase the numbers of donors but also the retention rate and the donated amounts. One of the key development areas in this respect is the...

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08 June, 2015
By Parvez
Filed under CiviContribute

Over the pond, we brits love our underdogs, we love the fighting spirit that the underdog has, and the belief that they may just make it. Partly its down to our lives being a collection of "Nice try" and "It wont happen for you" and us not wanting to celebrate anything too soon, in the insane belief that it might not happen. Well thats my excuse for not putting up this blog post any sooner.

In true David v Golliath fashion the HMRC (the government for those who dont like acronyms) decided to change the Online Gift Aid artifacts a while ago. In true government style they talked of this change for some time, even penciling in some dates. Unlike other projects though this one did actually happen, the tax payers money was spent and the service amended to provide zero benefit to the developers around it. Pretty typical, in fact made even more typical by having a hard switch over date meaning any gift aid online claims attempted using the pre April 6th methods would be simply...

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