CiviCRM+Custom+Fields+-+Support+&+Participation+Preferences

Database Custom Fields - Support and Participation Fields
Purpose: Capture information about what ways people are willing to support Be The Change and to participate. This information is typically collected at workshops and symposium events on a Support and Participation form. The information on the forms is added to participant contact details for importing to the database. This information can then be used as a part of follow up processes depending on each participants preferences. Action include:
 * invitations to future facilitator training
 * phone conversations about financially supporting BTC
 * inclusion in email groups specific for marketing events (e.g. forwarding flyers, adding inks to websites)
 * add to lists of people to contact who can potentially host a symposium

Note: these fields are references on the paper collection form given to participants, the import template and the database custom fields. All three need to be kept in synch - if a new participation field is add to the paper form, it also needs adding to the template and database.

Groups and tags can be applied in the final import step and are applied to all contacts in the import. When doing an import for a facilitator training, Apply the following:
 * Groups & Tags **


 * Group ** : Add to group 'National Mailing List'


 * Tags ** : And an 'on the fly tag' under the Import Details FieldSet to describe the source of the import data and who is doing it (e.g. PE Hobart 5Feb2012 symposium)


 * Support & Participation Custom Fields:**

|| ||  ||
 * ~ **Custom Field Name** ||~ **Custom Field Type** ||~ **Paper form Question** ||
 * Can Host An Event || Yes / No || I’m interested in hosting a symposium in my network or geographic area ||
 * Can Invite People? || Yes / No || I’ll invite people to future symposiums ||
 * Can be on event hosting team || Yes / No || I’ll be on the team for future symposiums ||
 * Can Be A Facilitator || Yes / No || I’m interested in the next training, please keep me in the loop ||
 * Interested in attending other community events? || Yes / No || I’d like to come to future Community events ||
 * Can help wit NFP fund raising? || Yes / No || I have experience setting up and/or managing and/or funding non-profit groups ||
 * Can financially support? || Yes / No || I’d like to financially support the Symposium Initiative in Australia, please call me to discuss ||
 * Skills & Resources || Text || Other skills and resources I can offer include ||
 * WA Educator? || Yes / No || (WA form only) ? ||


 * Participant Source (how did this person find out about us?)**

Selection box to identify the main way someone found about BTC with a secondary text box for more information.

|| ||  ||
 * ~ **Custom Field Name** ||~ **Custom Field Type** ||~ **Comments** ||
 * Source Category || Select || Select from:
 * Word of mouth
 * Internet Search / Browsing
 * Event poster
 * Event listing on a website
 * Newspaper article or advert
 * Radio interview or advert
 * Facebook
 * Twitter
 * Other ||
 * Source Details || Text || Additional information adding to selection above ||


 * As this selection field was not in place for data imported before 2012, the text data from these import spreadsheets is held in the Source Details field and the source will be left blank

Notes: These fields exist as part of the an individuals contact record - the fields will display the latest data imported or updated manually. If someone has attended multiple events than old data will most likely be replaced with whatever is on the most recent import spreadsheet.