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Contact Categories

This is an extension for CiviCRM, licensed under AGPL-3.0.

It provides a way to categorise contacts by priority group; a contact only ever has one category, which is the most important one that applies.

How categories are defined will depend on your organisation's needs. A real world example of categories:

  1. VIPs (manually curated)
  2. "Buzzing" - people who recently gave a one-off, started giving regularly, or increased their regular giving
  3. "Amazing" - high value regular donors
  4. "Loyal" - other regular donors
  5. "Cooling" - people who recently cancelled regular giving
  6. "Interested" - donated within last 3 months.
  7. "Missed" 2+ donations over 3 months ago.
  8. "Drifting" gave once over 3 months ago.
  9. "Active" never given money, but done some other action recently.
  10. "Dormant" never given money and not done anything else for a while.
  11. "Unreachable" others, typically without consent for marketing/emails.

A contact gets placed in to the first of these that they match. They only get one category. When people change category, the change is logged as an activity. Categories are updated nightly, so they remain stable during one day.

Each category is defined by a saved search - so you have complete control over how you categorise people.

As well as giving you the opportunity for oversight metrics, this makes it really simple to do segmented mailings, without risk of overlap.

Example useful things you can do with this approach:

  • avoid asking for money too soon after it's been given!
  • contact all regulars (Amazing, Loyal) to ask for increased donations, notably excluding "buzzing" (would be rude) and "VIPs" (personal approach).
  • ask those who gave before to start regular giving etc.
  • send urgent actions to those most likely to respond urgently.
  • follow up cancelled regulars to see if they can be rescued.

Getting Started

Once installed, you'll find a (bit crude at the mo) Contact » Categories page that lets you specify your prioritised SearchKit searches to identify your contacts. A scheduled job needs to run to do the categorisation, so wait a day for that or run it manually.

You can also use SearchKit/FormBuilder to summarise people by categories, e.g. counts.