Drupal Modules for CiviCRM Constituent Relationship Management for the Civic Sector Drupal Camp Toronto, October 16, 2010 © CiviCRM LLC ,© JMA Consulting 2010
Agenda What is CiviCRM? (slides 3 – 12) Demo Drupal Modules for CiviCRM (slides 13 – 19) Demo 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, s, 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 CiviCRMv1.2Mail, Profiles v1.3 Contribute,APIs v1.5 Search Builder v1.6 ACLs, Dojo v1.7 Dedupe, Event v1.8 v1.9 v2.0 v2.1 v2.2 v3.0 v3.1 BIRT, Event v2 Mail 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 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 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, 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 s 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: RMDOC/CiviCRM+Public+APIs RMDOC/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 Documentation Presentations tions tions Community Forum (support and discussion) Professional Services Downloads