Institute for Conservation Leadership
Drupal 6.0 customization with Salesforce integration
Message Agency created a complex Drupal website for ICL that will not only refresh their online brand but also create a number of back office efficiencies for managing contacts, registrations, donations, and other transactions previously entered manually in an offline database.
Major features include:
- A course registration system that allows the organization to manage its substantial workshop and services offerings online, as well as let organizations sign up and pay for individual or group registration. All registration activity is passed to Salesforce where reporting and course rosters can be managed. Courses and events are passed seamlessly between Drupal and Salesforce.
- A searchable list of free and purchasable resources for delivery or download. Purchased resources are recorded as financial transactions in Salesforce and tied to existing or new user contact records. Users can also view a list of all purchased, downloadable resources from their dashboards.
- An HTML Newsletter that can be generated within Drupal and sent via Vertical Response from within Salesforce. Lists are tied to Salesforce contacts and Drupal user accounts.