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New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway
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New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

Dec 26, 2015

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Page 1: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

New ModuleIntegrating campaigns with Drupal

Warren Puckett@thehighlandway

Page 2: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

Overview• New Engaging Networks data formats

make integration much more flexible

• A new Drupal module developed for the new IFAW site introduces powerful new functionality

• Installation and integration is straightforward and doesn’t require iframes or widgets

Page 3: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

Case study - IFAW• IFAW needed an integrated solution for

their campaign toolset and their Salesforce CRM

• Drupal was chosen as the platform and Jackson River as development partner

• Drupal is the authoritative source for all data

Page 4: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

Case study - IFAW

Page 5: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

Action center• IFAW will have a

number of actions spanning themes on the site

• It is important to validate the transactions and be able to display results

Page 6: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

How it works• Install the module in

Drupal• Create an action on

Engaging Networks• Publish the action• Enter action id in the

Drupal form• Fields populated

automatically

Page 7: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

More details• Set up an action in Engaging Networks as normal• Choose form fields• Enter campaign content• Choose targets• Publish

Page 8: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

On the Drupal site• Choose Engaging

Networks from the External Advocacy System list

Page 9: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

On the Drupal site• Add the Engaging

Networks feed

Page 10: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

On the Drupal site• Add the Client ID

and token information

• Publish

Page 11: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

In Action• User fills in form

and submits• Submission is

validated locally before sending to Engaging Networks

• Form added to the synch cue for Salesforce

Page 12: New Module Integrating campaigns with Drupal Warren Puckett @thehighlandway.

Questions?

Warren Puckett@thehighlandway