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Project goals
Primary project goal is to provide generic functionality for CiviCRM, that would allow activating organisation's supporters in promoting different organisation's undertakings. It can be divided operationally into three stages:
- functionality oriented towards fundraising campaigns - integrated with CiviContribute's public donation pages
- functionality that would be to allow using the same mechanism as above to promote event participation
- generic functionality that would allow using the same mechanism to allow supporters to promote any of organisation's public activities (for future functionality in CiviCRM, much like "Tell a Friend" piece that's being used in both CiviEvent and CiviContribute)
Phase 1 of the project is focusing on first stage of primary goal.
Personal Campaign Pages (in CiviContribute) concept
Organisation's supporters can join its efforts not only through donating money, but also through joining organisation's effort to drive as many potential contributors as possible to its contribution pages. Basic set of functionality that needs to be provided should allow them to set up their own pages, where they can present their own motivation towards and ideas for supporting organisation's campaign. Such page would also contain a donation button redirecting to organisation's contribution page, where a donation (on behalf of specific supporter) can be made. Personal campaign's performance can be evaluated through "progress thermometer" stating how much money has been raised through this specific page. Contributors can be credited on this page by allowing to put their name (or nickname) on the listing also available on this page. Supporter also should have a "tell a friend" like functionality for spreading information about their activities.
Roles
- Supporter - person joining organisation's fundraising campaign through setting up and maintaining their own personal fund raising page
- Contributor - person donating money to organisation through Supporter's Personal Campaign Page
- Contribution pages administrator (Administrator) - person enabling and supervising all the Personal Campaign Pages
Functionality
Public Personal Campaign Page
Personal Campaign Page contains following elements:
- page title
- page text
- honour roll (if enabled in page's settings)
- campaign thermometer (if enabled in page's settings)
- tell a friend button (if enabled in page's settings)
- "donate button" targetting "parent" Contribution Page (remark: donate button should allow explicit styling using custom CSS, so it needs to be wrapped in span/have explicit ID or something similar)
If current date is outside of "parent" Contribution Page's validity range, a message: "This page is not active anymore." is displayed
If the page is viewed by its owner (logged in), a frame on top of it is displayed, containing the same information about this page as contact dashboard element plus the link to this page that can be used in external mailings/materials.
Contribution Page setup wizard step
Personal Campaign Pages are enabled in the context of Contribution Page, therefore, enabling them is a step in Contribution Page setup wizard. It contains following elements:
- checkbox: "Enable Personal Campaign Pages" (default: FALSE, on enable, reveals the rest of the form)
- checkbox: "Administrator approval required for new Personal Campaign Pages" (default: TRUE, new pages require manual activation from Administrator on administrative screen - see appropriate section in the specification. status_id in civicrm_pcp table points to "Approved" status by default if this option is disabled)
- dropdown: "Supporter profile" (lists all the profiles configured in the system, that apply to Individual or Contact type and have "Create CMS user" setting enabled. If there are no such profiles, this field, instead of drop down select, displays text: "You need to configure Supporter profile first - refer to onscreen help for details."
- checkbox: "Allow 'Tell a friend' functionality" (default: TRUE, whether "Tell a friend" functionality should be enabled for Supporters)
- input text: "'Tell a friend' maximum recipients limit" (default: 5, how many emails to friends can be sent in one batch)
- input text: "'Create Personal Campaign Page' link text" (default: "Become a Supporter!", allows to define the text of a link that's displayed on Contribution Page and allows to pass through to PCP creation)
Separately, administrator can set up a profile which will be extending "Supporter" type of object, that will be used for Personal Campaign Pages to supplement default fields required during PCP setup.
Contact Dashboard element
Users can see the list of their Personal Campaign Pages on Contact Dashboard and access their configuration through there. Contact Dashboard element contains following elements:
- list of Personal Campaign Pages for given user/contact
- column: Page Title (linked to personal Campaign page view mode)
- column: Page Active From: ("parent" Contribution Page's validity start date)
- column: Page Active Until: ("parent" Contribution Page's validity end date)
- column: Status (displays PCP's status)
- column: actions - Configure (brings to second step of the Page creation wizard in editing mode), View (brings to public PCP view), "Tell Friends" (brings to generic Tell a Friend screen)
Public "Personal Campaign Page" setup workflow
On the public side, Personal Contribution Page creation is accessible through Contribution Page for which this functionality has been enabled. Contribution page displays a button, which allows to start the PCP creation process. Page setup is a two stage wizard, made of:
- Account creation screen
- Personal Campaign Page configuration screen
Account creation screen
First step is the configured "Supporter Profile" (chosen on Contribution Page setup screen). There is also a "Continue" button leading to second step, "Personal Campaign Page configuration screen".
Personal Campaign Page configuration screen
Screen title: "Set up your Personal Campaign Page"
- input text: "Page title" (required)
- input text: "Goal amount" (validate: integer)
- input text: "Donate button text"(validate: less than 64 characters)
- rich text editor: "Page text"
- first image: upload (uploaded image must be validated for it's size - let's assume maximum size of 200x200 for now, we'll figure out exact sizes when we get to working on default PCP template layout)
- second image: upload (uploaded image must be validated for it's size - let's assume maximum size of 200x200 for now, we'll figure out exact sizes when we get to working on default PCP template layout)
- checkbox: "Display personal campaign thermometer"
- checkbox: "Display honour roll"
- checkbox: "Is Active" (this should be default checked)
- button: Save
Integration with Contribution Page
If Personal Campaign Pages are enabled, Contribution Page should display a link to PCP creation wizard (using configured text) on both main page as well as on Thank You page.
Upon getting from Personal Campaign Page to Contribution Page, a reference string (unique for given Personal Campaign Page) is passed in URL. It's important to have it in URL, since a link to Contribution Page could be used also through standalone links in outside mailings/pages. Contribution Page needs to be able to interpret this reference and take following actions based on information retrieved from :
- display a information text about donation being made on behalf of given person (Supporter) at the top of Contribution Page (before amounts)
- allow identifying given contribution as made on behalf of Supporter for later reference (for example, to be able to display the value on PCP thermometer) - which means populating civicrm_contribution.pcp_made_through_id with appropriate civicrm_pcp.id value, based on referer
- display additional fieldset, just before "Billing Name and Address" block, that:
- checkbox: "Display in honour roll?" - store information whether Contributor wants to be listed on honour roll (civicrm_contribution.pcp_display_in_roll)
- checkbox: "Nickname for honour roll" - store additional information for honour roll, if filled in and "Display in honour roll" is checked, this is displayed instead of First Name and Last Name (civicrm_contribution.pcp_roll_nickname)
- textarea: "Personal message for SupporterFirstName SupporterLastName" - store personal note from Contributor that will be passed to Supporter(civicrm_contribution.pcp_personal_note)
Personal Campaign Pages administration screen in Administer CiviCRM
This screen allows system administrator to go through the list of all the PCPs set up in the system and change their statuses. It's made of following elements:
- list of Personal Campaign Pages system-wide (sorted by status by default)
- filter allowing to choose PCPs in only one status
- filter allowing to choise Contribution Page
- column: Page Title (linked to personal Campaign page view mode)
- column: Supporter (displayName, linking to contact record)
- column: Contribution Page
- column: Page Active From: ("parent" Contribution Page's validity start date)
- column: Page Active Until: ("parent" Contribution Page's validity end date)
- column: Status (displays PCP's status)
- column: actions - View, Delete, Edit and status change action, based on current page status. If page is in status:
- "Needs Review" - actions: "Approve", "Reject"
- "Approved" - actions: "Reject"
- "Rejected" - actions: "Approve"
