Campaigns, Surveys and Petitions¶
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.