 Okay, here we go. So if tell me if they can hear me and can see my slides, I guess it will take a second to jump into this session. Discussion forum, okay. So without further ado, I start on CVCRM and Drupal 9. So welcome everyone. There are two of us presenting today. So Morgan from Queensland Art Gallery and Gallery of Modern Art and myself from Tamata Elephant Studio. We're both from Brisbane. So what today we're gonna talk about CVCRM, what it is, what sort of integration does it have? Talk a bit about functionality. I'm gonna do a quick Drupal 9 demo. Morgan gonna cover case study and then we're gonna wrap up. So what is CVCRM? In fact, what is CRM? So the CRM stands for constituency relationship management in this particular case, but overall the big umbrella is a customer relationship management. CVCRM is an open source software written in PHP. It was developed for the last 15 years and it's an alternative to things like Salesforce and Microsoft Dynamics. As I mentioned before, it's open source and free to use. So it became more popular, I guess, once it's been integrated with Drupal 7 and it was quite a popular integration. So if you had to Drupal.org and see Drupal CRM, there's a lot of resources to check out how you can integrate it with different versions of Drupal and why it's not actually a module and extension but the system of its own. So then there were extensions and integrations with other popular PHP content measurement system like Joomla WordPress. And there are also integrations as well as plugins for those systems. So if you use any of those systems, you can go and check them out. And in the last couple of years, there was integration with Drupal 8 and now it's integration with Drupal 9. So as I said, it's a complete integration. It's two systems working together and I'll show you during the demonstration. There's also a web form integration with CVCRM that was released not that long ago. So you can have to Drupal.org website and check it out. So without further ado, we'll jump into functionality and if you never use CRM or CVCRM in this case, we'll have a look what it does. So first it has contacts. So what does contact do? You can create new individual, new household, new organization. You can create new activity. Activity involves uploading the data, matching the fields. You can create new emails or new user groups. In fact, when you import, you can create about the groups. You can have a static group and smart group. Smart group, it's more like safe searches. So you have a criteria where you filter specific contacts. You can have a tags which you can create tag and then tag different things like users and others. You can also import contacts and activities and important part is very important part of the CRM if you haven't used it before. They actually do a lot of stuff behind the scenes like deduping, so matching the same contacts with different emails with the same email. So you can do all that from this part of CVCRM. The next part is contributions. So what are contributions? Contributions can be campaign contributions. It can be pledges. It can be membership fees. So you can also create from this section, you can also create contribution pages and campaign pages. So if you're in a specific campaign or if you do a specific contribution, you can do all of that. You can also set up price sets for that. The next part is events. So events are pretty straightforward. So you can actually create a specific event and then you can also create paid event, free event, you can have event templates if you're doing all of those and you can have template reports. So all of this stuff I was covering before you can also search and group together and provide specific reports. The next part, which is very important part of the CRM is mailing. So mailings, this particular case involved creating templates for mail campaigns and SMS campaigns. Then you can actually create campaigns itself. So if you use anything that CRM or something like campaign management, like campaign monitor or mail chimp, you can do all that. The interesting bit here is also AB testing. So you can actually can do AB testing. And for those who doesn't know what AB testing is, is creating two different versions of the same campaign and setting it to different types of groups and seeing the results which outcomes better depending on your campaign. It also has a very, very good mail chimp integration plugin. So you can actually plug in and mail chimp would be responsible for sending your emails and campaigns. Membership section. So membership section, again creating new membership, collecting membership fees, setting up different membership levels, all that is kind of covered by a membership section. Reports. So pretty straightforward. Everything we talked before, you can build different types of reports based on the relationship, based on different types of data you created. Few other things. There is this quite heavy administration section. So once you install it, you can go and click around and see things and how to modify them, create different data structures, list and so on and so forth. There is a big help section. It's online. So you can head to CVCRM site or you can click from support menu and head to the support pages. And there is a big, big, big extension library. So you can head to CVCRM.org slash extensions and browse the different extensions. So it's not what they just show. There is much, much more to CVCRM than that. So that concludes the just demonstration of the features that are out of the box. And I'll quickly gonna do a quick demo for you. So as I mentioned before, CVCRM is an integration with Drupal. So here's Drupal now. And it's all installed by the composer. I'll unmute the installation section from this presentation and quickly show what's actually integratable. So first, contacts. So once you go to people and try to add a new contact, you would actually, once you enable the extensions for CVCRM, you will see the different user. And while this one's loading, I'll go to my extension section. If I'll type CVCRM, you can see that CVCRM contains two kind of module, integration module. So it's core, but the theme would be enabled by itself. So back to the user. When we create in the new user, you can see a standard Drupal form, but now you can also see a CVCRM section. This data will go into CVCRM for all of your contacts. And then that's how contacts are integrated. So another part that actually on the Drupal side is when you're in appearance, you can select which theme are you using for CVCRM. For example, I'm using Clara for both, but if you wanna switch to seven, you can do that. And it will, once you click on CVCRM, it will change the look and feel. So now to the CVCRM itself. So once I click on CVCRM in the menu, we're going into CVCRM system right here. So I can go and create new individual, which is me, it are. You can also see I can create a current employer here. So at the moment, if I look for organizations that previously added, I can see the list if I wanna add the new organization, I would go here and create new organization. Say GABA, say it's a similar contact fund. So it's actually found that I already created with GABA. So now if I try, you can see I created two GABAs, but you saw that you've been met with where it actually say, hey, you already have a similar type of organization. So I'll leave it here, the demo and pass it on to Morgan because we're really limited on time. I'm not gonna, we're not gonna switch the slides. We're gonna go off my slides and over to Morgan. Thanks. Cool, so I'm gonna talk a little bit about my experiences implementing it at a previous workplace and also just recently I went through an assessment process for choosing a new CRM for where I currently work. CVCRM wasn't actually successful there, but I think there's lessons learned for where it would be a really good fit. So we'll just move to the next slide. Sorry, Glenn. Here we go. So I previously worked at the Western Australian Museum over in Perth and back in 2010, we were looking for a CRM. We just implemented a brand new Drupal 6 instance and we ended up settling on CVCRM because of its integration with Drupal and it also for an open source product was probably the best one out there. Now it's being replaced right now with another system which is more integrated with the physical management of the museum site itself. However, it was in place for almost 10 years that it got upgraded to Drupal 7 while I was still there, I left in 2015, but it ran exhibition ticketing, it ran all of our mail outs, it ran everything. So it was a very robust kind of system to manage the museum's requirements. So I think that was a very successful implementation and we even sold exhibition tickets through it and provided like a point of sales interface built in Drupal. So when I started here at the Queensland Art Gallery, Gallery of Modern Art, we are looking at modernizing our constituent relationship management. So I went through a similar process of addressing our requirements and immediately did think of CVCRM because of the success that I had over in Western Australia there. So ultimately we ended up going with a different system, but I do think there's some really important lessons learned that I can share. So on the next slide, I kind of went through our high level requirements. Of those requirements, we had 110 kind of lower level requirements so they're broken up into, from events management to volunteer management to membership management, right through to some very specific things like organizing sessions with our public programs and taking tours through. So what we ended up doing with that, so that's on my next slide, sorry for that, is running around 11 systems through that end-to-end process. We developed a whole bunch of user stories around all of those and looked at what was really important. Now, I'm looking for commercial reasons, I won't actually say who we ended up going with, but I did look at a number of open source platforms. So one of the, I guess, the back in the day, the big open source was SugarCRM and then there was CVCRM, which was more for the not-for-profit sector. SugarCRM split into sweet CRM, which is the open source kind of core that kept going and then SugarCRM is you can still pay for. So sweet CRM was one that was in the open source base. VTiger is another open source one that we assessed. Both of them were much more focused in that kind of commercial space, your kind of customer relationship management area. So CV was the strongest of the open source. When you look at some of the commercial platforms, again, I won't be using names, they often have not-for-profit kind of cores that you can use. We're not a not-for-profit per se, but we have not-for-profit fundraising arm. And that's where the niche it's kind of competing against. So when we did go through all of these, it was really strong in a lot of areas, like a constituent management was really good. To be honest, the mail send out from CVCRM, it's not as well maintained as say, MailChimp would give. So it is better that you integrate with something that's a bit more specialist in reaching those kind of core areas. So that's why CV having that MailChimp integration was really important. So, we did the 110 arm, took us about three months to go through all of the requirements and assess all of the platforms. And but if we go to my final slide where I talk about how the assessment went, I can see in it, I remember what I wrote, so I'll keep talking to it. I could actually see an alternative reality where we did implement CVCRM. I kind of went to our executive with three paths, one of which was, well, we try and really own this problem space ourselves and we use CVCRM to guide all of our solutions. I saw a second path whereby we use the ultimate solution that we did and saying that, well, that's gonna be a little less hands off because it's more easily configurable and it's a little less intensive for us than in pain. And ultimately, that's what we went with. So the strongest attributes that we found for this one is the free, like when you get to the licensing of the commercial CRM, particularly if you don't get the not-for-profit discount, which not everyone will honor, it gets huge. And when you're a not-for-profit, again, we're a gallery, but there are lots of not-for-profits who use it, that is super important. And often they charge on either numbers of users or numbers of contacts that you have in the system. So if you're an organization that has a lot of volunteers, yeah, not myself, but if you're an organization that's mostly volunteer run and you have 10 or 12 people that really need to access it, you're paying for all of those licenses. And believe it or not, 10 or 12 will add up to be a huge part of what a not-for-profit is looking at. Look, it's quite easily customizable. Vlad very quickly showed the relationships and custom field attributes, a bit like if you're doing a content type in Drupal, you can pretty much use an entity reference and you can do directional relationships and add attributes. They're a little bit tricky to integrate into the web form Drupal module, but you can do it quite easily. And look, it does memberships and campaigns really well. So that's probably the strongest thing. Pledge management, for example, where there's gonna be a pledge that's paid off over multiple years or you've got fundraising campaigns. Look, it's weakest attributes and this is really why we didn't go down there is the in-house management component is fairly high. Like you really do need to configure it. You get out of the box, it's pretty basic. You can do a lot with it by integrating Drupal and web forms and lots of other things, but you need to make that investment and you need to really understand what it's good at and where you need to be using other applications. The integrations with other platforms, like look, if you get something like as API or Integra mat where you can just grab pretty fairly common things that have APIs and just wrap them around and get them talking to other things, that can make it a lot easier for your non-technical users to build those integrations. Really, there is an API or played with it, but you are building it yourself. So, it required a bit more upkeep in that sense. And probably the biggest one is the workflows and automations that the smart groups, we use them extensively at the museum, they're really good because you might have some point-scoring mechanism that when certain constituents qualify, they enter a group because they're there and then you can kick off an activity, like send them an email or put them in to an interest group of some description. That stuff's all there, but it's still not as robust as some of the other things out there. So, on balance, we went through the 11. It was right up towards the top, but it didn't end up being the successful one that we went with, but I still had a lot of fun with their thing. And I really enjoyed seeing that it had moved beyond the Drupal 7 realm. Incidentally, I did speak to some people when I was doing that assessment and it seems most people now run CBCRM with WordPress. And a lot of that was because these not-for-profits don't have a lot of money, and the upgrade of like a lot of smaller companies from 7 to 8 was a big deal. So, a lot of them have actually moved instead of going to 8 and 9 integrators have actually gone to WordPress with Civi. But nevertheless, it's still, if you're a civic institution and you really do need to just talk to your constituents in a way, it's a way to go, oh, 30 seconds, okay, well, that's the end of really what I had to say. I concluded in that process, so we should now open for questions. Not many of them. Yep, so mostly people asking about comparing the CRM to another CRM, I only have experience with Salesforce at the moment, and it's actually quite comparable. Also, people asking, why would you go to Drupal or WordPress for it? Morgan, do you wanna take this one? It was built for Drupal originally. Thanks, everyone.