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CiviCRM is a full database application that brings a ton of features to your WordPress website that makes your event, memership, donation and campaign management simple.
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CiviCRM with WordPress: A Dynamic Duo
CiviCRM with WordPress: A Dynamic Duo
Presented by:
Dana SkallmanTadpole Collective
tadpole.cc
CiviCRM with WordPress: A Dynamic Duo
What we will talk about
● CiviCRM & WordPress strengths
● Planning implementation
● Installation & Configuration
● Extensions & Plugins
● Style with Theme
● CiviCRM WordPress Integration
● Profiles & Permissions
CiviCRM with WordPress: A Dynamic Duo
Develop around Strengths
Contact Centric● Contact management
● Contributions
● Communications
● Peer-To-Peer Fundraisers
● Advocacy Campaigns
● Events
● Members
● Reports
● Case Management
CiviCRM with WordPress: A Dynamic Duo
Develop around Strengths
Content Centric● Simplicity & Flexibility
● Publishing Tools
● Distraction Free Writing
● Custom Content Types
● Obsessively Organized
● Easy Theme System
● Plugin System
● User Management
● Search Engine Optimized
CiviCRM with WordPress: A Dynamic Duo
Plan out Features● What is for Contact Management
● Event RSVPs
● Donation Processing
● Membership Registration
● Queries & Reports
CiviCRM with WordPress: A Dynamic Duo
Plan out Features● What is for Content Management
● Public User Profile
● Content Types with Archives
● Social Engagement
● Theme/Design
CiviCRM with WordPress: A Dynamic Duo
CiviCRM: More than a Plugin
● A CRM Database
● A Back Office
Installed like a new software● Download at CiviCRM
● Upload to WordPress Plugins
● Create Database
CiviCRM with WordPress: A Dynamic Duo
Installing & Configuring CiviCRM
● Complete Configuration Checklist
● CiviCRM WordPress Base Page
CiviCRM with WordPress: A Dynamic Duo
Extensions
● Setup Extensions Up● Create Directory
● Update Directories
● Update Resource URLs
CiviCRM with WordPress: A Dynamic Duo
Extensions
● CMS Independent● http://civicrm.org/extensions/civicrm
CiviCRM with WordPress: A Dynamic Duo
PluginsCMS Dependent Extension
● http://civicrm.org/extensions/wordpress
● http://civicrm.org/extensions/wordpress-civimember-role-sync-plugin
WordPress Plugins
● http://wordpress.org/extend/plugins/members/
● http://wordpress.org/extend/plugins/every-calendar-1/
● http://wordpress.org/extend/plugins/wp-biographia/
● http://wordpress.org/extend/plugins/wp-user-frontend/
CiviCRM with WordPress: A Dynamic Duo
Control Styles with ThemeTo get rid of civicrm.css completely simply specify an alternate CSS file in CiviCRM settings
● Administer System Settings Resource → →URLs
CiviCRM with WordPress: A Dynamic Duo
Control Styles with ThemeTo remove civicrm.css on a conditional basis, write some code that checks for the right condition, and then calls this function:
● $name = CRM_Core_Resources::singleton()->getUrl('civicrm', 'css/civicrm.css', TRUE);
● CRM_Core_Region::instance('html-header')->update($name, array('disabled' => TRUE));
CiviCRM with WordPress: A Dynamic Duo
Control Styles with Theme
CiviCRM with WordPress: A Dynamic Duo
WP/Frontend Integration
● Membership
● Events
● Contact Dashboard
● Profiles (Forms)
CiviCRM with WordPress: A Dynamic Duo
Organizing Content
● CiviCRM Shortcodes
CiviCRM with WordPress: A Dynamic Duo
Organizing Content
● CiviCRM Shortcodes
CiviCRM with WordPress: A Dynamic Duo
Content Types
● Post Types● Events
● Calendar
● Taxonomies● Category of Events
CiviCRM with WordPress: A Dynamic Duo
Profiles & Custom Fields
Forms in CiviCRM
CiviCRM with WordPress: A Dynamic Duo
Listing (Directory)
With a Profile Create a Directory or Listing
CiviCRM with WordPress: A Dynamic Duo
Access Control (Permissions)● Control what roles can access what parts of
CiviCRM● Administer Users and Permissions → →
Permissions (Access Control)
CiviCRM with WordPress: A Dynamic Duo
WordPress PermissionsRoles and Content Access
CiviCRM for Contact Management, WordPress for Content Management
Q&A
