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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.

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Drupal-CiviCRM: out of the box

  • 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
  • 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.
  • 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