1. CiviCRM CMS Integration

2. Agenda What is a CMS? Integrating With WordPress CiviCRM CMS’s
Integrating with Drupal
What is a CMS Integration?
Determining the Right CMS
CiviCRM Dashboard
Determining the Right Vendor
Recognition of Logged in Users
Contact CiviCRM Records & CMS Users
Integrating With Joomla!

3. What is a Content Management System (CMS)?
Website Content
Guest Content
Social Media
Connections with CRM
Statistics and Research
Applications
So Much More

4. CiviCRM CMS’s

5. What is a CMS Integration?
Embedding CiviCRM pages in your website with the same look and feel
Integrating with features of your website
Users
Permissions
Content
Directories and other listings
Dashboards
Forms
Workflows

6. CiviCRM Dashboard
Each of the integrations support the Dashboard for each contact
Contacts that have a CMS account can be given access to their own dashboard
Contacts that have permissioned relationships can be given access to the dashboard for the contact they are permissioned with
The dashboard can be configured in CiviCRM by administrators

7. Dashboard

8. Recognition of Logged In Users

9. Contact Record & CMS Users

10. Searchable Profiles

11. Joomla! Very basic integration Easily add CiviCRM pages to menus
Limited ability to do access control
The CiviAuthenticate extension allows for users to be linked to memberships
There are additional extensions available in Joomla extensions ecosystem

12. Add CiviCRM Pages to Menus

13. CiviAuthenticate

14. WordPress Tighter integration than Joomla!
Embed CiviCRM Content on WordPress Pages and Posts
WordPress Access Control
Lots of WordPress Plugins to extend CiviCRM
Integration with Gravity Forms and other forms integrations being developed

15. Embed CiviCRM Content

16. WordPress Plugins

17. Gravity Forms Integration

18. Drupal Strongest of the integrations Built in blocks
Access control integration with Drupal roles and permissions
Synchronization based on memberships and groups
Views
Webforms
Drupal Rules
Many additional extensions

19. Back-end blocks

20. Integrated CiviCRM Data With User Logins

21. Public Facing Directories

22. Custom Dashboards

23. Webform Integration Collect information on multiple contacts
Multiple event registration
Events

24. Event Calendar Extension
Collect information on multiple contacts
Multiple event registration
Events

25. Determining The Right CMS
Questions to ask your team?
What are we trying to accomplish?
What kind of content will we have?
Do we need commerce?
What advanced functions do we need?
Who will be administering the system?
How many users will use the site?
What are our workflows?
What is our budget?
What vendor do should be used?

26. Determining the Right Vendor
There are many CiviCRM vendors that help with CMS integration
Consider if you hiring a CiviCRM company that does Drupal or a Drupal company that does Drupal
Consider what you already have
If you like a vendor consider strongly that they recommend
Build trust with your vendor

27. Questions

29. Thank You Steve Kessler Technical Support Manager steve@cividesk.com
(866)  Ext. 105