How to install and configure CiviCRM module in Drupal?
BY arjun.s
4 years ago
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CiviCRM is an open source tool which provides a web-based interface for Constituent Relationship Management. The main advantage is that it could be coupled with the Drupal environment (or any other CMS) and used as a Relationship management tool. Using the functionalities we can handle the relationships with the people, households, organizations etc. It also help us to create events, make personalised campaigns, make contributions etc.

This article helps you to understand the basics of the CiviCRM module in Drupal and the basic usage of the same.

Downloading and installing CiviCRM module

You can get the details about the CiviCRM module from here. But you cannot download it directly from there, go to the specified link of project page of CiviCRM and download the latest version from there. Install it usually as installing a drupal module. But which is not enough, after copying the module folder to the custom module folder of your drupal installation and enabling the module you have to run the install.php of the CiviCRM separately, it would be specified to you at the CiviCRM home page. At the time of installation you will need a separate database for the CiviCRM module, since all the data of the CiviCRM system is stores into a separate database. Specify your custom database and install the CiviCRM as per the instructions.

Now you are ready to go. The Module creates a new menu in the navigation menu, you can use the CiviCRM homepage through that link. Another advantage is that the system will fill the database with dummy data which is realy helpful in identifying the total working of the system. When you are at the CiviCRM homepage it provides a custom dashboard menu for accessing all the features of the CiviCRM system.

Managing Contacts.

Adding a new contact.

A contact is a main part of a CRM system. Here we will store the information to contact a person (student, parent or staff) or a Household (Family information) or an Organization (Team or sponsor). Adding any of these includes entering all the related information like Contact details, address, communication preferences, notes, tags and groups etc. All these information's could be used to contact the specified person, group or organisation.

Contact reports.

Another option in contact menu is Contact reports, which will easily create reports on contact information like constituent summary, constituent detail, activities, current employees, relationships (between 2 contacts) etc.

Listing contacts

The contacts could be listed or searched from the Search->Find contacts menu. We can also use the advanced search or the full-text search or the search builder to build our own queries for advanced search options.

After listing the contacts we can add relationship between 2 contacts. We can define new custom relationship from the menu Administer->Customise Data and Screens->Custom Fields. These relationships will help us to keep up a real world relationship in this System also. From the listed contacts we can select multiple contacts and do a list of predefined actions on either the selected records or for all the records.
The search criteria could be edited at any time from the top area of the results listing page.

Adding a new activity

A new activity could be created and with a particular contact and we can also optionally assign the activity to another contact. These assigned activities will appear in the activity listing menu in their home.
The status of the activity can also be specified which will help the users to track the status of the activity.

Another option related to new activity is adding new email, here we can actually send a new email to some other contact in our contact list.
We can select our own mail template which is already defined.

Importing contacts or activities.

Another option is that we can import contacts or activities from a specified file in any if the format like csv or sql query.

Managing Groups

We can create a group to which we can add contacts in the contact listings page.

Manage tags

We can create and manage tags here. These tags could be used for faster grouping ir searching of the contacts, activities, cases, attachments etc.

Find and merge duplicate contacts

This option could be used for finding and merging of the duplicate contacts present in the system.


This part will handle the contributions to the various campaigns, events etc from various people and organisations.

Managing contributions

We can manage contributions through multiple menu items. We can create a new contribution from some of the existing contact or can create a new contact on the fly. For payment enter the payment and go ahead. This is like manually entering the details of a contribution made by some person or organization. The transaction id and/or check numbers could be entered also. We can also import contribution details from files. It allows you to import contributions details entered in other systems. The only constraint is that the file format is csv.

Managing pledges

Here pledges could be made by donors to pay a specific amount and pay an amount it at specific intervals to complete the total.

Managing contribution pages

Here we can manage the contribution pages. A contribution page sets the title, goal amount, start and end date of the contribution etc. A contribution page indicates about a reason where the persons can give to, eg:Member sign up and renewal, help and support etc. We can have many options in contribution pages like setting a widget, tell a friend etc.

Manage personal Campaign page

We can create personal campaign pages for events, contribution pages etc to help support them and can manage these campaign pages. The contributors like to give can give to the personal campaign pages.

Manage price sets

We can create price sets which could be applied to the various contribution pages. Different price sets could be used for different contribution pages or events as a predefined amount sets.



on 17th September 2009 / by webmaster
We at Zyxware have been working on several drupal projects for more than two years now and we learned a lot in the process. Two of our internal projects include and, where we have tried out different SEO tactics. There are a number of really good drupal modules that come in handy when you are dealing with SEO ing your drupal website. Here are a select few of them that really helped in attracting more traffic to our drupal projects. SEO Checklist No, I am not kidding here. Though i won't recommend SEO Checklist for experienced drupal users, but it really is a good tool for starters in drupal. This module helps you in keeping a check list with which you can monitor what all SEO measures have you already taken and what else can be done further. Really helpful if you are new to drupal and not yet accustomed with different technical jargons associated with drupal. Download  Digg This A small "Digg this" button at bottom of your article. Digg this module can enhance the reach of your article to a much larger audience, provided your blog has quality content. A good alternative is Service Link module. Download  Add To Any A much larger array of choice for users to bookmark your articles. Add To Any consists of almost all popular services like digg,, slashdot, stumble upon and many more. I will recommend you to use this along with Digg This module. Download  Meta Tags(Nodewords) This module allows you to set some meta tags for each node, view or panels page. Using meta tags you could actually notify search engines the important keywords in you blog which in turn will help in better search engine positioning of your website. Download  Google Analytics Adds the Google Analytics web statistics tracking system to your website. Using google analytics you could track all kind of traffic and its pattern to your site and a whole lot of other statistics as well. Google Analytics is a must if you are really serious in getting more traffic. Download  XML Sitemap This a really useful tool which can submit sitemap of your site to different search engines. Visitors get an overview of your website instantly and your site will look more authentic among search results which may result in even more traffic. Download  Search 404 Instead of showing the standard "page not found" error search 404 searches with the keywords given by the user within your site, which in most of the cases will result in accurate searches. Download  Alinks Alinks module is able to replace terms in the content body with a link without changes to the node body which will be displayed as it was executed on display only. Download  Pathauto The Pathauto module automatically generates path aliases for various kinds of content without requiring the users to manually specify the path alias. Also enable Clean urls, which is like a natural extension to Path Auto module. Here is how Clean Urls can be enabled in drupal. Download  Path Redirect This module allows you to specify a redirect from one path to another path or an external URL, using any HTTP redirect status. Download  Link Checker The Link checker module extracts links from your content when saved and periodically tries to detect broken hypertext links by checking the remote sites and evaluating the HTTP response codes. It shows all broken links in the reports/logs section and on the content edit page if a link check has been failed. Download  Pathologic Pathologic is an input filter which can correct paths in links and images in your Drupal content in situations which would otherwise cause them to “break;” for example, if the URL of the site changes, or the content was moved to a different server. Download  Global Redirect Global Redirect checks if the Clean URLs feature is enabled and then checks the current URL is being accessed using the clean method rather than the 'unclean' method. It also checks access to the URL. If the user does not have access to the path, then no redirects are done. This helps avoid exposing private aliased node's. Download  Url List Creates a list of node URLs at /q=urllist.txt or (/urllist.txt for clean URLs) for submitting to search engines like Google webmasters or yahoo! site explorer Download  Robotstxt Use this module when you are running multiple Drupal sites from a single code base and you need a different robots.txt file for each one. This module generates the robots.txt file dynamically and gives you the chance to edit it, on a per-site basis, from the web UI. Download Web Development Drupal SEO Drupal Modules Leave a reply Your email address will not be published. Required fields are marker * Kristen (not verified) access_time 22 May 2019 - 08:19 Great list. I released the Drupal SEO Friend module which has SEO reports (e.g. shows if duplicate page titles or meta tags are used for different pages). Try it out and log an issue if you want more features. Thanks, Kristen Web Developmen… (not verified) access_time 22 May 2019 - 08:19 Nice Collection of SEO Modules. These Tips are very Useful for all SEO Professionals, Good Work. Thanks sharing with this informative Post. open source software (not verified) access_time 22 May 2019 - 08:19 great..thanks for sharing Anthony (not verified) access_time 22 May 2019 - 08:19 Hey, great info here. its great to have a one stop for this info. I have had some luck with ALink, Its works well. Google Gurus (not verified) access_time 22 May 2019 - 08:19 I personally use Add To Any, Google Analytics, XML sitemap and Robotstxt which have all been great so might have to check out the others that you mentioned. Also going to take a look at Kristens SEO Friend above, that sounds good too, will post back the results! Pagination Current page 1 Page 2 Page 3 Page 4 Next page Next › Last page Last » Add new comment

on 28th February 2010 / by webmaster
Adding to the growing list of community contributions we have taken up the support for yet another Drupal Module - MailQ. Zyxware Drupal Profile now boasts commit rights for 6 different modules. A few more modules are in the queue and should be out there soon. MailQ is a module that queues ALL mails originating from a Drupal site into a queue and then processes this queue and sends mails in batches during cron runs. This is ideal for drupal sites hosted under shared hosting services that have limitations on the maximum number of mails sent per hour. Read more in our detailed article on MailQ Web Development Drupal Drupal Modules Leave a reply Your email address will not be published. Required fields are marker *

on 28th February 2010 / by webmaster
If you have ever hosted a reasonably good site on a shared hosting service then you would definitely have come across the dreaded "exceeded the email limit per hour" warning. If you use Drupal then you don't have to worry about this any more. If you are using Drupal then all you have to do is to install the MailQ module to queue all your mails. Once the mails are queued, they will be processed later during cron runs where the queue will be emptied in batches of size set by the MailQ module. You can set the batch size based on the frequency of cron runs and the limit on the number of emails per hour allowed by your hosting provider. Normally, shared hosting providers also sets limits on the frequency of cron jobs as well. Whatever be the limits you have the system fully under your control and you do not have to worry about overshooting your email limits if you use the MailQ Module Web Development Drupal Drupal Modules Drupal Planet Leave a reply Your email address will not be published. Required fields are marker * striae (not verified) access_time 22 May 2019 - 08:19 This kind of module is one of the most important module when are we using Drupal. I really want to download this one since this can be useful to me in the future. Where can I download this one so that I can download this now? Pagination Current page 1 Page 2 Page 3 Page 4 Next page Next › Last page Last » Add new comment
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