Drupal Modules for CiviCRM

Constituent Relationship Management

for the Civic Sector

Drupal Camp Toronto, October 16, 2010

© CiviCRM LLC 2008-2010, © JMA Consulting 2010

Agenda

What is CiviCRM? (slides 3 – 12) Demo http://2010.drupalcamptoronto.org

Drupal Modules for CiviCRM (slides 13 – 19) Demo http://cividemo.jmaconsulting.biz

Resources

What is CiviCRM?

Web-based, open source, internationalized CRM software

Unlike Content Management Systems, Constituent (or Customer) Relationship Management systems designed for contacts, interactions, transactions

Project of Social Source Foundation (501c3) and CiviCRM LLC

Open source (AGPL 3.0) software supported by a community of users, developers and technology providers

Integrated with Drupal and Joomla!

Who’s Using CiviCRM?

Non-profits of all shapes and sizes… Local arts organizations and clubs Regional environmental organizations Foundations Museums NPO tech providers Public interest lobbying groups and political parties National and global membership associations and

advocacy organizations …

General CRM Features Record and manage information about your members,

clients, volunteers, activists, donors, staff, affiliates, branches and vendors.

Define custom fields specific to your needs Organize constituents into groups Use tags Flexible searching capabilities Track interactions such as meetings, phone calls,

emails, and define custom interaction types. Collect constituent info and expose selected info to

the “public” or “members” via CMS integration

CiviCRM Components

CiviEvent CiviContribution CiviPledge CiviMembership CiviCase CiviMail CiviGrant CiviReport

v1.0

CiviCRM v1.2 Mail, Profiles

v1.3Contribute,APIs

v1.5 Search Builder

v1.6ACLs, Dojo

v1.7 Dedupe, Event

v1.8 v1.9

v2.0 v2.1

v2.2 v3.0

v3.1

BIRT, Event v2Mail v2

Dedupe v2, Views

Nav, jQuery

Case, Report

Subtypes, Multi-Site, Engage

(Mar, 2005)

(2006)

(2007)

(2008)

(2009)

(2010) v3.2

UnDelete, UI v3, Case v3

Timeline

Vibrant Community - Viral Growth 100,000+ total downloads since inception 12,000+ installations (via ping-back) - v2.0+ 3,000+ active installations (via data analysis) - v2.0+ Community forums

5,000+ members (100+ new members / month) Avg 80+ posts / week-day (29,000 total posts since 4/2007)

Over 100 individuals and consultants have participated in the design and development of CiviCRM

Google Summer of Code Projects Organizations like U.S. Public Interest Research Group and

Physician Health Program are sponsoring major new features 3rd party module integration - Organic Groups, Ubercart, Ninjitsu

Newsletter…

Patches Submitted

Data Ecosystem / CRM / PdF Reports

Highest adoption rate for orgs up to $500k User satisfaction rating of A or A- in all

categories 97% of all CiviCRM users would recommend

or highly recommend the system CiviCRM ranked in the top ten (3.57 / 5.0) in

political campaign systems (PdF report) In most cases ranked as good or better than

the big guys: Salesforce, Convio, Blackbaud

Integrate and Customize CiviCRM Profiles - CMS integration

Registration and input forms “Public” search and listings pages Growing integration with Drupal’s development

framework

Import and Export data Custom screen layouts (templating) Custom search framework Public API’s to integrate with other tools

Demo of Drupal Camp Toronto Site

http://2010.drupalcamptoronto.org/civicrm Event registration Contributions for sponsors Used profiles on Drupal signup page Will be using it for outbound mail Aiming to use it for Memberships

Core Drupal Modules in CiviCRM tarball

CCK – contact reference Views – most objects Group Roles Member Roles OG Sync (only 1-way) Engage (early days in 3.2)

General Admin Modules

CiviCRM Theme (350 sites using it) Allows CiviCRM admin and user pages to be

set

CiviCRM Error Handler (45) Sends email to admin when (intermittent)

errors occur

Communications Modules Send (950)

Adds Tell a friend functionality to node types, tracks sends in CiviCRM

matches up new accounts with existing recipients News module uses this to deliver one or more nodes to

MLM mailing lists Delivers with Mime Mail

SMS bulk (85) CiviCRM Constant Contact Integration (5)

Migrate contacts from CiviCRM to Constant Contact Synchronize groups from CiviCRM to Constant Contact Record Opt-out from Constant Contact in CiviCRM

Reservations / Events Modules

MERCI (150) Manage Equipment, Reservations, Checkout

and Inventory – part of Open Media install profile

integrates with CiviCRM via Group Roles Sync

CiviCRM Event Block (70) Convenience module for displaying events

Advocacy Modules Petition (133)

Stores signatories in CiviCRM CiviCRM Sunlight Congressional District (30)

Automatically gets US Congressional districts for contacts including members, their pictures, etc.)

Connect (15) Petitions, email or fax campaigns Targets can be defined or looked up (eg MPs)

Activism (140) CiviCRM integration planned (only does petitions

and tell-a-friend at present)

Other CiviRegister (17)

Replaces Drupal User Register if emails not always used for all CiviRelate (7)

When a Drupal user submits a CiviCRM Profile, creates a configurable Relationship between them

Time Map (10) Timesheet application Uses CiviCRM to determine superior / subordinate relationship for

use with view subordinates reports Ubercart CiviCRM Integration (9*) UC / CiviCRM Profile Pane (3) CiviCRM GoToWebinar (3)

Pushes CiviEvent registrations to GoToMeeting

Developing New Modules

Good documentation for hooks and other APIs: http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+Public+APIs PHP, also perl, ruby, and python AJAX: $().crmAPI(entity,action,params) REST and JSON Smarty drush

Books

Understanding CiviCRM FLOSS Manuals Two book sprints

Using CiviCRM Packt Publishing Early 2011 Authors: Joe Murray & Brian Shaughnessy

Resources Project Home

http://civicrm.org Documentation

http://documentation.civicrm.org Presentations

http://wiki.civicrm.org/confluence/display/CRM/Presentations

Community Forum (support and discussion) http://forum.civicrm.org

Professional Services http://civicrm.org/professional

Downloads http://civicrm.org/download