Answers.Body: <p>That's a huge question- but the answer is "yes", it's all there, but you need to do your homework. A combination of rules (check out the civi rules extension) tags and smart groups can automate just about anything you'd find in a donor pipeline. </p>
  
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Answers.CreationDate: 2016-06-22T01:50:13.020Z
Answers.LastActivityDate: 2016-06-22T01:50:13.020Z
Answers.UserDisplayName: Cullen McGough
Answers.Body: <p>Yes - there are a number of organizations who use CiviCRM to manage all aspects of a fundraising pipeline! </p>
  
  <p>From prospecting &amp; donor segmentation to identify donors and calculate appropriate ask amounts, to assigning such prospects to phoners or door-to-door fundraisers right down to civimail to send immediate thank you-s and scheduled reminders to follow up later. </p>
  
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Answers.CreationDate: 2016-06-21T23:31:43.920Z
Answers.LastActivityDate: 2016-06-21T23:31:43.920Z
Answers.UserDisplayName: KarinG - Semper IT
Answers.Body: <p>As the others stated, yes it should all be possible but it will require some thought and configuration. If you want to find out what CiviRules can do you can have a look at the cookbook on the wiki: <a href="https://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+Cookbook" rel="nofollow">https://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+Cookbook</a>. There is a section with an example of donor segmentation which will not answer the full scope of donor pipeline but might give you some ideas on what is possible.</p>
  
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Answers.CreationDate: 2016-06-22T13:49:07.857Z
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Answers.UserDisplayName: ErikH - CiviCooP
Answers.Body: <p>With that clarification, what you would actually want is a setup using CiviCase.  Per the Civi Book:</p>
  
  <blockquote>
    <p>CiviCase is a tool for tracking and managing sequences of interactions
    between people in your organisation and contacts in CiviCRM.</p>
  </blockquote>
  
  <p>Per the wiki for CiviCase:</p>
  
  <blockquote>
    <ul>
    <li>Cases involve a sequence of interactions (<em>activities</em>). The record of
    these activities form a narrative for the case. </li>
    <li>Case management settings can classify their cases into a known set of <em>case types</em>.</li>
    <li>Cases of a given type often have a predictable sequence of activities
    (a standard timeline). Creating a schedule with the expected activity
    sequence is a useful way to measure case progress...</li>
    <li>Case management settings may have additional people and / or organizations who are frequently contacted / involved with most or all cases (case
    resources).</li>
    </ul>
  </blockquote>
  
  <p>There are a number of resources for CiviCase, including:</p>
  
  <ul>
  <li>From the book: <a href="https://book.civicrm.org/user/current/case-management/what-is-civicase/" rel="nofollow">What Is CiviCase?</a></li>
  <li>From the wiki: <a href="https://wiki.civicrm.org/confluence/display/CRMDOC/CiviCase+Configuration" rel="nofollow">CiviCase Configuration</a></li>
  <li>From CiviCon Denver: <a href="https://www.youtube.com/watch?v=THml_bBWa00" rel="nofollow">CiviCase Showcase (video)</a></li>
  </ul>
  
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Answers.CreationDate: 2016-06-22T16:45:28.963Z
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Answers.UserDisplayName: Allen Hutchison
Body: <p>Have you found an easy way to manage a fundraising pipeline using CiviCRM?  </p>
  
  <p>If so, can you please share how you set it up?</p>
  
  <p>Thank you.</p>
  
  <hr>
  
  <p>Thanks everyone for your responses!  To clarify, this is for tracking foundations, not individual donors. We would like to be able to see where we are in the process with a particular funder. Initial Inquiry, Proposal Sent, Under Consideration, Accepted, Denied</p>
  
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-06-21T15:10:35.323Z
Comments.Text: Can you explain a little more about what you mean with 'fundraising pipeline'?
Comments.UserDisplayName: ErikH - CiviCooP
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-06-21T16:40:56.413Z
Comments.Text: There is CiviContribute, through which you can set up contribution pages and personal campaigns. There is also a way to assign jobs to individuals with civicrm access. So I think your answer is yes, but t depends on what you mean by pipeline, as ErikH points out.
Comments.UserDisplayName: naomisl
Tags: <activities><best-practice>
Title: Using CiviCRM for Fundraising Pipeline
ThreadText: # Using CiviCRM for Fundraising Pipeline
  
  (Asked by: username_0 on 2016-06-21)
  
  Have you found an easy way to manage a fundraising pipeline using CiviCRM?
  
  If so, can you please share how you set it up?
  
  Thank you.
  
  ---
  
  Thanks everyone for your responses! To clarify, this is for tracking foundations, not individual donors. We would like to be able to see where we are in the process with a particular funder. Initial Inquiry, Proposal Sent, Under Consideration, Accepted, Denied
  
  **Tags:** activities, best-practice
  
  > **Comments:**
  > **username_1**: Can you explain a little more about what you mean with 'fundraising pipeline'?  
  > **username_2**: There is CiviContribute, through which you can set up contribution pages and personal campaigns. There is also a way to assign jobs to individuals with civicrm access. So I think your answer is yes, but t depends on what you mean by pipeline, as ErikH points out.  
  
  ---
  
  ## 4 answers
  
  ### Answer by username_3 on 2016-06-22. Score: 4
  
  That's a huge question- but the answer is "yes", it's all there, but you need to do your homework. A combination of rules (check out the civi rules extension) tags and smart groups can automate just about anything you'd find in a donor pipeline.
  
  
  ---
  
  ### Answer by username_4 on 2016-06-21. Score: 3
  
  Yes - there are a number of organizations who use CiviCRM to manage all aspects of a fundraising pipeline!
  
  From prospecting & donor segmentation to identify donors and calculate appropriate ask amounts, to assigning such prospects to phoners or door-to-door fundraisers right down to civimail to send immediate thank you-s and scheduled reminders to follow up later.
  
  
  ---
  
  ### Answer by username_1 on 2016-06-22. Score: 3
  
  As the others stated, yes it should all be possible but it will require some thought and configuration. If you want to find out what CiviRules can do you can have a look at the cookbook on the wiki: <https://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+Cookbook>. There is a section with an example of donor segmentation which will not answer the full scope of donor pipeline but might give you some ideas on what is possible.
  
  
  ---
  
  ### Answer by username_5 on 2016-06-22. Score: 3
  
  With that clarification, what you would actually want is a setup using CiviCase. Per the Civi Book:
  
  > CiviCase is a tool for tracking and managing sequences of interactions
  > between people in your organisation and contacts in CiviCRM.
  
  Per the wiki for CiviCase:
  
  > * Cases involve a sequence of interactions (*activities*). The record of
  >   these activities form a narrative for the case.
  > * Case management settings can classify their cases into a known set of *case types*.
  > * Cases of a given type often have a predictable sequence of activities
  >   (a standard timeline). Creating a schedule with the expected activity
  >   sequence is a useful way to measure case progress...
  > * Case management settings may have additional people and / or organizations who are frequently contacted / involved with most or all cases (case
  >   resources).
  
  There are a number of resources for CiviCase, including:
  
  * From the book: [What Is CiviCase?](https://book.civicrm.org/user/current/case-management/what-is-civicase/)
  * From the wiki: [CiviCase Configuration](https://wiki.civicrm.org/confluence/display/CRMDOC/CiviCase+Configuration)
  * From CiviCon Denver: [CiviCase Showcase (video)](https://www.youtube.com/watch?v=THml_bBWa00)
  
  
  ---
  
  