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CiviCRM and CMS Integration

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A discussion of how CiviCRM works with Drupal, Joomla!, and WordPress.

Published in: Technology
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CiviCRM and CMS Integration

  1. 1. CiviCRM CMS Integration
  2. 2. Agenda  What is a Content Management System (CMS)?  CiviCRM CMS’s  What is a CMS Integration?  CiviCRM Dashboard  Recognition of Logged in Users  Contact Records & CMS Users  Integrating With Joomla!  Integrating With WordPress  Integrating with Drupal  Determine the Right CMS
  3. 3. What is a Content Management System (CMS)? CMSWebsite Content Guest Content Social Media Connections with CRM Statistics and Research Applications So Much More
  4. 4. CiviCRM CMS’s
  5. 5. What is a CMS Integration?  Embedding CiviCRM pages in your website with the same look and feel  Integrates with features of your website  Users  Permissions  Pages  Listing  Forms  Workflows
  6. 6. CiviCRM Dashboard  Each of the integrations support the Dashboard for each contact  The dashboard can be configured by CiviCRM administrators
  7. 7. Dashboard
  8. 8. Recognition of Logged In Users
  9. 9. Contact Record & CMS Users
  10. 10. Searchable Profiles
  11. 11. Joomla!  Very basic integration  Easily add CiviCRM pages to menus  Limited ability to do access control  The CiviAuthenticate extension allows for users to be linked to memberships  There are additional extensions
  12. 12. Add CiviCRM Pages to Menus
  13. 13. CiviAuthenticate
  14. 14. WordPress  Tighter integration than Joomla!  Embed CiviCRM Content on WordPress Pages and Posts  WordPress Access Control  Lots of WordPress Plugins to extend CiviCRM  Integration with Gravity Forms
  15. 15. Embed CiviCRM Content
  16. 16. WordPress Plugins
  17. 17. Gravity Forms Integration
  18. 18. Drupal  Strongest of the integrations  Built in blocks  Access control integration with Drupal roles and permissions  Synchronization based on memberships and groups  Views  Webforms  Drupal Rules  Many additional extensions
  19. 19. Back-end blocks
  20. 20. Views
  21. 21. Views
  22. 22. Webform Integration
  23. 23. Event Calendar Extension
  24. 24. Determining The Right CMS  Questions to ask your team?  What are we trying to accomplish?  What kind of content will we have?  Do we need commerce?  What advanced functions do we need?  Who will be administering the system?  How many users will use the site?  What is our workflow?  What is our budget?  What vendor do we want to use?
  25. 25. Vendor Landscape Drupal  Many local vendors  Many large vendors around the world  Many vendors do Drupal and CiviCRM integrations Joomla WordPress  Some local vendors  Many vendors around the world  Many local vendors  Many vendors around the world  Many companies that do not know about web design offering services with stock templates
  26. 26. @cividesk
  27. 27. Steve Kessler Technical Support Manager steve@cividesk.com (866) 670-7165 Ext. 105

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