08 April, 2014

Yesterday I wrote a blog about the first day in the sprint for the donor journeys. I have discussed that we are focussing on a trigger/action extension to automate most of the donor journeys. I wrote a bit about the internal working and the data structure of this extension. 

Today we have finsished the internal working of the system. It is now possible to define triggers and actions. Right know you can enter those only in the database. We have made a start with the user interface and we continue to developer the user interface tomorrow. So that a user can enter a set of triggers and actions. In this blog post I want to show you how you can enter the trigger and actions in the database. The reason is that this will show in more depth how the extension works.

To explain how the extension work let me first explain which trigger/action I will use in this example.

Example: add every...

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10 March, 2014
By antrik
Filed under CiviContribute

Christmas is long over, yet we have a wish: we want to introduce a new field to `civicrm_contribution`, (tentatively) called `sequence_number`. This will give contributions records belonging to a recurring contribution some self-awareness, by recording which installment in the series each contribution record represents.

Our itch to scratch here regards to direct debits, where we need a simple and reliable method for determining which installemnts have already been created, and which still need to be created. But let's think big: it seems to me that storing this information should be useful for other types of recurring contributions as well.

Note the emphasis on reliable. In the ordinary case, we should be able to derive the sequence number easily by counting the contribution records. However, in the Real World (TM), nothing ever goes as it should -- especially when computers are involved :-)

For one, counting only works if the...

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27 February, 2014
Filed under CiviContribute, Community

Third webinar can be found on https://www.youtube.com/watch?v=xYkzUgeJMro

Latest news: second webinar can be viewed on https://www.youtube.com/watch?v=2uDAjCM6T5s

First webinar can be viewed on https://www.youtube.com/watch?v=t3iYtUNre7g

In the beginning of the year I wrote a blogpost on Donor Journeys and CiviCRM (https://civicrm.org/blogs/erikhommel/donor-journeys-unconference-and-civicrm). As a first step we have created a specific CiviCRM forum on Fundraising and Donor Journeys (http://forum.civicrm.org/index.php/board,88.0.html). But we are also going to do a first series of webinars on this topic:

  1. Rupert Tappin of...
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16 February, 2014

Have you ever needed to send an email from CiviCRM that includes a list of upcoming events? Then you know how much fun the copy/paste effort this entails, especially if you want to use a checksum in the links to register. Plus you know you get to repeat the whole exciting process for the next newsletter the following week or month. Or if you have someone else you need to train on this task, try explaining to a non-technical person how to hand-edit the URL query string to include the checksum paramaters. (is the contact ID query string param name "cid=x" or "id=x", well that depends....)          And even if you do not deal with events, you can have the same fun teaching someone else to properly use checksums when you need to include a hyperlink to a contribution page or a stand-alone profile.  

If you want a much easier process for listing upcoming events with links to register, including links to contribution pages and stand-alone profiles, then try out the new extension...

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20 January, 2014

eWay is an australian payment processor that provides a seamless connection with many banks and allows for recurring payments, token payments etc.

CiviCRM has had a one off payments processor for eWay for a long time, but has lacked one for recurring payments and now it is finally here!

This payment processor has had a long history and there are many people to thank in it’s evolution.

I started the process several years ago, creating a processor that scraped emails checking for sucseful recurring payments. This work was undertaken with Community Builders for Voiceless initially.

It was then refactored into using eWay’s token based recurring payments API by Henare Deegan.

Finally, to make it work for all users and not just hard coded to work for specific clients I undertook another update to the code (also making it compatible with several versions of CiviCRM) with sponsorship from...

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07 January, 2014
Filed under CiviContribute, Extensions

I've been recommending the services of iATS for most of my clients' payment processing since way back in 2007, when I wrote a CiviCRM payment plugin processor for it: http://homeofficekernel.blogspot.ca/2007/12/iats-and-civicrm.html

iATS Payments logoThat was a long time ago (CiviCRM version 1.8), and I've been promising myself and others that it's high time to rewrite it, because:

1. CiviCRM now has an excellent extensions architecture.

2. iATS has a new richer SOAP-based API to interact with it.

With some help from my colleague Karin and iATS themselves who helped fund it, I'm happy to report that it's now ready for public testing, at 

https://civicrm.org/extensions/iats-payments

The two things that make...

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11 December, 2013
At Green Renters we have tried to incorporate as much of what we do into CiviCRM as possible, we figured that there was no point having a central repository of how everyone engages with our organisation if the information wasn't complete, so we sought to consolidate as much of what we do into CiviCRM as possible. This is a post explaining how we incorporated and integrated project management and accounting into our CiviCRM.
 
Caveats
We are a small and simple organisation, so have simple requirements for accounting, project management etc… So the data objects present in CiviCRM for undertaking these tasks work for us. If you have more complex requirements, then they probably wont work for you.
 
There's a reasonable amount of Drupal integration here, these could be replaced with CiviCRM functionality such as reports, profiles etc if you wanted...
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25 July, 2013

Well this is my first post on the CivCRM Blog and I am very honoured to have been given the privilege by David Greenberg. We are a CRM consulting company - meaning that we provide consulting and advice to companies who require a CRM system or who have a CRM system in place but want to know how to use it to its full capacity.

We received a grant from the Western Australian Department of Commerce to work in partnership with the Fremantle Chamber of Commerce.  The funding was to provide educational workshops to West Australian businesses about what CRM is and how it can benefit your business.  As part of the funding we were also to carry out two pilot CRM implementations.  One of which was to be for the Chamber to manage these workshops as well as their other events and memberships.

The Fremantle Chamber were actually the ones who suggested that CiviCRM would be a good fit for them as it was open source and seemed to meet their requirements.  After some research and...

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12 July, 2013

I have previously blogged (http://civicrm.org/blogs/sarahgladstone/fun-and-joy-authorizenet-code-attached) and chatted about (http://forum.civicrm.org/index.php/topic,29234.0.html)  about the fun and joy related to supporting automated recurring transactions in a production environment, and started the process of restructuring that portion of the code.   I have made much more progress and have been using the code attached on production for about 2 weeks now.   I think this approach (which I have implemented for Authorize.net) makes a good model for any payment processor that offers automated recurring contributions.  You can download the code (works with version 4.3.4) HERE

My primary goals were as follows:

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19 June, 2013
By aheath

Tonight found Giant Rabbit hosting the local CiviMeetup in Berkeley, CA, where we talked Drupal Webform Tips and Tricks (and if you want to support CiviCRM payment integration in Drupal webforms, you might consider giving a few dollars to our Make It Happen Campaign) and a few basic data how to's.

We had a good mix of WordPress, Joomla, and Drupal users, and Civi users old a new - and a good mix of cocktails to ease us out of the workday.

Oh, and then there was the CiviCRM Trailer. That happened.