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.

1. CiviCRM 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

4. CiviCRM CMS’s

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

10. Searchable Profiles

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

15. Embed CiviCRM Content

16. WordPress Plugins

17. Gravity Forms Integration

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

22. Webform Integration

23. Event Calendar Extension

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