CiviCRM is a constituent relationship management system designed for non-profits, membership organizations, and advocacy groups. It allows users to manage contacts, track interactions, run donations and fundraising campaigns. Many large non-profits use CiviCRM to manage millions of records. It has a robust API and integrates with Drupal, Joomla, and WordPress. The presentation highlighted new features in version 4.3 like improved mobile support, profile forms, and an extensions ecosystem.

1. CiviCRM for fun* and nonprofit
*fun not guaranteed
@ kalacave / 2013 / 03 / 02

2. http://bit.ly/civi138
this presentation

3. ANDREW MALLIS
Solutions Architect
d.o andrew_mallis
twitter @andrew_mallis
email mallis@kalamuna.co
m

4. who uses

5. marquis adopters
 Amnesty International
 TechSoup
 EFF
 Democrats Abroad
 Wikipedia
 New York State Senate
 Creative Commons
 Green Party of Canada
 …

6. Adopters' budget
adoption budget
83% > 500K
14% 500K –
3M

7. Adoption by sector

8. Adoption by Country

9. Adoption by CMS

10. Adoption by CMS

11. what is

12. YES!
 a Constituent Relationship Management system
 designed from the ground up for non-profits, membership and advocacy
organizations
 designed for CONTACTS, INTERACTIONS, TRANSACTIONS
 Drupal || Wordpress || Joomla

13. 10,000 foot view
 Constituents are INDIVIDUALS, ORGs, HOUSEHOLDs
 capture contact info
 fully custom relations between contacts
 custom data fields
 GROUPS can be static or "smart"
 interactions like meetings, phone calls, emails tracked as ACTIONS
 ACTIONS can be part of workflows using CASES
 REPORTS out of the box are fully extensible
 expose records publicly
 strong DE-DUPING of records

14. 9,000 foot view
 run SURVEYS & PETITIONS
 segment users for on-the-fly BULK MAILING
 manage segmented NEWSLETTERs and tie interactions to users
 manage DONOR base
 run CAMPAIGNS
 sell TICKETS to EVENTS
 answer questions like "who from California donated more than $100 in
2012?"
 batch update records
 export anything to a CSV

15. core modules
…ALSO
 CiviGRANT
 CiviCAMPAIGN

16. what we care about
 MySQL + PHP + jQuery
 same coding standards as Drupal
 expose data with Drupal Views (events, contributions, members, etc)
 webform_civicrm can build better forms
 free
 really good API
 extensible with modules
 (smarty) templates
 import your data
 OG integration

17. Civi + webform = love

18. API
http://yoursite.com/civicrm/api/explorer
PHP
<?php
civicrm_initialize( );
$result = civicrm_api( $entity, $actions, $params);
?>
REST
http://www.example.com/civicrm/ajax/rest?json=1&debug=1&version=3&entity=Co
ntact&action=get&first_name=Alice&last_name=Roberts

19. API
DRUSH
$ drush civicrm-api contact.get first_name=Alice last_name=Roberts
AJAX
CRM.api('Contact','get',
{
first_name: 'Alice',
last_name: 'Roberts'
},
{
success: function(data) {
window.alert('Found ' + data.count + ' item(s)');
}
}
);

20. what's new in CiviCRM
4.3.x

21. highlights
 Quickbooks integration
 custom data can move between custom data groups
 lots of in-place editing
 contact edit locking
 Discount codes
 profile form designer
 CiviMOBILE!
 "better" notifications
 can run outside sites/all/modules
 …more

22. NEW! Extensions Ecosystem

23. extension sexiness
CiviCRM sync with
 Mailchimp
 Campaign Monitor
 Constant Contact
 CiviLDAP (search only)
 Google Apps
 CiviMobile (surveys, add contacts)

24. STARTERKIT on Pantheon
http://downloads.civicrm.org/ civicrm-
4.3.1-starterkit.tgz
(+ a distro on Pantheon with dev account)
Features
 8.9MB (vs. 12.7) by removing duplicate libraries (jquery, ckeditor…)
 update alerts for Civi
 reports back to d.o.
 major props to Kalamuna
 opportunity for co-sponshorship
@kreynan

25. Civi config as Features!

26. demo

27. Q & A

28. thanks!