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Aim

Get familiar with CiviCampaign and the associated components, survey and petition

Objectives

  • Understand what a campaign is and how it can be used across CiviCRM components
  • Understand how petitions work and how to create and run petitions
  • Understand how surveys work and how to create and run surveys

Learning points

Session plan

What is a campaign?

A campaign is quite simple.  It is like a tag that can be applied all over CiviCRM

  • emails
  • contribution pages
  • activities
  • surveys
  • petitions

It has a start date and an optional end date

A group of contacts can be assigned to the campaign

Like other CiviCRM objects, it has types and statuses

Useful for grouping different activities under the same banner

What is a petition?

Primarily a way to collect signatures online.

Other information can be collected via a contact profile and an activity profile

What is a survey?

A way of administering offline data collection. Offline means

  • via a phone banking
  • on the go using CiviMobile

Survey also has functionality for working with teams people carrying out the surveys, i.e. ability to reserve respondents to specific individuals.

Petitions vs. surveys

Petition is not an online survey.  It is a petition. And is optimised as such.

online surveys

If you want to collect online data from individuals, you would be better off using webform.

 

 

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