We get a steady trickle of requests regarding changes to what receipts go out when someone signs up for a regular payment. We use an extension to help with this 'norecurreceipt'. The extension basically prevents the is_email_receipt from being set to ON on the civicrm_contribution_recur table - thus allowing the inital mail to go out but not the subsequent ones.
I discussed this some time ago with Dave & he suggested I post a blog to see where other people are at with recurring receipting.
What happens now?
The built in CiviCRM receipt workflow is that when someone signs up for a recurring contribution or membership they get
1) A notification that a recurring receipt has started
2) A notification that the an initial payment has been made
3) A notification of each payment that is made
4) A notification at the end of the timeframe.
You either get all or none.
What do people want?
We have different...Read more
Compare your fundraising success last year with other CiviCRM users and small- to medium-sized nonprofits. Third Space Studios have been conducting the Individual Donor Benchmark Survey for three years, helping smaller nonprofits compare their aggregate fundraising information to get a fix on how successful they are raising money from individual donors.
In return, the survey helps small and medium non-profit organizations gain useful insight into their own data, and contrast that with similar size organizations, to enhance their fundraising strategies.
This year, we realized that much of the survey data is already available in CiviCRM in a standardized way, so AGH Strategies wrote a report extension to help CiviCRM users easily gather data for the survey. The report gives you totals question-by-question to match the survey.
Want to get started? ...Read more
Odoo is an open source accounting software. With much more features than only accounting, such as warehouse management, project management, HR management etc.
CiviCRM is an open source software for non-profit and is great in membership management, donor management etc.
For one of our clients we have been working in integrating both CiviCRM and Odoo where Odoo is leading in the financial data and CiviCRM is leading in the contact and membership data.
Meaning that in CiviCRM we create memberships and memberships contributions. Those contributions are synced to Odoo as invoices. In Odoo the invoices marked as direct debits are exported and send to the bank and in Odoo we read and reconcile the bank statements and marking the invoices as paid. As soon as an invoice is marked as paid the contribution in CiviCRM is also marked as completed. In addition when an invoice is created in Odoo this invoice is also created as a contribution...Read more
(My name, but blog is actually from MAF Norge's Steinar Sødal)
How to track what marketing effort is most efficient for recruiting donors or members?
All NGOs would dream, hope and maybe pray to expand their database of donors with new ones. Hopefully your NGO is doing more than just dreaming, but actually spending some money trying to recruit new donors or members.
If you are spending money trying to achieve this, you would probably be aware that this is expensive. Newspaper advertising, Facebook and Google ads, webpages, inserts, face-to-face on the street, events and so on. What effort gives you most donors, to the lowest price?
Any sales or marketing business will need a way to measure what marketing effort is most cost efficient. I sincerely think that NGOs should do the same, so that they could understand where their marketing strength and potential lies.
The main Key Performance Indicator (KPI) for donor recruitment should be ”...Read more
Do you use CiviCRM for contributions, pledges, and related financial data? Does your organization use the financial reports in CiviCRM? Does your organization export data from CiviCRM to your general ledger? Or do you want to start doing some of these things? If so, your input is needed on CiviAccounts. (You do not need to be a CPA to give input, but having a general understanding of how CiviCRM financial areas work currently is helpful)
Give your input via the survey at: http://pogstone.com/civicrm/petition/sign?sid=15&reset=1
(Thanks to the CiviCampaign component, I am using CiviPetition to handle my online surveys)
Background: One of the bigger structural changes to CiviCRM in the last few versions has been CiviAccounts. CiviAccounts includes many things you may use day-to-day, such as using multiple financial types within a single priceset, partial...Read more
As mentioned by Tony in his blog, we have recently released “Simple Donate” extension that allows you to have a pretty and responsive donation pages. I want to take this opportunity to share some implementation details for this extension.
CiviCRM and API
We made a conscious effort not to add more configurations and decided to use existing contribution page settings. So the only thing that you need to do is link your existing contribution page with our extension.
CiviCRM already has support for angular extension. It was fairly easy to learn and develop front-end based on angular framework. It also helped in implementing client-side validations for most of the user related and payment related fields. Angular was...Read more
I recently had a requirement to allow for export of Accounting Batches to a format that AccountEdge can use. The good news was AccountEdge has many CSV import wizards for many different types of data. The bad news was the layout of the accounting batch export CSV file from CiviCRM did not match what AccountEdge expected. So I set about creating a new export format for CiviCRM which is compatible with the "File ... Import Data ... General Journal Entries" wizard in AccountEdge.
What I had to do:
Step 1: Update list of export options to include the new choice "CSV for AccountEdge"
In 2014 MAF Norge funded CiviCooP developing the TriggerAction extension (https://github.com/CiviCooP/org.civicoop.triggers) to assist them with automated Donor Journeys in CiviCRM. Our team of Jaap & Erik from CiviCooP and Steinar & Helen from MAF Norge worked hard for a week and we came up with something that does work but is fairly complicated and decidedly unsexy. During the CiviCRM sprint in Edale Jaap & Erik from CiviCooP worked on a first analysis of CiviRules, a CiviCRM extension that is based on the Drupal Rules module. We described our thoughts (and some great contributions from community members) on a wiki page: http://wiki.civicrm.org/confluence/display/CRM/CiviRules+extension
In 2015 our aim is to actually develop and deliver the...Read more
At Web Access we’re constantly exploring new technologies and challenging our engineers to come up with new, and useful software solutions. This exercise allows us to hone our skills, motivate our teams, and keeps us thinking outside of the box. At times, such as this, it gives us a little something to boast about.
We thought it would be really useful for the community if there were a simpler way to donate in CiviCRM. So we set out to simplify the donation process. What we’ve come up with is the “Simple Donate” extension which allows the administrator to link existing donation pages with our new sleek, user friendly and responsive donation page. The genesis of this idea came from the blog post here
Pen and paper ready? Here’s how it works…
- Link your existing contribution page with simple donate form....
This extension has been unpublished from the CiviCRM extensions directory, as it is obsolete. The source code is still at GitHub (https://github.com/sgladstone/com.pogstone.paymentprocessorhelper), but is not maintained, nor recommended.
Pogstone has published a new native extension called "Payment Processor Helper" Its designed to standardize and streamline, and ease support challenges related to automated recurring contributions that are connected to payment processors. This extension is NOT a payment processor. Its designed to work along side existing payment processors, which at this point includes PayPalPro, Authorize.net and eWay recurring. Hopefully this is of use to organizations using one of those 3 payment processors, and/or other developers creating payment processors that want to offer automated recurring...Read more