README

Small outreach CRM bundle for conference and prospect management.

It is intentionally narrow:

• organizations
• contacts
• activities
• external system footprints

This is not a general CRM and it does not try to manage tenants, invoicing, or full marketing automation.

Use Cases

• pre-load conference attendee lists
• track one-time outreach permission and follow-up status
• record booth conversations and demos
• track whether an organization already uses PastPerfect, Omeka, or another system
• attach lightweight tags such as marac-2026 or ssai-tenant:middleburg-historical-society

Model

The bundle ships four Doctrine entities and exposes them as ApiPlatform resources:

• Organization
• Contact
• Activity
• OrganizationSystem

Personal Email Heuristic

The included ConferenceRegistrantUpserter service can infer an organization key from a CSV row:

• if the email domain is not personal, use the domain as the organization key
• if the email domain looks personal (gmail.com, yahoo.com, etc.), fall back to the provided organization name

Examples:

• snallen@vuu.edu => domain:vuu.edu
• fall@loc.gov => domain:loc.gov
• archival2010@gmail.com + New Brunswick Free Public Library Archive => org:new-brunswick-free-public-library-archive

This is intentionally heuristic, not canonical truth.

Installation

composer require survos/outreach-bundle:@dev

Then link it in local development using your normal monorepo flow.

Configuration

The bundle is self-registering:

• Doctrine attribute mappings are registered automatically
• ApiPlatform mapping paths are registered automatically

Optional configuration:

survos_outreach:
  personal_email_domains:
    - gmail.com
    - yahoo.com

Services

OrganizationKeyGuesser

Builds stable organization keys from email and/or organization name.

ConferenceRegistrantUpserter

Upserts an Organization and Contact from an attendee row such as:

[
    'First Name' => 'Selicia',
    'Last Name' => 'Allen',
    'Organization' => 'Virginia Union University',
    'Email' => 'snallen@vuu.edu',
]

Optional event tag example:

$upserter->upsert($row, ['marac-2026']);

That tag is added to both the organization and the contact.

Workflow

Recommended flow for conference rosters:

bin/console import:convert registrants.csv --tags=outreach,marac-2026
bin/console outreach:import:jsonl var/data/registrants.jsonl --tag=marac-2026

When import:convert sees the outreach tag, the bundle listens to row events and maps fields like:

• First Name -> first_name
• Last Name -> last_name
• Organization -> organization
• Email -> email

The second command imports the normalized JSONL into Organization and Contact, deduplicating organizations by the configured email-domain heuristic.