CiviCRM Campaign-Manager Extension

The module CiviCampaign provides basic functions to link contributions with campaigns. Thus, it enables users to determine the success of a campaign e.g. in regard to „return on investment“. Such data is most important to fundraisers in order to evaluate and adapt their fundraising strategy.

However, the possibilities for analyzing the outcome are very limited – e.g. there are no functions to record costs involved with a campaign action or the campaign's budget. Also, there is no campaign hierarchy which means that planning more complex campaigns (e.g. a parent campaign consisting of subsequent actions such as several online mailings, offline mailings and events) and analyzing their outcome afterwards is hardly possible without additional external tools.

As a result, within CiviCRM there is no efficient way to plan complex campaigns (including subsequent campaign actions, costs, budgets, fundraising goals...), or to analyze the success and costs of campaigns and their subsequent actions. This is a big deficit as this data constitutes the basis for a goal-oriented development of the organization's fundraising and overall strategy.

How does it work

Here you can find all relevant information for a specific campaign:

  • 1-The campaign name
  • 2-Its parent- and sub-campaigns
  • 3- Buttons to View the Campaign Tree, a visualization of the campaign relationships Edit the current campaign Create a sub-campaign of the current one Clone the current campaign with or without all of its sub-campaigns (This keeps the relationship of all campaigns in a specific sub-tree and creates a copy of it.)
  • 4-The quick information panel, that shows campaign status information, like Campaign Status Wherether it is active or disabled The external identifier Start- and end date of the campaign The revenue goal for this campaign An "Apply to Subcampaigns"-Button (1), that applies the respective campaign attribute to all sub-campaigns. Be careful when using this as there is currently no option to reverse this operation. In case of doubt use the Clone Tool to create a copy of a campaign first.
  • 5-The Campaign Information-Section (collapsed by default), that contains the Campaign Description Campaign Goals
  • 6-The Key Performance Indicator Charts-Section, which shows visualizations for some KPIs
  • 7-The Key Performance Indicator-Section
  • 8-The Campaign Expense-Section
  • The Campaign Tree View is a visualization of the campaign hierarchy. It shows a campaign and all of its sub-campaings as an interactive tree structure. This view is zoomable, scrollable and supports drag-and-drop-editing of the tree. Left-clicking a node switches the tree view to the selected node Left-clicking a node while dragging enters the drag-and-drop mode. Drop the node on another one to make it a subcampaign of it. This also works with sub-trees. When selecting a sub-tree, only the selected node is visible, all other nodes are invisible until the operation is completed. Dragging while not clicking on a node will pan the currently visible tree. Scrolling in and out will zoom in or out of the tree view. Use the Reset View-button to reset the view to the default settings. This does not affect the tree structure in any way. Therefore you can not use this to undo changes made to the tree.

    This tool enables you to quickly create copies of a single campaign or nested campaigns. Include subtree: Enabling this checkbox will create a copy of the currently selected campaign including all subcampaigns of it. Disabling it will only clone the current campaign. Title Match Pattern: When cloning a subset of campaigns Campaign-Manager will scan the titles of all affected campaigns for this pattern and change all occurrences with the Title Replacement Pattern. For example: The campaign "Holiday Campaign 2015" with a Title Match Pattern "/2015/" and a Title Replacement Pattern "2016" will change the Title of the clone to "Holiday Campaign 2016". Start Date Offset/End Date Offset: The start (or end-) date of all affected campaigns will be offset by this value. Other possible valid values are: "+5 weeks", "12 day", "-7 weekdays", but it is recommended to use days.

    The campaign expenses interface shows all expenses associated to a specific campaign. It allows you to add new expenses or edit/delete existing ones. Adding a new expense To add a new expense click on the Add Expense-Button. The following dialog will appear: Campaign Expense Dialog Editing an expense This works the same way as adding a new expense. Click on the Edit-Button of an existing expense to open the dialog shown above. Deleting an expense Click on the Delete-Button of an existing expense. A confirmation dialog will appear: Campaign Expense Delete Dialog Selecting Continue deletes the expense. This cannot be undone.