CIVICRM AND DRUPAL DrupalDownunder 2012 Chris chrischinchilla.com

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.

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)

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…

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

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 information, display preferences, WYSIWYG used, addressing formats, mapping provider, mailer settings, permissions and much more. There are Drupal level permissions and a CiviCRM ACL

How does CiviCRM integrate with Drupal Users and roles fundamentally through uid -> cid Blocks Webform: Links submissions, create and update contacts Views: Contacts, , 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

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

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

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