An introduction to CiviCRM for the Drupal UK community for the Drupal Show and Tell event on 15th August 2013 London. Slides by Compucorp Ltd. ere at Compucorp we're an IT consultancy specialising in open source solutions. We've worked with clients big and small, from NHS hospitals to newly formed non-profit organisations, with the aim of helping them be the best they can. We've been working with CiviCRM for a number of years now and we've learnt a lot in that time. We know how to focus your team by asking the right questions, how to manage a project to be flexible when requirements change and most of all, how to be obsessive about quality when delivering under pressure. We can help you with new and existing Civi installations, configuration, custom extension development, hosting, training and telephone support. We'd love to hear from you so do get in touch and we can have a chat about your project. We're also pleased to be Consultancy Partner for CiviHR, to be developers of the new CiviBooking module and to be maintainers for the UK Gift Aid extension.

1. 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
2
Open source software consultancy
ABOUTUS

3. 3
Non profit / Trade associations
Government / NHS / Police
OURCLIENTS

4. CiviCRM walk through
16/08/2013 Private and confidential 4
A highly flexible, open source, contact
relationship management system for non
profits.

5. Highly configurable modular system:
• LAMP stack
• CMS module (Drupal module but also
Wordpress/Joomla)
• Built in CiviCRM extensions architecture
• Integration with several Drupal modules

6. Events
Email /
Newsletter /
SMS
Membership
Integrated
reporting
(Surveys /
Petitions?)
Donor
management
WHATDOESITDO?
WHAT

7. More advanced…
1. Website integration –
• Online membership signup
• Online events
• My dashboard
• Webforms…
CIVICRMDEMO

8. 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

9. 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

10. 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

11. 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

12. 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!

13. Fundraising hangout
Leukaemia and Lymphoma
Research
Electronic Frontier Foundation
Wikimedia France
● Available at
http://civicrm.org/webinars
● Participants shared knowledge
and learnt from each other
● Format is replicable.
Infrastructure is ready to use

14. Online Extension directory:
OPENARCHITECTURE

15. Coming up...
● CiviCON – UK 3/4th Oct
Oct – London venue
● London Meetups
Last Wednesday of each month (venue changes)
● Northern Meetups
Quarterly – 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

16. CiviCon London
● Date: October 3/4th
– Trainings before
– Sprints before and afterwards (after is 1 week
accommodation in Dalesbridge)
● Before CiviCamp Amsterdam (March 2014)

17. 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.

18. •
•
•
•
•
•
•
•
•
•
•
>5000 organisations
(conservative estimate!)THECOMMUNITY

19. CASESTUDIES

20. Anyquestions?