Social CRM

March 7, 2011

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The Case for Social CRM

» On average 31% of people change their email address every year• New job• Moving ISP change• Change service

» Very costly to run ECOA (Email Change of Address) matching and it generally delivers a very low percentage return anyways

» People are most likely to update their email address on Facebook so they continue to get updates from their friends

» What if your database could stay in sync with a person’s Facebook profile?

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Facebook Graph API

» Try it out yourself• Basic info: https://graph.facebook.com/briney• Add Access Token:

https://graph.facebook.com/briney?access_token=2227470867|2.gxKpSY8mfDObyq0dYSXVqw__.3600.1299441600-6202206|p9MZnKvewg4I-EWjhNDmWNYKB3o

• Take it Further> Get Friends:

https://graph.facebook.com/briney/friends?access_token=2227470867|2.gxKpSY8mfDObyq0dYSXVqw__.3600.1299441600-6202206|p9MZnKvewg4I-EWjhNDmWNYKB3o

> Get User’s Feed:https://graph.facebook.com/briney/feed?access_token=2227470867|2.gxKpSY8mfDObyq0dYSXVqw__.3600.1299441600-6202206|p9MZnKvewg4I-EWjhNDmWNYKB3o

» Full Documentation Here:• http://developers.facebook.com/docs/reference/api/

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So What’s Available?

First Name

Last Name

Email

Gender

Birthday

Mobile Phone

Time Zone

Education

College Attended

Hometown

Current Location

Political Ideology

Religion

Relationship Status

In a Relationship With

Employer

Job Title

Topics Interested In

What if this could all be fed in CiviCRM?

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Working Example: College Republican National Committee

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Working Example: College Republican National Committee

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Working Example: College Republican National Committee

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Working Example: College Republican National Committee

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Working Example: College Republican National Committee

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How Does it Work

» Profile Form• Custom hidden fields that store the user’s Facebook ID# and Authorization ID

» Drupal Module• Modifies profile form snippets to insert Facebook Connect button and

authorizations> Administrator can configure what permissions to ask for

• Maps Facebook field IDs to CiviCRM database fields> Administrator can control mappings> Can map to custom fields

• Cron job that crawls profiles and updates data on a pre-determined basis

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Administrator Page

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Setting It Up

» Create an AppID on Facebook• http://www.facebook.com/developers/createapp.php

» Install the Drupal module

» Create database fields to house your supporter’s Facebook ID and authorization code

» Map the fields to the database in the Drupal module configuration

» Run your cron job at the interval you want

» Update your Profile forms to include the Facebook connect

» Hack it and send us back your contribs!

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Brainstorm Session

» How do we take this further?

» What other features can be added?

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Questions and Discussion

» Contact Information

Matthew Brineyemotive, llcmatthew@emotivellc.com(703) 379-4218