drupal-civicrm: out of the box
DESCRIPTION
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.TRANSCRIPT
Drupal and CiviCRMOut of the Box
Drupal and CiviCRMOut of the Box
Shawn Duncan
FatherShawn on g.d.o
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 recipientsPersonalize 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
New User Registers Email=
Link to existing Contact
Create new Contact &
link
Yes
No
Drupal User - CiviCRM Contact linkage
Existing user logs in
Linked to
Create new Contact &
link
Yes
No
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.