15 Aug 2013
CiviCRM for Drupalers
• End to end IT consultancy specialising in open source software and solutions
• Our mission is to raise awareness of the ...
3
Non profit / Trade associations
Government / NHS / Police
OURCLIENTS
CiviCRM walk through
16/08/2013 Private and confidential 4
A highly flexible, open source, contact
relationship management...
Highly configurable modular system:
• LAMP stack
• CMS module (Drupal module but also
Wordpress/Joomla)
• Built in CiviCRM...
Events
Email /
Newsletter /
SMS
Membership
Integrated
reporting
(Surveys /
Petitions?)
Donor
management
WHATDOESITDO?
WHAT
More advanced…
1. Website integration –
• Online membership signup
• Online events
• My dashboard
• Webforms…
CIVICRMDEMO
Some cool stuff…
1. CiviCRM webforms –
• Webforms data automatically processed
into CiviCRM
• Can create activities, cases...
Some cool stuff…
1. CiviCRM membership roles sync –
• Syncs contacts with a membership type
and status to a Drupal user
• ...
Some cool stuff…
1. CiviCRM views integration –
• Create views of your data from Civi
• i.e. events listings, contact dire...
And just some other cool stuff…
1. CiviCRM rules integration –
• All your usual rules / workflow exposed to
CiviCRM
2. Org...
THECOMMUNITY
– CiviCRM website – events, news (blog), case
studies, service provider listings, webinars
– The Books (Admin...
Fundraising hangout
Leukaemia and Lymphoma
Research
Electronic Frontier Foundation
Wikimedia France
● Available at
http://...
Online Extension directory:
OPENARCHITECTURE
Coming up...
● CiviCON – UK 3/4th Oct
Oct – London venue
● London Meetups
Last Wednesday of each month (venue changes)
● N...
CiviCon London
● Date: October 3/4th
– Trainings before
– Sprints before and afterwards (after is 1 week
accommodation in ...
CiviCRM 4.4 release cycle
● 4.4 to be released around Oct
● 1st Alpha is just out.
● New modules/extensions coming around
...
•
•
•
•
•
•
•
•
•
•
•
>5000 organisations
(conservative estimate!)THECOMMUNITY
CASESTUDIES
Anyquestions?
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Intro to CiviCRM for drupalers

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An introduction to CiviCRM for the Drupal UK community for the Drupal Show and Tell event on 15th August 2013 London.

Slides by Compucorp Ltd.

ere at Compucorp we're an IT consultancy specialising in open source solutions.

We've worked with clients big and small, from NHS hospitals to newly formed non-profit organisations, with the aim of helping them be the best they can.

We've been working with CiviCRM for a number of years now and we've learnt a lot in that time. We know how to focus your team by asking the right questions, how to manage a project to be flexible when requirements change and most of all, how to be obsessive about quality when delivering under pressure.

We can help you with new and existing Civi installations, configuration, custom extension development, hosting, training and telephone support. We'd love to hear from you so do get in touch and we can have a chat about your project.

We're also pleased to be Consultancy Partner for CiviHR, to be developers of the new CiviBooking module and to be maintainers for the UK Gift Aid extension.

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Intro to CiviCRM for drupalers

  1. 1. 15 Aug 2013 CiviCRM for Drupalers
  2. 2. • End to end IT consultancy specialising in open source software and solutions • Our mission is to raise awareness of the advantages of selecting open source solutions • Supplying a diverse range of organisations across 3 main market sectors: • Non-profit/trade association • Government • Small business 2 Open source software consultancy ABOUTUS
  3. 3. 3 Non profit / Trade associations Government / NHS / Police OURCLIENTS
  4. 4. CiviCRM walk through 16/08/2013 Private and confidential 4 A highly flexible, open source, contact relationship management system for non profits.
  5. 5. Highly configurable modular system: • LAMP stack • CMS module (Drupal module but also Wordpress/Joomla) • Built in CiviCRM extensions architecture • Integration with several Drupal modules
  6. 6. Events Email / Newsletter / SMS Membership Integrated reporting (Surveys / Petitions?) Donor management WHATDOESITDO? WHAT
  7. 7. More advanced… 1. Website integration – • Online membership signup • Online events • My dashboard • Webforms… CIVICRMDEMO
  8. 8. Some cool stuff… 1. CiviCRM webforms – • Webforms data automatically processed into CiviCRM • Can create activities, cases and more • Think online referrals, email signup… • Payments coming soon CIVICRMDEMO
  9. 9. Some cool stuff… 1. CiviCRM membership roles sync – • Syncs contacts with a membership type and status to a Drupal user • Members sections of the website CIVICRMDEMO
  10. 10. Some cool stuff… 1. CiviCRM views integration – • Create views of your data from Civi • i.e. events listings, contact directories… • Or more complex reports… CIVICRMDEMO
  11. 11. And just some other cool stuff… 1. CiviCRM rules integration – • All your usual rules / workflow exposed to CiviCRM 2. Organic groups integration – • Also organic groups sync to CiviCRM groups (groups can edit group member contacts) CIVICRMDEMO
  12. 12. THECOMMUNITY – CiviCRM website – events, news (blog), case studies, service provider listings, webinars – The Books (Administrator, developer) – Wiki – Forum – IRC #civicrm – Sprints, meetup’s, conferences… – Extensions directory – And I’m sure there’s a few I’ve missed!
  13. 13. Fundraising hangout Leukaemia and Lymphoma Research Electronic Frontier Foundation Wikimedia France ● Available at http://civicrm.org/webinars ● Participants shared knowledge and learnt from each other ● Format is replicable. Infrastructure is ready to use
  14. 14. Online Extension directory: OPENARCHITECTURE
  15. 15. Coming up... ● CiviCON – UK 3/4th Oct Oct – London venue ● London Meetups Last Wednesday of each month (venue changes) ● Northern Meetups Quarterly – so will be in approx 3 months ● Visit http://civicrm.org to register ● Sign up to the UK mailing list to keep up to date
  16. 16. CiviCon London ● Date: October 3/4th – Trainings before – Sprints before and afterwards (after is 1 week accommodation in Dalesbridge) ● Before CiviCamp Amsterdam (March 2014)
  17. 17. CiviCRM 4.4 release cycle ● 4.4 to be released around Oct ● 1st Alpha is just out. ● New modules/extensions coming around 4.4: ● CiviHR - A fully-featured Human-Resources management application for charities and non- profits. ● CiviVolunteer - Recruit and manage a variety of volunteers for your events. ● Webform Payments - The popular Webform Integration module now integrates with CiviContribute, CiviMember, and paid CiviEvents. ● SEPA Direct Debit Payments - Allows CiviCRM users to setup an SDD compliant payment process for recurring and one-off direct debits. ● CiviBooking - Now organisations can manage a group of resources (i.e. rooms, equipment, etc.) offering these to constituents for a fee.
  18. 18. • • • • • • • • • • • >5000 organisations (conservative estimate!)THECOMMUNITY
  19. 19. CASESTUDIES
  20. 20. Anyquestions?

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