capitalcamp 2013 - salsa: spicy crm integration for drupal-powered nonprofits

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Salsa: Spicy CRM Integration for Drupal-Powered Nonprofits CapitalCamp July 26, 2013 John Shortess 4Site Interactive Studios

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Salsa is a SaaS platform that helps nonprofits and political campaigns of all sizes to fundraise, advocate, communicate and organize online. This session from CapitalCamp 2013

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Page 1: Capitalcamp 2013 - Salsa: Spicy CRM Integration for Drupal-Powered Nonprofits

Salsa: Spicy CRM Integration for Drupal-Powered Nonprofits

CapitalCamp July 26, 2013

John Shortess

4Site Interactive Studios

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“Salsa helps nonprofits build, organize & engage a base of support with tools to communicate, fundraise, advocate & build community.”

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Over 2,000 clients managing over 75 million supporters, including:

•  Electronic Frontier Foundation

•  Democratic Legislative Campaign Committee

•  League of Women Voters

•  Robert Wood Johnson Foundation

•  National Association of Court Appointed Special Advocates (CASA)

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Organize

• Supporter

• Signup page

• Event

Fundraise

• Donate page

• Donation

Communicate

• Questionnaire

• Email Blast

• Tell-a-friend Page

Advocate

• Petition

• Targeted Action

Salsa 101: Modules & ‘Objects’

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Mild Salsa: Link to Salsa-Hosted Form

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Medium Salsa: Unauthenticated Forms

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Medium Salsa: Unauthenticated Forms

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Medium Salsa: Unauthenticated Forms

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<script  src="http://sandbox.salsalabs.com/api/flashMessageJS.sjs"  type="text/javascript"></script>    <form  action="http://sandbox.salsalabs.com/save">    <input  type="hidden"  value="supporter"  name="object”  />    <input  type="hidden"  value="1234"  name="organization_KEY”  />    Your  email:  <input  type="text"  value=""  name="Email”  />    Your  ZIP  Code:  <input  type="text"  value=""  name=”Zip”  />      <input  type="hidden"  name="required"  value="Email,Zip"/>      <input  type="Submit"  value="Submit  Form”  />  </form>  

Medium Salsa: Unauthenticated Forms

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Hot Salsa: Salsa API and Salsa Entity

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Salsa API module Connects Drupal to Salsa’s RESTful API, to read from or write to nearly any Salsa object

Salsa Entity module Exposes Salsa objects as Drupal entities

Hot Salsa: Salsa API and Salsa Entity

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• Supporters

• Groups

• Signup pages

• Donate pages

• Questionnaires

• Tell-a-friend pages

• Events

• Petitions

• Targeted Actions

• Unsubscribe pages

Supported Objects (so far):

Hot Salsa: Salsa API and Salsa Entity

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•  Forms rendered using FAPI – themeable, alterable

•  Entity Reference integration

•  Rules integration

•  Basic Views integration through efq_views

Hot Salsa: Salsa API and Salsa Entity

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Extra Spicy Salsa: Salsa API and Custom Code

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Extra Spicy Salsa: Salsa API and Custom Code

•  Salsa API module creates a class with several methods

•  Methods correspond to the calls in Salsa’s external API

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$supporter_key  =  33333266;  $supporter  =  salsa_api()-­‐>getObject  ('supporter',    

 $supporter_key);    

Returns:  array(      'supporter_KEY'  =>  33333266,      'organization_KEY'  =>  17594,      'Last_Modified'  =>  'Tue  Feb  19  2013  18:30:52  GMT-­‐0500  (EST)',      'Date_Created'  =>  'Tue  Feb  05  2013  17:41:42  GMT-­‐0500  (EST)',      'Title'  =>  '',      'First_Name'  =>  'John',      'MI'  =>  'Q',      'Last_Name'  =>  'Public',      'Suffix'  =>  'Jr.',      'Email'  =  '[email protected]',      'Receive_Email'  =>  1,      'Email_Status'  =>  1,      'Email_Preference'  =>  'html',      'Soft_Bounce_Count'  =>  0,      'Hard_Bounce_Count'  =  0,      ...  

salsa_api()->getObject

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$include  =  array('supporter_KEY',  'Last_Modified',          'First_Name',  'Last_Name',  'Email',  'City',    'State',  'Zip');  

$conditions  =  array(      'Last_Modified'  =>  array(          '#operator'  =>  '>’,          '#value'  =>  date("Y-­‐m-­‐d  H:i:s",  $lastrun)        ),  );  $orderBy  =  array('Last_Modified  DESC');  $limit  =  $offset  .  ",500";  $supporters  =  salsa_api()-­‐>getObjects('supporter',  

 $conditions,  $limit,  $include,  $orderBy);  

salsa_api->getObjects

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$fields  =  array(      'First_Name'  =>  'John',      'Last_Name'  =>  'Doe',      'Email  =>  '[email protected]',      'Zip'  =>  '01234',  );  $links  =  array(      array(          'link'  =>  'supporter_groups',          'linkkey'  =>  10000,      ),      array(        'link'  =>  'supporter_groups',          'linkkey'  =>  10001,      );  );  $new_key  =  salsa_api()-­‐>save('supporter',  $fields,  $links);  

salsa_api()->save

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salsa_api()->getReport

try  {      $report  =  salsa_api()-­‐>getReport(12345);      $leaders  =  $report['row']['totalleaders'];      variable_set('pon_leaderboard_leaders',  $leaders);  }  catch  (SalsaQueryException  $e)  {      $leaders  =  variable_get('pon_leaderboard_leaders');  }  catch  (SalsaConectionException  $e)  {      $leaders  =  variable_get('pon_leaderboard_leaders');          }  

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What’s Next? •  A few new API methods

•  A few objects not yet supported in Salsa Entity

•  Drupal 8 versions

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Questions?

[email protected]

4SiteStudios.com

@johnshortess

@4SiteStudios