1. Drupal Modules for CiviCRM Constituent Relationship Management for the Civic Sector Drupal Camp Toronto, October 16, 2010 © CiviCRM LLC 2008-2010,© JMA Consulting 2010

2. Agenda  What is CiviCRM? (slides 3 – 12) Demo http://2010.drupalcamptoronto.orghttp://2010.drupalcamptoronto.org  Drupal Modules for CiviCRM (slides 13 – 19) Demo http://cividemo.jmaconsulting.bizhttp://cividemo.jmaconsulting.biz  Resources

3. 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!

4. 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 …

5. 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, emails, and define custom interaction types.  Collect constituent info and expose selected info to the “public” or “members” via CMS integration

6. CiviCRM Components  CiviEvent  CiviContribution  CiviPledge  CiviMembership  CiviCase  CiviMail  CiviGrant  CiviReport

7. 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

8. 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…

9. Patches Submitted

10. 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

11. 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

12. Demo of Drupal Camp Toronto Site  http://2010.drupalcamptoronto.org/civicrm http://2010.drupalcamptoronto.org/civicrm Event registration Contributions for sponsors Used profiles on Drupal signup page Will be using it for outbound mail Aiming to use it for Memberships

13. 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)

14. General Admin Modules  CiviCRM Theme (350 sites using it) Allows CiviCRM admin and user pages to be set  CiviCRM Error Handler (45) Sends email to admin when (intermittent) errors occur

15. 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

16. 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

17. 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, email 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)

18. Other  CiviRegister (17) Replaces Drupal User Register if emails 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

19. Developing New Modules  Good documentation for hooks and other APIs: http://wiki.civicrm.org/confluence/display/C RMDOC/CiviCRM+Public+APIs http://wiki.civicrm.org/confluence/display/C RMDOC/CiviCRM+Public+APIs PHP, also perl, ruby, and python AJAX: $().crmAPI(entity,action,params) REST and JSON Smarty drush

20. Books  Understanding CiviCRM FLOSS Manuals Two book sprints  Using CiviCRM Packt Publishing Early 2011 Authors: Joe Murray & Brian Shaughnessy

21. Resources  Project Home http://civicrm.org  Documentation http://documentation.civicrm.org  Presentations http://wiki.civicrm.org/confluence/display/CRM/Presenta tions http://wiki.civicrm.org/confluence/display/CRM/Presenta tions  Community Forum (support and discussion) http://forum.civicrm.org  Professional Services http://civicrm.org/professional  Downloads http://civicrm.org/download