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CiviCRM and Drupal

CiviCRM and Drupal. DrupalDownunder 2012 Chris Ward @chrischinch chrischinchilla.com. What is CiviCRM?. A fairly large and resource intensive module Currently intergrates with Joomla!, Drupal (6 & 7) and Wordpress (Beta).

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CiviCRM and Drupal

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  1. CiviCRM and Drupal DrupalDownunder 2012 Chris Ward @chrischinch chrischinchilla.com

  2. What is CiviCRM? • A fairly large and resource intensive module • Currently intergrates with Joomla!, Drupal (6 & 7) and Wordpress (Beta). • Utilises it’s own API, templating engine (Smarty) and database tables. • A Customer Relationship Manager, or Contact, or Client, or Constituent… • Basically for recording your contacts and the interactions you have with them and that they have with you.

  3. Who uses (or could use) CiviCRM? • Traditionally the community, Civic and not-for-profit industries, but nothing stopping someone else, but there would be a fair amending of terminology and processes. • Big ticket users include: • The Greens (NZ & Aus) • Voiceless • Amnesty International • Wikipedia (I think)

  4. Why am I so crazy about CiviCRM? • I played with a few early installations of it a variety of Melbourne based organisations and found them good but at times, hard to work with. • I then installed a newer version at my own organisation and found it vastly improved and generally exceptionaly helpful at what it does. • After being exposed to other proprietary CRMs and seeing the licensing and extensibility knots customers are tied in when data is so important to them I became more of an evangelist…

  5. The CiviCRM Community • Fairly large, vibrant and international • Releases new functionality fairly regularly • Many expert consultants who will often create client specific functionality that finds it’s way back into core eventually • Make it happens: Community suggested and funded additions to core

  6. CiviCRM installation and setup • Civicrm.org has extensive instructions, it’s a little more involved that a ‘normal’ module • Configuration checklist to set country, currencies, payment processors, domain and email information, display preferences, WYSIWYG used, addressing formats, mapping provider, mailer settings, permissions and much more. • There are Drupal level permissions and a CiviCRM ACL

  7. How does CiviCRM integrate with Drupal • Users and roles fundamentally through uid -> cid • Blocks • Webform: Links submissions, create and update contacts • Views: Contacts, Email, Address, Contribution and Activity • CCK: Contact reference • OG: Memberships and roles within them • Rules: Various creation, update and timing triggers • Ubercart: Purchases appear in CiviCRM and profile fields can be added to checkout screens • Drush • Aegir • SMS • And a bunch of others in various states of development

  8. Yes, but what does it do? • Glad you asked! • Quite a lot in fact, lets look at a demo… civicrmtests.chinchillamedia.com/civicrm demo / ddud3m0

  9. Extending CiviCRM • Allows template and function overrides in a similar way to Drupal. • Contribute patches • Create extensions

  10. Whats next? Install, play, get involved I’ve started a Melbourne Meetup group! www.meetup.com/MelbourneCiviCRM/ First meetup is 25th Jan Also a Sydney group Chris Ward @chrischinch chrischinchilla.com

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