Author Topic: Help with complex setup: Drupal/CiviCRM/CiviMember/CiviContribute (Read 2230 times)

Laryn · October 17, 2007, 01:02:36 pm

I've done some digging on the forums and some hands-on setup, and would appreciate any advice/help anyone can give on this project.

Summary of project
We are a non-profit...moving a system from an old proprietary system to a Drupal/Civi setup. The site is membership based and is currently structured for membership types in this style: Individuals, Organizations (2-4 people), Organizations (5-8 people), Organizations (9-15 people), etc. Currently a user is created for the group accounts which 'administers' those sub-accounts (the number of which depends on the type of membership).

What I've figured out in CiviCRM
I have figured out how to:

add custom fields,
add profiles to display with the Drupal signup form,
add membership types,
create a contribution form for each member type.

Help needed

tie membership type to Drupal role (I understand this requires additional coding that is not yet available...so this will be a manual step at the moment)
automatically take payment, associate that payment with the Drupal user, and move the user into a 'pending approval' group so the admin can activate them (see previous entry)
use relationships/organizations/households (?) to simulate the "sub-account" ability of the existing system

Can anyone help straighten me out on this?
I appreciate your time.
Peace,
lpkb

Dave Greenberg · October 17, 2007, 02:22:14 pm

I'm not sure I understand your requirements completely - but some thoughts inline...

Quote from: lpkb on October 17, 2007, 01:02:36 pm

tie membership type to Drupal role (I understand this requires additional coding that is not yet available...so this will be a manual step at the moment)

Our current plan is to develop a separate module that will provide configurable synchronization of CiviCRM Groups to Drupal Roles. We're also thinking about how to most simply extend this for other CiviCRM entities like Membership and Event Registration. This work is scheduled for 2.0 or 2.1 at the moment.

Quote from: lpkb on October 17, 2007, 01:02:36 pm

automatically take payment, associate that payment with the Drupal user, and move the user into a 'pending approval' group so the admin can activate them (see previous entry)

You can include a Profile in your contribution page and link that profile to a CiviCRM group (your "Pending Approval" group) in the profile settings. Folks who complete a contribution would then be added to that group. You can also include an "invitation" to create a Drupal account as part of the contribution process by enabling the "Drupal user account registration option?" in that profile's settings.

Quote from: lpkb on October 17, 2007, 01:02:36 pm

use relationships/organizations/households (?) to simulate the "sub-account" ability of the existing system

For your Organizational Membership Types, you can configure the membership types so that memberships are "extended" to individuals who have a specific relationship with the member organization (e.g. all "Employees of" a member organization are automatically granted membership as long as that relationship is active). You can use an existing relationship type or create a new one for this.

Laryn · October 30, 2007, 01:23:46 pm

Quote

For your Organizational Membership Types, you can configure the membership types so that memberships are "extended" to individuals who have a specific relationship with the member organization (e.g. all "Employees of" a member organization are automatically granted membership as long as that relationship is active). You can use an existing relationship type or create a new one for this.

In my membership type, the "Relationship type" field says "None" with no option to change it. In the relationship settings, I have one relationship set up for Individual to Individual, "Main account of" and "Sub account of" but it doesn't show here.

Quote

You can include a Profile in your contribution page and link that profile to a CiviCRM group (your "Pending Approval" group) in the profile settings. Folks who complete a contribution would then be added to that group. You can also include an "invitation" to create a Drupal account as part of the contribution process by enabling the "Drupal user account registration option?" in that profile's settings.

How would this work with Renewals? They wouldn't have to go into the pending approval group if they were already approved and simply renewing their membership. Speaking of which, how can an individual check the status of their membership in the first place, to know when they need to renew?

Quote

Our current plan is to develop a separate module that will provide configurable synchronization of CiviCRM Groups to Drupal Roles. We're also thinking about how to most simply extend this for other CiviCRM entities like Membership and Event Registration. This work is scheduled for 2.0 or 2.1 at the moment.

That sounds great. I would be happy to try to find some money to help towards that cause, but we are a small non-profit, so I'm sorry to say it won't be much.

Peace,
lpkb

Dave Greenberg · October 30, 2007, 04:25:49 pm

Quote from: lpkb on October 30, 2007, 01:23:46 pm

In my membership type, the "Relationship type" field says "None" with no option to change it. In the relationship settings, I have one relationship set up for Individual to Individual, "Main account of" and "Sub account of" but it doesn't show here.

You cannot assign a relationship type to an existing Membership Type (at least not thru the interface). You'll need to create a new Membership Type and assign your relationship to it.

Quote

How would this work with Renewals? They wouldn't have to go into the pending approval group if they were already approved and simply renewing their membership. Speaking of which, how can an individual check the status of their membership in the first place, to know when they need to renew?

You'd probably need to create a separate online contribution page for renewals (which doesn't use the same profile). Members can check their status from the "Contact Dashboard" (see example at http://demo.civicrm.org/drupal/civicrm/user?reset=1&id=103). Also check the doc for info on setting up a membership renewal reminders via template and cron job.

Laryn · October 31, 2007, 12:08:21 pm

Quote

You cannot assign a relationship type to an existing Membership Type (at least not thru the interface). You'll need to create a new Membership Type and assign your relationship to it.

Hmm...this is a dilemma because we've already imported a ton of people into existing Membership Types. Can I do this through PhpMyAdmin or will I be asking for trouble?

Quote

You'd probably need to create a separate online contribution page for renewals (which doesn't use the same profile). Members can check their status from the "Contact Dashboard" (see example at http://demo.civicrm.org/drupal/civicrm/user?reset=1&id=103). Also check the doc for info on setting up a membership renewal reminders via template and cron job.

Great -- I can do some research based on this... I think things are beginning to come together here! Thanks for all your help!

Dave Greenberg · October 31, 2007, 04:00:45 pm

Quote from: lpkb on October 31, 2007, 12:08:21 pm

Hmm...this is a dilemma because we've already imported a ton of people into existing Membership Types. Can I do this through PhpMyAdmin or will I be asking for trouble?

You can potentially update civicrm_membership_type.relationship_type_id using PMA. However, doing this "post-facto" means that any "indirect memberships" (e.g. you "sub account" folks) won't be created for contacts already in the DB. These "indirect memberships" are granted auto-magically at the time when the relationship is created between a direct member and another contact. This may or may not be a problem for you??

lcdweb · November 01, 2007, 06:42:44 am

lpkb-
On Dave's last post and your situation --
I had a similar scenario, where I need to change the membership type relationship after having already created the type and used it for many members. As Dave suggested, that relationship can be added directly to the civicrm_membership_type table (using phpmyadmin or whatever way you choose to access the mysql tables). I would *strongly* recommend creating some test membership types, relationships, and records first, as the direction of the membership type relationship is a little tricky (in my situation the problem was that I had the relationship defined backwards, so that the employee membership extended to the organization, and I needed it vice versa).

If you use the membership update cron job, that relationship will rebuild to your current records. So you shouldn't have to reimport all your records. Again, I had a similar scenario, and was greatly relieved to find that the membership update script fixed everything.

If you aren't using, or don't plan to use that script as a cron job, you can always just run it from the browser one time to have it fix the records.

-Brian

Laryn · November 05, 2007, 12:38:03 pm

Thanks to you both. This worked very well for our situation.

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Author Topic: Help with complex setup: Drupal/CiviCRM/CiviMember/CiviContribute (Read 2230 times)

Laryn

Help with complex setup: Drupal/CiviCRM/CiviMember/CiviContribute

Dave Greenberg

Re: Help with complex setup: Drupal/CiviCRM/CiviMember/CiviContribute

Laryn

Re: Help with complex setup: Drupal/CiviCRM/CiviMember/CiviContribute

Dave Greenberg

Re: Help with complex setup: Drupal/CiviCRM/CiviMember/CiviContribute

Laryn

Re: Help with complex setup: Drupal/CiviCRM/CiviMember/CiviContribute

Dave Greenberg

Re: Help with complex setup: Drupal/CiviCRM/CiviMember/CiviContribute

lcdweb

Re: Help with complex setup: Drupal/CiviCRM/CiviMember/CiviContribute

Laryn

Re: Help with complex setup: Drupal/CiviCRM/CiviMember/CiviContribute