Training: CiviCRM for Administrators and Advanced Users

Facilitated by Dave Greenberg, CiviCRM Product Manager

Dave will cover configuring custom fields, creating online contribution pages, membership signup and event registration forms, and integrating CiviCRM features with your Drupal or Joomla site

Notes

civicrm advanced

intent was to cover backend configurability

focus - custom data and what tools are available to extend concept of profile - set of fields, injecting into forms front-end facing forms for membership solicitation, events

views2 - does not have new code on computer

civicrm has whole bunch of components - grants, events, members, mail, pledge (new in v 2.1), contributions

custom data - arranges custom data in sets of fields sample is "constituency information" - fields within are "most important issue", "marital status", and

creating a new field is easy. we ran thru adding "number of children" setting field type as integer and choosing radio as the html element.

under the covers, new table is created for every group of fields. stored w a relational key to the main record being extended.

when you set up a new set of fields, what kindof record am i starting to extend? "Used for" is where this is answered.

for example, meal preference of an event, i would not add it to the contact record, i would add it to the participant record. i could put the fact that someone is a vegan in a contact record.

contact vs individual - contacts are assigned a contact type: individual, organization, household. you can extend contacts generally or organization specifically.

a lot of these records have use defined roles. participants type has different roles and you can extend for a specific type of participant.

how do the custom fields get injected into the display? inline vs tab. only for contacts, others just show up inline.

use custom field exposed on a web page. create a new profile. add the custom field to the profile. save.

custom field vs profile. custom field extends the schema. profile is a very specific us of some set of fields, custom or core, that you are using.

created single field form that i want to inject.

room for one profile only? pre and post - before or after billing - can have two profiles.

when someone signs up for an event anonymously, do they sign up to the drupal site. if you are logged in, civicrm would fill out forms with relevant info. you can do both, it is configurable.

dedupe mechanism by civicrm, with email. if email exists, updates the current record.

ohter way that people use profiles 2 other ways:

search interface -

people and contributions or people and events attended is not possible out of the box.

can limit data exposed using this method.

campaign - online contribution pages:

elements - title, intro pitch, contribution levels, other amount, onetime or pledge, premiums areas (thankyou gifts), billing stuff.

payment procesor plugin - paypal plus (transparent), drupal checkout, paypal standard (happen on their site)

contribution page admin screen. can test drive to see how it works. can copy.

settings -

is there an admin reminder for pledges not made? no, but there is a dashboard that would allow you to see overdue. also, can cc someone on the pledge.

tell-friend feature - after you have completed a transaction. can configure what that invite looks like.

google analytics module for drupal - can you set goals? you can configure a flash widget that does track can we theme the wodget? can change the colors. swf file included so if you know flash... if the page has a specific url, which campaigns are, then there should not be a problem.

2.2. has personal campaign pages, allows constituents to create their own page, with thermometers for their own goals

price set feature - dedicated set of custom fields with built in calculations

you can set up a set of field for batch updates. an event, for example.

for designers - customize templates. every screen in the system is represented by a template (smarty). configure a path for a custom template, which the system looks there first before using the standard template.

single css file. single template that injects the css file.