Social CRM - CiviCRM Documentation

longtermagonizingInternet and Web Development

Dec 13, 2013 (3 years and 7 months ago)

65 views


Social CRM


March 7, 2011


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The Case for Social CRM

»
On average 31% of people change their email address every year


New job


Moving ISP change


Change service

»
Very costly to run ECOA (Email Change of Address) matching and it generally
delivers a very low percentage return anyways

»
People are most likely to update their email address on Facebook so they
continue to get updates from their friends


»
What if your database could stay in sync with a person’s Facebook profile?

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Facebook Graph API

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Try it out yourself


Basic info:
https://graph.facebook.com/briney


Add
Access Token:
https://graph.facebook.com/briney?access_token=2227470867|2.gxKpSY8mfDO
byq0dYSXVqw__.3600.1299441600
-
6202206|p9MZnKvewg4I
-
EWjhNDmWNYKB3o


Take it Further

>
Get Friends:
https://graph.facebook.com/briney/friends?access_token=2227470867|2.gxKpSY8mfD
Obyq0dYSXVqw__.3600.1299441600
-
6202206|p9MZnKvewg4I
-
EWjhNDmWNYKB3o

>
Get User’s
Feed:
https
://graph.facebook.com/briney/feed?access_token=2227470867|2.gxKpSY8m
fDObyq0dYSXVqw__.3600.1299441600
-
6202206|p9MZnKvewg4I
-
EWjhNDmWNYKB3o



»
Full Documentation Here:


http://
developers.facebook.com
/docs/reference/
api
/

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So What’s Available?

First Name

Last Name

Email

Gender

Birthday

Mobile Phone

Time Zone

Education

College Attended

Hometown

Current Location

Political Ideology

Religion

Relationship Status

In a Relationship With

Employer

Job Title

Topics
Interested In


What if this could all be fed in
CiviCRM
?

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Working Example: College Republican National Committee

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Working Example: College Republican National Committee

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Working Example: College Republican National Committee

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Working Example: College Republican National Committee

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Working Example: College Republican National Committee

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How Does it Work

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Profile Form


Custom hidden fields that store the user’s Facebook ID# and Authorization ID

»
Drupal Module


Modifies profile form snippets to insert Facebook Connect button and
authorizations

>
Administrator can configure what permissions to ask for


Maps Facebook field IDs to
CiviCRM

database fields

>
Administrator can control mappings

>
Can map to custom fields


Cron

job that crawls profiles and updates data on a pre
-
determined basis

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Administrator Page

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Setting It Up

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Create an
AppID

on Facebook


http://www.facebook.com/developers/
createapp.php

»
Install the Drupal module

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Create database fields to house your supporter’s Facebook ID and
authorization code

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Map the fields to the database in the Drupal module configuration

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Run your
cron

job at the interval you want

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Update your Profile forms to include the Facebook connect

»
Hack it and send us back your
contribs
!

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Brainstorm Session

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How do we take this further?

»
What other features can be added?


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Questions and Discussion

»
Contact Information


Matthew Briney

emotive, llc

matthew@emotivellc.com

(703) 379
-
4218