Drupal-CiviCRM: out of the box

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The Free Software Foundation designated CiviCRM in April as its recommendation for a "fully featured donor and contact management system for nonprofits". The FSF reinforced it's announcement by adopting CiviCRM for its own use. CiviCRM is also used by Amnesty International, Creative Commons, the Wikimedia Foundation and thousands of smaller organizations around the world. But wait, this is DrupalCamp - what's this have to do with us!?! CiviCRM is designed to be paired with a CMS and 68% of current CiviCRM installations are Drupal. Together the two can build a comprehensive web application for Non-Profits.

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Drupal-CiviCRM: out of the box

  1. 1. Drupal and CiviCRM Out of the Box
  2. 2. Drupal and CiviCRM Out of the Box Shawn Duncan FatherShawn on g.d.o shawn@c3design.org www.c3design.org
  3. 3. CiviCRM Features
  4. 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. 5. CiviContribute Record contributions received in the office. Receive contributions online: PayPal authorize.net Google Checkout
  6. 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. 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. 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. 9. CiviReport Relative date ranges Bar and Pie Charts Print (from HTML) and PDF formatsCSV Export Add report results (contacts) to a group.
  10. 10. Integration Features: Built-In
  11. 11. Drupal User - CiviCRM Contact linkage No New User Email= Registers Yes Link to Create new existing Contact & Contact link
  12. 12. Drupal User - CiviCRM Contact linkage No Existing Linked user logs in to Yes Create new Contact & link
  13. 13. Drupal User - CiviCRM Contact Synchronize Users-to- Contacts:
  14. 14. Integration Features: Optional Modules
  15. 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. 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. 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. 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. 19. Overview of Configuration and Customization
  20. 20. Q&A and/or Advanced Configuration as time allows.

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