1.
Drupal and CiviCRM
Out of the Box

2.
Drupal and CiviCRM
Out of the Box
Shawn Duncan
FatherShawn on g.d.o
shawn@c3design.org
www.c3design.org

3.
CiviCRM Features

4.
Contacts & Activities
Contacts and
Activities are core
feature of CiviCRM
Typical address
book data.
Track activities and
interactions with
contacts.
Define your own
activities.

5.
CiviContribute
Record contributions
received in the office.
Receive contributions
online:
PayPal
authorize.net
Google Checkout

6.
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.

7.
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.

8.
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.

9.
CiviReport
Relative date ranges
Bar and Pie Charts
Print (from HTML)
and PDF formatsCSV
Export
Add report results
(contacts) to a group.

10.
Integration Features:
Built-In

11.
Drupal User - CiviCRM
Contact linkage
No
New User
Email=
Registers
Yes
Link to Create new
existing Contact &
Contact link

12.
Drupal User - CiviCRM
Contact linkage
No
Existing Linked
user logs in to
Yes
Create new
Contact &
link

13.
Drupal User - CiviCRM
Contact
Synchronize Users-to-
Contacts:

14.
Integration Features:
Optional Modules

15.
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.

16.
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.

17.
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.

18.
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

19.
Overview of Configuration
and Customization

20.
Q&A and/or Advanced
Configuration as time
allows.