Google Doc

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Member Platform Meeting

August 28, 2025 at 10:00am CDT

Meeting Notifications, Agendas, Past Notes, Slack Channel

See [Meta] Member Platform meetings

Who is here?

Include your Drupal.org username in parentheses if you have one.

  • JD Leonard (jdleonard)
  • Paul McKibben (paulmckibben)
  • Bee Low (bee low)
  • Steve Ayers (BlueGeek9)
  • James Shields (lostcarpark)
  • Luke McCormick (Cellear)
  • Erica Stevenson (speckles)

What Topics Should We Discuss? / Limited Human Notes

Action Items

  • JD to follow up with mandclu about generalizing event functionality from Event Platform and Event recipe to serve CRM Contacts
  • JD to document additions/subtractions needed for Bee’s mockups to reflect 1.0 scope
  • Bee to iterate on mockups
  • JD to contact Esmeralda about promo cards at DrupalCon Vienna / James
  • Erica to continue working on CRM smoke testing documentation and preparing to do development

Fathom AI Summary

VIEW RECORDING - 89 mins (No highlights)

Meeting Purpose

To discuss progress and plans for the Member Platform project, including mockups, CRM updates, and event management integration.

Key Takeaways

Topics

Mockup Presentation and Discussion

CRM Membership Status Update

Event Management Integration

Community Building and Outreach

Development Process and Contributions

Next Steps

Action Items

  • Research Drupal configuration management for team projects. Focus on exporting/importing config, handling new branches. - WATCH (5 secs)
  • Explore Drupal.org issue queue system, focusing on Member Platform project area. Familiarize with structure and workflow. - WATCH (5 secs)
  • Schedule and conduct initial conversation with Martin Anderson-Clutz re Event Platform functionality and potential integration with Member Platform. - WATCH (5 secs)
  • Organize contribution table for Member Platform at DrupalCon Vienna contribution day. - WATCH (5 secs)
  • Contact Esmeralda Teehoff to obtain Member Platform promotional business cards for distribution at DrupalCon Vienna. - WATCH (5 secs)
  • Attend and introduce self at Berlin Drupal group monthly meeting next Thursday. - WATCH (5 secs)
  • Continue working on smoke test documentation for CRM, focusing on current functionality. - WATCH (5 secs)

Fathom AI Transcript

VIEW RECORDING - 89 mins (No highlights)

@0:03 - JD Leonard (modernbizconsulting.com)

There it goes. All right, well, why don't we start it off with introductions. Did we all introduce ourselves at the last meeting?

I'm not sure. Paul, you were at the last meeting, right?

@0:22 - Paul McKibben

I was, but my memory is pretty much useless after Let's do it. Fair enough.

@0:28 - JD Leonard (modernbizconsulting.com)

Fair enough.

@0:30 - Paul McKibben

I'll go ahead and introduce myself anyway.

@0:31 - JD Leonard (modernbizconsulting.com)

Me too sometimes, dude.

@0:32 - Paul McKibben

You're up. Paul McKibben from Atlanta, Georgia. In this, because I would like to use the member platform for the Atlanta Drupal user group.

And pass it on to whoever JD thinks we should pass it on to.

@0:50 - JD Leonard (modernbizconsulting.com)

I'll choose Steve.

@0:53 - steven.ayers

I'm Steve. I'm a little bit south of Chicago. All right, I maintain CRM. And how are you doing, James?

That's James Shields. He's, I think, in Scotland. I don't know. I'm in Ireland. Rude.

@1:16 - James Shields

Just across the sea. I didn't say Wales, so you got to at least... As long as you didn't say England.

No, so I'm in Ireland. I am interested in Member Platform for a number of things I'm involved with. I have a Lego group that I currently run on, a Drupal 7 site, so I'd like to get that off there.

I'm involved in some science fiction conventions, and I think it'll be useful there, too. And we don't really have an active Irish Drupal group at the moment, but would love to have one.

And so I will be... I'll keeping in mind for when something happens there, and that's me at the moment, and hoping to get more involved in contributing to CRM as well.

@2:15 - JD Leonard (modernbizconsulting.com)

Very good. Let's hand it over to Bee.

@2:18 - Bee Low

Hey, everybody. Hello, Paul. Hello, James. My name is Bilo from Berlin, Germany. I'm a human beatboxer, and I like to team up with you guys and to work with the member platform for our human beatboxers, that they found a place where they can share their profiles and information, like a meet and greet, because I'm sick of that everybody is on the meta platforms, Instagram and stuff like this, just posting videos and comments.

I won't give this human beatbox artist a place where they can be private or maybe in a public website, but that they have a space.

Yeah, thank you.

@3:01 - JD Leonard (modernbizconsulting.com)

Fantastic. And I know Erica is listening in, but she mentioned in Slack that she can't speak yet. So welcome, Erica.

We'll see you later. And I'm JD, and I'm interested in member platform for my neighborhood association, for the Austin Drupal Users Group, and I don't know, maybe a few other things.

So without further ado, let's dive in to our agenda. I did put a link to the notes in the Slack here.

It's also in the Zoom. It's also in the Slack. Please add yourselves to the notes. And our first topic is open Q&A.

But I thought maybe we might first go to Bee, who has some mockups that he's been working on for his project.

And I think it might be inspirational and see what we have to see. You're muted, Bee.

@4:05 - Bee Low

Thank you, JD. Let me share my screen. Just to let you know, guys, like JD mentioned already, I already created offline some mock-ups and think how my platform works and should not really from the full design itself, more from the tools and the function.

And I sent some wild graphics to JD a couple of days ago, but he said I maybe better go into like sketching.

Yeah, but for me, the sketching part is a little bit weird because I'm already very, very deep into graphics.

I do everything with Adobe Illustrator just offline. I should shop some pixels and build everything, but now I make a little change and think only about a member platform.

And then, yeah. I think I have five slides. I post this also in Slack. If you've got time in the next 13 days, maybe, and have some feedback, then I can follow up two weeks again with some new additions.

This is just the start. And step by step, maybe, together with other folks who like to work in UX and design, I just want to be a helping hand.

So just to bring some ideas. And every new idea should bring us a step forward. Okay. Check the slide.

SCREEN SHARING: Bee started screen sharing - WATCH

Okay. Second. Okay. Here, I'm starting with a... I'm starting with a... Let me... A little smaller. I made a tab header, but it's not a real website header.

It's more a tab menu. Think about that there should be a website header in regular Drupal on top of it.

Maybe, yeah, with regular website links. So we have members, events, groups, discussions, and profile in the beginning. And this slide here shows a version how an artist could have, or a member could have his own profile.

The image almost in the middle should be, oh, sorry, this is the event page. Sorry, this is how an event could, if someone had a header graphic, an event flyer, some information about the lineup, the location itself, how much is the ticket, and where is it?

I had some text. For example, here, it's in South Africa, Johannesburg, starts at 9 p.m. local time on a Friday in May 26th.

The blue mark is for the date. I will show you later. And here is a small description, just a

Just one sentence, and here's the event description, and people could, if it would be a paid event, they could purchase a ticket here, for example, and invite some friends.

But before, this kind of event page should be visible. You see on the tab menu that events is blue marked, so active, so all other are passive.

Before, this page should be visible. Everybody should use this kind of form. Publish your upcoming event, the event title, short description, maximum 120 characters, just an example that's not too long.

And then the header graphic, I make something like, I don't say about the dimension pixel, just random. 400 versus 1,200 pixels.

So this should be the big header graphic and a smaller promotion graphic, which is on a website overall visible.

For example, a square 400 versus 400 pixels and the full description. Everybody can type in then which country the event took place, which city, of course, the event date, the starting time, and the ticket price if it's something with pay.

But we think more in community ways, not only about money and business. If someone make a free entrance and he makes a small mark here, check mark, by activation of the checkbox, you will create a free of charge based event.

And of course, on the right side, some guidelines about the publishing of an event, what should be, what's interesting.

And, and in. And like what's interesting that the people know how to fill out this kind of form. If someone published his event, then it will be visible on the event starting page.

Let me say the home of events. One second. I want to make it smaller. Here, for example, I choose, for example, May 26th as a month.

We have a search engine, of course. Before I speak about this long row here, I show you the side field.

Here's next events or featured event. Maybe it's interesting in member platform. Now I'm talking full about events, not about members.

I follow up with this. But now I started the slides from the backwards. Sorry, I just came with the events.

That means if someone, for example, there's a Drupal. And it's special that everybody should go there, Drupal Atlanta, and it's an important event for the whole community.

This should be a featured event, for example, which is also a news article on a front page of an individual site or something.

But if someone just put a random event, hey, I give a small workshop next door in the youth center next week, then it's a regular event, yeah?

So, and here, for example, America, Japan, Australia, Mexico, just random countries. have, let me make it bigger. I was a little bit in details because of my community.

It's all over the world. For example, the country flag is clear. The blue symbol is the one that I mentioned before.

This is the date, which is for the database. Here we have a headline, Friday 15, Saturday 16, Wednesday 20, for example, like different.

Days of the calendar. And we have the, like the country again, the city, Detroit, the event starts at 4 p.m.

And this is the 400 versus 400 square image, which was on the other slide, not the header graphic, just this one, which is every time visible.

This should also be this small images on the site next to an info text of the individual event. And you see, it's very clear.

And like I said here, this image here, I call it promotion graphic. That's why overall of the website visible.

Okay. And now I follow up on the tab menu for discussions. I honestly, I copy a little bit of the old Facebook social media.

A wall from 2019, something like this, just in case of how it built up. So someone, Stephen, for example, published an information, news, started a discussion, and JD or Erica or me below just answering regular, and someone can write a comment on it.

This is visible now in the point of view of the individual locked-in artists. So it's here the right comment area on the bottom of each post is always in the view of someone is locked-in.

Then, of course, it could have some like an old forum, like forum-style hot topics, which are highly discussed from the database, could be listed, or the latest discussions, what maybe last few days, what happened.

But here, the main feat in discussion should always make. Be visible where the individual member who is locked in his environment can see the topics where he was involved, even if he wrote a comment or if he contributed the discussion by starting the discussion.

Of course, they could have comments and shares, and of course, you have numbers that you go backwards in the archive if there's something like in the archive on the database where you can find old posts.

A little bit like a forum, but more like modern and more in a social way. Okay, the next one is the regular profile.

You see on the tab menu, the profile is active. Let me make it a little bit bigger. Yeah. In case of a member on the platform, that's even what you guys gave it the name, member platform.

Sorry, I wrote platform with double T. In German, it's the platform with double T. But in English, it's one T.

Anyway, so I think when you're building a module called member platform, the member itself should have an own space, of course.

We agree with this, I guess, everybody. And like the upload for the events, there should be also a configuration page for the individual member page, so that everybody can have a header, like we know on Twitter or somewhere else, which gives a personality where he can show a little bit what he wants in an individual pixel size.

And of course, the... Regular icon of the profile image and small information, maybe about the city or the country, just basic.

Then here should be maybe full information about the biography or some information about the person, if we want to give information out and don't want to be anonymous.

And on the member page, because it's, of course, visible for other people who can check a profile of other people and maybe can add them as a friend or send them PM private messages, there should also be visible, if a member submitted an event, it should be listed here.

Or if the member is joined, joined the group, for example, Canadian Drupal crew, then it should be here, Canadian Drupal crew and all this.

Every member should have an own gallery with some images. Have a left or right, like a slider, so that the images can move.

And if you click on one image, maybe it goes in a pop-up that you can watch the image bigger.

And on the bottom, you have my discussions when this kind of user, this kind of member, is involved in discussions, like the modern version of the forum, which I showed before.

It should be listed here that, ah, okay, this user is in this discussion. He's talking about this and this topics.

You can find it directly on point. Yeah, that's for today. All I can show you guys. I like to show you more, maybe in two weeks.

So easy, you can think about it, maybe in Slack. You can give me in next few days a little feedback.

Even if you don't like it or if something's changing, no problem. I'm open for everything. I just want to be a helping hand.

And yeah, thank you, guys.

@17:15 - JD Leonard (modernbizconsulting.com)

Thank you, Bee. Who has any thoughts they want to share or questions or anything that's inspired in you?

@17:24 - Paul McKibben

First of all, Bee, thank you. This stuff looks really good. I can tell you put a lot of effort into it.

And I think this will help move things forward quite a bit. I think not everything that you're showing is necessarily MVP, a minimum viable product.

But I think it's all worth having. Some of the features may not be applicable for very local groups, like a city Drupal users group or a homeowners association, but would make a lot of sense for an international group like what you're trying to do, Bee.

are not But, like, an�idade a √ where our That's part of the challenge is coming up with a way to make this work for both kinds of scenarios.

The only other feedback I have right now is we need to consider mobile because the mockups you have are desktop, laptop oriented.

But I suspect a lot of folks are going to be mobile exclusive. Increasingly, the projects I'm on are 50% or more mobile usage.

So we need to make sure that whatever we do works well in a mobile environment.

@18:33 - Bee Low

Thank you, Paul. I agree 100%. I'm still also working on mobile version because I think always mobile first. I agree 100%.

Right now I'm talking about my project, beatboxing. I'm in the tunnel right now and focusing only what is needed, what could be interesting to get involved in everything.

amazing. It's I But I still have already a mobile version, but not to show you guys. So because I said I built everything with Adobe Illustrator, but I also use digital platform for everything, which crop the UX in different sizes, desktop or tablet or smartphone.

And I will follow up with this, but if I show my small versions in the screen here now, it was very small, even like it's interesting more to show a bigger, bigger page.

But thank you. And also what you mentioned about local events or local communities, there isn't the city or the country necessary.

I agree totally. It was just something I thought global, which should be with a small globe icon and a small pin.

Which should be interesting as a profile itself.

@20:04 - JD Leonard (modernbizconsulting.com)

It can be individually or different. But thank you very much.

@20:08 - Paul McKibben

I'm speaking as a stakeholder for a city group as opposed to a global group, but I realize that these cases go far beyond my particular needs.

@20:18 - JD Leonard (modernbizconsulting.com)

So I just realized, sorry, I know Steve, you need to drop soon. So I want to get to CRM membership status briefly, and then let's come right back to this.

@20:28 - steven.ayers

Yeah, there's not too much to really provide for an update. There's some code. It hasn't been pushed into the branch.

So, but maybe next Zoom meeting, so in two weeks, maybe there might be something to show. There'll be data structures and some forms, but nothing fancy like a workflow or payment tiers or durations or other nouns.

@20:55 - estevenson

Could you maybe give a quick kind of like elevator pitch about what it's going to do? Do you because, yeah, I'm new to the group and not clear on kind of what you're working on?

@21:07 - steven.ayers

It tracks membership to organizations. So individuals, other organizations, households, and, right, it's different than a normal relationship because there's sort of an implicit bias that it's got a time frame on it, right?

You have a, you know, you might have a lifetime membership, but most likely not. So there's some sort of duration involved.

@21:39 - JD Leonard (modernbizconsulting.com)

No, that's a neat idea. And so while right now, right, there's this relationship concept of membership, which is just very sort of generic and limited, right?

What Steve's working on is sort of the much more complex, like, how do we represent memberships of different durations, you know, with different policies?

Around things like when they end, and maybe grace periods, and I don't know what all, there's been a lot of, there's been discussion around a lot of these things, right?

And we kind of had to figure out how to generalize the representation of membership to suit all different use cases, right, that we can come up with.

And so member platform doesn't need that for its 1.0, right, scope, but it will absolutely need that at some point beyond that.

@22:32 - estevenson

Yeah.

@22:34 - JD Leonard (modernbizconsulting.com)

Thank you, Steve. No, thank you. All right. Let's go back to Bee and the mock-ups. Does anyone else have anything else they want to share or questions to ask?

@22:50 - estevenson

Yeah, that I know, yeah, that seems sort of more functions than I think kind of the people who I'd like to sort of make this for would use just because, yeah, like they already are kind of using like Salesforce.

So this would be just sort of more for sort of here's an experimental kind of functionality as opposed to trying to do everything and being kind of, you know, sort of the whole platform.

But yes, kind of as a global group from a very kind of like broad vein, it's a neat concept.

@23:27 - JD Leonard (modernbizconsulting.com)

I noticed two things, two major things in it that, you know, are obviously not in the scope that we've already discussed for 1.0, but certainly seems like something that could, you know, be part of member platform thereafter.

And those were the discussion board kind of concept, right? So a way for members to communicate amongst themselves on the platform, right?

We've talked about that at a very high level, but not as something for 1.0. And the other one, which I thought was...

Very interesting was the kind of concept of letting the members submit events, right, as opposed to it being solely organizer-driven as far as what the events are.

And so I think that would be an interesting thing to talk through further about, you know, probably there's some use cases where there needs to be like a workflow for accepting or rejecting events, right, or in some cases, maybe not, right?

Maybe every member is simply empowered to create events. And, you obviously that changes some things around, like, well, who can edit an event, but also things around, like, its privacy settings for RSVPs and managing RSVPs and other things that have thus far been envisioned at the organizer level.

So I look forward to hashing that out. Yeah, and I was thinking about that as well with events and being able to create events.

@24:53 - Paul McKibben

That's probably something that, you know, needs to be, you know, permission at the very least. know, not every member would be allowed to create events, but some...

@25:02 - JD Leonard (modernbizconsulting.com)

In some cases, maybe it is every member, right? It's going to depend on the organization because maybe they gain their membership in such a way that they trust their members in creating the events.

@25:11 - Paul McKibben

Exactly.

@25:13 - James Shields

But that's something that Drupal's permission system should handle very well. And, you know, it can probably be done in a way that the organization can, you know, some organizations will say no, only the admin team can create events and they just need to create the permission or give the permission to that group.

And others will say we want all members to be able to create events and you can just give all members that permission and it's pretty much.

Yeah, it should pretty much be handled by the Drupal commit permission system. And so it's kind of, but I think it's great to sort of discuss that option and have it on the roadmap.

One thing that struck me that would be really nice on the event display or would be to have a geolocation type thing that be able to show a little map of where the event takes place.

And maybe on the events listing, have a mode where you can show a map with all the events being listed as little icons on the map.

And again, there's probably other modules that could be tied in with. Provide a lot of that functionality.

@27:09 - Paul McKibben

I'm going to have to drop and go to another meeting, but thanks, everybody, and thanks, Bee, for the work on the mockups.

@27:15 - Bee Low

Thank you, Paul.

@27:16 - JD Leonard (modernbizconsulting.com)

Thanks, Paul.

@27:18 - Bee Low

Erica, first of all, hello. Yes, thanks for feedback, and also, James, I agree with the geolocation. I already figured out something like Open Map, for example.

I'm not that huge fan of Google Maps. Of course, I use Google Maps, everything, but in terms of, you know, we live in the European Union.

Some of the Google products are maybe not so in the policy that you, okay, you know what I'm talking about, data privacy and all this stuff.

Geomaps should work, for example. I had this already. But, but, but. I don't want to go too deep into it.

And the first point, what you said, James, about that you know more about Drupal than me. I don't know so much about Drupal, but I make research, of course, about the roles of an individual member.

Let me say, for example, if I create a member page and someone is a newcomer, a newbie, just signed up, then this person, if you make the email verification and get an official signed up, let me say it like this, and a person maybe, just an example, maybe made 10 or 20 posts already and comments and be active in a community, the system see that, oh, this active user is not just a random ghost account, which just logged in for one time and posted random events and spammed the whole system.

If someone is active, then maybe this person can... Become higher in the role from newcomer, let me say for me, newcomer, beatboxer, second step, soft step is entertainer, and step number four is then, for example, vocal legend, musician, I don't know, just in a beatboxing way.

So if someone step in the role, the position number three, after newbie, regular basic member, and then real member, then this person should be a trusted member where this guy or girl was already active and submitted great content and was good for the community.

Then this role, people in this role, number three, stage three, could be allowed to publish an event or send this event to admins or the moderator that they give it free and then the event is publishing.

So that maybe an event is not published yet. I know from the old PRP Nuke, long time ago. So we had already an event calendar, and people can submit their event, and me as an admin or moderator saw that there is a submitted event, and if I see everything is conformed and it's not a spam message, I just give it free, and then the event was public, just as an idea.

So then the organizations in the back have some control what could be published on the member page and the whole platform, and the members feel well because they're becoming a part of the community and contributing also events or stuff for everybody.

Then it's fair play, and everybody has a good feeling, and that active members will get the benefit to post more.

@30:52 - James Shields

Yeah, I agree with you on all of that, and I think... That Drupal has a lot of built-in features that would support that sort of thing.

The idea of doing certain things to jump to a different member level is definitely very interesting. I think it's probably, it's certainly not an MVP feature, but it's certainly something that would be cool to have in the future.

And, you know, I think it's something that probably different organizations will want to do their own way. So it's probably something that we'd want to do in a very flexible way.

And, you know, just as I'm talking, the thing that springs to mind is some of you are probably familiar with the Drupal module ECA.

A, which is basically a system for sort of doing visual kind of workflows, and it stands for event condition action.

So it lets you sort of visually create flows that when a particular event happens, it will see if conditions are met, and if they are, an action.

So that sort of thing could be a flexible way of building ways of letting members, I suppose, both things like granting member rights, but also things like letting you customise what workflow you have for approving event submissions.

And just, again, on the... The Maps thing, there are various Drupal mapping modules, and I know several of them will use a plug-in approach that if you want Google Maps, you use the Google Maps plug-in.

If you want OpenStreetView, there's a separate plug-in for that, and if some new mapping system comes along, somebody will create a plug-in for that.

So that it's generally pretty flexible on if it will work with the mapping system that you want it to.

But this is probably way in the future, but the other thing, you have the discussion tab on your diagram.

I don't know if you, I don't think you went into any detail on that, but it's probably something that's a bit outside the member platform itself.

little don't bit outside But I but... you. It's definitely something that, I mean, certainly my own, the Lego site that I'm keen to use it for is all based around a forum and there is a Drupal forum module that used to be in core and is sadly a bit unloved these days.

But I think maybe there'd be interest when we've got kind of some of the core features of member platform, of some of the member platform team looking at that angle of things.

Because I think it's something that would have quite a big overlap with member associations.

@35:00 - JD Leonard (modernbizconsulting.com)

Yeah, mean, we've said right at a high level, we definitely want to support, eventually, communication among members, right? So this would be one way to do that.

And so I could definitely see this being within the scope of member platform, you know, down our roadmap.

@35:16 - James Shields

Mm-hmm. But, I mean, yeah, I think, I mean, I love, I have several Drupal sites using forums. We used to have a module called Advanced Forum, which I think is abandoned at this stage.

But it would be lovely to see some of the features of that incorporated into the now non-core forum module.

And, you know, I think there's probably no need to create a complete new forum. But if some people are interested in giving the forum module a bit of an update, it could make it a lot more useful.

So, anyway, we're probably getting a bit off topic of kind of the MVP features.

@36:14 - JD Leonard (modernbizconsulting.com)

Yeah, anybody else have something they want to discuss with the mockups? I wonder, Bee, whether we could go through the mockups and identify what are the elements shown that are outside the scope we've defined for 1.0 for Member Platform, and what things are in scope for Member Platform but not shown in the mockups.

And maybe that could provide a very direct sort of way to get the mockups to a point where they actually represent what our 1.0, you know, could provide.

And would also, I think, help illustrate for you, well, okay, well, what does Member Platform 1.0 not provide that you need, right, for your project, right, your community, right?

And so then what are the steps to get there?

@37:15 - Bee Low

I think we should definitely focus on the Member Profile itself. It's in the name, it's the core name. Where I share my screens, I started with number five, not with the first.

So it was a little bit weird, because I started with events and all this stuff. Sorry, Erica, it was a little bit confusing.

And then, but, I think the main, main, for 1.0, I think it should be very relevant how, or what kind of function has a Member itself.

When he presents him or her himself in the World Wide Web or in the portal where it's installed, like the profile and the interaction, what other users, how they can interact, or if there are some ways that they're not only watching a profile, that they can click something, and yeah, the internal communication is a step four, too far away, of course, because when I was new, when I'm new here, I'm still new to you guys, to your group, but when I first find out about Member Platform, I saw the phrase that it's something like meetup.com, like meetup.com, and when I make research on meetup.com,

Meetup.com, there was the discussion part was one of their features from their main menu, yeah? So I was thinking more than, okay, that they just have regular discussion, but I came out like James said, it's more like a forum 2.0, a new version of a forum, a modern way.

Of course, there are a couple of forums already. I was a little bit wondering, because I'm new to Drupal, why in the version 11, the forum core is out, it's not anymore in the core inside.

So, and I find out until Drupal 7, long time ago, there was a module called Drupal Wall, it was a 100% clone of the concept of Facebook, but not with Facebook and Twitter.

And Instagram posts with posts of the Drupal installation. So that means the layout, the look and feel was a clone of Drupal, sorry, of Facebook.

But the content was of the individual page. And I really like it. And I'm a little bit angry that this old module is not anymore possible for Drupal 11.

@40:31 - estevenson

I know one thing I would be kind of concerned about as you kind of approached Facebook-level complexity is that sort of the infrastructure to make that possible, the number of servers, kind of the number of back and forth calls is, yeah, you start running into scaling issues.

And, you know, kind of, wow, that's sort of certainly something that can go on the roadmap. Yeah, that it would be very difficult to compete with Fathom.

@42:00 - Bee Low

But in this time, I had a really active running forum and a good community. And now, like I said, I'm angry that everybody just went to Instagram and other platforms, that there is no platform anymore.

And, for example, my YouTube channel has 900k subscribers. That's many old subscribers, so it's not active anymore, but I'm doing this now many, many years.

So there's old accounts as well. But my concurrent or someone who is also Beatbox active, who is now, since I was not active anymore, the leader in beatboxing videos, Swiss Beatbox, he has on Instagram, for example, almost 5 million subscribers.

For example, if this kind of people post a message, A, Beelo has a new beatboxing-related platform, it can be...

be... Many, many thousands of people in every 24 hours signed up there. But I don't see it as a business model.

I want to bring them a platform. That's most important. So I also had to take care of servers that many people...

Yeah, Luke. Hello, Luke, by the way. Yeah, you're right. I'm running the YouTube channel Beatbox Battle TV. YouTube.com slash Beatbox Battle.

I don't know promotion. Sorry, no promotion. But that's why I have a community and I want to give them something.

I think a member platform 1.0 will be a good way that they can communicate each other. But I don't want to talk so much about myself.

I want to contribute in the project as well. I'm not an ego guy. I want a community with you guys.

But of course, I'm still thinking when I build my Drupal, I pick different modules, of course. yeah. I Thank

So Member Plot Swim could be a core element in everything, but I still need something like a forum module or something like this.

And I'm also thinking about this Drupal Social. Open Social.

@44:18 - JD Leonard (modernbizconsulting.com)

Open Social, yeah.

@44:22 - Bee Low

It's okay, but it's not my favorite. You guys are my favorite. But I still pick out some different modules.

And yeah, I'm in contact, like I said in the beginning, I'm in contact with the Belgian Drupal producer or developer.

He do this now 17 years. So he had a lot of experience as well. So he will help me a little bit.

By the way, he will start Drupal videos where he showed how to learn Drupal. And I will help him.

to make this running. So I will be not his cameraman or his editor, but I help him to figure everything out because the way where I come from, I'm a community builder and a content creator and video and everything.

Not to pick on you, but you mentioned OpenSocial.

@45:19 - JD Leonard (modernbizconsulting.com)

Could you share some of the things that you like about OpenSocial and some of the things that you don't like about OpenSocial?

@45:24 - Bee Low

Let me find this. Maybe I should take a look of a screenshot of OpenSocial. I switched the computer, yeah?

That's a good question. Maybe I need 30 seconds. Sure. I know I'm putting you on the spot. It's a good way to find new ideas for media platform.

In the meantime, does anybody have the URL of Bee's YouTube channel?

@45:57 - Luke McCormick

I haven't been able to find it and I'm interested.

@46:00 - Bee Low

Did you saw it? Luke, are you on it?

@46:03 - Luke McCormick

No, no, I can't find it. What's it called again?

@46:05 - Bee Low

Oh, I put the URL here. Sorry, I don't want to mix the promotion, yeah?

@46:13 - JD Leonard (modernbizconsulting.com)

I feel shame. I want to be good.

@46:16 - Bee Low

But in beatboxing, I'm the godfather worldwide. But since Corona, since COVID-19, I stopped everything because I see my child growing up, and I stopped this community work, and all the other people behind me grow big, big, big, and now I come back with this platform to give the, yeah, because I'm sick of all this commercial meta platforms and all this.

Okay, sorry, JD, I open now screenshots, where I make open social, and I can say, I can tell Hello a little bit, I just look here, because I make research, here's OpenSocial, let me check, I have one big screen here, yeah, so they have also a tab menu, by the way, one second, template, I was in the wrong folder, profile sample, so here, here, okay, now I have it, so it's too much data here, So, what I like, and what I don't like, and what the, one, so they have here, they have stream, events, topics, roles, groups, information, they have something like a wall, Facebook-based,

They have how many, the user, how many events he has, topics, groups, what kind of groups he's inside. For me, this open social is too commercial.

So they are from the Netherlands and they make this as a paid product that's not open source. So they still give something for Drupal that people can install it.

But if you want to have the real features, you had to pay a lot of money. And for this one, I'm not a big fan, but some things, of course, they're very smart, how they made it.

@48:42 - JD Leonard (modernbizconsulting.com)

Well, we don't have to keep you on the spot, but if maybe for next meeting, you just want to, you know, jot down a few notes about things that you like and things you don't like, I think that could be helpful for everyone.

@48:55 - Bee Low

I I will, but not, I will share it with you, private. I will not be that I'm the guy who bashed this company.

@49:03 - JD Leonard (modernbizconsulting.com)

Just fine, just fine.

@49:04 - Bee Low

One second, one more time. I have another screenshot. So OpenSocial has a menu on the top, member area on the other side of the very top menu, but then they have the header graphic, tabs, different tabs.

Yeah, I will make in the next 13 days some research and came up with this. Sorry, that was random.

I was not prepared about this, yeah, that I'm running to the other computer. I'm sorry. Luke, did you found it?

@49:42 - Luke McCormick

Yeah, I think so. It looked like that. So yeah, I think that's it.

@49:45 - Bee Low

It's Netherlands.

@49:46 - Luke McCormick

So that sounds right.

@49:48 - Bee Low

Yeah, but you see, maybe I uploaded no video since the last two years. So the next Beatbox World Championship is next summer in Scandinavia.

So I was mostly... I the event organizer in Berlin, but now I stopped. I will not do this business.

I'm not a businessman. I'm a community man. So this is too heavy for me. Now other people, I gave them the permission that they can organize it, but I'm still in contact with all these country organizers because it's more than 60 countries in the world involved in my production.

And these kind of people, they need member platform, I think. And all the other people are the users who signed up and be active.

So why don't we move on to our final sort of definite topic, which is not definite at all.

@50:41 - JD Leonard (modernbizconsulting.com)

It's open Q&A. And I just wanted to put that on there in case anybody has anything on their mind they want to ask or anything that they've been working on they want to share.

And, you know, now's the time.

@50:53 - estevenson

Oh, I know. One thing I've been just sort of wondering is, is there any kind of workflow for reporting?

Bugs, because I know I found a few of them, and I'm like, should I be circling back to them, kind of, like, you know, or, because, yeah, like, pretty much my goal doing it is just to sort of, like, flag it, but, yeah, no, and I suspect it's just sort of open-source duocracy, but, kind of, sort of.

It sure is.

@51:22 - JD Leonard (modernbizconsulting.com)

Yeah, I think, you if you find a bug in CRM and open that in the CRM issue queue, and, you know, it will...

@51:30 - estevenson

It will follow its natural course. Okay, kind of, yes, that I'm, yes, what are the responsibilities after opening a ticket?

@51:37 - JD Leonard (modernbizconsulting.com)

And I would say, I would say, don't be, don't be shy either, right, no matter how small it is, right?

And I would also say, sometimes people have a tendency to claim that something is not a bug, right? But it's still an opportunity for improvement, right?

So don't be discouraged if you see the status change from bug or something. I mean, if nothing else kind of just creating it once, that if someone else kind of sees it, they can kind of see that someone else thought of this.

So even if it's a do not fix, it can still be of value. Yes. And of course, those decisions can always be revisited later, right?

I know Steve is very focused in some ways on kind of trying to get all of the functionality there, whatever the level of quality, right?

So that we can then focus on the quality. And I sometimes try to focus on the quality a little bit more up front.

And that's fine, right? We can all contribute however we're going to contribute, you know, in the moment. And so I see what is in CRM right now as...

This is, you know, already meeting the needs of member platform 1.0, right? Like, I don't think there's a whole lot we need in CRM proper, right, to do member platform things.

For example, the CRM membership stuff, we don't need for 1.0, right? What we do need, and this is the, I think the bigger, this is the biggest piece, I think, that we kind of need to take a stab at.

are events, right, and event management as it relates to contacts in CRM as opposed to users in Drupal. But I've digressed.

@53:43 - estevenson

Yeah, no, no, no, no, kind of trying to figure out the exact point that to some extent you just want to get an MVP so you have spaghetti against the wall and you can start seeing what sticks and trying to get it perfect before then.

Totally fine, but yes, just sort of doing that. I know, kind of another... other Do you have any kind of particular advice beyond just jump in, in terms of that, yes, I've gotten to the point where I can do QA.

I would also like to sort of like, you know, sort of start contributing code-wise. Yeah, kind of. And yeah, like I can just go off and learn kind of Drupal courses or whatever.

But if you had any recommendations for kind of like a learning path, that would be appreciated.

@54:26 - JD Leonard (modernbizconsulting.com)

Anyone?

@54:29 - Bee Low

Yeah, the Belgian, Belgian guy. He will start teaching online soon. So I will, I will, I will tell him he had to hurry up.

@54:40 - JD Leonard (modernbizconsulting.com)

I wonder, Erica, could you share your sort of current proficiencies and, you know, known areas for improvement?

@54:48 - estevenson

Oh, well, yeah, like I was able to sort of follow the instructions to the point I could get the site running, you know, you know, of like with the DD dev so I could start doing QA.

I know inside the past, I've done, yeah, kind of, I've been, I'm just trying to figure out how summarize it.

@55:10 - JD Leonard (modernbizconsulting.com)

I also struggle inside Internet. I can ask some questions maybe to help.

@55:13 - estevenson

Sure. You're comfortable using Git? Yes. Are you comfortable using Composer? Somewhat. I mean, I know I'm sort of more used NPM for kind of Node, but I think it's basically just a different NPM.

Yes, package managers, I understand.

@55:30 - JD Leonard (modernbizconsulting.com)

Yeah, so, mean, that's a good one just to, you know, spend a little time brushing up on, hey, like, how do I, you know, get different Drupal modules, you know, installed and uninstalled and, you know, those steps.

What about configuration management in Drupal? Are you confident in that?

@55:49 - estevenson

Configuration management in Drupal? Configuration management, Like, if you're talking about a specific interface, no, you know, kind of like.

Yeah, I haven't worked with Drupal for a long time enough that, yeah, I wouldn't trust anything beyond sort of maybe mild intuitions.

ACTION ITEM: Research Drupal configuration management for team projects. Focus on exporting/importing config, handling new branches. - WATCH

You know, kind of, I've definitely done like YAML and, you know, kind of JSON and like I'm aware of the concept of configuration.

@56:17 - JD Leonard (modernbizconsulting.com)

So I would say that's maybe the next thing I would suggest, you know, Googling and just kind of trying to level up on like, hey, how do you manage configuration in Drupal on a team project?

@56:30 - estevenson

Okay.

@56:32 - JD Leonard (modernbizconsulting.com)

Yeah, I think if you just Google that kind of thing, you will find some useful resources. Okay. Learning how to export configuration, import configuration, you know, when you're bringing down a new branch, right, that you're working on or something like that, that will probably be a good next step from my perspective.

@56:49 - Luke McCormick

That's amazing. Okay. How, how, how familiar are you, if at all, with, with Google's issue queue system? Not Google, Drupal's.

What's an issue queue system?

@57:03 - estevenson

Oh, kind of. I know I've been creating kind of issues within sort of the CRM kind of issue queue, but beyond just, yeah, no, and I know I got sort of shown the concept of issue forks, but beyond just sort of understanding the concept of an issue queue, kind of anything Drupal specific, I would say kind of, meh.

ACTION ITEM: Explore Drupal.org issue queue system, focusing on Member Platform project area. Familiarize with structure and workflow. - WATCH

@57:25 - Luke McCormick

Yeah, the, you know, Drupal.org and, you know, the member platform project, you know, has a very specific spot in the, it's called the issue queues, and it's, there's a lot in there, but it's a little squirrely and weird.

So, so I encourage you to, to go in, have that, what the hell is this feeling and, and, you know, look around until sort of you kind of.

I the flow of that. And a lot of the other things you need to deal with will be discussed in there.

And so you'll get kind of the to-do list by poking around.

@58:14 - estevenson

Yeah, to some extent, diving in and getting your feet wet is how you do it.

@58:20 - JD Leonard (modernbizconsulting.com)

And I do think that the configuration management is key because whatever it is that you do contribute, whether it's through site building or through actual coding of anything, right?

You're typically going to have to deal with configuration as part of that.

@58:36 - estevenson

So yeah, Drupal site configuration.

@58:38 - JD Leonard (modernbizconsulting.com)

Yeah. Yeah. And just learning how to use Drush to export and import configuration and how that all maps to the process of contributing.

@58:49 - estevenson

Back to an issue. Okay. So yes, I will try to look into that. Thank you so much for the feedback.

Of course.

@59:00 - JD Leonard (modernbizconsulting.com)

So I see we're past 11 central time. So we are past our official end. But as usual, I'm going to stick around here.

If anybody wants to hang out and keep churning and working on some things, that's what I'll be here for.

But feel free to drop off anybody who has somewhere to be.

@59:20 - James Shields

So you were mentioning that we've got a lot of progress on CRM. The area that we haven't really done much on yet is the event part.

I think we've talked about two things I'm aware of. One is the event recipe in Drupal CMS. I keep mixing up CMS and CRM.

And the second one is the event. I think, I don't know, have we done anything on kind of looking at what features they, basically sort of what we need that they don't provide?

ACTION ITEM: Schedule and conduct initial conversation with Martin Anderson-Clutz re Event Platform functionality and potential integration with Member Platform. - WATCH

@1:00:24 - JD Leonard (modernbizconsulting.com)

Either or both of those. I have a pending discussion with Man Clue, Martin Anderson, Klutz, who's the maintainer of Event Platform.

@1:00:36 - James Shields

Both, actually. Both, you're right.

@1:00:39 - JD Leonard (modernbizconsulting.com)

Anything involving events, he's basically involved in it. And the goal, I think the goal of that meeting, in my mind, having a conversation with him, is to just start strategizing, hey, what are the pieces of functionality that Event Platform provides, that the Event Recipe provides?

That other things in that ecosystem provide. And how can we get them either generalized to the point that they can apply to contacts and not just users, right?

Or identify that that doesn't make sense for whatever reason, right? And then, no, we need to develop something specific to contacts, right?

Something like a CRM event module, right? And maybe there needs to be a CRM event module anyway that provides the glue between that and whatever the components of event platform are that we would sort of leverage.

But for those not familiar, event platform is targeting kind of conference style websites. So like one big complex event with lots of different pieces to it, right?

Whereas member platform, we are looking at not that, but lots of smaller, less complex events. And not doing all the things that a conference organizer needs, but doing more things that a meetup organizer or just some general event organizer would need.

@1:02:13 - James Shields

I mean, the CMS event recipe sounds more that than event platform itself. But, yeah, I mean, I think it's sort of, I mean, I'm glad you're talking to Martin, and I think it's kind of, before we sort of start launching into something new, sort of figure out what's there already that we can use.

And so if it need, it may need, as you say, some additional. No glue to make it work together, or maybe it's not suitable and we need to look at something different.

@1:03:07 - JD Leonard (modernbizconsulting.com)

And separately, I think we also need to make sure that we support the concept of there both being member platform and event platform on the same installation.

Because, for example, even with our initial target audience of Drupal event organizers, Drupal user groups sometimes organize monthly meetups and sometimes they organize whole conferences.

Yeah.

@1:03:32 - James Shields

And I know event platform was kind of, I think the, I don't know what version it's on now, but I think the original version was kind of geared towards one event.

And I think there was a script for clearing it down if you're doing another event. But I believe the current version supports multi-events, so you can.

@1:04:01 - JD Leonard (modernbizconsulting.com)

Multiple years of events, for example.

@1:04:04 - James Shields

Yeah. So, but, yeah, I think that's all kind of...

@1:04:12 - JD Leonard (modernbizconsulting.com)

I'm going to try to have an initial conversation with Martin, and then maybe we can bring him on in the next Zoom call or something to, you know, share a little more of kind of what we discuss and, you know, get the pulse of everyone.

ACTION ITEM: Organize contribution table for Member Platform at DrupalCon Vienna contribution day. - WATCH

@1:04:30 - James Shields

The other thing, from my point of view, is I'm going to be at DrupalCon Vienna, so I am wondering, is there anything I can be doing there to promote Prevent Platform or maybe get some contribution on the contribution day?

ACTION ITEM: Contact Esmeralda Teehoff to obtain Member Platform promotional business cards for distribution at DrupalCon Vienna. - WATCH

@1:04:51 - JD Leonard (modernbizconsulting.com)

That'd be fantastic. I think, yeah, having a, you know, table contribution day would be great, just organizing that. Anyway.

Sure. Sure. Right. You And then I am, let me just look it up, Esmeralda Teehoff from the Netherlands. I assume that she is going to be at that event, and I believe she has in her possession a bunch of business card-sized promos for Member Platform.

So hopefully I can remind her to bring those, and then she can, maybe you can find her and, you know, just help distribute those whenever you're talking to somebody about it.

I think we found at DrupalCon Atlanta, like that helped people learn about it and join the channel and start contributing.

I have to make a note to myself. Thank you. Thank you. Thank you. Thank you. Thank you. Anybody else going to be in Vienna?

ACTION ITEM: Attend and introduce self at Berlin Drupal group monthly meeting next Thursday. - WATCH

@1:06:09 - Luke McCormick

My wife has maybe promised that I'll stop hijacking our vacations to go to DrupalCons.

@1:06:16 - Bee Low

I just signed up at a small local Berlin Drupal group, Drupal Berlin. So they have their monthly meeting every first Thursday in the month.

So I just signed up Saturday, two days after the last meeting. So I had to wait 29 days. But next week, next Thursday, first of all, I will speak with you guys here.

And then I pack my stuff and went to Berlin downtown. And will introduce myself to the Berlin Drupal group.

There are a couple of guys I know already. And they... He told me, I'll sign up here and so, but it's too early for me.

I will need to shake hands, everybody, and know each other. So I'm a newbie, so I will not shut my mouth so much.

But all this Drupal thing now is very deep in my brain, beside my family and my regular life. So I touch ground everywhere now and try to listen and see what is new, what's coming up.

So I will keep you up to date about the small Berlin, Berlin-based, yeah? Unfortunately, I cannot go to Vienna on the same time I had another event already.

@1:07:42 - JD Leonard (modernbizconsulting.com)

So Bee, I know in Germany, from talking to other Germans, right, there is very much a culture around belonging to groups and associations and contributing and participating to those, right?

Like, I think it's... I think it's... Perhaps stronger and more so than in the United States, sort of what I've heard.

So I don't know, but I've heard there are like hundreds of thousands of groups just in Germany for which...

I only know the one in Berlin. I don't mean Drupal groups. I mean groups in general.

@1:08:23 - Luke McCormick

Hundreds of thousands sounds too big anyway, though.

@1:08:25 - Bee Low

Really? Did you get that number from somewhere?

@1:08:27 - JD Leonard (modernbizconsulting.com)

I got that number from Jürgen Haas.

@1:08:32 - Luke McCormick

I like Jürgen.

@1:08:35 - JD Leonard (modernbizconsulting.com)

So I give it some weight. do.

@1:08:37 - Luke McCormick

He's great.

@1:08:38 - Bee Low

JD, what's the point? Sorry I interrupt you. No, Yeah.

@1:08:41 - JD Leonard (modernbizconsulting.com)

So I think my point is, I think when you do eventually have conversations with other people in Germany about member platform, whether they're in the Drupal community or not, I think that the feature set will be attractive probably for a lot of people who are involved in...

organization of some sort.

@1:09:01 - Bee Low

I agree.

@1:09:02 - JD Leonard (modernbizconsulting.com)

And I think maybe more so than in a lot of countries is just what I've kind of gathered. So I'd be interested to see, you know, where our German tentacles go.

@1:09:13 - Bee Low

First of all, I want to be active with you guys. I try to be, every time when there's a meeting, I try to be there and maybe the whole autumn and winter, I try to be very active, yeah, to get, know you more, you guys, and try to contribute a little bit from my side.

But if I know more about all these core features and I'm more familiar with you guys, of course, it's no problem for me to be a representant, to activate other people that they may be interesting and listening and watch on a drupal.org about.

The information and tell them for me, it's no problem. I like to do it. And I'm an honest soldier.

No, no military, but I mean, I mean, in case of, of, of community building. Yeah. So, well, I think you can sense we are very much in the community building department here.

@1:10:21 - estevenson

I smell community.

@1:10:24 - JD Leonard (modernbizconsulting.com)

So we're a community of community builders. So. So who else has anything they want to discuss?

@1:10:31 - estevenson

then I've got, yeah. Oh, I guess just for my own paranoia, because it's super annoying. You know, kind of like, could I just get a quick look over a smoke test and tell me that's what you're thinking?

Because, yeah, like it's valuable work is super annoying and I don't want to be off target.

ACTION ITEM: Continue working on smoke test documentation for CRM, focusing on current functionality. - WATCH

@1:10:51 - JD Leonard (modernbizconsulting.com)

Yeah, I just posted that. Yeah.

@1:10:56 - estevenson

Like, I, I, I think it's what's sort of like you're, you were asking. So, and yeah, I'm just going to continue going through it.

And yeah, it's, yeah, it's monotonous, kind of boring, but it's valuable.

@1:11:08 - JD Leonard (modernbizconsulting.com)

Yes, I agree. I think it's the right idea. It is boring, but valuable. And also will be a challenge is keeping it up to date, right?

As more things sort of come into being. I also think that there's a next step beyond, right, this documentation existing, which is automating the testing.

Oh, yes.

@1:11:28 - estevenson

No, I'm looking forward to contributing to that, that to some extent, this is kind of defining future unit tests.

@1:11:36 - Bee Low

Yep.

@1:11:38 - JD Leonard (modernbizconsulting.com)

Yep. Which is also going to be kind of slow, boring work, but man, does it make a difference when it's healthy.

@1:11:45 - Bee Low

I'm curious about, is there something like, like, which we can create like in a wireframe to have in templates for, from member platform that it is, for example, one sec.

On my research, my map, so I have four columns, I have three columns, just the CMS version, nothing new, two columns and one big column, and I calculate always the pixel size.

So, for example, if we are creating the member platform, not really a design thing, more about organizing, is everything just in one row or should be there a sidebar?

So that, about planning navigation and for mockups, of course, for me, it's interesting. Could we, could we maybe help to creating some wireframes or some, some dimensions, which even if, if there's no code yet, there's no code there.

@1:12:57 - estevenson

I mean, I know one thing. That I didn't see inside your member frame that's sort of relevant to me is kind of the experience of the person entering members.

You know, kind of that I know, yeah, like I'm not going to fuss about it with the current thing, but I know just as someone who's done data entry, that the relationships part where I have to kind of, again, click out and then click this is that it is so much effort as it is, which is fine for testing alpha, that functionally most volunteers would just ignore it.

So kind of like trying to figure out what is a good mock-up for a form where just, yes, I'm creating a member and I want to be able to kind of like add relationships to other members or like I am an organization, kind of what would I like on my page, know, kind of like, do I, yeah, that, you know, sort of, do I want sort of, I don't know, LinkedIn sort of links.

I'm not, I am less good at wireframes, but yes, the experience of people doing data entry, if that makes sense.

And wireframes. wireframes. Like brainstorming and how to make that nicer is sort of one thing, one gap that I know I would be designing that kind of wasn't inside your current wireframe.

@1:14:10 - Bee Low

Does that make sense? Yeah, it makes sense. I'm just curious because I don't know so much about templates or themes itself.

And for example, I don't want to come bring the topic now with WordPress, but in WordPress, I could install several different themes and the layout even on a smartphone or on a desktop looks different.

But here we're talking about some functions, which should be even on a telephone available, very easy and simple. Oh, my son.

Sorry.

@1:14:44 - estevenson

Should be.

@1:14:45 - Bee Low

Yeah, I'm just thinking about. I want to learn more about themes. And I know I installed already a couple of themes with Composer, Bootstrap 5 and different themes.

So, so, and. I'm thinking about when that we maybe have a theme directly installed or because I made some research in Drupal also about sub-themes so that every module or every sub-site in a navigation could have an own theme.

And, for example, if a member platform is a part of a full-core Drupal website, maybe something like Impress Imprint or Contact Form or just regular standard pages, they're just a different theme than, for example, a member platform theme.

@1:15:49 - JD Leonard (modernbizconsulting.com)

Yeah, and then I always like to differentiate between our 1.0 scope and then beyond because I think it helps frame some of the discussion.

And we can talk about both, right? So for 1.0, Member Platform is going to provide, right, a bunch of different functionality, which will involve a bunch of different components that sort of get put on pages somehow, right?

The missing piece, right, for 1.0 in my mind is we either need our own theme or we need to adopt an existing theme, right, that is just the theme that Member Platform supports out of the box for 1.0.

There's nothing stopping somebody, right, from doing the additional work to theme the Member Platform components to fit in their custom or conjure theme, right?

That would be a necessary step. And there's also been talk about, well, maybe we use the same theme that Event Platform is using or something like that, which we need to evaluate, right?

So in the 1.0 scope, like that's kind of, I think, sort of what we need to do minimum. And then beyond 1.0, I could definitely see us getting to a point where maybe we have, you know, a base theme.

That member platform provides that then, given websites that use it, can sub-theme to customize the theme, right, however they want to customize.

Like that might be sort of a longer term, more sustainable approach to ensuring that we retain control and provide the necessary theming on an ongoing basis, right, for anything that member platform needs.

And then there's steps, right, that a website that adopts member platform and its base theme can take to update their, you know, sub-themes to benefit from whatever, you know, we introduce sort of as we go on.

that make sense to everybody? Any alternative ideas for how we approach that?

@1:17:45 - estevenson

Yeah, no, that to me, having a clear cutoff that we're going to sort of worry about making this, yes, you know, trying to figure out something where you can enter relationships on sort of the same sort of form that you create a user, edit a user is.

It's nice to have, but it's not an MVP that I would kind of say add new members just because I know volunteers will literally go crazy if they have to do all this clicking.

But relationships are sort of more, yeah, people who are using relationships are going to have ideas how to do it and aren't going to be doing kind of, it's enough for the spaghetti.

You can improve on the spaghetti once you have, once you know what sticks.

@1:18:28 - JD Leonard (modernbizconsulting.com)

And to Erica, to your question about, you know, proposal, right, that we should have some mock-ups about some other things, right?

So in our last Slack meeting from last week, under thread number eight, I asked the question, what mock-ups do we need for member platform 1.0?

@1:18:46 - estevenson

Yeah, that would have made sense for you to put.

@1:18:49 - JD Leonard (modernbizconsulting.com)

And so I would encourage everybody to take a look, just scroll back in your Slack to where it says eight, and look at that list and say, hey, is there anything else?

@1:18:59 - estevenson

there's anything Right?

@1:19:00 - JD Leonard (modernbizconsulting.com)

That we're kind of missing, or that we feel like should be there.

@1:19:04 - estevenson

Yeah, no, I mean, I know for me is I didn't know about it until I started doing that kind of manual testing and kind of, oh, this is the experience of entering it, which is fine for, yeah.

I also think it should be noted, right?

@1:19:17 - JD Leonard (modernbizconsulting.com)

Your understandably negative experience entering, you know, data.

@1:19:23 - estevenson

I'm not too worried for me as a QA tester. You know, QA tester, is absolutely sort of bearable. And to some extent, like I said, this is planning out unit tests, and so you don't need to worry too much about the user experience.

But yes, as a to-do, like, I suspect if you wanted volunteers to actually use it, you would at the very least need the add new, you know, kind of add new contact sort of thing.

@1:19:49 - JD Leonard (modernbizconsulting.com)

It's also worth noting, right? CRM is very much an alpha, and I think there are user experience improvements clearly, right, that we can make for CRM.

But then all Also, separate from that, member platform can make its own simplification and improvements to the user experience to meet the member platform on top of CRM.

@1:20:11 - estevenson

Yes, that would be the other question about whether it's even kind of CRM's job to be able to do that, or is it just CRM's job to provide the functionality for other things to build on?

Well, Steve has rejoined the call.

@1:20:23 - JD Leonard (modernbizconsulting.com)

Steve, do you have any thoughts on that?

@1:20:26 - steven.ayers

I mean, the basic CRM product is like a fancy address book. So, like, the ability to have a contact, be a member, isn't CRM's responsibility.

Now, maybe that's CRM membership's responsibility. So maybe I just throw myself under the bus again.

@1:20:49 - estevenson

Let's see if I can do a reverse suplex and somehow throw JD under the bus instead. I mean, kind of like, I mean, again, I'm hoping to kind of put my...

We'll see how far I get. And inside the meantime, yeah, I'm going to focus on getting sort of the smoke test done so that at least, yeah, that bit of boring work is done.

And yeah, like, I mean, I'm hoping kind of, yeah, possibly an easy entry point that's sort of, again, useful is doing some of the sort of unit testing.

But I'll get there when I get there.

@1:21:25 - JD Leonard (modernbizconsulting.com)

But I think to Steve's point about CRM being a fancy address book, right, I think there are opportunities where we can make that fancy address book fancier, right, and easier to use in its, you know, from its current form, right?

And as long as those are sufficiently generally applicable, right, to the many possible uses of CRM, right, for different platforms and use cases, then I think that would probably be welcomed, right, into the platform.

Also, you know, to the extent that we're not adding a bunch So Steve has an admirable goal to keep it very limited as far as its dependencies and make it easy to maintain and really focus on providing that core, those core data structures, right, and functionality that then can be expanded on for more specific use cases.

@1:22:25 - estevenson

Yeah. No, sounds like a good approach.

@1:22:30 - JD Leonard (modernbizconsulting.com)

Putting words in your mouth.

@1:22:34 - steven.ayers

Yeah, I mean, we're even trying, I'm trying to even push like core modules into dev dependencies, right, like you don't want to use comments, okay, we don't care.

I mean, we might even push the name module, I don't, I don't know, I don't want to push the name module into a dev dependency, but we might make the name field, we might let you delete it from the person.

know. I I I don't I

@1:23:02 - JD Leonard (modernbizconsulting.com)

And that actually could be very relevant to member platform because we've identified for some groups, they really don't want to collect or have to think about somebody's actual name, right?

Their legal name or those different name components. In some cases, they just want an alias, right? Or just a simple, like, what do you want to be called?

Right? And that's it. So finding a way to not be beholden, right, to the name module, you know, for those cases, I think would be very helpful.

@1:23:40 - steven.ayers

Have you thought of a way to make taxonomies optional yet?

@1:23:48 - JD Leonard (modernbizconsulting.com)

Well, I'm actually not confident. Steve's referring to an issue in the CRMQ where I'm proposing a concept of tagging.

Steve's to issue of contacts, right, So Steve's referring right, that could be used. Use for all sorts of different specific use cases that different platforms have, right?

And I actually don't know that taxonomy was the most appropriate thing to use for those tags because there's baggage associated with taxonomy.

So while I haven't put forth a more specific, well-defined proposal yet, possibly there might be like a CRM tag, right?

Or something like that.

@1:24:34 - steven.ayers

Subtype? No, Steve, that's a stupid idea. Stop proposing it.

@1:24:40 - JD Leonard (modernbizconsulting.com)

Subtype of what?

@1:24:41 - steven.ayers

Right, have types, like bundles, and then like subdivided again.

@1:24:50 - JD Leonard (modernbizconsulting.com)

Oh, you mean of contact types?

@1:24:52 - steven.ayers

Well, not another contact type, but like a subbundle on person. Right, right. Which, I mean, maybe we're splitting hairs here in terms of what a CRM tag is.

@1:25:05 - JD Leonard (modernbizconsulting.com)

I'm not sure that that speaks to sort of what I'm trying to do. I think maybe there are interesting use cases for that.

I'm talking very generally around there being a way to define tags and then have them apply to different contacts.

That's very much free form in the hands of, you know, the organizer, administrator of the instance. So for now, I realize there are other ways, right, to approach some of what I'm about to describe.

But for my neighborhood association, for example, we have sort of a free tagging ability in two different systems that we use to kind of track our people, right, our members.

And we use that because we don't have a better system to track things like. Well, what year were they a member in, right?

So they get a member 2025 tag if they're a member for the current year. They get a member 2024 tag if they're a member for the previous year.

And then we use those tags to do things like send them emails depending on sort of a segmentation of user base.

So I could send an email to a person who was a 2024 member but is not yet renewed for 2025 based solely on the tags.

Now, I realize with CRM membership, oh, we lost Steve. He got fed up with me. With CRM membership, right, maybe some of those things would be provided somewhere other than tags.

But my point is just that it provides the organizer the free form ability to generically tag contacts for whatever purpose they may have, right?

That's not necessarily provided by the platform explicitly. So, like, we've got other tags for somebody who is happy to be listed publicly on our website.

We've got a tag for people who, in our mailing software, like, kind of opted in for our emails, and because they have the tag, it triggers an email that, you know, does something else.

So it's just kind of general. to Bee's point, right, about having, like, kind of like a level or status associated on a profile, I could see tagging being a mechanism to doing that, right?

So you could add a beatboxer or a entertainer tag, right? And then those tags could have a checkbox or something that says show on profile, right, when you set up the tag, right?

And now the, like, user flair, kind of, right, can show up on a contact's profile, member's profile, if they've earned it.

Anyway, gone down a rabbit hole. Nice.

@1:28:00 - Bee Low

I'm going to say goodbye now. My next call is starting soon. I will talk to my son a little bit.

In 30 minutes, I start again. It was nice to meet you guys. Very nice input. I enjoy listening to you guys.

Even my English becomes better. Thank you and all the best. James, enjoy in your UFO future environment. You look so nice.

Your background looks so nice. Erica, wish you a nice day. And JD, I wish you all the best, guys.

@1:28:35 - James Shields

Thanks very much for working on those block-ups. think they look really good.

@1:28:39 - Bee Low

It's just the beginning.

@1:28:40 - estevenson

I follow up step-by-step, easy.

@1:28:43 - Bee Low

Bye.

@1:28:44 - JD Leonard (modernbizconsulting.com)

I'm going to go there as well.

@1:28:47 - estevenson

No, I'm going to head off, grab some lunch.

@1:28:50 - JD Leonard (modernbizconsulting.com)

Thanks very much.

@1:28:51 - James Shields

Thanks, Erica. Bye. Bye now. Bye

Comments

jdleonard created an issue. See original summary.

jdleonard credited bee low.

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jdleonard
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Primary language English
Location Austin, Texas
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Issue summary: View changes
Status: Active » Fixed

Status: Fixed » Closed (fixed)

Automatically closed - issue fixed for 2 weeks with no activity.