your contacts in one basket? Dennis Solis Site Building, April 20, - - PowerPoint PPT Presentation

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your contacts in one basket? Dennis Solis Site Building, April 20, - - PowerPoint PPT Presentation

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Red Hen Do you put all of your contacts in one basket? Dennis Solis Site Building, April 20, 2013 Dennis Solis Over 30 years experience as software developer. Graduate of the Drupal Career Starter program Eight months of drupal

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Red Hen – Do you put all of your contacts in one basket?

Dennis Solis

Site Building, April 20, 2013

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Dennis Solis

  • Over 30 years experience as software

developer.

  • Graduate of the Drupal Career Starter

program

  • Eight months of drupal development
  • Writing the RedHen documentation

– Module Installation – Implementation

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Dennis Solis

  • You can find me on

– IRC channel #drupal-florida – drupal user name densolis

  • http://drupal.org/user/2229734

– densolis@aol.com – Follow

  • Groups.drupal.org/florida
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Drupal Easy

  • Thanks DE for sponsoring this

room

  • One of the organizers of DCFL
  • Training & Consulting Company
  • Drupal Easy Pod Cast
  • One of my mentors
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SLIDE 5

RedHen CRM Module

  • Sponsored by Think Shout
  • Maintainers:

– Lev Tsypin – (Partner at TS) – Tauno Hogue – Gabriel Carleton-Barnes – Brandon Lee – Sean Larkin – (Partner at TS)

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SLIDE 6

What does CRM mean?

  • Customer Relationship Management
  • Constituent Relationship Management
  • Contact Relationship Management
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What does a CRM do?

  • A CRM Module should:

– Contact Management – Customer Relationship Management – Sales Force Automation

  • Track sales leads from the time they are obtained

until the sales are closed

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SLIDE 8

Why use a CRM?

  • Manage members and donors
  • Maintain connections between individuals

and organizations

  • Handle events
  • Track user engagement
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SLIDE 9

Drupal CRM Modules

  • Redhen
  • CiviCRM
  • CRM Core
  • Debut RedHen
  • SalesForce CRM
  • SugarCRM Connector
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SLIDE 10

Webform CRM Modules

  • Webform

– Vtiger CRM – CiviCRM – Sugar

  • Webform

– Vtiger CRM – CiviCRM – Sugar

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CRM Core

  • It supports following types of entities:

– Contacts & relationships between contacts. – Activities (contact interaction info). – Each of these are fieldable entities – User

  • 147 Sites
  • Have to add membership renewal.
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CiviCRM

  • Bolted on top of Drupal
  • Works great out of the box
  • Hard to customize – dealing with:

– Two different sets of API – Two different database schemas – Two different theming systems – Extensive knowledge required to make both work

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SLIDE 13

SugarCRM

  • Complicated
  • Need experienced developers
  • Integrates with a 3rd party solution
  • More of an enterprise level product
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Why a native CRM?

  • A more seamless user experience
  • Drupal's mobile and responsive tools
  • Integrate CRM data with Drupal tools
  • Decreased staff training costs
  • Potential reductions in technical risk
  • Potential reductions in IT costs
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RedHen

  • Architecture - Wanted to

– Keep the software lean – Maintain a stable platform – Plays well with other modules

  • Rules, Views, etc.

– But does not depend on them

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Why use RedHen?

  • Native Drupal
  • Excels as Association Management
  • The Drupal Association

– Member Organizations (Drupal Easy)

  • Organization has contacts

– Employees – Customers

  • Include event registration with contacts
  • Sales Force CRM integration module
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RedHen

  • Dependency

–Relation –Entity API –Message

  • Required by Activity module
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SLIDE 18

Which CRM is best?

  • Same argument as:

– Ford vs Chevy – Windows vs Mac vs Linux – Google vs Bing – IE vs Firefox vs Chrome

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SLIDE 19

Sons of AMVETS

  • Replacing the Son of AMVETS
  • Currently: ALL paper & snail mail
  • Future: All forms will be processed on-line
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SLIDE 20

Sons of AMVETS

  • Adding:

– Membership management – Membership renewal – Payment tracking – Charity project reporting management – Create on-line forms to process miscellaneous paper forms

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Sons of AMVETS

  • The Sons currently have 23,000 members.
  • Red Hen will be used for

– Membership management – Membership renewal – Event Registration

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RedHen Family

  • Children
  • Aunts and Uncles
  • 1st Cousins
  • Distant relatives
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RedHen Family

  • Children

– Activity

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RedHen Family

  • Children

– Activity – Contact

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RedHen Family

  • Children

– Activity – Contact – Engagement scoring

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RedHen Family

  • Children

– Activity – Contact – Engagement scoring – Fields

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RedHen Family

  • Children

– Activity – Contact – Engagement scoring – Fields – Notes

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RedHen Family

  • Children

– Activity – Contact – Engagement scoring – Fields – Notes – Organization

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SLIDE 29

RedHen Family

  • Children

– Activity – Contact – Engagement scoring – Fields – Notes – Organization – Organization Group

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SLIDE 30

RedHen Family

  • Children

– Activity – Contact – Engagement scoring – Fields – Notes – Organization – Organization Group – Registration

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SLIDE 31

RedHen Family

  • Children

– Activity – Contact – Engagement scoring – Fields – Notes – Organization – Organization Group – Registration – RedHen Relation

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RedHen Family

  • Aunts and Uncles

– RedHen Membership

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SLIDE 33

RedHen Family

  • Aunts and Uncles

– RedHen Membership – Entity Registration

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RedHen Family

  • Aunts and Uncles

– RedHen Membership – Entity Registration – Sales Force CRM Suite (7.x-3.x)

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RedHen Family

  • Aunts and Uncles

– RedHen Membership – Entity Registration – Sales Force CRM Suite (7.x-3.x) – Mail Chip

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RedHen Family

  • Aunts and Uncles

– RedHen Membership – Entity Registration – Sales Force CRM Suite (7.x-3.x) – Mail Chip – Mandrill

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RedHen Family

  • Aunts and Uncles

– RedHen Membership – Entity Registration – Sales Force CRM Suite (7.x-3.x) – Mail Chip – Mandrill – Poultry Theme

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RedHen Family

  • Aunts and Uncles

– RedHen Membership – Entity Registration – Sales Force CRM Suite (7.x-3.x) – Mail Chip – Mandrill – Poultry Theme – RedHen Demo

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RedHen Family

  • 1st Cousins

– Relation

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RedHen Family

  • 1st Cousins

– Relation – View

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RedHen Family

  • 1st Cousins

– Relation – View – Rules

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RedHen Family

  • 1st Cousins

– Relation – View – Rules – Debut Redhen

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RedHen Family

  • 1st Cousins

– Relation – View – Rules – Debut Redhen – Drupal Commerce

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RedHen Family

  • Distant relatives

– Webform – Other field modules – Other Entity base modules

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RedHen Family

  • The RedHen family is quite large

– Children – Aunts and Uncles – 1st Cousins – Distant relatives

  • RedHen module and it’s children
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RedHen Family

  • Children

– Contact – Fields – Notes – Organization – Organization Group – RedHen Relation

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Drupal Concepts

  • Entity types > Bundles > Fields > Entities.
  • Entity types (foundation)

– Content, User, Taxonomy, Comments

  • Bundles – A subset or a type of “Entity

Types”

– Basic page, article, events

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Drupal Concepts

  • Entity types > Bundles > Fields > Entities.
  • Fields

– Name, Address, City, State, etc.

  • Entity

– A single “instance” of a particular entity type of bundle. – A single article, contact, user, comment.

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Drupal Concepts

  • Object-Oriented Terms

– An entity type is a base class – A bundle is an extended class – A field is a class member, property, variable

  • r field instance

– An entity is an object or instance of a base

  • r extended class
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RedHen Concepts

  • Two main entity types:

– Organizations – Contacts

  • Site builders can create different bundles
  • Each bundle is “fieldable”.
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RedHen Concepts

  • Two main entity types:

– Organizations – Contacts

  • Site builders can create different bundles
  • Each bundle is “fieldable”.
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RedHen Concepts

  • Connections are managed from the contact

entity edit screen.

  • Optionally, contact entities can be

associated with Drupal user accounts.

  • Or a new Drupal user account can be

created from the contact entity edit form

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RedHen Concepts

  • Connections can be between

– Contacts – Contacts and organizations – Organizations – Contacts

  • Connections are relation entity type

– As such, the connection is “fieldable”.

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RedHen Concepts

  • RedHen Notes – is an entity type
  • The RedHen Note entity is “fieldable”.
  • Integrates with the "RedHen Engagement

Scoring".

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RedHen Concepts

  • RedHen Groups – light weight version of

Organic groups.

  • Provides private node content for each
  • rganization.
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RedHen Concepts

  • Memberships

– Another custom entity type – Defined by the RedHen Membership module

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RedHen Demo

  • Was going to configure Drupal Association
  • Examine the RedHen Demo Distriubtion
  • Drupal.org/project/redhen_demo

– Create database – Download and install distribution

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RedHen

  • Create a database called redhen
  • Download and install drupal
  • Download & enable additional modules
  • Download Zen & Poultry theme (optional)

– Set Poultry to default theme – Disable Bartik them

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RedHen

  • Download Zen & Poultry theme (optional)
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RedHen

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RedHen Settings

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RedHen - Settings

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RedHen - Structure

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RedHen

  • RedHen Structures
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RedHen

  • RedHen – Contact type
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RedHen

  • RedHen – Contact type
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RedHen

  • RedHen Engagement Scores
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RedHen

  • RedHen – Notes
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RedHen

  • RedHen – Organization Types
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RedHen

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RedHen - Contact

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RedHen

  • Add a

Contact

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RedHen

  • Add a Contact
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RedHen

  • Add a Contact
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RedHen

  • Contact

Filter

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RedHen

  • View a

Contact

  • Connect

to a Drupal User Account

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RedHen

  • Connect contact to user
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RedHen

  • Connect contact to user
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RedHen

  • Connect contact to user
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RedHen

  • Add a Note
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RedHen

  • View notes for a contact
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RedHen

  • View engagements for a contact
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RedHen

  • Adding Organization
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RedHen

  • Connecting Contacts and Organizations
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RedHen

  • Connecting Contacts and Organizations
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RedHen

  • View contact’s connections
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RedHen

  • Managing primary contact for organization
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RedHen

  • Managing primary contact for organization
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RedHen

  • Managing primary contact for organization
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RedHen

  • Adding Events (Content type)
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RedHen

  • Manage Registration
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RedHen

  • Manage Registration - Settings
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RedHen

  • Event Content Type - Register
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RedHen

  • Event Content Type – Manage Registration
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RedHen

  • Contact - Registration
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RedHen

  • RedHen Membership

– Manage Drupal user roles via organizational memberships. – “Active” member on effective date – “Expire” member on expiration date

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What Did You Think?

Please Evaluate this session at: fldrupalcamp.org/program/schedule