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Author Topic: Integrate CiviCRM with another site  (Read 1943 times)

jt196

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Integrate CiviCRM with another site
November 22, 2007, 07:07:19 am
Hi,
I'm using CiviCRM to manage my contacts and would like to integrate it more closely into our current website (mainly html), but our IT guy isn't convinced of the wonders of Drupal.

I'd like my members to be able to unsubscribe from emails and update their details in the CiviCRM database but not within the Drupal framework. I'd like to give them access to their details via a simple form on our main website without having to change the whole thing over to Drupal.

Is this possible and if so, how do I do it in CiviCRM/Drupal? There is a similar thing in phplist that allows you to build forms and just paste the code into your website. Can I do this in CiviCRM or is there another workaround here?

Also, if there is a solution, how do I get the automatically generated URLs in emails to direct me to this area of our current website?

I thought about modifying the Drupal theme to match that of our current site, but theming is a little beyond my current CSS and php experience...

Thanks in advance.

James.
« Last Edit: November 22, 2007, 07:09:16 am by jt196 »

Denver Dave

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Re: Integrate CiviCRM with another site
November 22, 2007, 11:09:45 am
I'm posting to this topic because I'm interested in it.

I've not figured out how to do this yet, but I'm planning on a link from the email to an unsubscribe form.  Perhaps the link could pass a token used to determine the member info.

Similar for updates but using the token know what member information to present and allow updates.  If no token, ask for email and generate confirmation email.   Will be looking at CiviMember to see if it can handle this.  In my mind every contact in the database is a member, some give us money and some don't.

geilhufe

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Re: Integrate CiviCRM with another site
November 22, 2007, 11:34:59 am
Unsubscribe from emails... no problem as long as they click the link in the email.

Update information. This requires authentication. You could use a parallel Drupal site (seperate from your existing site). you'll have to figure out how to communicate/manage logins and passwords.

Look at the docs for CiviCRM standalone profiles... these are just HTML that can be used on any site.
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Denver Dave

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Re: Integrate CiviCRM with another site
November 22, 2007, 12:07:26 pm
Hi geilhufe

If we can determine the contact record enough to unsubscribe, is something else stopping us from allowing updates to contact information.

Thinking of a situation where we have thousands of contact records, none (or few) are users.  The information will continually be going out of date.  We could periodically notify the user of their information and ask them to update.  Otherwise a huge manual process. 

Don't mean to nit pick - I know CiviCRM has much more contact management functionality than phplist, but somehow phplist allows contact info to me updated  by contacts by clicking a profile link in the email the the contact received (I've wondered if a forwarded email might allow someone else to update - not sure).  I think there is a token passed back, but I'm not sure - somehow the input form knows who is trying to update their contact info and displays their existing info.  Are other's using a separate custom process that they've developed?  Seems unlikely that large installations are doing the updates all manually.

You mentioned a separate drupal site - what would be in that site that we don't have in our civicrm site?

Thanks and have a good turkey day.

MacRonin

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Re: Integrate CiviCRM with another site
November 22, 2007, 12:30:36 pm
I'm guessing that the Drupal site that was mentioned has its entire purpose is the authentication of your users, It would run in parallel to your regular HTML and CiviCRM sites. (leaving your original HTML content untouched)This would allow you to take advantage of Drupal's built-in authentication system to verify your contacts.

jt196

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Re: Integrate CiviCRM with another site
November 23, 2007, 02:30:11 am
This all sounds very interesting and has given me enough ammunition to go away and figure out this stuff in my own time.

Geilhufe: The unsubscribe from emails takes me to a confirmation screen in CiviCRM - the backend. So the 'unsubscribe from' email brings you back into CiviCRM rather than some place on the company website.

As far as I can figure out, the standalone profiles are the closest I can get to this functionality. Although as I understand it, I need some kind of authentication mechanism for the user to login to this area. I think the authentication in phplist is done in the URL - the system assumes that the unique URL is enough to identify the user.

Dave: as for the situation where you have thousands of users/contacts, and have to manually update them every time someone changes their details. Welcome to my world. Add to that separate contact systems for education courses, magazine subscription, clinic and enquiries and you'll get a slightly better picture.

For the moment I think I'll get to work on brushing up my Drupal theming skills.

Thanks for all the help guys.

James.

Donald Lobo

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Re: Integrate CiviCRM with another site
November 23, 2007, 08:21:20 am

each unsubscribe (or resubscribe/optout etc) request comes with a specific hash key (and queue-id, job-id) that identifies the specified user. You could potentially use that to get a profile form. This however does not solve the "forward" email issue

There is some work on this at: http://issues.civicrm.org/jira/browse/CRM-1573. You could potentially use that as a starting point. That code was experimental but did seem to do the job

lobo
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jt196

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Re: Integrate CiviCRM with another site
November 23, 2007, 09:33:54 am
Cheers Lobo, will look into that. In the meantime, I've been polishing up my knowledge of CSS and migrating the current Drupal theme to something approximating our other website. Actually it looks pretty damn good for a beginner like me.
Highly recommend Firebug for dissecting the ins and outs of the CSS in Drupal.
Cheers all. J

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Integrate CiviCRM with another site

This forum was archived on 2017-11-26.