Configuration

You will need to configure both Drupal and CiviEngage to use the module.

Configuring CiviCRM for CiviEngage

CiviEngage can be configured using the following CiviCRM core features:

Custom Data Groups

Configure custom data groups and fields to track voter demographics, issue interests, leadership levels, volunteer interests, and information about funders, media contacts, and elected officials.

Contact Subtypes

CiviEngage takes advantage of CiviCRM contact subtypes to expose custom data groups associated only with specific subtypes. The following are new contact subtypes:

    Individual subtypes:

• Media Contact - will expose a contact tab containing information specific to media contacts, such as their media type (e.g. Newspaper, Radio, TV, etc.), their "Beat," and the media issue interests
  
• Elected Official - will expose a contact tab containing information specific to elected officials, such as their elected level (e.g. City Council, Senate, etc.) and the role (e.g. scheduler, spokesperson, etc.)
  
• Funder - will expose a contact tab containing information specific to funders, such as their  program areas and their issue interests.
  

    Organization subtypes:

• Media Outlet - will expose a contact tab containing information about their type of media, such as TV, Radio, Wire, Newspaper, Magazine, etc.
  

Campaign Source Codes

CiviEngage uses Campaign Source Codes that you can tailor to describe and track related activities, events, event participants, contributions, or memberships.  Campaign Source Codes can be used to describe a group of related activities, events, contributions, or memberships for a specific campaign, project, or program.

Note: A "Campaign" does not necessarily mean a formal campaign, but can also generally be defined as a specific project, program, or organizing activity. 

Door Knock Canvass and Phone Bank Tracking

• Events used for Door Knock Canvass or Phone Bank - Use the Campaign Event Type to expose Event custom fields that allows you to store up to four specific questions being asked during a door knock canvass or phone bank.

• Activities used to Collect Responses from Door Knock Canvass or Phone Bank Campaigns - Use the Door Knock and Phone Call Activity Types to expose custom fields where you can collect an individual's responses during a door knock canvass or phone bank.
  

Reports

• Walk List Report - view, print or export certain demographic and other constituent information in a specific geographic area to collect responses to be used during a door knock canvass. The Walk List Report takes advantage of the optional address parsing feature to build the report.
  
• Call List Report - view, print or export certain demographic and other constituent information along with an area to collect responses to be used during a phone bank.
• Activity Report - includes filters for activity custom fields so that you can build a report of specific activities based on criteria about your constituency, such as creating a report to analyze particular responses from a door knock canvass or phone bank.

Grant Proposal and Report Tracking

CiviEngage uses the Proposal, Letter of Inquiry and Report Activity Types to expose custom fields to track information and schedules for proposals, letters of inquiries and reports related to an individual funder or foundation.

Custom Profiles

CiviEngage configures several custom profiles for easier batch updating of individual or organization information, such as voter demographics, issue interests, volunteer interests, or event participant information. To learn more about profiles, please refer to the "Profiles" section of the book.

Configuring CiviEngage

When you install CiviEngage a number of custom fields are automatically created. These fields are designed to support your community organizing work. Most of these fields are multiple choice fields which have been pre-populated with sample options. Before you start using CiviEngage, you need to review and modify the supplied options to meet your needs.

Begin by going to Administer -> Customize -> Custom Data in the navigation menu. In the following list bolded items are Group Header entries in the Custom Data screen. The bulleted items are custom fields under those Group Headers that have been added by CiviEngage; the other fields under these group headers are standard to CiviCRM. The choices for these custom fields should be edited before you use CiviEngage. You should add, delete, or edit the available options for each custom field to make them better fit your organization's needs.

Communications Details

• Best Time to Contact
  

Voter Info

All of the fields in this custom data group are added by CiviEngage, so you should review and edit them all to suit your needs. You may also want to add specific local voter fields that apply to you.

Constituent Info - Individuals

• Constituent Type
• Staff Responsible - note that the values for this field are also used for Event Contact Person. Replace the sample names in the list with your staff, member or volunteer coordinators, and other folks that have individuals assigned to them.
• How Started - edit this list to fit the ways in which members are brought into your organization.

Grassroots Info

• Member Status - three status choices included by default. Think about other member statuses that might work for your organization and add or remove as needed. 
  
• Leadership Level - The default options for tracking an individual's leadership level within your organization are 1-5. Change this to match however your organization tracks this information.
• Issue Interest - this custom field uses the same set of options as the Funding Areas and Funder Issue Interest fields. It is a list of issues that your organization works on or tracks.
  
• Volunteer Interests - a list of volunteer activities that your members can take on.

Constituent Info - Organizations

• Constituent Type - Org
  

Grant Info

• Funding Areas - this custom field uses the same set of options for Issue Interest and Funder Issue Interest.

Participant Info

• Participant Campaign Code - this custom field uses the same set of options as the Contribution Campaign Code, Event Campaign Code, Activity Campaign Code and Membership Source Code fields. Delete the example campaigns and add your own. This is the mechanism CiviEngage uses to connect a contact's participation across all these different actions. For example, a Campaign called "House Party 10-1-2010" could have an Event tied to it, a participant of that Event tied to it, an activity when an organizer calls a contact inviting them to attend an Event, a membership entry when they become members at the Event and a contribution when they pay their dues.

Contribution Source

• Contribution Campaign Code - see Participant Campaign Code.
• Contribution Campaign Method - this custom field uses the same set of options as Membership Source Campaign. Add different types of interactions or locations where you would be engaging potential members and donors.

Event Details

• Event Contact Person - also used for Staff Responsible. Add all appropriate people to this list.
• Event Campaign Code - see Participant Campaign Code.

 Activity Source Details

• Activity Campaign Code - see Participant Campaign Code.
  

Organizational Details

This custom group is used to store information that is specific to organizations. There is only one example currently.

• Rating - if you need to evaluate organizations in some way, change the options to reflect that.
  

Demographics

• Ethnicity
• Primary Language - this custom field uses the same set of options as Secondary Language. Only one entry can be selected for each contact for this field.
  
• Secondary Language - also used for Primary Language, but as many choices as needed can be checked.

 Media Info - Org

This custom group is only applicable to the New Media Outlet contact subtype.

• Media Type - Org - this custom field uses the same set of options as Media Type - Ind: TV, Radio, Wire, Newspaper, Magazine

Media Info - Ind

This custom group is only applicable to the New Media Contact contact subtype.

• Media Type - Ind - this custom field uses the same set of options as Media Type - Org
  
• Beat - this refers to the general category of topics that a media contact covers, such as local government, education, neighborhoods, religion, labor, etc.
  
• Media Issue Interest - uses the same option list as Issue Interest. As you come to know a reporter, you will learn the issues they are particularly interested in, even if it differs from their assigned beat.
  

Elected Info

This custom group is only applicable to the New Elected Official contact subtype.

• Elected Level - the governmental body the individual is part of (City Council, state legislature, mayor, etc.)
  
• Role - Whether the contact is the elected official, or the official's staff, spokesperson, etc.
  

Funder Info

This custom group is only applicable to the New Funder contact subtype.

• Funder Issue Interest - this custom field uses the same set of options as Issue Interest and Funding Areas.
  

Membership Source Details

• Membership Source Code - Uses the same codes as the Participant Campaign Code and Contribution Campaign Code.
• Membership Source Campaign - also used for contributions. Add different types of interactions or locations where you would be engaging potential members and donors.