Drupal-CiviCRM: out of the box

Drupal and CiviCRM Out of the Box

Drupal and CiviCRM Out of the Box Shawn Duncan FatherShawn on g.d.o shawn@c3design.org www.c3design.org

CiviCRM Features

Contacts & Activities Contacts and Activities are core feature of CiviCRM Typical address book data. Track activities and interactions with contacts. Deﬁne your own activities.

CiviContribute Record contributions received in the ofﬁce. Receive contributions online: PayPal authorize.net Google Checkout

CiviEvent Define your own event types. Add custom fields to track extra information. Create as many different Event Information and Registration pages as you need. Automatically generate registration confirmations / receipts. Search for participants by event, event type, participant role, etc. iCal export and fees support.

CiviMail Target mailings by including or excluding any number of CiviCRM groups, or previous mailing recipients Personalize your messages using mail-merge tokens. Track when recipients open your message. Track click-throughs. Manage bounces and unsubscribe requests.

CiviMember Conﬁgure any number of membership types or levels for one or more organizations and/or chapters of an organization. Customize membership statuses and rules. Create customized web pages for self-service membership signup and renewal. Search and list memberships by date, type, status, contact info including name and address.

CiviReport Relative date ranges Bar and Pie Charts Print (from HTML) and PDF formatsCSV Export Add report results (contacts) to a group.

Integration Features: Built-In

Drupal User - CiviCRM Contact linkage No New User Email= Registers Yes Link to Create new existing Contact & Contact link

Drupal User - CiviCRM Contact linkage No Existing Linked user logs in to Yes Create new Contact & link

Drupal User - CiviCRM Contact Synchronize Users-to- Contacts:

Integration Features: Optional Modules

CiviCRM OG Sync Synchronization is "one-way" - FROM Organic Groups TO CiviCRM Groups. Creates 2 CiviCRM groups for existing each Organic Group: A normal group containing a contact record for each corresponding Organic Group user member. An ACL group containing the contact record of the "administrator" of the corresponding Organic Group.

CiviGroup Roles Sync: Sync Drupal Roles to Deﬁne a relationship between a Drupal role and a CiviCRM group. Syncs on login Add role to user, contact added to group. Add contact to group, role added to user.

CiviMember Roles Sync Synchronize CiviCRM Contacts with Membership Status to a speciﬁed Drupal Role both automatically and manually. Sync interval is conﬁgurable. Can sync multiple membership types with one Drupal role.

Demo: Installing CiviCRM in Drupal Download link: http://civicrm.org/download CiviCRM has it’s own installer: http://example.com/sites/all/modules/civicrm/ install/index.php

Overview of Conﬁguration and Customization

Q&A and/or Advanced Conﬁguration as time allows.

Drupal-CiviCRM: out of the box

by Shawn Duncan on Jul 24, 2010

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Drupal-CiviCRM: out of the box — Presentation Transcript