CiviCRM secrets for Drupalers

thanks everyone for coming early on a

Saturday morning we're gonna be talking

about civis erm secrets for drew players

so hi I'm David snowpack

I'm maintainer a chrome maintainer of 20

or more projects on True Blood org

remember the Drupal security team

Corgan Iser of the Drupal for informed

meetup in Milwaukee Wisconsin and

co-founder of magic wizard and my most

important role as I'm tated to my two

daughters Sasha Abel also have something

about the shop do their little stuff

join up with Damon here a few months

back working on the platform we talking

to you about today and my google plan of

Fame's the features builder module that

does some stuff with the features

I don't have any claim the thing

so then what's on the slide I just

computer signs it

Green Bay and out-of-date picture copies

[Laughter]

right so really quickly our story about

how we started doing CBC rap I wasn't

entirely on purpose so you know as you

could see from the previous slides our

introductions like we've done a lot a

lot of drupal if you add up all of the

years that we've been doing drupal each

of us it's like 30 ish years of drupal

that's way too much drupal together we

co-founded my job wizard which does

support maintenance for drupal six seven

and eight sites we also make round earth

i/o which is a Drupal 8 and civil serum

distro and sass service that we're going

to talk about again way at the end but

Civic CRM is actually pretty new to us

we kind of fell into it accidentally

about 40% of our support maintenance

customers are nonprofits just that's

what happened

we weren't specifically targeting them

we are we are now but not at first about

serum is part of their site from

Drupal's perspective it's just another

drupal module so we had to support it

and that's kind of how we started using

civis here I'm just having to support it

for our customers and as we were

supporting it we saw how much value it

was giving to them in fact for most of

them Civic serum was more important to

them than their Drupal site

Drupal the Drupal side I guess it's all

the same site right but the Drupal side

of their site helps them explain their

mission you know they put news things

that are going on it's a marketing tool

but the Civic CRM side helps them

actually enact their mission it helps

them do the thing that their

organization is sending out to do so you

might be on the Drupal side creating

content like once a week for your like

weekly blog post maybe updating a page

every once in a while but if your

organization is using civis here I'm

effectively you are in there like eight

hours a day like you have that window up

so if someone calls you up you can you

know go see Oh who is that that's record

what happened if you're reaching out to

people you know if you're doing whatever

the mission of your organization is for

example like finding housing for a

certain group of people or something

like that like that's all stuff that you

would be working on and doing in your

super serum instance so you know we

didn't really know what super serum was

despite you know being drew blurs for a

long time and Civ is here I'm being

around a long time we basically just

knew like hey it's this year and right

like that's all there is to know but by

not knowing about it by you know the

wider Drupal community not knowing the

details what it is you don't know if it

could help for a given customer for your

own organization you don't know if maybe

it could provide this value to you or

your customers so that's kind of the

idea behind this presentation like we're

long time drew blurs who are just kind

of learning civics erm here are some of

the really cool things that seemed

compelling to us and so you know

hopefully they'll seem interesting to

you and maybe you'll think of them when

you're you know looking at a new project

or trying to help someone figure out how

to do what they need to do some of the

things we're going to talk about

WYSIWYG email newsletter creation some

tech stuff the civis um api and

membership management

and so just way up at the front if you

guys have any questions just shout them

out I think we're kind of already in the

sort of shouting interactive amounts

that's good so really really quickly

what is save a CRM in case someone

doesn't know it's a constituent

relationship management system a CRM

it's primarily for nonprofits and civic

organizations it embeds itself into

Drupal 6 7 or 8 or WordPress or Joomla

or backdrop it can't work on its own it

has to be embedded into a CMS and it's

actually part of that CMS like it's not

like where you have Salesforce and you

have some drupal module that

communicates with Salesforce via an API

like this actually ends up being part of

your Drupal site it writes to your

database it's sort of like its own

module except probably the most complex

module ever and it's open source like

Drupal just good

so is everyone here familiar with the

idea of what a CRM is we'll go through

the super fast so we don't for you for

those who already know so the core unit

of a CRM is a contact so you would have

for example a contact for David snow

pack and then like a series of fields

about that contact and you can create

custom fields just like you can a Drupal

the next sort of piece of that is

relationships and types of contacts so

you could have an organizational contact

that is for my draft Blizzard the

company and then say you know Davis no

peg and Eliot Kristensen are employees

of that organization and they're sort of

like an implied relationship that we're

co-workers of each other you could also

have like a household contact type so

for my family you know I'm a household

member of and my daughters are children

of me with the sort of like implied

relationship that they're also household

members of the snow pack household

you can create arbitrary groups of

contacts for whatever you want to use

them for for example a group of contacts

that are on the mailing list of mass

email them something that a lot of our

customers do is they group contacts into

regions so that maybe that applies to a

particular regional office or regional

you know outreach person and then for

those contacts you can record activities

so these are interactions that your

organization had with that particular

contact so maybe you sent an email to

david snow pack so you record you know

when the email sent the different

activities and different activity types

have different fields so an email would

have liked from the subject body just as

sort of random point of trivia the

Drupal Association use a sieve a CRM so

if you've ever gotten an email from them

saying to renew your membership that's

coming from civis year-round if you

filled out the form to to actually do

the renewal as a citizen form would you

like where people would take certain

tasks the canoes actions to say when

they completely

I think you could so you're envisioning

like managing your internal work with it

or it's just a random groups of people

that just join like an organization to

accomplish something so you would like

does the things that could be done that

this person starts it's all part of that

you certainly could I could think of a

couple of different ways to do that in

in civis here I'm different serums might

have more direct functionality for that

built in but you certainly could okay so

other types of activities for example

you know David snow Beck called in at

this time and you just get like a field

to fill out say what the call is about

it's not really any other fields for

that maybe schedule a meeting with a

particular contact in Sevilla I think if

you set the meeting for the future it

can actually create a meeting invite

that's gets sent to the to the contact

some of these activities are manually

like the phone call you have to enter

manually someone calls up you have to

enter that information but for stuff

like email you could get that recorded

automatically so you could go to the web

UI and fill out the email contact box

and the email gets sent to the person

but also recorded as an activity or

there's also you can set up like a

special BCC email box so you could send

the email from your normal email client

put this special like BCC address on

there and then that would get read by

your CRM or a service here and actually

record it as an activity so like

basically anything that happens online

you can probably find a way to

automatically record that activity

so that's like all the data that gets

stored in a CRM which is pretty much the

same across all CRMs it's the same basic

types and that's useful in and of itself

just have like sort of shared

organizational knowledge but the real

power of a CRM comes from the other sort

of add-on features that allow you to do

things with that data and that's

different

like widely different depending on the

particular CRM so you can do stuff like

send an email newsletter to everyone in

a particular group or everyone with

particular attributes like lives in a

particular region as a particular age

has expressed interest in a particular

thing whatever you have recorded in your

CRM you can open and track cases through

various stages I think that kind of

could be a way to do what you were

talking about you could coordinate

events civis CRM has some really cool

event functionality you can put up an

event record RSVPs charge for the events

that limits record attendance when

people actually come which then becomes

you know an activity for their contact

manage membership which we're going to

talk about a little later tons and tons

of reporting on any sort of access in

the data and even stuff like HR managing

employees or managing volunteers so

serums are cool but couldn't we just

like bill to CRM and Drupal you know

Drupal is effects of flexible flint

framework to build pretty much anything

right we could just take some entities

put some fields on there make our own

serum and you could there's a couple of

Drupal modules that have done exactly

that

CRM core and Red Hen CRM are kind of the

biggest examples of that the my opinion

civil serum is better and I will tell

you why

so the civil serum community is larger

than any individual like CRM module

there's four full-time people on the

civic serum core team and it doesn't

sound like a lot like four people but

these are for people who full-time just

work on improving Civic or they don't

build super serum installations they

don't do client work they

only work on things that help the

platform as a whole as a whole I don't

think any of the Drupal serum modules

could say something similar there is CV

cons at CV camps and monthly meetups all

over the world last year there were four

city cons like on different continents

there's like North America Australia

Europe somewhere else how big is it

Kenickie quantitative estimate our

comparison to the size of the Drupal

community I mean it's much much smaller

than the Drupal community but much much

larger than like any individual modules

community so I mean probably numbering

in the tens of thousands of people as

opposed to you know the Drupal community

which is a lot larger right it has a

sort of bigger pool of people to pull

from yeah they have a big community just

around commerce and I'm not saying

they've got the group that supports that

does the installs and things but his

group

a similar sort of structure like a court

team versus yeah there's multiple books

written about civis Hyrum if you need to

learn it like this is a known quantity

there's 70ish like partner organizations

these are organizations that do services

for civic serum there's way more than 70

that do services for civic serum but

they've also chosen to financially

sponsor civil serum and they do all

sorts of things training hosting support

maintenance custom development so you

have a big community of people to get

help with civis Iran to learn about

service Iran super serum is a complete

product most Drupal modules are our LEGO

pieces you have to take them and

assemble them into a complete product

and that's kind of how the Drupal

solutions look you could take CRM core

and build it into a CRM I've done

projects to do that actually but it

isn't to see her myself

here at kora

you have an opinion about which is

better I mean there's a difference I

don't know I don't have a real strong

opinion does that even have an opinion

about which one is better no super serum

is better than all of anyway but yeah

why bother you know building a whole

complete CRM for every single Drupal

site that needs it when you have a tool

that already sort of meets the use cases

of a wide group of super serum is very

well suited to nonprofits all the

different CRM if different audiences in

mind and so their features are

structured that way the things that are

easy to accomplish versus the things

that are hard to accomplish and super

serum could theoretically work for any

organization we've started trying to use

it for our sales process but it's really

really killer for nonprofits CRM Korn

Red Hen are also geared towards

nonprofits but like let's be honest guys

they're there Drupal modules like Drupal

is the king of generic everything is

made generic so even though they are

sort of geared towards nonprofits they

really leave the door wide open

super serum has less vendor lock-in

you know upgrading between Drupal

versions is hard once you're established

in Drupal 7 going to Drupal 8 or going

to some non Drupal things is a difficult

project super serum the same version of

civil serum works in Drupal 6 works in

Drupal 7 works in Drupal 8 you could

even take it install that exact same

version of civis here onto WordPress

Joomla it's a backdrop

yeah and for the most part your

installation moved to another platform

work basically the same with the one

caveat that if you customized your

installation in a Drupal module like if

that was a Drupal 7 module you'd have to

remake that customization in a Drupal 8

module but there are actually civis erm

extensions which are kind of like CVC

roms version of modules if you create a

sympathy arm extension it'll work in any

of the places that civis serum works is

that it's certainly possible I mean

there's no like standard format like for

CRM data so moving between them like

even if the data is similar it's not

exactly the same there's some built-in

stuff in soon as he ran for importing

just like arbitrary CSV files so if

you're like migrating to civis here I

mean kind of gotta like keep breaking up

the data into different CSV files and

import it so I imagine going to

Salesforce would be similar kind of

thing is also by the way the export used

to create CSV file yeah

that CRM data protection contact

there was today pretty lady

he's a tall so so I could talk about

that a little bit later but if you just

install like the civis here I'm module

they're like their own thing like

Sierra's civis serum has its own entity

and field system and so they just sort

of sit over here and then you can

interact with them with the Citiz here

I'm API and then there is a drupal

module to make them be for volant ities

yeah not to sync them so like pet so you

would you can use the yeah to expose

them so you can use the drupal entity

API to interact with those civic

amenities there's a slide on that later

but yeah so that's my true let's let's

see how some stuff works get Elliott up

here once maybe

right so I had a gray shirt and I had

great pants on and Gina said you can't

do that in song I had to change that and

I was a little worried that it might

clash a little bit

I'm very stylish as we said with me

leftover so we're gonna talk about email

newsletter builder I just had my notes

up and somebody texted me like a jerk

alright so the the main thing that that

I want to get across about email

newsletters is it's super full-featured

and super easy to use so and which is

great for nonprofits because it's free

right so compared to these guys which we

all know right they it's free you know I

mean you may have to pay somebody to

help you with it or whatever but but the

tools are built they're great and

they're already good to go and stop me

if anybody you know wants to interject

anything so all right so kind of like we

touched on already the email facility of

civvy CRM is very integrated into the

CRM portion of things which then is you

know kind of integrated in with Drupal

so you don't have to go through the kind

of import-export CSV kind of thing that

we were talking about before you know if

your CRM is your email system that tends

to just work a lot better and the other

thing is you can also other than just

emails you can do SMS campaigns and you

can do postal mail campaigns you can

keep track of attendance and you can

send mailings and have all sorts of

features based on that stuff

and yeah so you can send text messages

you can you know there's facilities for

doing like pollster mailings so if you

wanted to send a paper newsletter there

are features to help support that yeah

well you know it's open source right so

of course you can you know there's there

are ways to do that so explicitly

integrating into slack

that doesn't sound super hard but I

don't know it's not like a built-in

thing so you could probably build it

through all right so I'm gonna I'm gonna

try to do a little demo so this is kind

of a demo site of what civvy serum looks

like in Drupal so the kind of ads is

civvy CRM tool bar up top that you can

access by hitting this little guy so

it's very well integrated pretty awesome

so mailings is a very crucial thing for

all organizations usually but especially

nonprofits so it kind of gets top line I

don't know what you refer to that as but

you know it's in the top nav menu so

creating a new mailing is pretty awesome

and easy so very first thing

and it's super user friendly like I

don't know if you can see that there's

you know one two three and it's it's

literally that easy so you know we we

have a mailing name so

I don't type in the u.s. keyboard he did

that on purpose

I don't type that great anyway man now

I'm very paranoid all right so you give

the mailing a name that's used within

the interface itself you can give it a

subject line you can use tokens which

have all sorts of things built in so you

can you know put these right in subject

line so you could say like hi David use

the correct keyboard okay and if you

have multiple from addresses so if you

have different departments that you need

to send things out from you can select

that here but let's choose the default

and then here is where the power comes

in in the recipients so we can include

groups that are in here and you can have

statically built groups I don't know

what they what the actual term is they

just called group but groups where you

put people in so you select them and put

them in a group but there are also smart

groups that I'm gonna I'll touch on too

so so we'll just yep so now we have some

recipients it gives you an estimate

about how many people that is and it

says a little about thing because they

could be smart groups so by the time the

mailing goes out the number could change

right we can save a draft come back

later that's pretty sweet for mailings

especially to get approval and then you

simply pick that template to kind of

start from and this one looks awesome so

I'm gonna just use this guy and then you

get these blocks on the side that you

can just drag over like how awesome is

that I've never seen anything that

awesome interval so so let's just very

quickly build a an email with these

things you see it has these placeholder

images

we can you know upload an image here I

won't do that I don't want to find any

images that are printed backwards yeah

so all this stuff is editable right so

we could make and use a real keyboard no

no not at all

so these are these are just I don't know

what you'd call them but they're these

are just like sections of the of the

email that goes out right so so there's

a there's kind of a just a base template

and then you can you can make as many as

you want yeah let's say you can make

these special templates and the ones

here come from the upstream project will

say ho and they are not like templates

what well the templates disappear right

to look nice and email clients right and

you can change them up so you can save

these office templates they have their

restrictions on exists for HTML for

email

yeah the person takes one which we had

to look at place is super flexible like

it it comes up as gray like you can like

the blocks are fine-grained enough and

you can change the colors that go back

and pick that one can go back and just

do that when it's done well let me do

that

not won't let me change it okay that's

fine let's make a new one so complete

this draft it's easy I'm supposed to be

showing how easy it is right all right

so mailings new mailing and then real

demo paper list again I clicked attempts

because I was just like this it was like

five years ago

yeah okay so you're saying to pick this

with this one it works fixed alright

okay so like you could totally spend

it's fun time creating an email template

but that's kind of like a job in and of

itself right yeah I think the skills to

know what is good for emails like making

an email opening it like 20 email

clients to make sure you make sure if it

looks good this email template has

already had that word invested in it and

it's generic enough that you could

theoretically like just put your

branding colors branding images in there

work for like 90% of organizations and

there's this some assembly you're doing

with during a drop accept that works in

you know there is just not working in

some browsers or crazy system I tried it

on Safari on the Mac and that's the most

incompatible thing right now and works

fine I said yeah I mean nothing works

like

yeah so you can change up all the stuff

so if I want to change colors out you

know I don't know what color did I pick

here the title so so we can change that

you know very quickly to red does have a

color picker that's cool I'm so used to

doing the little hex codes so you know

we can change this all up make it

beautiful save it as a draft we can you

know do a test messages previews HTML

previous plain text have an email to our

group so if you have a group of prefers

and your organization whatever so pretty

easy yeah well I mean you can send it to

yourself yeah I mean I I don't know if

there's an easier way to do that but

yeah yeah yeah yeah I mean I don't know

I saw I like personally I didn't test

this against Outlook I'm like old-style

at corporate Outlook but I don't know I

think that's kind of going away too so I

don't know no playing for all there you

know

yeah yeah so I mean sure yeah I mean we

saw was that you're you're wondering

about make it look good yeah I mean so

there's probably a better way to do that

like I so like one-off types of things

but I mean you could certainly could and

it's I think I don't know I've thought

about doing that it's pretty easy

the this whole busy week thing is a knob

Street library it's an editor called no

psycho and you could maybe like make

integrated into your own little like

application where you just do it and

then hit a button it prints out the HTML

for ya but it's

draws on things so I don't know anybody

anything else in the editor I mean these

are pretty cool you could drop images in

here and very quickly you have an

awesome thing and you can save these

office templates so if you have

corporate you know colors and logos and

everything that can just be done so the

leverage I don't know I mean yeah right

so I've been like specifically written

anything up in Spanish and set it to

these Spanish and coded or something I I

would think so some of the constituency

work for speak Spanish you have a

Spanish person to talk to I'm not sure

if that goes all the way through

encoding but maybe it does if it doesn't

work yeah

so you can add crm contents like you can

pick from any of the tokens so you can

pick these tokens so like these could be

any fields that come off with the

contactors game well I don't know then

there is support for linkle stuff I mean

these this is there's like a cloak that

just generates these tokens so maybe I

mean we could write like a little module

we could grab but like I mean it's all

in the same then you could extend it

there's controls that make it increase

the amount of crossover so if you wrote

a plug-in for Cities here and you can do

it but that plug-in that wouldn't be

able to work on like for the presses I

think that you could do it that way yeah

I mean that would be kind of a cool

thing to support paragraphs or just

don't we use from a blog post or

something at any browsers yeah what

about link attribution track so I know

like Drupal associated use it I just

know it's like they use this and I

noticed that they do allow

the tracking makes you know that's just

something that comes to otherwise when

you've got a link like it transmogrifies

or whatever so there's the built-in

stuff which there's just like a URL that

gets painted it sends like the stupid

little image that tracks opens yes it

does yeah if you use like centigrade or

something there's like a separate

extension which they have SendGrid stuff

get like we're done with Web books until

here in the city but is there yeah

not Prophet seven voices - yeah alright

so so let's pretend this looks awesome

and we'll just so then we can either

send immediately or we can schedule a

time to send this out you know there's

some Advanced Options there's some

tracking things like you're talking

through the track opens and everything

yeah yeah yeah whatever

it's all good you know like if people

don't interact you say a bunch of things

you don't know if anybody cares right

the song all right for that so let's say

we want to send this out on April Fool's

Day cuz that's awesome

alright and we want to send it at 12:01

yeah so it has it has it's built its own

sort of crime mechanism that has to be

set up in north

so boom and that'll send out to our

little group

I don't know if you put really mail

addresses in so then and you can access

this this view here up in the mailings

menu but it shows the things that are I

guess I'm Nick test guy and it says when

it's scheduled to go out

it says when it started just says what's

completed you can get reports it's

pretty awesome stuff yeah so we could do

that in the right in there

left click can I just look at it from

without paneling I think you can edit it

now that it's sent

schedule schedule

was

tails so you can't really pull with me

when it's canceled I don't know it's

like this is the destination for the

like opening your Bowser's yeah yep look

at how awesome that is

yeah let's see is there anything else we

wanted to cover in this what happens

after yeah until we have like an archive

of all messages of a staff and the open

up and do the pretty less then yeah

things like the open rates just take a

look at that and then this also creates

an activity for all the contacts that

you set to do so it'll say since mass

email on this day can you look at a list

of all the recipients like failed

deliveries yeah yeah that shows up it

doesn't I was tracking is that all the

important who would fail to send to and

then it will mark them to not sent to

them

being at the place or the balance

message I had subscribe to the

newsletter can you actually be like paid

if you had like four or five newsletter

that you cared like ten bucks a year for

sure cut yeah yeah if you if you're

doing the memberships and sitting around

yep you would pay to join the membership

and then he would make a smart group for

all of the people who have that

membership and then you would be able to

send to just that group so it only goes

to those people and then once their

membership ends they automatically

remove

can you also set up like a lot for your

pants or yep or just to do it before

would you do as your like links where

they could just I mean you can probably

do that too where again this link

instead of having a profile set up there

with this

maybe could that's not that's not how it

works that's it you can make it so that

certain contacts also have true

belongings and then you can say that

with your triple logon able to edit

certain profile information from Civic

CRM and then that way you can let them

you know update are they subscribe to

them less what is their address what

they look like and well you can have a

link and obstacle on subscribe like

obviously obviously like when we saw the

video of it there's not subscribed

unsubscribe show yeah right at the top

here yeah it the only thing it looks for

it replies bounce messages so that it

can take them off of this you know and

up here screwing up your email

reputation by sending too many bounces

but like the buddy has only mail

delivery since with this then some of

our customers actually integrated with

yeah so they don't know so they don't so

we don't use SMTP good

the this you can plug in different

- smtp yeah you never know exactly what

that means but i mean you can switch out

[Music]

right you can make the Citiz your own

extension if there's like a citizen

extension for sending the senator didn't

Frank loudly they want to send this

postal that's what we use for our so for

my company with the pro make that custom

extensions that integrates it so I don't

know you should jump into two groups at

all yeah yeah she wanted should we skip

that I don't know you want to do what's

next I don't want to skip talking about

round here

we need it up you're okay

our own city camp our City Drupal camp

it's not CB camera city Kyoto City event

I've seen so there's like a TV camp in

Denver that's soon

and then there's one in Calgary in a

month or two but they're not really

around Drupal events so do we actually

have all the way till ten or is it like

we have 45 minutes and then it's the

great okay cool so um this is just sort

of like a grab bag of tech stuff that I

thought was interesting so like it's not

all related to each other I apologize

for that so really quick just like about

the civil serum development process

Drupal does complete major rewrites

right like Drupal 7 was a complete

rewrite of triple six triple a it was a

complete round of seven super serum

doesn't do that super serum improves

core only iteratively and that has

advantages disadvantages the advantage

is we don't have to deal with these

crazy big upgrades the disadvantage is

there is some code buried in there that

was written ten years ago that's an ugly

mess that no one understands right but

the core team is to know going piece by

piece around improving things gradually

and I I trust them they're doing a good

job also they have this idea of leap by

extension so changes that get put into

severe on core are only iterative if you

want to have a big cool new feature

that's done in a sieve a serum extension

even if it's the core team developing

that extension so like the email stuff

that we saw from Elliot that's actually

an extension there's a old-school SIPP

email UI that's terrible that's still in

civis here on Korra but the core team

among you know along with other

contributors is making this cool new

extension which will one day be merged

into core and replace that old thing

I don't know a bunch not not like Drupal

where it's thousands it's on the order

of hundreds so there were these patterns

like what Drupal is adopted isn't it

yeah so instead of people contributing

fact every every plugin that they might

create if it's just something simple

they pretty much keep to the major

that's what's more difficult simple one

yeah

I mean it's open source so the community

can do whatever you know if you want to

make some cool simple little extensions

I'm just talking about the the save a

serum core team and what they do so this

is one of those dramatic unrelated turns

it's had nothing to do with the last

time

so drew blade has this API first

initiative I don't know if anyone has

heard about that but it's basically the

idea of making everything that's

possible in the backend through you know

Drupal forms and in PHP also possible

through the REST API super serum already

has that and they have this really cool

API Explorer which I'm going to demo

really quickly extra quickly because

we're kind of running out of time but on

any civis see on site you can what I

will look at the keys okay

any super serum site you can go to / -

this year I'm / API and you can do stuff

with the API so let's say we want to get

a contact so I just say the entity I'm

interested in is contact the action I

want to perform is get and then he let's

make this bigger

of course not even the plus keys where

the plus Q supposed to be

[Laughter]

there we go so then it gives you like

this is the URL you have to go to to

make this request if you want it to do

it in PHP so like you could copy this

PHP code into a module and this is how

you get I guess this gets a list of all

contacts I should have executed it first

it's like running this gives this you

know a big list of all the contacts if

you want to make the same request in

JavaScript here's the code that you

copied to your JavaScript code to do it

and then in here you can sort of just go

through any of the parameters that you

might be interested in like if you want

to pull a specific contact ID and I say

the parameter contact ID I think this

will actually autofill the references

one more set bigger

so won't do the contact ID maybe contact

type yeah so it actually knows like the

options so I could make a query for you

know whatever I want to get all the

contact types a particular type and then

I have that code already available you

can even do things like you know how

would I create a new contact

and then this was the this is the the

code that you would do that including

the code for like how you even do it via

jarash if you're making like a shell

script so for a dribbler who's just

coming to civic CRM like this is super

cool like the only thing I had to do to

learn the civis here maybe I was find

this page right like if you're a new

Drupal 8 developer and you want to learn

how to write Drupal code there are

thousands of PHP objects and like

different ways of interacting with all

of them that you have to learn and I

mean in the backend inside of citizen

I'm there also you know hundreds and

thousands of PHP objects that interacts

but like if you just want to use the

public API it's all here and

discoverable just by playing with it

everybody should do

as you see her there's something that

oppresses anymore

so another dramatic turn angular so

angular or react reviewer these types of

JavaScript UI libraries are used to make

like rich interactive applications of

JavaScript so like desktop like

applications and JavaScript Drupal is

working on integrating one of these

there's the proposed JavaScript

framework initiative which is about you

know rebuilding some admin UI's in

reactor view there's an experimental

version of the recent log entries page

redone with view but otherwise it's all

talk like there's been like tons of

arguments what's that and there is the

DB logging yeah clean react test so it

is actually it's moving forward cool

well all that I have had seen for the

last whatever it was just people arguing

about it saying like we should do this

but super serum is already doing it with

with angular sort of fitting in with

that iterative approach you know as

things need work on them and needs to be

done in a richer way they'll say okay

let's rebuild this admin UI in angular

so a couple of pages are I've done that

way please

and of course this goes super well with

the civis iran api since anything is

civis here i'm it can be done through

that api and all of its discoverable and

clickable through the api explorer it's

actually quite easy

yeah I'll try it go through the stuff

quick so I don't want to get too bogged

down but you know why do Drupal and sip

is here on versus like a CRM in the

cloud that you like integrate with the

API and the reason is you can do like

these really cool type Drupal civic CRM

integrations so yeah it's one place to

go

integrate everything so like we talked

about for some sip is here on context

can have Drupal logins and then edit

profile information you can have Drupal

roles be based on stuff from civis here

mmm so getting a membership or being put

in a group can give you a drupal role

which then gives you permission to do

different things you could have like a

Members Only forum and Drupal or members

only content and that's pretty easy to

set up Civ is here I'm entity so this is

what we were talking about earlier Eric

that you could have Drupal entities that

are actually on the backend civis harem

entities we are sponsoring mat glommit

to work on the interpolate version of

that and it's coming along quite nicely

Steve assirram views you can make your

own custom lists of stuff just like fuse

always can civis serum rules when things

happen in Drupal you can have something

happen in civis your honor vice versa

there isn't a good citizen rules for

Drupal 8 yet but you know you can you

can still accomplish the same thing with

hooks and custom code if you need to

how much time do we have

should we do jumped around Earth and

then do questions or yeah okay yeah if

anyone wants to talk about membership

management see this year I'm after the

talk please go talk to his lines oh and

yeah I'll post my slides and so some of

this will be will be on there so we've

really been falling in love with civis

here have we've kind of doubled down on

it we started developing round earth

which is this Drupal 8 plus civic around

distribution so it's open source you can

download it install it like Drupal and

you get drupal kind of configured for

the basic needs of nonprofits and then

also civis erm installed and set up a

little bit we're also working on a

hosted SAS version so on the drupal side

you know we have media supports we'll

had a his presentation on phenomenally

media which covered some of the media

stuff that's in their image carousels

photo galleries which WYSIWYG

configurations and news and page content

some SEO optimizations and a whole bunch

of other stuff so just kind of like the

the needs that we see our nonprofit

customers needing kind of the basic

thing so nothing super special but you

get started with kind of like a 90

percent solution

is your can you tell us more about your

sass

oh yeah yes that's that's the basic idea

we have some beta customers that we're

doing right now it's not generally

available yet and then down the civis

here outside so civet serum with you

know kind of the best extensions if you

don't know you know that super serum is

doing this leave by extension thing you

might not know to grab you know these

set of extensions that set them up so we

have event set up donation set up the

email newsletter stuff some stuff for

volunteer coordination the sort of

current state of it we did this

promotion last year where we offered a

free migration to Drupal 8 for 10

nonprofits you want it to be in our beta

so far we have launched three of those

sites they're currently live there's

four that are mostly done we're just

kind of waiting for final review and

approval we've one that we're taking

live tomorrow so that'll be fun tomorrow

morning we have three that are kind of

still in the works we might do a second

round of beta customers after Drupal con

but you know this this bait has been

going going really well you know we get

the chance to not just build a thing but

actually get it in production and have

people using it and breaking it and

and we plan to make it generally

available so you can just come to a form

and fill it out and get a new site

sometime around December if you want to

learn more about that we have our very

new and not totally complete marketing

site at rounders I out the code for the

platform is all public on gitlab you can

join the mailing lists or just come and

talk to us yeah yeah yeah yeah I've had

some experience with the citizen and the

past spent a number of years now I have

two questions and one of the reasons I

haven't been engaged and was

nevertheless attracted by here the

description of it in the outline I think

that the big challenge for me with

citizen mm in the past

it just seemed really difficult to

develop on a complicated and and it

seems like a lot of the features were

work more difficult for end-users to use

and I haven't seen anything like that

email

creation template that you just show it

was just like love the way I remember

silver Ciera being at all and I remember

being out projects where we had

customers wanting to integrate some kind

of CRM solution with with Drupal and we

at the time is doing evaluations assited

versus we should be integrating them a

Salesforce and and always felt like

[Music]

revisit that whole

part of things scalability like my

company it's made businesses email

delivery and we centrally hundreds of

millions of people I don't I think this

might be great for nonprofits my company

would consider this is an alternative to

what they already build scale so to go

back to the first question I mean it's

worth revisiting to the serum I think

like like everything that I try to do

pretty much just a bit

so when I think about it like a famine

on property user and family is pretty

logical different people think that

doesn't necessarily mean two days but I

actually think compared to these you

know what I would say is that it's not

unlike Drupal like it's kind of like a

mini Drupal and that it's its own little

universe with its own set of concepts

you kind of have to get into that

mindset to do it and it's sort of

infinitely configurable and kind of the

same way that Drupal is and so that can

make it complicated but like Drupal is a

sort of mini Drupal's there's lots of

tools and you know resources to do is

you'd mentioned writing extensions they

have a command-line tool that's not

entirely unlike Drupal console that can

generate a new extension like add you

know say my extension wants a menu items

then you can run this command and add a

menu item I mean it's it's like a micro

Drupal I guess and then what was the

second question

scalability Oh for the email stuff yeah

and like the New York State Senate uses

a sieve a serum and and and and they

they have tens of million its position

relationship management and they

literally got tens of millions of people

in the system as as contact everyone in

the state

and and I know they've run into

scalability problems trying to manage

they didn't have to throw a lot of

servers out in order to get it working I

mean so like civis here I'm kind of has

the ability to do all the things on its

on its own and that's the the built in

way of doing things cuz you want to get

you wanted to work across as wide a

number of platforms as possible there's

nothing that says that civil serum

couldn't just pass off the email sending

to another system though like you could

say we do all the building and the

tracking and civis erm and then when you

click that sent button it hands it off

to your you know big email sending

system or hands it off to send grid or

you have something that can handle the

scale you could take the scale part of

the email sending completely off of

civis your arms plate and just use it

for the organizing like the the building

of the emails and look you know seeing

these are the ones we sent and all that

stuff

and I picked up that scallions just have

to do with this compiling lessons

descent to this in that case that's a

huge that's a huge scale and even like

some sort of like the biggest of

projects that work done don't have

yeah I think you're probably that far

being long enough to do something about

that

females up to get people to sign up for

the Affordable Care Act stuff yeah

that's who we should be targeting

anything that's different from a

non-profit that's good you know rather

than covering like the sort of middle

there were a bunch of questions back

here just one quick question what can

you give us like a little general

approach about like what kind of data do

you keep in Drupal what kind of data you

can keep CRM and you know do you do much

crossover where you make content that's

owned by people or do you just kind of

keep the contact management stuff in

there minimal interaction I mean you

could set that up however you need to

for your use case so we keep profile

data in the sierra so like when you go

to edit your profile like you know

there's the drupal stuff but then like

the other stuff you can sort of go

through the contact and say this stuff

should appear in the profile and we've

used that like there's there's

definitely cases where maybe if you're

doing a pure drupal solution you would

have put fields on the user entity or

something but instead we put those as

fields on the contact i've had to go

over there anything with contents i mean

that ends up being a drupal so even if

users are posting comments or you know

running a forum post or something like

that then that ends up being in trouble

but there's kind of a fine line like

sometimes you have to really evaluate

like for a use case or to be over here

over there

how difficult is it to install the

extensions it is super easy if you have

an insecure server setup so like like a

wordpress if like your web server user

can write to like your code which is

like the 90% way that people end up

setting up their websites you can go to

a page that lists all of the civis serum

extensions from a directory that they

have on service your org and just click

install and it'll be installed if you

like lock everything down then you're

gonna have to do like a more Drupal ask

process where you pull the extension to

a directory and then enable it foot I

did this for the first time a week or

two ago and the most difficult part was

finding just where the code goes I'm

almost a specific tire setup but from

there it's just going into the UI

there's dress commands or the city

commands we would also just finding a

switch to turn it on updates can be

automatic to like partially automatic

it'll tell you there's an update and

then just click a thing that says update

all extensions and it updates all

extensions again if you have that

insecure server setup that everyone has

to write or hopefully yeah hopefully

then don't get it

yeah then you could commit it any other

questions

all right thanks everyone

[Applause]