intro to civicrm for drupalers
DESCRIPTION
An introduction to CiviCRM for the Drupal UK community for the Drupal Show and Tell event on 15th August 2013 London. Slides by Compucorp Ltd. ere at Compucorp we're an IT consultancy specialising in open source solutions. We've worked with clients big and small, from NHS hospitals to newly formed non-profit organisations, with the aim of helping them be the best they can. We've been working with CiviCRM for a number of years now and we've learnt a lot in that time. We know how to focus your team by asking the right questions, how to manage a project to be flexible when requirements change and most of all, how to be obsessive about quality when delivering under pressure. We can help you with new and existing Civi installations, configuration, custom extension development, hosting, training and telephone support. We'd love to hear from you so do get in touch and we can have a chat about your project. We're also pleased to be Consultancy Partner for CiviHR, to be developers of the new CiviBooking module and to be maintainers for the UK Gift Aid extension.TRANSCRIPT
15 Aug 2013
CiviCRM for Drupalers
2
• End to end IT consultancy specialising in open source software and solutions
• Our mission is to raise awareness of the advantages of selecting open source solutions
• Supplying a diverse range of organisations across 3 main market sectors:
• Non-profit/trade association • Government • Small business
Open source software consultancy
ABOUTUS
3
Non profit / Trade associations
Government / NHS / Police
East London NHS trustHSE Dublin HSE Midland
OURCLIENTS
12/04/2023 Private and confidential 4
CiviCRM walk through
A highly flexible, open source, contact relationship management system for non profits.
Highly configurable modular system:
• LAMP stack
• CMS module (Drupal module but also
Wordpress/Joomla)
• Built in CiviCRM extensions architecture
• Integration with several Drupal modules
Events
Email / Newsletter / SMS
Membership
Integrated reporting
(Surveys / Petitions?)
Donor management
WHAT DOES IT DO?
WHAT
More advanced…
1. Website integration –
• Online membership signup
• Online events
• My dashboard
• Webforms…
CIVICRMDEMO
Some cool stuff…
1. CiviCRM webforms –
• Webforms data automatically processed
into CiviCRM
• Can create activities, cases and more
• Think online referrals, email signup…
• Payments coming soon
CIVICRMDEMO
Some cool stuff…
1. CiviCRM membership roles sync –
• Syncs contacts with a membership type
and status to a Drupal user
• Members sections of the website
CIVICRMDEMO
Some cool stuff…
1. CiviCRM views integration –
• Create views of your data from Civi
• i.e. events listings, contact directories…
• Or more complex reports…
CIVICRMDEMO
And just some other cool stuff…
1. CiviCRM rules integration –
• All your usual rules / workflow exposed to
CiviCRM
2. Organic groups integration –
• Also organic groups sync to CiviCRM
groups (groups can edit group member
contacts)
CIVICRMDEMO
THECOMMUNITY
– CiviCRM website – events, news (blog), case studies, service provider listings, webinars
– The Books (Administrator, developer)– Wiki– Forum– IRC #civicrm– Sprints, meetup’s, conferences… – Extensions directory– And I’m sure there’s a few I’ve missed!
Fundraising hangoutLeukaemia and Lymphoma
ResearchElectronic Frontier FoundationWikimedia France
● Available at http://civicrm.org/webinars
● Participants shared knowledgeand learnt from each other
● Format is replicable.Infrastructure is ready to use
Online Extension directory:
OPENARCHITECTURE
Coming up...● CiviCON – UK 3/4th Oct
Oct – London venue
● London MeetupsLast Wednesday of each month (venue changes)
● Northern MeetupsQuarterly – so will be in approx 3 months
● Visit http://civicrm.org to register
● Sign up to the UK mailing list to keep up to date
CiviCon London● Date: October 3/4th
– Trainings before– Sprints before and afterwards (after is 1 week
accommodation in Dalesbridge)
● Before CiviCamp Amsterdam (March 2014)
CiviCRM 4.4 release cycle● 4.4 to be released around Oct● 1st Alpha is just out.● New modules/extensions coming around
4.4:● CiviHR - A fully-featured Human-Resources management application for charities and non-
profits.
● CiviVolunteer - Recruit and manage a variety of volunteers for your events.
● Webform Payments - The popular Webform Integration module now integrates with CiviContribute, CiviMember, and paid CiviEvents.
● SEPA Direct Debit Payments - Allows CiviCRM users to setup an SDD compliant payment process for recurring and one-off direct debits.
● CiviBooking - Now organisations can manage a group of resources (i.e. rooms, equipment, etc.) offering these to constituents for a fee.
• Foundations – Wikimedia, Linux, Mozilla• Humanitarian – Concern Worldwide• Community Arts – Wellington Circus Trust• Human Services – Physician Health Program• Membership – International Mtn Biking Assoc• Political parties – NZ and Australia Green
Party• Service delivery – GMCVO, VAW, etc.• Trade associations – Clean Economy Network,
Irish Massage Therapists Association, • Government – NY State Senate bluebird• Political Campaigns• Educational, Religious , Others…
>5000 organisations (conservative estimate!)THECOMMUNITY
CASESTUDIES
Any questions?