CiviCRM and CMS Integration
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This document discusses integrating CiviCRM with content management systems (CMS) like Joomla, WordPress, and Drupal. It describes how a CMS integration allows embedding CiviCRM pages within a website with the same look and feel. Key features of integrations include linking contact records to user accounts, permissions, and extending functionality through plugins/modules. Drupal has the strongest integration through built-in blocks, access controls, and synchronization of memberships. Determining the best CMS depends on factors like required features, administration needs, and budget.
CiviCRM and CMS Integration
- 2. Agenda What is a Content Management System (CMS)? CiviCRM CMS’s What is a CMS Integration? CiviCRM Dashboard Recognition of Logged in Users Contact Records & CMS Users Integrating With Joomla! Integrating With WordPress Integrating with Drupal Determine the Right CMS
- 3. What is a Content Management System (CMS)? CMSWebsite Content Guest Content Social Media Connections with CRM Statistics and Research Applications So Much More
- 5. What is a CMS Integration? Embedding CiviCRM pages in your website with the same look and feel Integrates with features of your website Users Permissions Pages Listing Forms Workflows
- 6. CiviCRM Dashboard Each of the integrations support the Dashboard for each contact The dashboard can be configured by CiviCRM administrators
- 7. Dashboard
- 8. Recognition of Logged In Users
- 9. Contact Record & CMS Users
- 11. Joomla! Very basic integration Easily add CiviCRM pages to menus Limited ability to do access control The CiviAuthenticate extension allows for users to be linked to memberships There are additional extensions
- 12. Add CiviCRM Pages to Menus
- 13. CiviAuthenticate
- 14. WordPress Tighter integration than Joomla! Embed CiviCRM Content on WordPress Pages and Posts WordPress Access Control Lots of WordPress Plugins to extend CiviCRM Integration with Gravity Forms
- 18. Drupal Strongest of the integrations Built in blocks Access control integration with Drupal roles and permissions Synchronization based on memberships and groups Views Webforms Drupal Rules Many additional extensions
- 19. Back-end blocks
- 20. Views
- 21. Views
- 24. Determining The Right CMS Questions to ask your team? What are we trying to accomplish? What kind of content will we have? Do we need commerce? What advanced functions do we need? Who will be administering the system? How many users will use the site? What is our workflow? What is our budget? What vendor do we want to use?
- 25. Vendor Landscape Drupal Many local vendors Many large vendors around the world Many vendors do Drupal and CiviCRM integrations Joomla WordPress Some local vendors Many vendors around the world Many local vendors Many vendors around the world Many companies that do not know about web design offering services with stock templates
- 26. @cividesk
- 27. Steve Kessler Technical Support Manager steve@cividesk.com (866) 670-7165 Ext. 105