Is there a best way of developing a donations feature to allow for donor database style reporting?
There are a few ways people are using Commerce for donations - the most popular seeming to be through custom line items, which is the method used in Commerce Donate, but there's also an option to create a custom FAPI form that submits to Commerce and Redhen (both those methods are mentioned in this Redhen issue queue post), and a third approach that provides a particular type of donation functionality...
...but, regardless of how it's built, I'm curious about how to fit the donations into reports?
Is there a best approach for getting a "Donated last year but not this year" report?
Could there be a way to list the people(Redhen contacts) who have donated and whose kids are enrolled (meaning registered) in a program ...as well as a list of people whose kids are enrolled in a program but who have not donated?
While the donate could be a Commerce question, and the report/list could be a Views question, this is common CRM functionality so I hope for some insight on this please :)
Comments
Hi, First of all we use
Hi,
First of all we use webform and payment for donations (will release a new more advanced module integrating the two within the next 2 weeks or so).
From there we track every form submission as activity in redhen along with some other data (like the amount donated).
You could create what you describe as reports through views filtering all contacts by activity (in your case lybnty).
You can also hard code reports that you won't change which makes it more performant than views (with roughly 250.000 contacts we're experiencing issues with views)
Hope this helps
Cheers
Florian
Wow! Thanks for the
Wow! Thanks for the info!
That sounds much more promising than the other solutions I've looked into.
But from https://drupal.org/project/payment it sounds like we'd be limited to these methods
...we just got started with PayLeap https://drupal.org/project/commerce_payleap so I wonder whether or not this approach you describe would work, as we don't want to go with multiple gateways. I see there's a payment_commerce module but it looks like that gets Commerce to use Payment's gateways instead of the other way around. There is a commerce_webform which might do what we need but that might not have any advantage over the custom line item method and the Commerce Donate module.
hmmm....
What payment method are you using?
Thanks again!