Intro to CiviCRM for drupalers
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Transcript of Intro to CiviCRM for drupalers
15 Aug 2013
CiviCRM for Drupalers
2
• End to end IT consultancy specialising in open source software and solutions
• Our mission is to raise awareness of the advantages of selecting open source solutions
• Supplying a diverse range of organisations across 3 main market sectors:
• Non-profit/trade association • Government • Small business
Open source software consultancy
ABOUTUS
3
Non profit / Trade associations
Government / NHS / Police
East London NHS trustHSE Dublin HSE Midland
OURCLIENTS
12/04/2023 Private and confidential 4
CiviCRM walk through
A highly flexible, open source, contact relationship management system for non profits.
Highly configurable modular system:
• LAMP stack
• CMS module (Drupal module but also
Wordpress/Joomla)
• Built in CiviCRM extensions architecture
• Integration with several Drupal modules
Events
Email / Newsletter / SMS
Membership
Integrated reporting
(Surveys / Petitions?)
Donor management
WHAT DOES IT DO?
WHAT
More advanced…
1. Website integration –
• Online membership signup
• Online events
• My dashboard
• Webforms…
CIVICRMDEMO
Some cool stuff…
1. CiviCRM webforms –
• Webforms data automatically processed
into CiviCRM
• Can create activities, cases and more
• Think online referrals, email signup…
• Payments coming soon
CIVICRMDEMO
Some cool stuff…
1. CiviCRM membership roles sync –
• Syncs contacts with a membership type
and status to a Drupal user
• Members sections of the website
CIVICRMDEMO
Some cool stuff…
1. CiviCRM views integration –
• Create views of your data from Civi
• i.e. events listings, contact directories…
• Or more complex reports…
CIVICRMDEMO
And just some other cool stuff…
1. CiviCRM rules integration –
• All your usual rules / workflow exposed to
CiviCRM
2. Organic groups integration –
• Also organic groups sync to CiviCRM
groups (groups can edit group member
contacts)
CIVICRMDEMO
THECOMMUNITY
– CiviCRM website – events, news (blog), case studies, service provider listings, webinars
– The Books (Administrator, developer)– Wiki– Forum– IRC #civicrm– Sprints, meetup’s, conferences… – Extensions directory– And I’m sure there’s a few I’ve missed!
Fundraising hangoutLeukaemia and Lymphoma
ResearchElectronic Frontier FoundationWikimedia France
● Available at http://civicrm.org/webinars
● Participants shared knowledgeand learnt from each other
● Format is replicable.Infrastructure is ready to use
Online Extension directory:
OPENARCHITECTURE
Coming up...● CiviCON – UK 3/4th Oct
Oct – London venue
● London MeetupsLast Wednesday of each month (venue changes)
● Northern MeetupsQuarterly – so will be in approx 3 months
● Visit http://civicrm.org to register
● Sign up to the UK mailing list to keep up to date
CiviCon London● Date: October 3/4th
– Trainings before– Sprints before and afterwards (after is 1 week
accommodation in Dalesbridge)
● Before CiviCamp Amsterdam (March 2014)
CiviCRM 4.4 release cycle● 4.4 to be released around Oct● 1st Alpha is just out.● New modules/extensions coming around
4.4:● CiviHR - A fully-featured Human-Resources management application for charities and non-
profits.
● CiviVolunteer - Recruit and manage a variety of volunteers for your events.
● Webform Payments - The popular Webform Integration module now integrates with CiviContribute, CiviMember, and paid CiviEvents.
● SEPA Direct Debit Payments - Allows CiviCRM users to setup an SDD compliant payment process for recurring and one-off direct debits.
● CiviBooking - Now organisations can manage a group of resources (i.e. rooms, equipment, etc.) offering these to constituents for a fee.
• Foundations – Wikimedia, Linux, Mozilla• Humanitarian – Concern Worldwide• Community Arts – Wellington Circus Trust• Human Services – Physician Health Program• Membership – International Mtn Biking Assoc• Political parties – NZ and Australia Green
Party• Service delivery – GMCVO, VAW, etc.• Trade associations – Clean Economy Network,
Irish Massage Therapists Association, • Government – NY State Senate bluebird• Political Campaigns• Educational, Religious , Others…
>5000 organisations (conservative estimate!)THECOMMUNITY
CASESTUDIES
Any questions?