wiki:civicrm-admin

Version 13 (modified by Jamie McClelland, 8 years ago) ( diff )

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May First/People Link CiviCRM installation

Sending Email to our Members

  • Click Mailings -> New Mailing
  • Give the mailing a name. This will not be visible to the members, but will be visible to CiviCRM users
  • Choose at least one Group to send the email to. Your primary options are:
    • Member Contacts: Billing - all control panel contacts that receive membership dues invoices (relatively small group)
    • Member Contacts: Tech - all control panel contacts that are labelled as a tech contact (relatively small group)
    • Member Contacts: General - all control panel contacts, regardless of their label (a little bigger)
    • Member Contacts: User - all email addresses associated with a membership in the database (very big list)
    • Member Contacts: ALL - the combination of all the member contacts (the biggest list)
  • Click Next
  • Privacy page: I suggest disabling all tracking since it can conflict with our privacy focus
  • Compose the message subject and body. Only fill out the HTML Format body (the text body will be auto-generated).
  • Include the default Mailing Footer, which contains opt out links
  • Next page: send yourself a test message and read it carefuly for mistakes
  • Next page: send immediately (it will go out with 5 - 10 minutes)

Overview

See: #8357

https://outreach.mayfirst.org is the civicrm home for May First / Peoples Link organizing and outreach.

The site is live and the admin user's password is in the keyringer. Feel free to create your own local user (or login using open id).

The drupal modules are handled via git: git://git.mayfirst.org/mfpl/outreach.git

The live code is checked out in /home/members/mayfirst/sites/outreach.mayfirst.org/include/outreach.git

In the web directory (/home/members/mayfirst/sites/outreach.mayfirst.org/web/), sites/all is symlinked to /home/members/mayfirst/sites/outreach.mayfirst.org/include/outreach.git/web/sites/all.

Hacking

If you want to hack:

  • Checkout: gitolite3@git.mayfirst.org:mfpl/outreach.git on your local machine
  • Setup a local Drupal 7 instance in the web directory, creating both Drupal and CiviCRM databases named: mfpl_outre_drup and mfpl_outre_civi
  • Copy civicrm.settings.php from the live site, changing the database passwords and paths
  • Run the sync bash script to get up-to-date data in your local install

Synchronizing

The outreach.mayfirst.org CiviCRM database is synchronized with the red control panel membership data. It is a one-way sync from the control panel to CiviCRM. It happens in two parts:

  • On hay.mayfirst.org, a cron job (/etc/cron.d/red-outreach-sync) executes /usr/local/sbin/mf-dump-membership-data, which places a copy of the membership dump data, in json format, into the home directory of /home/outreach-sync
  • On rodolpho (where outreach.mayfirst.org lives) a cron job executes /home/members/mayfirst/sites/outreach.mayfirst.org/users/mfpl-outreach/sync-membership-data, which copies the json data over to rodolpho, and then executes:
    drush mfc-import-members --import-file=/home/members/mayfirst/sites/outreach.mayfirst.org/users/mfpl-outreach/membership-dumps/members.json
    drush mfc-import-contacts --import-file-contacts=/home/members/mayfirst/sites/outreach.mayfirst.org/users/mfpl-outreach/membership-dumps/contacts.json --import-file-users=/home/members/mayfirst/sites/outreach.mayfirst.org/users/mfpl-outreach/membership-dumps/user-accounts.json
    

The drush commands are defined in the mfc drupal module - which is part of the git repo (see above).

The following information must be edited/deleted/added in the Control panel and not in CiviCRM to avoid being overwritten:

  • Membership names (both individual and organizational)
  • Membership status
  • Contact names and email addresses and descriptions
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