Drupal and CiviCRM Integration-OSCMS 06

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Feb 5, 2013 (4 years and 6 months ago)

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Drupal Modules for CiviCRM

Constituent Relationship Management

for the Civic Sector

Drupal Camp Toronto, October 16, 2010

© CiviCRM LLC 2008
-
2010,

© JMA Consulting 2010

Agenda


What is CiviCRM? (slides 3


12)


Demo
http://2010.drupalcamptoronto.org



Drupal Modules for CiviCRM (slides 13


19)


Demo
http://cividemo.jmaconsulting.biz



Resources

What is CiviCRM?


Web
-
based, open source, internationalized CRM
software


Unlike Content Management Systems, Constituent (or
Customer) Relationship Management systems
designed for contacts, interactions, transactions


Project of Social Source Foundation (501c3) and
CiviCRM LLC


Open source (AGPL 3.0) software supported by a
community of users, developers and technology
providers


Integrated with Drupal and Joomla!

Who’s Using CiviCRM?


Non
-
profits of all shapes and sizes…


Local arts organizations and clubs


Regional environmental organizations


Foundations


Museums


NPO tech providers


Public interest lobbying groups and political parties


National and global membership associations and
advocacy organizations …


General CRM Features


Record and manage information about your members,
clients, volunteers, activists, donors, staff, affiliates,
branches and vendors.


Define custom fields specific to your needs


Organize constituents into groups


Use tags


Flexible searching capabilities


Track interactions such as meetings, phone calls,
emails, and define custom interaction types.


Collect constituent info and expose selected info to
the “public” or “members” via CMS integration

CiviCRM Components


CiviEvent


CiviContribution


CiviPledge


CiviMembership


CiviCase


CiviMail


CiviGrant


CiviReport

v1.0

CiviCRM

v1.2

Mail, Profiles

v1.3

Contribute,APIs

v1.5

Search Builder

v1.6

ACLs, Dojo

v1.7

Dedupe, Event

v1.8

v1.9

v2.0

v2.1

v2.2

v3.0

v3.1

BIRT, Event v2

Mail v2

Dedupe v2, Views

Nav, jQuery

Case, Report

Subtypes, Multi
-
Site, Engage

(
Mar, 2005
)

(
2006
)

(
2007
)

(
2008
)

(
2009
)

(
2010
)

v3.2

UnDelete, UI v3, Case v3

Timeline

Vibrant Community
-

Viral Growth


100,000+ total downloads since inception


12,000+ installations (via ping
-
back)
-

v2.0+



3,000+ active installations (via data analysis)
-

v2.0+


Community forums


5,000+ members (100+ new members / month)


Avg 80+ posts / week
-
day (29,000 total posts since 4/2007)


Over 100 individuals and consultants have participated in the
design and development of CiviCRM


Google Summer of Code Projects


Organizations like U.S. Public Interest Research Group and
Physician Health Program are sponsoring major new features


3rd party module integration
-

Organic Groups, Ubercart, Ninjitsu
Newsletter…

Patches Submitted

Data Ecosystem / CRM / PdF Reports


Highest adoption rate for orgs up to $500k


User satisfaction rating of A or A
-

in all
categories


97% of all CiviCRM users would recommend
or highly recommend the system


CiviCRM ranked in the top ten (3.57 / 5.0) in
political campaign systems (PdF report)


In most cases ranked as good or better than
the big guys: Salesforce, Convio, Blackbaud

Integrate and Customize


CiviCRM Profiles
-

CMS integration


Registration and input forms


“Public” search and listings pages


Growing integration with Drupal’s development
framework


Import and Export data


Custom screen layouts (templating)


Custom search framework


Public API’s to integrate with other tools

Demo of Drupal Camp Toronto Site


http://2010.drupalcamptoronto.org/civicrm



Event registration


Contributions for sponsors


Used profiles on Drupal signup page


Will be using it for outbound mail


Aiming to use it for Memberships

Core Drupal Modules in

CiviCRM tarball


CCK


contact reference


Views


most objects


Group Roles


Member Roles


OG Sync (only 1
-
way)


Engage (early days in 3.2)

General Admin Modules


CiviCRM Theme (350 sites using it)


Allows CiviCRM admin and user pages to be
set


CiviCRM Error Handler (45)


Sends email to admin when (intermittent)
errors occur

Communications Modules


Send (950)


Adds Tell a friend functionality to node types, tracks
sends in CiviCRM


matches up new accounts with existing recipients


News module uses this to deliver one or more nodes to
MLM mailing lists


Delivers with Mime Mail


SMS bulk (85)


CiviCRM Constant Contact Integration (5)


Migrate contacts from CiviCRM to Constant Contact


Synchronize groups from CiviCRM to Constant Contact


Record Opt
-
out from Constant Contact in CiviCRM


Reservations / Events Modules


MERCI (150)


Manage Equipment, Reservations, Checkout
and Inventory


part of Open Media install
profile


integrates with CiviCRM via Group
Roles Sync


CiviCRM Event Block (70)


Convenience module for displaying events


Advocacy Modules


Petition (133)


Stores signatories in CiviCRM


CiviCRM Sunlight Congressional District (30)


Automatically gets US Congressional districts for
contacts including members, their pictures, etc.)


Connect (15)


Petitions, email or fax campaigns


Targets can be defined or looked up (
eg

MPs)


Activism (140)


CiviCRM integration planned (only does petitions
and tell
-
a
-
friend at present)

Other


CiviRegister (17)


Replaces Drupal User Register if emails not always used for all


CiviRelate (7)


When a Drupal user submits a CiviCRM Profile, creates a
configurable Relationship between them


Time Map (10)


Timesheet application


Uses CiviCRM to determine superior / subordinate relationship for
use with view subordinates reports


Ubercart CiviCRM Integration (9*)


UC / CiviCRM Profile Pane (3)


CiviCRM GoToWebinar (3)


Pushes CiviEvent registrations to GoToMeeting


Developing New Modules


Good documentation for hooks and other
APIs:
http://wiki.civicrm.org/confluence/display/C
RMDOC/CiviCRM+Public+APIs


PHP, also perl, ruby, and python


AJAX: $().crmAPI(entity,action,params)


REST and JSON


Smarty


drush


Books


Understanding CiviCRM


FLOSS Manuals


Two book sprints


Using CiviCRM


Packt Publishing


Early 2011


Authors: Joe Murray & Brian Shaughnessy

Resources


Project Home


http://civicrm.org


Documentation


http://documentation.civicrm.org


Presentations


http://wiki.civicrm.org/confluence/display/CRM/Presenta
tions


Community Forum (support and discussion)


http://forum.civicrm.org


Professional Services


http://civicrm.org/professional


Downloads


http://civicrm.org/download