civicrm for fun and nonprofit
DESCRIPTION
An overview of CiviCRM and touchstone and circa 4.3.x on featuresTRANSCRIPT
CiviCRM for fun* and nonprofit *fun not guaranteed
@ kalacave / 2013 / 03 / 02
who uses
marquis adopters
Amnesty International
TechSoup
EFF
Democrats Abroad
Wikipedia
New York State Senate
Creative Commons
Green Party of Canada
…
Adopters' budget
adoption budget
83% > 500K
14% 500K – 3M
Adoption by sector
Adoption by Country
Adoption by CMS
Adoption by CMS
what is
YES!
a Constituent Relationship Management system
designed from the ground up for non-profits, membership and
advocacy organizations
designed for CONTACTS, INTERACTIONS, TRANSACTIONS
Drupal || Wordpress || Joomla
10,000 foot view
Constituents are INDIVIDUALS, ORGs, HOUSEHOLDs
capture contact info
fully custom relations between contacts
custom data fields
GROUPS can be static or "smart"
interactions like meetings, phone calls, emails tracked as
ACTIONS
ACTIONS can be part of workflows using CASES
REPORTS out of the box are fully extensible
expose records publicly
strong DE-DUPING of records
9,000 foot view
run SURVEYS & PETITIONS
segment users for on-the-fly BULK MAILING
manage segmented NEWSLETTERs and tie interactions to users
manage DONOR base
run CAMPAIGNS
sell TICKETS to EVENTS
answer questions like "who from California donated more than
$100 in 2012?"
batch update records
export anything to a CSV
core modules
…ALSO
CiviGRANT
CiviCAMPAIGN
what we care about
MySQL + PHP + jQuery
same coding standards as Drupal
expose data with Drupal Views (events, contributions, members,
etc)
webform_civicrm can build better forms
free
really good API
extensible with modules
(smarty) templates
import your data
OG integration
Civi + webform = love
API
http://yoursite.com/civicrm/api/explorer
PHP<?phpcivicrm_initialize( ); $result = civicrm_api( $entity, $actions, $params);?>
RESThttp://www.example.com/civicrm/ajax/rest?json=1&debug=1&version=3&entity=Contact&action=get&first_name=Alice&last_name=Roberts
API
DRUSH$ drush civicrm-api contact.get first_name=Alice last_name=Roberts
AJAXCRM.api('Contact','get', { first_name: 'Alice', last_name: 'Roberts' }, { success: function(data) { window.alert('Found ' + data.count + ' item(s)'); } });
what's new in CiviCRM 4.3.x
highlights
Quickbooks integration
custom data can move between custom data groups
lots of in-place editing
contact edit locking
Discount codes
profile form designer
CiviMOBILE!
"better" notifications
can run outside sites/all/modules
…more
NEW! Extensions Ecosystem
extension sexiness
CiviCRM sync with Mailchimp
Campaign Monitor
Constant Contact
CiviLDAP (search only)
Google Apps
CiviMobile (surveys, add contacts)
STARTERKIT on Pantheon
http://downloads.civicrm.org/ civicrm-4.3.1-starterkit.tgz
(+ a distro on Pantheon with dev account)
Features 8.9MB (vs. 12.7) by removing duplicate libraries (jquery,
ckeditor…) update alerts for Civi reports back to d.o. major props to Kalamuna opportunity for co-sponshorship
@kreynan
Civi config as Features!
demo
Q & A
thanks!