drupal modules for civicrm constituent relationship management for the civic sector drupal camp...
TRANSCRIPT
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
v1.3Contribute,APIs
v1.5 Search Builder
v1.6ACLs, Dojo
v1.7 Dedupe, Event
v1.8 v1.9
v2.0 v2.1
v2.2 v3.0
v3.1
BIRT, Event v2Mail 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/CRMDOC/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/Presentations
Community Forum (support and discussion) http://forum.civicrm.org
Professional Services http://civicrm.org/professional
Downloads http://civicrm.org/download