CIVICRM AND DRUPAL

conditioninspiredInternet and Web Development

Dec 4, 2013 (3 years and 8 months ago)

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CIVICRM AND DRUPAL

DrupalDownunder 2012

Chris Ward

@chrischinch

chrischinchilla.com

What is CiviCRM?


A fairly large and resource intensive module


Currently intergrates with Joomla!, Drupal (6 & 7) and
Wordpress (Beta).


Utilises it’s own API, templating engine (Smarty) and
database tables.


A Customer Relationship Manager, or Contact, or Client,
or Constituent…


Basically for recording your contacts and the interactions
you have with them and that they have with you.

Who uses (or could use) CiviCRM?


Traditionally the community, Civic and not
-
for
-
profit
industries, but nothing stopping someone else, but there
would be a fair amending of terminology and processes.


Big ticket users include:


The Greens (NZ & Aus)


Voiceless


Amnesty International


Wikipedia (I think)

Why am I so crazy about CiviCRM?


I played with a few early installations of it a variety of
Melbourne based organisations and found them good but
at times, hard to work with.


I then installed a newer version at my own organisation
and found it vastly improved and generally exceptionaly
helpful at what it does.


After being exposed to other proprietary CRMs and
seeing the licensing and extensibility knots customers are
tied in when data is so important to them I became more
of an evangelist…

The CiviCRM Community


Fairly large, vibrant and international


Releases new functionality fairly regularly


Many expert consultants who will often create client
specific functionality that finds it’s way back into core
eventually


Make it happens: Community suggested and funded
additions to core

CiviCRM installation and setup


Civicrm.org has extensive instructions, it’s a little more
involved that a ‘normal’ module


Configuration checklist to set country, currencies,
payment processors, domain and email information,
display preferences, WYSIWYG used, addressing
formats, mapping provider, mailer settings, permissions
and much more.


There are Drupal level permissions and a CiviCRM ACL

How does CiviCRM integrate with Drupal


Users and roles fundamentally through
uid

-
>
cid


Blocks


Webform
: Links submissions, create and update contacts


Views: Contacts, Email, Address, Contribution and Activity


CCK: Contact reference


OG: Memberships and roles within them


Rules: Various creation, update and timing triggers


Ubercart
: Purchases appear in
CiviCRM

and profile fields can
be added to checkout screens


Drush


Aegir


SMS


And a bunch of others in various states of development

Yes, but what does it do?


Glad you asked!


Quite a lot in fact, lets look at a demo…


civicrmtests.chinchillamedia.com
/
civicrm

d
emo / ddud3m0

Extending
CiviCRM


Allows template and function overrides in a similar way to
Drupal.


Contribute patches


Create extensions

Whats next?

Install, play, get involved


I’ve started a Melbourne Meetup group!

www.meetup.com
/MelbourneCiviCRM
/

First meetup is
25
th

Jan

Also a Sydney
group


Chris
Ward

@chrischinch

chrischinchilla.com