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Social CRM

Social CRM. March 7, 2011. The Case for Social CRM. On average 31% of people change their email address every year New job Moving ISP change Change service Very costly to run ECOA (Email Change of Address) matching and it generally delivers a very low percentage return anyways

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Social CRM

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  1. Social CRM March 7, 2011

  2. The Case for Social CRM • On average 31% of people change their email address every year • New job • Moving ISP change • Change service • Very costly to run ECOA (Email Change of Address) matching and it generally delivers a very low percentage return anyways • People are most likely to update their email address on Facebook so they continue to get updates from their friends • What if your database could stay in sync with a person’s Facebook profile?

  3. Facebook Graph API • Try it out yourself • Basic info: https://graph.facebook.com/briney • Add Access Token: https://graph.facebook.com/briney?access_token=2227470867|2.gxKpSY8mfDObyq0dYSXVqw__.3600.1299441600-6202206|p9MZnKvewg4I-EWjhNDmWNYKB3o • Take it Further • Get Friends: https://graph.facebook.com/briney/friends?access_token=2227470867|2.gxKpSY8mfDObyq0dYSXVqw__.3600.1299441600-6202206|p9MZnKvewg4I-EWjhNDmWNYKB3o • Get User’s Feed:https://graph.facebook.com/briney/feed?access_token=2227470867|2.gxKpSY8mfDObyq0dYSXVqw__.3600.1299441600-6202206|p9MZnKvewg4I-EWjhNDmWNYKB3o • Full Documentation Here: • http://developers.facebook.com/docs/reference/api/

  4. So What’s Available? First Name Last Name Email Gender Birthday Mobile Phone Time Zone Education College Attended Hometown Current Location Political Ideology Religion Relationship Status In a Relationship With Employer Job Title Topics Interested In What if this could all be fed in CiviCRM?

  5. Working Example: College Republican National Committee

  6. Working Example: College Republican National Committee

  7. Working Example: College Republican National Committee

  8. Working Example: College Republican National Committee

  9. Working Example: College Republican National Committee

  10. How Does it Work • Profile Form • Custom hidden fields that store the user’s Facebook ID# and Authorization ID • Drupal Module • Modifies profile form snippets to insert Facebook Connect button and authorizations • Administrator can configure what permissions to ask for • Maps Facebook field IDs to CiviCRM database fields • Administrator can control mappings • Can map to custom fields • Cron job that crawls profiles and updates data on a pre-determined basis

  11. Administrator Page

  12. Setting It Up • Create an AppID on Facebook • http://www.facebook.com/developers/createapp.php • Install the Drupal module • Create database fields to house your supporter’s Facebook ID and authorization code • Map the fields to the database in the Drupal module configuration • Run your cron job at the interval you want • Update your Profile forms to include the Facebook connect • Hack it and send us back your contribs!

  13. Brainstorm Session • How do we take this further? • What other features can be added?

  14. Questions and Discussion • Contact InformationMatthew Brineyemotive, llcmatthew@emotivellc.com(703) 379-4218

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