Extending Drupal with a CRMDrupalGov, August 2013@chrischinch, @chrisdubrow, Martin Schwall

CateChris

Pablo

PabloCate Feeds

Pablo Sleeps

Two divisions of CRMSales Lead management

Social

Business streamlining

Non-profit Engagement

Donations

Memberships

But why integrate? One login for your visitors

Consistent visual appearance

Extraction of key data

Automation of processes

More time for…

Chris & Cate

Fun

Pablo Sleeps

RedHenPlatform: Drupal 7

License: Open Source

Type: nfp/misc

Activity: Low

Integration: Views, Roles, Rules, Fields, Entity, Commerce

Features: Contact management, Activities, Events, Memberships, Contributions, Events, Email, Reports

Customisation: It’s basically Drupal

Questions?Chris Ward@chrischinchLook for ‘Chris Chinchilla’ on LinkedIn, G+ etc

CiviCRM case study: Australian Greens• National body with states,

• One CiviCRM, using Drupal multisite for separate sites, Parent with Children

• Importance of understanding beauty of CRM logic

• Multisite means new sub-sites can spring up, campaigns etc

• Separation of memberships etc for each state

• Fundraising: donations, (for states or campaigns), ticketed events, Merch etc

• Integration with Social Media

• Access control for multiple levels, from national, state, local groups

CiviCRM case study: Single MPs / NGOs• Based on needs of a single office

• Tracking contacts, donations, events

• Important to think through logic first:e.g. tags, groups, contact types

• Groups and Smart Groups important – especially for bulk email

• Example – Splitting constituents and Media – with relationships